Setup MoEngage App on Salesforce

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.

Integration steps	Use-case
Install MoEngage App	Needed for both Salesforce to MoEngage and vice versa integrations.
Create a connected App	Only for MoEngage to Salesforce integration. Not needed for Salesforce to MoEngage data flow.

Install MoEngage App

Access Salesforce AppExchange: Open your web browser and go to the Salesforce AppExchange website.
Log In: If you haven't already logged in, click the Log In button and enter your Salesforce credentials.
Search for MoEngage: In the search bar, type MoEngage and press Enter. Click on the MoEngage app to open its details page.
Initiate the Installation: Click the Get It Now button on the MoEngage app page.
Select Salesforce Organization: Choose the appropriate Salesforce org (e.g., Production). •
Click Install in Production to proceed.
Confirm Installation Details:
- Review the installation details provided.
- Agree to the terms and conditions by checking the appropriate box.
Complete the Installation: Click on Confirm and Install to begin the installation process.
Install in your Organization: Select whether you want to install MoEngage for Admins only, All Users, or Specific Profiles. Depending on your option, you will have to grant your Users relevant MoEngage App Permissions. Click "Install":
1. Approve third-party access: After clicking “Install,” approve remote site settings by “selecting the checkboxes” for the four API endpoints corresponding to MoEngage data centers.
2. After clicking “Install,” approve remote site settings by “selecting the checkboxes” for the four API endpoints corresponding to MoEngage data centers.

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

Permission Sets required for the MoEngage App

The MoEngage App comes with the following Permission Sets:

Permission Set

Permissions

MoEngage Admin Permission

Give this permission to Users who will create and manage the syncs. No additional permissions are required for admin Users.

This permission provides access to:

Manage MoEngage Connections within Salesforce
Manage syncs and mappings

MoEngage User Permission

Give this permission to users who will interact with the synced objects (for example, leads, contacts, etc.) by creating or updating them.

This permission provides access to:

Package custom objects and fields
Custom settings and metadata
Apex class access

Depending on the type of installation:

Installing for Admin Users Only

Assign the MoEngage User Permission permission set to all non-admin users who will create or update mapped object records.
Admin users do not require additional permission sets for basic use.

Installing for All Users

Custom Profile Users: No need to assign any permission set.
Standard Profile Users: Assign the MoEngage User Permission set to users who will create or update mapped object records.
Admin Users: No permissions are needed for general access. However, assign the ‘MoEngage Admin User’ permission set to specific admins who require access to configuration settings.

arrow_drop_down Managing User Permissions with Custom Views

It is recommended that you create a View to manage your permissions easily. From your Salesforce dashboard,

Click on the “Gear icon” in the top right corner and select “Setup”.
In the Quick Find box, type “Users” and select “Users”.
(Optional) Click on “Create New View” only if a relevant list view already exists in your org; you may use that instead.
Once you click “Create New View” a new page will open.
Enter a “Label” for the new list view.
(Optional) Adjust the “Filter Criteria” to target specific users.
Select the “Available Fields” you want to display in the list view.
Select your preferred “Validity” option and click on “Save” to create the list view.
Once you click “Save”, a new list view will be created. This “List View” can now efficiently apply permission sets to multiple users at once.

Next, to assign MoEngage App Permissions:

Click on the “Gear icon” in the top right corner and select “Setup”.
In the Quick Find box, type “Permission Sets” and select “Permission Sets”.
Click on “MoEngage Admin Permission” or "MoEngage User Permission".
Click on “Manage Assignments”.
Click on “Add Assignments”.
Choose the “List View” you created earlier to display relevant users.
Select the “Checkbox” at the start of each row for users to whom you want to assign the permission set. Click on “Next”.
Review your selected user and make any necessary changes if needed. Once confirmed, click “Assign” to complete the permission set assignment process.

Creating Sandboxes with MoEngage App Enabled

By following these steps, you can control whether the sync remains active or inactive in the
Sandbox environment, depending on your requirements:

Full and partial copy sandboxes

When a full/partial copy sandbox is created from the production environment with an active MoEngage sync, the MoEngage package is automatically installed, and the sync is enabled by default.
To prevent syncing in the sandbox environment, deactivate all connections associated with the MoEngage package.
If a sandbox template is used and MoEngage package objects are deselected for sync
during the creation process:
- The package connections will not be copied to the sandbox.
- In this case, there is no need to perform the deactivation step.

Developer & Developer Pro sandboxes

In developer and developer pro sandboxes, no data of standard or custom objects is copied over; hence, no sync data is copied to the sandbox.
Only the custom settings data (connections and authentication) information is copied, so you will see connections in the developer and developer pro sandboxes, but no mapping records will be present.
These types of sandboxes will not require any deactivation step. However, it is still recommended that you deactivate the connections before creating them.

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

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

Step 2: Create a new connected App

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

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

Step 4: Add MoEngage Accession Permission Set

Click on the “Gear icon” in the top right corner and select “Setup”.
In the Quick Find box, type "Users" and select “Users”.
Select the “Username” to which you want to assign permission.
Click on “Permission Set Assignments”.
The page will automatically scroll down to "Permission Set Assignments", and then click on "Edit Assignments".
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.
Finally click “Save”.

If no permission set is assigned, you will see the error below-
Screenshot 2024-09-25 at 2.56.20 PM.png

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.