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Sitecore Connect™ for Salesforce Marketing Cloud

Sitecore Content Hub can be integrated with the Salesforce Marketing Cloud. By adding the Sitecore Content Hub to Salesforce Marketing Cloud, a better level of security is set. The Sitecore Content Hub ensures that all assets are protected in a centralized repository. Customers will be able to customize emails and other marketing content in the Salesforce Marketing Cloud using approved and signed-off Assets from the Sitecore Content Hub. This ability not only improves customer engagement but also reduces "time to market," meaning the time it takes from a product being conceived until its being available for sale.

Purpose of the Connector

The marketer will be able to login to Salesforce Marketing Cloud to create marketing content, for example, an email. But through this integration, the user can include approved Assets from the Sitecore Content Hub in the Content created in the Salesforce Marketing Cloud:

The user begins the creation process in the Salesforce Marketing Cloud and, when reaching the Add Content tab, can log in to the Sitecore Content Hub. The user can then select the best Asset for the Content and using a Public link insert this approved asset into the Content that is being created. Thereby bringing all the functionality of the Sitecore Content Hub and making this functionality available in the Salesforce Marketing Cloud.

Availability

The Sitecore Content Hub Salesforce Marketing Cloud integration package will be available from the Salesforce App Exchange.

Scope

The scope of the Sitecore Content Hub Salesforce Marketing Cloud integration using the Sitecore Connect is currently only to include assets from Sitecore Content Hub in Salesforce Marketing Cloud Email App. This app is part of the Content Builder. The scope of the Sitecore Salesforce Connect scope means that the endpoints in the CORS Configuration are valid only for email creation in the Salesforce Content Builder. However, they may be extensible for other apps within the Salesforce Content Builder.

Using the connector

Once the setup has been completed; a user, with access to both the Sitecore Content Hub instance and the Salesforce Marketing Cloud instance.

After the user logins in, they navigate to the Email Studio tab and select the Email option on the menu:

On the Email page, select the Content tab on the top menu:

The Content Builder subsequently opens. In the top right of the window is the Create option:

On the dropdown emanating from the Create button, select the Email Message option:

The Email Message provides a range of options. The displayed option is the Basic template choice, which allows the user to select a detailed layout for the new email. If required, click on the desired layout and click on Select in the bottom right:

Or an Empty layout could be selected. This Empty template layout provides a choice of empty templates with no further details for the email creation:

The Themed layout provides a selection of themed layouts:

The Saved option provides a choice of organization-specific created templates, compared to the other three choices that are system-specific.

No matter which option is chosen the user clicks on Select and proceeds to the next stage of Defining Email Properties.

Define Email Properties:

In all case options, the user must define the properties of the email being created:

  • Name: this is a mandatory field.
  • Description: this is an optional field.
  • Location: this is a mandatory auto-filled field, containing the value of Content Builder.
  • Campaign: this is an optional field.
  • Sharing: this allows the user to share the email with the business unit to which they belong.
  • Target language: this defaults to the primary language but different Unicode language encodings can be used from the dropdown.

Once completed as required, click on next to create the Content of the email:

Adding Assets in Salesforce Marketing Cloud Email

On the Create An Email page, scroll down to the Custom Content Blocks and drag the Sitecore Content Hub Connector, created earlier, and drop it in whichever section of the template it is required:

If the user is not yet authenticated in Sitecore Content Hub, then the login modal will open:

If this does not happen, the user must click on the link shown in the IFrame of Sitecore Content Hub. Then, the user logins using their Sitecore Content Hub credentials, the login modal will close automatically, and the IFrame of Sitecore Content Hub will reload.

Once logged into Sitecore Content Hub there are two sub-pages under the dedicated Salesforce Connect landing page. By default, the M.Salesforce.MC.Everyone user group can access Approved assets page, create and select public links, and access the Asset detail page. If a user also belongs to the M.Salesforce.MC.Editors user group, they can access the Pending approval page, to select and use asset that are not yet approved or upload new ones. They can also directly publish these assets from this page:

  • Approved assets: this page shows assets that have been approved.

    Approved assets page
  • Pending approval: this pages shows assets that have not yet been reviewed and received approval.

    The In progress assets page contains ability to upload a Creation component to upload assets

    Pending approval page
Note

The Salesforce connector only supports the following image file types: BMP, gif, jpeg, jpg, png, SVG. Any other file types will not be available for insertion by the user.

On both the In progress and the Approved assets page, the user can create Public links to insert a rendition of the desired asset into the email content within Salesforce Marketing Cloud. When there is an existing Public link, a curved arrow is shown on the asset preview; if the user clicks on this arrow, then the Public link modal opens where a rendition can be select for insertion. By clicking either on this or on the Asset the user has the option to select an existing Public link or create a new Public link:

The user can also utilize the conversion and transformation functionality of Public links in Sitecore Content Hub, for more information on Public links, please see Public links:

Once the new Public link is created, or the existing Public link selected

Once the asset has been inserted, to finish the user must click on Done Editing:

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