Salesforce Marketing Cloud authentication

Prerequisites

To authenticate, you need the following credentials:

• Bring your own OAuth 2.0 app: Tenant, Client ID, and Client secret.

To learn how to create your own OAuth 2.0 application, see the Salesforce documentation.

Retrieve the Tenant name

You can retrieve your Tenant name from your Salesforce Marketing Cloud account.

1. Log in to your account.
2. Go to the Setup screen ( you can hover over your account name in the upper-right corner and select Setup from the drop-down menu).
3. On the left-side menu, select Company Settings, then click Account Settings.
4. You should be able to see your tenant name next to SOAP WSDL in the form of: https://example.soap.marketingcloudapis.com/ETFramework.wsdl.
   Note: On your account, instead of example, the above address will include your tenant name. Copy it and use it to establish the connection using the UiPath Integration Service.

Add the Salesforce Marketing Cloud connection

To create a connection to your Salesforce Marketing Cloud instance, you need to perform the following steps:

1. Select Integration Service from Automation Suite.

2. From the Connectors list, select Salesforce Marketing Cloud. You can also use the search bar to narrow down the connector.

3. Select the Connect to Salesforce Marketing Cloud button.

4. Enter the required credentials for your preferred authentication method and select Connect.

5. Your connection has been added.