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SFMC - Creating a server-to-server app
SFMC - Creating a server-to-server app

Creating a server-to-server app for Phrasee integration

Updated over a week ago

Phrasee requires server-to-server application details in order to check for results and schedule processes in Salesforce Marketing Cloud while you are not logged in.

It is best practice to create the app at the account level so you can provision the application to underlying Business Units. If you create the app while logged into a Business Unit, Phrasee will only work for that Business Unit.

Creating an app

To create this app, please follow the instructions here on creating an app named "Phrasee S2S":
https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-app-development.meta/mc-app-development/install-packages.htm.

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 (these are in line with the current Phrasee app):

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.

Licensing

Manage app licensing for use by users in Business Units as per the following documentation:
https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-app-development.meta/mc-app-development/license-installed-packages.htm

Credentials

When you're finished creating the server-to-server app and licensing it to your users, please pass along the following credentials in a plain txt file to Phrasee via the secure folder shared with you:

  • Client ID

  • Client Secret

  • Authentication Base URI

  • Salesforce Marketing Cloud Stack Number

  • Salesforce Marketing Cloud Business Unit ID (MID)

If you haven't been given a secure folder link, please ask your Phrasee Customer Success Manager for one.

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