This document helps you through the steps to set up the Acquia SFMC-CDP integration. You can configure the security settings, create a user API account, and properly assign roles and permissions to enable the Acquia SFMC-CDP integration. If you have any additional questions, contact your IC or MCC.

Prerequisites

Before you begin, ensure that you have the following:

• Salesforce Marketing Cloud (SFMC) setup and administration permissions.

• Acquia email alias for the integration, such as [Addclientname][email protected].

The following is the procedure to setup the Acquia SFMC - CDP Integration

Step 1: Configure platform security settings

• Navigate to Setup.
• On the left navigation, select Settings and click Security.
• In the Security list, click Security Settings.
• Locate Enable Username and Password for Web Services and change the value from NO to YES.
• Click Save.

Step 2: Create the API user account

• In Setup, navigate to Administration > Users.
• In the list, click Users .
• Click Create .
• Enter the following user details:
  • Name: AcquiaAPI_[Addclientname] (follow the structure by starting with Acquia, followed by API_ and the client name).
  • Reply Email Address: Use the Acquia email alias , such as [Addclientname][email protected])
  • Click Verify to confirm the email address.
  • Ensure the Add to from name list is empty
  • Notification Email Address: Enter the Acquia email alias. For example,[Addclientname][email protected]).
  • Username: Use the name AcquiaAPI_[Addclientname].
  • Ensure the External Key field is empty
  • Time zone: Select GMT - 05:00 EST (US & Canada)
  • Culture Code: EN
  • Select API User
  • Create a password and update the client key information document

Step 3: Assign Roles and Permissions to the User API

• In Setup, navigate to Administration > Users.
• In the list, click Users .
• Select AcquiaAPI_[Addclientname].
• Click Manage Role.
• In the Manage Roles section, click Edit Roles.
• Select the Administrator and Marketing Cloud Administrator roles and click Save.

Step 4: Configure Marketing Cloud FTP Permissions

• In Setup, navigate to Data Management > FTP Accounts.
• Depending on the scenario, follow the appropriate steps:
  • Existing FTP user: Ensure the user status is Enabled and permissions are set to Full to allow reading and writing data from the SFMC SFTP. If the email address is not the Acquia email alias, you must update it.
  • No FTP user: Click Add FTP User. Enter the Acquia email alias, create a password, and ensure User Permissions are set to Full.

Setting up Acquia SFMC - CDP Integration