Connect for Salesforce Marketing Cloud
Prerequisites
An Optimizely Content Management System (CMS) installation with Optimizely Forms and the required Marketing Automation connector components. See Optimizely Connect for Marketing Automation.
Install
The Connect for Salesforce Marketing Cloud (ExactTarget) MA connector is installed through the NuGet package EPiServer.MarketingAutomationIntegration.ExactTarget. See Add-ons platform compatibility for supported Optimizely versions.
Configure
To configure your Optimizely website to use Salesforce Marketing Cloud, you need a Salesforce Marketing Cloud license that provides you with a username, password, and company name. You also must configure the connection of form fields to Salesforce Marketing Cloud so that data from the specified fields can be sent to Salesforce Marketing Cloud.
These configurations are described in Salesforce Marketing Cloud (ExactTarget) connector in the Optimizely User Guide.
Encrypt credentials
Credentials are encrypted and saved based on one of the following options:
- MAICryptoKey – AES encryption with a SHA256-computer hash based on the value of the key. This key should be specified at the root level of the appsettings.json file with any string as its value.
- machineKey of the server. The machineKey encryption is used ONLY if MAICryptoKey is not specified. If you neglect to specify an MAICryptoKey in appsettings.json, the credentials are removed when the DXP instance is restarted because the machineKey is different and will fail to decrypt the credentials, so you must save credentials again through the configuration screen.
If the credentials are already encrypted using machineKey in an existing site, and the MAICryptoKey setting is added, then the credentials are deleted and must be re-entered.
Note The MAICryptoKey must be specified with the same value in ALL the DXP instances that are connected to the same database. If it is missing or the value is different in any of the instances, the credentials will be deleted and must be re-entered.