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Preview. The Salesforce Marketing connection form isn’t available in Prizm yet, so the field names below come from the product requirements and may change.

Prerequisites

Create the Installed Package

1

Open Installed Packages

In Marketing Cloud, go to Setup → Platform Tools → Apps → Installed Packages.
2

Create the package

Click New, enter a package name, and save.
3

Add an API Integration

Open the package, choose Add Component → API Integration, and select the Server-to-Server integration type.
4

Assign permissions

Assign the permissions below and save. Marketing Cloud then shows the Client ID, Client Secret, and your tenant-specific base URIs.

Permissions

Marketing Cloud’s permission model grants Data Extensions and Automations at these levels. Confirm with your Prizm team exactly what Prizm does with them before granting, because the connector is described as read-only for cataloging and quality. Listing several Business Units through the API connection type may also need API catalog permissions.

Connector Setup

1

Open the connector wizard

Navigate to Source and click the + icon next to the source list. Select Salesforce Marketing from the connector grid.
2

Enter source details

3

Validate and save

Click Validate. Prizm checks the credentials and required permissions and reports any missing permission. You can connect only after validation passes. Assets appear in the catalog once the first scan completes.

Next Steps

What We Collect

See what Prizm extracts from Marketing Cloud.

FAQ

Common questions about authentication, permissions, and scope.