•Enable read and write scopes for the installed packages which is the minimum permission required to access the installed packages.
•Create an API user and assign Administrator role to the user which is the minimum permission required to access the APIs. For more information, see Assigning administrator role to users.
Perform the following steps to retrieve the Client ID and Client Secret for a new package:
1Log in to Salesforce Marketing Cloud.
2Go to Setup > Apps > Installed Packages.
3Click New to create a new package.
4In the New Package Details window, enter the name and description for the package.
To use OAuth 2.0, select Create with enhanced functionality (recommended).
5Click Add Component.
6Select API Integration as the component type.
7Click Next.
8Select Server-to-Server as the integration type.
9Click Next.
10Select the following permissions for the Server-to-Server properties:
- List and Subscribers - Read, Write
- Marketing Cloud Connect - Read, Write
- Data Extensions - Read, Write
These are the minimum permissions required to use Salesforce Marketing Cloud Connector.
11Click Save.
The Components section displays the Client ID and Client Secret for the package.
Perform the following steps to retrieve the Client ID and Client Secret for an existing package:
1Go to Setup > Apps > Installed Packages.
The Installed Packages page lists all the packages installed in the Salesforce Marketing Cloud account.
2Select a package and go to the Components section.
- To add a new component, click Add Component.
- To edit existing component, click Edit.
The Components section displays the Client ID and Client Secret for the package.
3Click Save.
Note: Informatica recommends that you upgrade to OAuth 2.0. If an existing package uses OAuth 1.0, you cannot edit the package to use OAuth 2.0. You must create a new package to use OAuth 2.0.
For information about configuring installed packages and API integration, see the Salesforce documentation.
Assigning administrator role to users
Perform the following steps to assign Administrator role to users in the Salesforce Marketing Cloud account:
1Log in to Salesforce Marketing Cloud.
2Go to Setup > Users > Users
The Users page lists all the users available in the Salesforce Marketing Cloud account.
3Select the user to whom you want to assign Administrator role.
4Click Manage Roles tab.
5Click on Edit Roles.
6Select Marketing Cloud Administrator and Grant the user access to the web services to assign Administrator role to the user that you selected.
Disabling the Salesforce Marketing Cloud account password expiry date
Perform the following steps to disable the Salesforce Marketing Cloud account password expiry date permanently.
1Log in to Salesforce Marketing Cloud.
2Go to Setup > Users > Users.
The Users page lists all the users available in the Salesforce Marketing Cloud account.
3Select the user for whom you want to disable password expiry date.
4Click Edit.
5Specify Yes in the API User property.
6Click Save.
Prerequisites to perform insert operations
Consider the following prerequisites to perform an insert operation in Salesforce Marketing Cloud:
•Contact key is required in the source data to write to the Salesforce Marketing Cloud target.
•Data extension created as a child object of Contacts object should be linked to Contact ID of contacts.
•The Contact ID is an auto generated field in Salesforce Marketing Cloud. Do not map the Contact ID while mapping the fields. The flat file must contain all the mandatory columns of data extensions, such as HTML Enabled in Email Addresses.
Configure proxy settings
If your organization uses an outgoing proxy server to connect to the Internet, you can use the serverless runtime environment to connect to Informatica Intelligent Cloud Services through the proxy server.
You can use the unauthenticated or authenticated proxy server.
To configure the proxy settings for the serverless runtime environment, see Runtime Environments in the Administrator help.