Connecting Salesforce Marketing Cloud (SFMC) to NevamCX allows team members and admins to pull live email assets, journey metrics, and metadata directly onto your canvas.
Part 1: Connecting Salesforce Marketing Cloud
- Initiate Connection: Navigate to Integrations > click + on Salesforce Marketing Cloud > Connect Salesforce. You’ll now be redirected to SFMC login page. Enter your credentials and authorise Nevam.
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Select Business Units: Choose the parent or child Business Units you want to connect.
Note: NevamCX automatically fetches every Business Unit accessible by your authenticating SFMC user account.
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Select Template Folders: Pick the specific folders containing the email templates you want to bring into NevamCX.
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Set Sync Frequency: Choose your automated sync cycle (Weekly is recommended). This keeps active SFMC template data continually updated in NevamCX.
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Complete Setup: Click Finish.
Need fresh data immediately? You can override the automated cycle anytime by clicking Refresh Sync under the Manage tab.
Part 2: Adding SFMC Emails to Your Canvas
- Open the target NevamCX Canvas.
- Open the Channel Library from the side drawer.
- Select Email > Salesforce Marketing Cloud.
- Drill down through your connected Business Unit > Folder.
- Drag and drop the email template directly onto the canvas board.
Part 3: SFMC Card Features & Modal Deep-Dive
Once placed on the canvas, your SFMC email card unlocks full interactive and analytical capabilities:
- Visual & HTML Previews: View a visual thumbnail snapshot directly on the canvas card, or double-click to open the card modal for a full, rich HTML email preview.
- Synced SFMC Metadata: The card modal automatically maps key fields straight from SFMC, including:
- Subject Line & Preheader
- Created Date & Last Modified Date
- Journey Fields (if the email belongs to an active Journey Builder flow)
- Performance Analytics: Switch to the Metrics tab inside the card modal to inspect real-time performance stats, such as Open Rate and Bounce Rate.