ESP Sync for Salesforce Marketing Cloud


How to Set Up Salesforce Marketing Cloud with Litmus



This tutorial will cover how to set up the Salesforce Marketing Cloud (SFMC) integration with Litmus. If you have already connected SFMC to Litmus and would like to learn how to use the feature, please click here:

How to Use SFMC with Litmus

Litmus Salesforce Marketing Cloud integrations are available on Enterprise plans only.


Getting Started

With ESP Sync for Salesforce Marketing Cloud (SFMC), you can automatically sync your email code and assets from Litmus Builder to SFMC while you build. When it’s time to review your email with Proof, Previews & QA, or run a Spam Test, you can quickly select a draft email from SFMC to view in Litmus without ever switching tools.

Setting up sync with SFMC requires the following inputs: Tenant subdomain, Tenant instance (also known as server stack), Client ID, and Client secret.

Sync with Salesforce Marketing Cloud enter your credentials modal


How to Setup

To connect Litmus to your Salesforce Marketing Cloud instance you need to set up Litmus as an Installed Package. 

⚠️ Important: You will need Administrative rights on your SFMC account to complete the setup.

✏️ Note: For all ESP Sync functionality to work, your SFMC account must have the All Subscribers List setting enabled. This setting is disabled by default and can be enabled by submitting a request through SFMC support.

  1. The first step is to create an installed package. Log in to Salesforce Marketing Cloud, click on your name in the upper right corner of the screen, and click Setup.

    Salesforce Marketing Cloud settings dropdown menu


  2. Click on Installed Packages under Platform Tools > Apps in the left-hand menu.

    Salesforce Marketing Cloud setup menu with Installed Packages highlighted


  3. Click New, give the package a name and description and click Save.

    New Package Details modal


  4. Under Components, click Add Component, select API Integration, and click Next.

    Add Component modal with API Integration selected as the component type
  5. Select the integration type Server-to-Server and click Next.

    Add Component modal with Server-to-Server selected as the integration type


  6. In the permissions section select the following permissions, then click Save:
       
    • Channels - Email: Read, Write, Send
    • Assets - Documents and Images: Read, Write
    • Assets - Saved Content: Read, Write
    • Contacts - List and Subscribers: Read, Write
    • Data - Data Extensions: Read, Write
    • Provisioning - Accounts: Read, Write

      Add Component modal with Server-to-Server properties selected
    • Why does Litmus need this information? In order to send emails on your behalf, we use the Marketing Cloud Transactional Messaging REST API, which requires access to both contact addresses and data extensions in order to:
         
      • Create a contact
      • Send a test email to that contact 
    • We do not access your customer data, but rather only the test "customer" profile we create via the API in order to enable sending your email into Litmus


  7. Once you click Save you will see the API Integration details for the Component you just created, including Client ID, Client Secret, and Tenant subdomain. Keep this page open or copy these details somewhere safe so you can enter them in Litmus later to complete the sync setup.
  8.  

    ✏️ Note: The Tenant subdomain can be found between the "https://" and ".auth" portions of the Authentication Base URI. The Tenant subdomain should be a 28-character string starting in "mc" as shown below.

    Details tab of the created Installed Package with Client ID, Client Secret, and Tenant subdomain highlighted in green


  9. To find your Tenant instance (also referred to as server stack) you'll need to take a look at the URL in your browser’s address bar when you're logged into Salesforce Marketing Cloud. See this help article for more details.

  10. You can now set up your connection to Salesforce Marketing Cloud from the Settings > Manage ESPs page in Litmus. You will need to enter your Tenant subdomain, Tenant instanceClient ID, and Client secret for the API component you created in the previous steps.
  11. Click Add & Authenticate to complete the setup.

Your Litmus account should now be connected and ready to sync with Salesforce Marketing Cloud.


Connecting multiple business units with Litmus

To differentiate between business units when selecting the account to pull the email in from, set a custom nickname for each instance on the Manage ESPs page. You can also create a subaccount in Litmus for each business unit and create the connection there, as connected ESPs are not shared across subaccounts.

You cannot create one API connection between Litmus and SFMC for use with all of your business units. You can create an installed package for each individual business unit by setting up ESP Sync for SFMC within each of them using the instructions above.

For frequently asked questions about ESP Sync, see our FAQ page.

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