Connecting your Salesforce Marketing Cloud account

You can connect your Salesforce Marketing Cloud account with Lexer, to import your customer data and create enriched identity profiles. This will also allow you to activate Tribes for email marketing campaigns.

What about ExactTarget?

ExactTarget was an email marketing platform acquired by Salesforce in 2013, and rebranded to Salesforce Marketing Cloud. Throughout Lexer we’ll always refer to Salesforce Marketing Cloud (SFMC) but know that the names “Salesforce Marketing Cloud” and “ExactTarget” refer to the same product.

Benefits of a Salesforce Marketing Cloud integration

  • Import your contacts as enriched identities
  • Send audiences for targeted marketing campaigns
  • Sync data between your Lexer CDP and Salesforce Marketing Cloud

API Access

Before we can connect the two accounts, you’ll need to provide Lexer access to your Salesforce Marketing Cloud account. We can achieve this by creating a Salesforce Marketing Cloud application. Please note, if your Salesforce Marketing Cloud account contains more than one brand, you will need to create an Installed Package for each brand.

  1. Log in to your Salesforce Marketing Cloud account
  2. Click your name in the top right hand corner, and select Setup
  3. On the left hand side screen, find Platform Tools and click on Apps and then Installed Packages
  4. Now make a new package by clicking New in the top right hand corner of screen. Name this Lexer: [Brand name].
  5. Click Add Component
  6. Select API Integration and click Next
  7. Select Server-to-Server
  8. Enable Read and Write permissions for the following; Email, SMS, Audiences, List and Subscribers, Marketing Cloud Connect, Data Extensions, Campaign
  9. Click Save

You will now see a summary page with a Components section. This section lists your Client ID and Client Secret settings, which we’ll need to paste securely into Lexer as detailed below.

Once you’ve configured the components, navigate to Access and select only the brand you’d like this Installed package to be used for.

How do I integrate my account?

  1. Select the Salesforce Maketing Cloud tile
  2. Click Integrate Salesforce Marketing Cloud
  3. Enter your Salesforce account name (this could be your brand, or sub-brand name)
  4. Paste in your Base Authentication URI
  5. Paste in your Client ID and Client Secret generated from making your Installed Package
  6. Click Save

Further reading