SFMC - Integration Guide

In this article, we'll walk you through the process of integrating your SmarterSends instance with your Salesforce Marketing Cloud (SFMC) account using the Enhanced Package (v2) integration.

 

Prerequisites

To integrate SmarterSends with SFMC, you will need to create a Server-to-Server API Package in your Salesforce Marketing Cloud account and have your Business Unit MID and SFTP credentials ready.

Create an Installed Package

1.  Log in to Salesforce Marketing Cloud.

2.  Navigate to Setup > Platform Tools > Apps > Installed Packages.

3.  Click New, enter a name (e.g., "SmarterSends"), and click Save.

4.  Click Add Component and select API Integration.

5.  Select Server-to-Server as the integration type and click Next.

6.  Grant the following Scopes (ensure you enable both Read and Write where available):

       Data: Data Extensions (Read, Write)

       Email: (Read, Write, Send)

       Saved Content: (Read, Write)

       Audiences: (Read, Write)

       List and Subscribers: (Read, Write)

       File Locations: (Read, Write)

       Tracking Events: (Read)

       Automations: (Execute, Read, Write)

       Provisioning Accounts: (Read)

7.  Click Save. You will now see your Client ID, Client Secret, and Authentication Base URI.

8.  Whitelisting IP Addresses: If your account requires IP restriction, ensure you whitelist the SmarterSends IP address in your Installed Package settings. (Check your SmarterSends dashboard or contact support for the exact IP).

Get your Account MID

Your Account MID (Member ID) is located in the top-right corner of the SFMC interface, displayed under your business unit name. If you have a multi-business unit setup and intend to allow SmarterSends the ability to use all BUs, ensure the MID you select is the Parent MID.

Configure SFTP

SmarterSends uses SFMC's SFTP for high-volume data imports.

1.  Navigate to Setup > Administration > Data Management > FTP Accounts.

2.  Ensure an FTP user is active. The username typically matches your Account MID.

3.  Note the password for this FTP account.

Integration Steps

 

1.  In SmarterSends, navigate to Settings > Integrations > Email

2.  Select Salesforce Marketing Cloud v2 from the Email Service Provider dropdown.

3.  Complete the following fields:

API Authentication

   API SUBDOMAIN: Enter the unique subdomain from your Authentication Base URI. For example, if your URI is `https://mc123456789.auth.marketingcloudapis.com/`, enter `mc123456789`.

   CLIENT ID: Paste the Client ID from your SFMC Installed Package.

   CLIENT SECRET: Paste the Client Secret from your SFMC Installed Package.

   ACCOUNT MID: Enter your SFMC Business Unit ID (MID).

After entering these values, click Test API Access and the API Access Successful indicator should turn green.

Data Extension Settings

   SEARCH FOR DATA EXTENSIONS: Use this search bar to filter your available SFMC Data Extensions.

   SELECT THE PARENT DATA EXTENSION: Choose the primary Data Extension that SmarterSends will use as the model for audience imports. Imports will create new Data Extensions using this DE as the template.

   RESTRICT IMPORT FIELDS: Enable this if you want to limit which fields users can map during import.

   IMPORT FIELDS: Select the fields that users are allowed to import into. Note: Be sure to select at least the Email field.

   CSV TEMPLATE FIELDS: Select the fields that should appear in the downloadable CSV template provided to your users.

Default Send Settings

   DEFAULT SEND CLASSIFICATION: Select the classification to use by default.

   DEFAULT SENDER PROFILE: Select the default sender profile for your emails.

   SELECT THE TEST DATA EXTENSION: Choose the DE to be used for proofing and test sends.

   SELECT THE SEED DATA EXTENSION: Choose the DE for your seed list.

   SELECT THE SEND LOG DATA EXTENSION: Select your SFMC Send Log where you record send data.

Connection & Storage

   SFTP PASSWORD: Enter the password for your SFMC FTP account (the username is your Account MID).

   DATA EXTENSION FOLDER: Select the folder in SFMC where SmarterSends should store its created Data Extensions.

Sending Options

   DE-DUPLICATE EMAIL ADDRESSES DURING SENDS: Toggle this to enable automatic de-duplication when sending.

   ALLOW USERS TO CHOOSE DE-DUPLICATION: Enable this if you want to give end-users control over de-duplication during the send process.

   ENABLE THROTTLING OPTION: Turn this on to limit the speed of your email sends.

       DEFAULT THROTTLE VALUE PER HOUR: Specify the maximum number of emails per hour. Enter `0` for no limit.

Data Management

   DATA RETENTION: Specify how many days an audience and its related Data Extension should be kept before automatic deletion. Enter `0` to retain data indefinitely.

4.  Click Save at the bottom of the page to complete your integration.