Integration Service user guide

Prerequisites​

• OAuth 2.0 Authorization code: Tenant, and the email address and password associated with your Salesforce account.
• Bring your own OAuth 2.0 app: Tenant, Client ID, and Client secret.

Retrieve the Tenant name​

1. Log in to your account.

2. Go to the Setup screen ( you can hover over your account name in the upper-right corner and select Setup from the drop-down menu).

3. On the left-side menu, select Company Settings, then select Account Settings.

4. You should be able to see your tenant name next to SOAP WSDL in the form of: https://example.soap.marketingcloudapis.com/ETFramework.wsdl.

   Note: On your account, instead of example, the address will include your tenant name. Copy it and use it to establish the connection using the UiPath Integration Service.

Add the Salesforce Marketing Cloud connection​

1. Select Orchestrator from the product launcher.
2. Select a folder, and then navigate to the Connections tab.
3. Select Add connection.
4. To open the connection creation page, select the connector from the list. You can use the search bar to find the connector.
5. Select an authentication type: OAuth 2.0 Authorization code (default option) or Bring your own OAuth 2.0 app.
6. Enter the required credentials for your preferred authentication method and select Connect.