Best practice
For the integration with Oomnitza, create a dedicated user account.
To integrate with Salesforce Intelligence, you need to add the following information to Oomnitza:
- Service Account ID
- Private Key
- Region. Your region can be one of the following: us1, us2, eu1 or eu2. This information is displayed in the discovery endpoint URL when you generate your Service Account ID and Private Key.
For further information, refer to Salesforce Marketing Cloud Intelligence: Generate a JSON Web Token (JWT).
Adding your credentials
To stream Salesforce Intelligence data into Oomnitza, add the credentials that you obtained to Oomnitza:
- In Oomnitza, click Configuration > Security > Credentials.
- Click Add new credential (+).
- Search for the integration, and then click the forward button > to select the integration.
- Enter your session-based credentials and any other additional information.
- Click CREATE.
Information
If the integration is not listed, click Advanced Mode, and add your credentials.
- Add the information details.
- Click the AUTHORIZATION tab.
- Ensure that Session Based is selected from the Authorization Type list.
- Ensure that Salesforce Marketing Cloud is selected from the SaaS list.
- Enter your details.
- Click CREATE.
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