Introduction 

To use the integration, you need to install MoEngage App from the Salesforce App Exchange. Follow these steps depending on your integration use-cases.  

1. Access Salesforce AppExchange: Open your web browser and go to the Salesforce AppExchange website.
2. Log In: If you're not already logged in, click on the Log In button and enter your Salesforce credentials.
3. Search for MoEngage: In the search bar, type MoEngage and press Enter. Click on the MoEngage app to open its details page.
4. Initiate the Installation: Click the Get It Now button on the MoEngage app page.
5. Select Salesforce Organization: Choose the appropriate Salesforce org (e.g., Production). •
6. Click Install in Production to proceed.
7. Confirm Installation Details:
   - Review the installation details provided.
   - Agree to the terms and conditions by checking the appropriate box.
8. Complete the Installation: Click on Confirm and Install to begin the installation process

If you do not see MoEngage in the listed apps, please reach out to your dedicated customer success manager. They will share the app-build separately. 

Create a Connected App  

Skip these steps if you only wish to send data from Salesforce to MoEngage. These steps are mandatory only for your bi-directional integration i.e.sending events data from MoEngage, back to Salesforce.

Step 1: Fetch Domain URL

1. Click on the “Gear icon” in the top right corner and select “Setup”.
2. In the Quick Find box, type "My Domain" and select “My Domain”.
   
3. Save the domain URL. This is important while setting up data flow from MoEngage to Salesforce 
   

Step 2: Create a new connected App 

1. Click on the “Gear icon” in the top right corner and select “Setup”.
2. In the Quick Find box, type "App Manager" and select “App Manager”.
   
3. Click on “New Connected App”.
   
4. Enter a name and all the other details for your “Connected App”.
   
5. Scroll down to the “API (Enable OAuth Settings)” section, and check the box labeled “Enable OAuth Settings”.
6. In the “Callback URL” field, enter the api-0X.moengage.com
7. Move the “Manage user data via APIs(api)” scope from the “Available OAuth Scopes” to “Selected OAuth Scopes”.
   
8. Check these two boxes- Require PKCE, and Enable Client Credentials flow 
9. Click “Save” at the bottom of the page.

After saving, you'll see a confirmation page, and the app may take around 10 minutes to process after that to manage your app, return to the App Manager.

Step 3: Fetch Consumer Key and Consumer Secret

Once the app is created, you’ll have access to the “Consumer Key” and “Consumer Secret” in the “API (Enable OAuth Settings)” section. This is essential to setup data flow from MoEngage to Salesforce. 

1. Return to the “App Manager".
2. Click on the “Dropdown Arrow” next to your app and then click “View”.
   
3. Scroll down to the “API (Enable OAuth Settings)” section and click on “Manage Consumer Details”. 
   
4. Click on “Copy” button below the “Consumer Key” field and the “Consumer Secret” field to copy them.
   

Step 4: Add MoEngage Accession Permission Set

1. Click on the “Gear icon” in the top right corner and select “Setup”.
2. In the Quick Find box, type "Users" and select “Users”.
   
3. Select the “Username” to which you want to assign permission.
   
4. Click on “Permission Set Assignments”.
   
5. The page will automatically scroll down to "Permission Set Assignments", and then click on "Edit Assignments".
   
6. Select “MoEngage Sync Configuration Permission” on the Available Permission Sets, then click on “Add”. Once you add the permission set it can be seen in the Enabled Permission Sets.
   
7. Finally click “Save”.

If no permission set is assigned, you will see the error below- 

Now, you should be good to proceed with the integration: 

• Sync data from Salesforce to MoEngage:
  Follow the steps mentioned in the guide here to sync any Salesforce object to MoEngage as users or events. Newly created or updated recorded will be synced in real time.  
• Send MoEngage campaign interaction data to Salesforce:
  Setup an outbound integration with Salesforce that lets you forward MoEngage Events to Salesforce as an Activity or any other Salesforce standard or custom object. With this, any campaign interaction data captured by MoEngage can be sent in real time via MoEngage Streams.