Excel Add-In for Salesforce Marketing Cloud

Build 20.0.7695

Creating a Custom OAuth App

Create an App

You can follow the procedure below to register an app and obtain the OAuth client credentials, the Client Id and Client Secret:

  1. Log in to your Salesforce Marketing Cloud Go to Marketing Cloud | Administration | Installed Packages.
  2. Click New.
  3. Give the package a name and description.
  4. Save the package. Once the package is saved, you see important details about the package. See Installed Packages Definitions for more information about each field. You see the Package ID, JWT Signing Secret, and Source Account only for packages created in your account.
  5. Under Components, click Add Component.
  6. Select API Integration.
  7. You must select Server-to-Server or Web App as integration type if the package supports enhanced functionality.
  8. Assign the appropriate scope for your integration.
    • Perform server-to-server requests... is automatically selected for all API Integrations.
    • Select Perform requests on behalf of the user... if this package contains a Marketing Cloud app.
    • Select the Marketing Cloud scope for your API calls. Assign only the scope your package needs.
  9. Save the component.
  10. Under the component details, you can find the Client ID and Client Secret.

Authenticate to Salesforce Marketing Cloud

After setting the following connection properties, you are ready to connect:

  • OAuthClientId: Set this to the Client ID in your app settings.
  • OAuthClientSecret: Set this to the Client Secret in your app settings.
  • APIIntegrationType: Set this to Server-to-Server for Server-to-Server integration type. By Default it will be set to Web-App Integration Type.
  • Subdomain:The instance of the Salesforce Marketing Cloud API used.
When you connect the add-in completes the OAuth process.

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Build 20.0.7695