---
title: Integrate Salesforce Marketing Cloud Audience Sync
slug: data-platform/docs/integrate-salesforce-marketing-cloud-audience-sync
docTags: 
createdAt: 2026-08-10T12:05:17.000Z
---

:::hint{type="info"}
**Note**

The terms *audiences* and *segments* are interchangeable. Optimizely has updated all *segments* to *audiences* on the **Audiences** page and is updating the UI on other pages. See  [Understand audiences](docId\:v-gHiL9jfINBey-4QNtFM) to get information on audiences.
:::

Use the Salesforce Audience Sync integration to sync audiences from Optimizely Data Platform (ODP) to a Salesforce Marketing Cloud (SFMC) data extension. You can make this a [recurring sync](docId\:BAn2w7A42xnXJk_ockLtg) or a [one-time sync](docId\:BAn2w7A42xnXJk_ockLtg).

## Update API app consent setting

You only need to complete the instructions in this section if your app consent setting for the API channel is set to **Opted Out**. This setting must be set to **Opted In** for this app to successfully send data.

1. Go to **Settings > App Consent Settings** in ODP.
2. Set the **Api** app's **Default Consent** to **Opted In**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ReEqOwz9ep8rHhK3HVmLw_odp-app-consent-setting.png" size="90" width="1054" height="909" isUploading="false" darkWidth="1054" darkHeight="909" showCaption="false"}

3. Click **Update Consent** in the confirmation prompt.

## Configure and enable the integration

Before you can configure a recurring or one-time data sync between ODP and SFMC, you must [create a package](docId\:BAn2w7A42xnXJk_ockLtg) for this integration in SFMC. When that is complete, you need to [install the app](docId\:BAn2w7A42xnXJk_ockLtg) and complete the settings for the integration in ODP.

### Create ODP Audience Sync package in SFMC

:::hint{type="info"}
**Note**

You must mark blank data extension fields as `nullable`. If you do not, your data extension fields will not be sent to Salesforce.
:::

In your SFMC account:

1. Go to **Setup > Apps > Installed Packages**.
2. Click **New**.
3. Name your new package **ODP Audience Sync** and click **Save**.
4. Click **Add Component** under **Components**.
5. Select **API Integration** and click **Next**.
6. Select **Sever to Server** as your integration type and click **Next**.
7. Make the following selections within **Scope Access**:
   - **Data Extensions** – Read, Write
   - **Accounts** – Read
8. Click **Save**.
9. Click the **Access** tab and enable the business units you want the app to target for your ODP account.
10. Click **Save**.
11. Go back to the **Details** section and keep this window open because you will need information from it for the next steps in ODP.

    ![mceclip0.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/TzuxPoTPGIXjq8dWQhuL7-20260720-145705.png)

### Enable the integration in ODP

To enable the SFMC integration in ODP:

1. Go to **Data Setup >** **App Directory**.
2. Select the **Salesforce Audience Sync** app.
3. Click **Install App**.
4. Click the **Settings** tab.
5. Complete the following fields:
   - **Sub Domain** – Enter the **Authentication Base URI** from SFMC (see [step 11](docId\:BAn2w7A42xnXJk_ockLtg)).
   - **Client ID** – Enter the **Client Id** from SFMC (see [step 11](docId\:BAn2w7A42xnXJk_ockLtg)).
   - **Client Secret** – Enter the **Client Secret** from SFMC (see [step 11](docId\:BAn2w7A42xnXJk_ockLtg)).
   - **Account ID** – Expand your account name drop-down list in SFMC. The account ID is the number that displays after the account name (see [step 11](docId\:BAn2w7A42xnXJk_ockLtg)).
6. Click **Verify**.

Now that the integration is enabled, you must configure a [recurring](docId\:BAn2w7A42xnXJk_ockLtg) or [one-time data sync](docId\:BAn2w7A42xnXJk_ockLtg) to begin syncing your ODP audiences to SFMC.

## Recurring sync

To configure a recurring sync between ODP and SFMC, you must first create a data extension in SFMC that clears itself once per day to get the new audience members from ODP. Then, create a daily, recurring activation in ODP to sync the data to SFMC.

### Create a data extension for recurring sync in SFMC

To create your target data extension in Salesforce Marketing Cloud:

1. Go to **Email Studio > Email > Subscribers > Data Extensions**.
2. Click **Create**.

   ![mceclip0.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Up8QsNAmdxKMIi7jmXTq8-20260720-145705.png)
3. Select **Standard Data Extension** and click **OK**.
4. Enter the **Name** of your data extension and select the **Is Sendable?** checkbox.
5. Click **Next**.
6. Toggle the **Retention Setting** to **On** and complete the following settings:
   - In the **Delete** section, select **All records**.
   - In the **Period** section, set to **After 1 Days** and select the **Reset period on import** checkbox.
7. Click **Next**.
8. Set email address as the primary key for this integration:
   1. **Name** – Enter your desired name (such as **Email**).
   2. **Data Type** – Select **EmailAddress**.
   3. **Primary Key** – Select this checkbox.
9. (Optional) Add up to four additional data extension fields to sync (for example, first name, last name, and so on).
10. Expand the **Send Relationship** drop-down list and select **Email**.
11. Click **Create**.

    ![mceclip2.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/V3Zr3_sO2qLQDyN5GoZN8-20260720-145705.png)

### Create a recurring campaign in ODP

Now, create a behavioral campaign and configure your recurring sync in ODP:

1. Go to **Activations > Overview**.
2. Click **Create New Campaign**.
3. Click **Behavioral**.
4. Click **Create From Scratch**.
5. Enter a name for your campaign that represents the data you are syncing to SFMC (for example, VIP Customers).

   ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/jUWFPRJfCj_xoYz3OtK48-20260720-145705.png)
6. Select your desired audience and click **Apply**, or click **Create New Segment**, select your desired audience conditions, and click **Save**.
7. Expand **Enrollment Rules** and toggle the **must not have matched this campaign in the last 7 days** setting to off.
8. Expand **Touchpoints.**
9. Click to edit **Touchpoint 1** and select **Salesforce Audience Sync**.
10. Select a messaging identifier from the drop-down list in the **Targeting** section to target which profiles to send to SFMC.

    ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/NIVll3ti7aachyXLVLSjk-20260720-145705.png)
11. Complete the following fields in the **Configure** section:
    - **Business Unit** – Select your target business.
    - **Data Extension** – Select the target data extension you recently created.
    - **Subscriber Key Identifier Mapping** – Select which data extension field you want to send the target identifier to.   
    - **Primary Key** – Select **Email Address** to use `{{customer.email}}` as the primary key. If you selected a subscriber key in the previous step, this is chosen as the primary key. Select **None** to create your own primary key in SFMC or to not use any primary key.
    - **Number of Additional Fields** – (Optional) Select the number of additional SFMC data fields you want to sync (up to 20).

      :::hint{type="info"}
      **Note**

      A drop-down list and input field displays for the number of additional fields you selected. In each **Field #** drop-down list, select the SFMC field you want to populate. In each corresponding **Field # Value**, enter the ODP customer attribute you want to send into the selected SFMC field. For example, if you selected **First Name** from the **Field #** drop-down list, enter `{{customer.first_name}}` for the corresponding **Field # Value**.
      :::
12. Click **Save**, and then click your campaign name in the breadcrumb trail at the top of the page.

    ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Q0dOPcIqlJV1TEwQlgU-_-20260720-145705.png)
13. Click **Select start time and schedule**.

    ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/TY-M0AaLL7Y7YWXipz_oN-20260720-145705.png)
14. Select **Recurring** and set your desired **Start Date** and **Timing**. 

    ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/5LURWllJLVtFK3skBu1d0-20260720-145705.png" size="60" isUploading="false" showCaption="false" width="501" height="396" darkWidth="501" darkHeight="396"}

    :::hint{type="info"}
    **Note**

    **End** defaults to **Never**. If you want to end the SFMC integration on a specific date, set that here. Ensure that **Repeats** is set to **Daily** and **Repeat Every** is set to **1 day**.
    :::
15. Click **Apply**.
16. Click **Save** and then click **Go Live**. Your sync starts at your designated start date/time.

    :::hint{type="info"}
    **Note**

    You may need to refresh your SFMC window for the records to display in your data extension.
    :::

## One-time sync

To configure a one-time sync of an ODP audience to an SFMC data extension, you must first create a data extension in SFMC. Then, create a one-time campaign in ODP to sync the data to SFMC.

### Create a data extension for one-time sync in SFMC

To create your target data extension in Salesforce Marketing Cloud:

1. Go to **Email Studio > Email > Subscribers > Data Extensions**.
2. Click **Create**.

   ![mceclip0.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Up8QsNAmdxKMIi7jmXTq8-20260720-145705.png)
3. Select **Standard Data Extension** and click **OK**.
4. Enter the **Name** of your data extension and select the **Is Sendable?** checkbox.
5. Click **Next**.
6. Ensure the **Retention Setting** is **Off**.
7. Click **Next**.
8. Set email address as the primary key for this integration:
   - **Name** – Enter your desired name (such as **Email**).
   - **Data Type** – Select **EmailAddress**.
   - **Primary Key** – Select this checkbox.
9. (Optional) Add up to four additional data extension fields to sync (for example, first name, last name, and so on).
10. Expand the **Send Relationship** drop-down list and select **Email**.
11. Click **Create**.

    ![mceclip2.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/V3Zr3_sO2qLQDyN5GoZN8-20260720-145705.png)

### Create a one-time campaign in ODP

Now, create a one-time campaign and configure your sync in ODP:

1. Go to **Activations > Overview**.
2. Click **Create New Campaign**.

   :::hint{type="info"}
   **Note**

   If you do not have access to the **Activations** page, contact your Customer Success Manager.
   :::
3. Click **One-Time**.
4. Click **Create From Scratch**.
5. Enter a name for your campaign that represents the data you are syncing to SFMC (for example, VIP Customers).

   ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/-9B2mHYSpuCpX3D0PpmL9-20260720-145705.png)
6. Select your desired audience and click **Apply**, or click **Create New Segment**, select your desired audience conditions, and click **Save**.
7. Expand **Enrollment Rules** and toggle the **must not have matched this campaign in the last 7 days** setting to off.

   :::hint{type="info"}
   **Note**

   This should not affect a one-time campaign, but turning this setting off ensures you will not have any issues if you rerun this campaign.
   :::
8. Expand **Touchpoints.**
9. Click to edit **Touchpoint 1** and select **Salesforce Audience Sync**.
10. Select a messaging identifier from the drop-down list in the **Targeting** section to target which profiles to send to SFMC.

    ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/NIVll3ti7aachyXLVLSjk-20260720-145705.png)
11. Complete the following fields:
    - **Business Unit** – Select your target business.
    - **Data Extension** – Select the target data extension you recently created.
    - **Subscriber Key Identifier Mapping** – Select which data extension field you want to send the target identifier to.  
    - **Primary Key** – Select **Email Address** to use `{{customer.email}}` as the primary key. If you selected a subscriber key in the previous step, this will be chosen as the primary key. Select **None** to create your own primary key in SFMC or to not use any primary key.
    - **Number of Additional Fields** – (Optional) Select the number of additional SFMC data fields you want to sync (up to 20).

      :::hint{type="info"}
      **Note**

      A drop-down list and input field displays for the number of additional fields you selected. In each **Field #** drop-down list, select the SFMC field you want to populate. In each corresponding **Field # Value**, enter the ODP customer attribute you want to send into the selected SFMC field. For example, if you selected **First Name** from the **Field #** drop-down list, enter `{{customer.first_name}}` for the corresponding **Field # Value**.
      :::
12. Click **Save**, and then click your campaign name in the breadcrumb trail at the top of the page.

    ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Q0dOPcIqlJV1TEwQlgU-_-20260720-145705.png)
13. Click **Select start time and schedule**.

    ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/mvKF5ZP_Ze3Ikm6QAvnMt-20260720-145705.png)
14. Enter the **Send Date**, **Send Time**, and select your **Time Zone**.

    ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/V1PT0H71JNEiSYzqDNaZf-20260720-145705.png" size="50" isUploading="false" showCaption="false" width="356" height="343" darkWidth="356" darkHeight="343" position="flex-start"}
15. Click **Apply**.
16. Click **Save** and then click **Go Live**. Your sync starts at your designated start date/time.

    :::hint{type="info"}
    **Note**

    You may need to refresh your SFMC window for the records to display in your data extension when the sync is complete.
    :::