Salesforce

Configuration guide for the Salesforce connector in Recurly Engage—setup, credentials, and supported actions for Support Cloud and Marketing Cloud.

Overview

Required plan

This feature is an add on and can be purchased for any Recurly Engage subscription plan.

Prerequisites & limitations

Company or App Administrator permissions in Recurly Engage.
Active Salesforce Support Cloud and/or Marketing Cloud licenses.

Definition

The Salesforce connector streams Recurly Engage prompt events and actions into Salesforce, allowing you to create cases, post feed items, send Marketing Cloud emails, and manage subscriber lists directly from prompts.

Key benefits

Real-time case creation: Automatically generate support cases from user interactions.
Feed updates: Log offer acceptances to existing case feeds for full context.
Marketing Cloud sends: Trigger personalized email sends and list subscriptions without leaving the prompt UI.

Key details

Support cloud credentials

Under Settings → Connectors → Salesforce, provide:

Username
Password
Security Token
Client ID
Client Secret

Marketing cloud credentials

Provide:

Client ID
Client Secret
From Email Address
Base URL
Auth Base URL
SOAP Base URL

Supported actions

Use these actions in your prompt configurations to drive Salesforce workflows:

Action	Description	User Dependencies	Additional Instructions	Form Inputs
Create a Case (Support)	Creates a support case in Salesforce with user and prompt details	n/a	n/a	n/a
Post offer acceptance to feed of existing cases (Support)	Adds a feed item to all cases associated with the user, detailing offer acceptance	`salesforce_id` or `email_address`	n/a	n/a
Triggered Send (Marketing Cloud)	Sends a templated email to the user via Marketing Cloud	`email_address` (optional)	Select an email template in the prompt editor; configure dynamic templates in Marketing Cloud.	optional
Add Subscriber to List (Marketing Cloud)	Adds an existing subscriber to a specified list	n/a	Select the list in the prompt editor; ensure lists exist in Marketing Cloud dashboard.	n/a
Add User to List with Form Input (Marketing Cloud)	Creates a subscriber based on prompt input and adds them to a specified list	n/a	Select the list in the prompt editor; configure form input field for email address.	required

Installing Journey Builder Activity

In Marketing Cloud Setup, navigate to Apps → Installed Packages, then click New.
Enter Name: Recurly Engage, then click Save.
Under Components, click Add Component, choose Journey Builder Activity, and click Next.
Provide:
- Name: Recurly Engage
- Category: Messages
- Endpoint URL: https://jbuilder.recurlyengage.com/<appid>/ (find App ID under Settings → Application).
Save the activity. Recurly Engage will now appear as a Message activity in Journey Builder.

Additional Information

Updated 9 days ago