This process is required for all of Jacquard's Salesforce Marketing Cloud integrations.
If you've previously set up a server-to-server app in your parent business unit, you do not need to set up another. However, you may need to add additional permissions to it depending on the functionality you're onboarding. Liaise with your Jacquard Solutions Architect for more information.
Jacquard requires server-to-server application details in order to check for results and schedule processes in Salesforce Marketing Cloud.
It is best practice to create the app in the parent business unit so you can provision the application to underlying business units.
If you create the app while logged into a child business unit, Jacquard will only work for that child business unit. This can lead to unintended consequences later should you need to work within a different child business unit.
Creating an app
To create this app, please follow the instructions here on creating an app named Jacquard S2S.
Adding app components
Once you have created the app, add the API Integration Component.
Click on the Add Component button.
Select the API Integration component.
Select the Server-to-Server integration type.
Set the following minimum server-to-server properties by checking the boxes for the following items:
CHANNELS
Email: Read, Write, Send
Push: Read, Write, Send
ASSETS
Documents and Images: Read, Write
Saved Content: Read, Write
AUTOMATION
Automations: Read, Write, Execute
CONTACTS
Audiences: Read, Write
List and Subscribers: Read, Write
DATA
Data Extensions: Read, Write
WEBHOOKS
Webhooks: Read, Write
Click Save.
You can find more information from Salesforce on adding components here.
Licensing
Manage app licensing for use by users in business units as per Salesforce's documentation.
Credentials
When you're finished creating the server-to-server app and licensing it to your users, please pass along the following credentials via a secure, one-time transfer service, such as Privnote:
Client ID
Client Secret
Authentication Base URI
Salesforce Marketing Cloud Stack Number
Salesforce Marketing Cloud Business Unit ID (MID)
Do not email or chat these credentials to Jacquard. We cannot accept credentials shared via unsecured means. If you do share credentials in this way, you'll be asked to delete the components you created and create them again.