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Salesforce Marketing Cloud integration setup instructions

Setting up an app package

  1. Log in to your Salesforce Marketing Cloud account, and click on your avatar in the upper right, and from the dropdown, click Setup.

    Salesforce Marketing Cloud dashboard

  2. We’ll need to create a package for Blocks Edit. To do this, on the left sidebar, under Platform Tools, click Apps and then Installed Packages under it.
  3. Click the New button in the upper right to create your package.
  4. In the window that comes up, give the package a name. For reference, it would be helpful to include Blocks Edit in the name. Optionally, you can also add a description.
  5. Make sure to check Create with enhanced functionality and click Save.

    Salesforce Marketing Cloud package setup

Adding the integration component

  1. Next, you’ll add a component for the package to setup the API connection. Click the Add Component button on the new screen you’re taken to after saving.

    Salesforce Marketing Cloud, adding a component

  2. In the window, select API Integration as the component type and click Next.
  3. Then select Server-to-server and click Next.
  4. Under Scope options check permission boxes according to the table below. These permissions allow your Blocks Edit account to transfer the emails you build and their images to your Salesforce Marketing Cloud account.
    Email Read, Write
    Documents and Images Read, Write
    Saved Content Read, Write
  5. Once the component has been added, you’ll need some info from this screen to use in your Blocks Edit account. Specifically, the values for: Client Id, Client Secret, Authentication Base URI and Rest Base URI.

    Salesforce Marketing Cloud, API integration credentials

Finishing up in Blocks Edit

  1. Log in to your Blocks Edit account, and under your profile in the upper right drop down, go to My Account, or if you’re part of multiple organizations, click on the one you want to setup your integration for.
  2. Scroll to the bottom of the screen and under Integrations, and click the Add button next to Salesforce Marketing Cloud. Note: You’ll see integrations options only if you are an admin or owner on the account.

  3. Here you’ll just need to add in your Salesforce Marketing Cloud API credentials from the package you created in the corresponding fields.
  4. Click Save to save your credentials. You will be redirected to Salesforce Marketing Cloud to authenticate the connection, and then back to your Blocks Edit account.

Using Business Units

You'll also see a Business Unit MID field in Blocks Edit. This is if you need to specify a Business Unit for access. You can find the MID in SFMC by hovering your mouse over the Business Unit in the top right corner, next to your account dropdown. If you have multiple Business Units, hover over the one you want to use to see its MID.

Template access settings

You will need to enable your integration for each template that you want to allow using as a source for images in the editor. You can do this in the dashboard by clicking on the settings icon on the right side of a template.

When enabled, the option to set a base directory to access images from is available. For example, if you want to limit access to a certain project folder.

Template settings

Note: you will need to be an admin or owner on the account to have access to these settings.

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