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Salesforce marketing cloud integration

Updated over 2 weeks ago

Experiences by Jebbit enables you to seamlessly push data collected in Jebbit experiences directly into your Salesforce Marketing Cloud account. This allows you to efficiently act on your lead data and personalize communications across channels in real time.


Before you begin

  • Ensure you have administrative access to salesforce marketing cloud.

  • Gather the Client ID and Client Secret.

  • Identify the data you want to send from your experience.


Create a Salesforce Marketing Cloud integration

  1. Select Setup > Apps > Installed Packages in Salesforce.

  2. Click New.

  3. Give the package a name and description. We recommend naming it “Jebbit," with “Jebbit Integration” in the description.

  4. Click Save.

Create an API integration component

  1. Under components, click Add Component.

  2. Select the API Integration option.

  3. Select the Server-to-Server option.

  4. Grant Jebbit the following permissions.
    a. Under CONTACTS > List and Subscribers > Read & Write.
    b. Under DATA > Data Extensions > Read & Write.

  5. Click Save.

Copy authentication credentials to a .txt file

  1. Copy authentication credentials, Client Id, Client Secret, and Authentication Base URI. and paste them into a .txt file.

Copy the external key and Attribute names for the data extension to your .txt file

Experiences by Jebbit populates data via Attributes defined from Data Extensions.

  1. Locate the Data Extension Properties and gather the EXTERNAL KEY.

  2. Copy this value and paste into the .txt file.

  3. Under the properties of your Data Extension, under Attributes, you will find the Attribute Name for each Attribute.

  4. Copy these values into the .txt file.

Provide Mappings for data extensions fields

  1. Within the same .txt file that holds your API information, provide both the SFMC data extension field name, and the Attribute ID that will be mapped to the SFMC data extension field.

Example:
Jebbit Attribute : First Name, Salesforce Field: FirstName
Jebbit Attribute : Email, Salesforce Field: Email
Jebbit Attribute: Business Name, Salesforce Field: Business_Name

Note: For future updates, you will need to reach out to your customer service representative to have additional attributes mapped to additional data extension fields.


Next steps

  • Submit test entries through your experience to ensure the data is received by Salesforce.

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