Marketing Cloud Journeys Information for Salesforce — Everything You Need To Know Including Setup Guide

In one of my recent marketing cloud and service cloud implementation, the client’s requirement was to check which contact is part of which journey from marketing cloud to salesforce service cloud. Since there was no straight way to implement this then, I had a hard time figuring out the workaround to provide a solution.

Luckily, a recent release from Salesforce Lab has made meeting this requirement possible using a lightning component. Marketing Cloud Connect is a prerequisite, of course.

The app is available on App exchange (where else you would find it :p) by the name “Marketing Cloud Journeys for Salesforce”.

Description from salesforce labs-

Manage Marketing Cloud Journeys for leads, contacts, cases, and accounts. View which Marketing Cloud journeys a Contact, Lead, Case or Account is on, directly within Salesforce. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time.

What are the features covered in the app?

• Identification of Sales/Service Cloud Contacts and Leads currently part of the Journey/Journeys
• Ejecting contact with immediate effect (earlier this was managed via postman or maybe by a custom solution )
• That’s all (I know as of now :p)

The good news is that the implementation does not require any development/coding knowledge.

How to install and configure the managed package:

Before we begin, ensure you have Admin permissions in salesforce org and marketing cloud BU

1. The first step is to install the package in Salesforce: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3z0000026ryoAAA and select Install for All Users
2. The next step will require open setup in SFMC, expand Apps and choose Installed Packages. Then click on New. Give the package a name, such as “SFMC Salesforce Journey, Save this.
3. Now Click on Add Component, select API Integration, and click on Next, then choose Web App, click Next, and finally in the permissions panel, you must tick the following options:

• Offline Access
• Journeys — Read and Execute
• List and Subscribers — Read
• Data Extensions — Read

At the top, set the URI field to any URL you can think of — we’ll change it later — , for example https://google.com, and then click Save. Configure Auth Provider.

1. Now let’s go back into Salesforce! Open Setup, search for Auth in the Quick Find box, and choose Auth. Providers. Then click on New, choose Type Open ID Connect and complete the form with the following options:
2. Name: SFMC Journeys
3. URL Suffix: SFMC_Journeys
4. Consumer Key: Paste the Client Id from the Marketing Cloud package we just created
5. Consumer Secret: Paste the Client Secret from the Marketing Cloud package we just created
6. Authorize Endpoint URL: Paste the Authentication Base URI from the Marketing Cloud package we just created, and add v2/authorize at the end (e.g. https://xxxxxxxxxx.auth.marketingcloudapis.com/v2/authorize)
7. Token Endpoint URL: Paste the Authentication Base URI from the Marketing Cloud package we just created, and add v2/token at the end (e.g. https://xxxxxxxxxx.auth.marketingcloudapis.com/v2/token)
8. Then click Save.
9. Now, at the bottom of the page you’ll find a Callback URL, copy it.
10. Go back into the Marketing Cloud package configuration page, click on Edit inside the API integration box, and replace the dummy URI you had entered at the top (https://google.com) with the one you just copied. Click Save
11. Configure Named Credential
12. Let’s go back into Salesforce. Open Setup again, search for Named in the Quick Find box and choose Named Credentials. Then click on New, and complete the form with the following options:
13. Label: Salesforce Marketing Cloud
14. Name: Salesforce_Marketing_Cloud (it’s important that it’s spelled exactly this way)
15. URL: Paste the REST Base URI from the Marketing Cloud package we just created, removing the final slash at the end (e.g. https://xxxxxxxxxxxx.rest.marketingcloudapis.com)

• Identity Type: Named Principal
• Authentication Protocol: OAuth 2.0
• Authentication Provider: Marketing Cloud (select the one you created above)
• Start Authentication Flow on Save: ✔️
• Generate Authorization Header: ✔️

Then click Save. Salesforce will now integrate your account with Marketing Cloud, and you should see Authentication Status: Authenticated if it all went well. Add Lightning Component to Record Pages. Open any Contact, Lead, Case or Account, then open the Setup menu at the top right and choose Edit Page. Drag and drop the Marketing Cloud Journeys custom component anywhere on the page, and select the field which contains the Contact Key on the right-hand side Save it.

I hope this will help many of your clients. you may also reach out to me via direct message if you need further clarification.