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Marketing Cloud Connection ๊ตฌ์„ฑ

ํ•™์Šต ๋ชฉํ‘œ

์ด ์œ ๋‹›์„ ์™„๋ฃŒํ•˜๋ฉด ๋‹ค์Œ์„ ์ˆ˜ํ–‰ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

  • Marketing Cloud Connect API ์‚ฌ์šฉ์ž๋ฅผ ๋งŒ๋“ญ๋‹ˆ๋‹ค.
  • Marketing Cloud Engagement ๋ฐ Salesforce CRM ์กฐ์ง์˜ ์—ฐ๊ฒฐ์„ ์™„๋ฃŒํ•ฉ๋‹ˆ๋‹ค.
  • Salesforce CRM์— ์‚ฌ์šฉ์ž๋ฅผ ํ†ตํ•ฉํ•ฉ๋‹ˆ๋‹ค.

Trail Together๋กœ ํ•จ๊ป˜ ๋”ฐ๋ผํ•˜๊ธฐ

Trailhead Academy ๊ฐ•์‚ฌ์ธ Brian Richardson๊ณผ ํ•จ๊ป˜ ๋‹ค์Œ ๋‹จ๊ณ„ ๋ฐ ํ”„๋กœ์„ธ์Šค์— ๋Œ€ํ•ด ์ž์„ธํžˆ ์•Œ์•„๋ณด์„ธ์š”.

4: Marketing Cloud Engagement ๊ตฌ์„ฑํ•˜๊ธฐ

4: Marketing Cloud Engagement ์„ค์ •์ด ํ•˜์ด๋ผ์ดํŠธ๋œ ์ง„ํ–‰๋ฅ  ์ฐจํŠธ.

์ ˆ๋ฐ˜์„ ๋„˜๊ฒผ์Šต๋‹ˆ๋‹ค. ์ด์ œ ๋‘ ํ™˜๊ฒฝ ๋ชจ๋‘์—์„œ ๋ช‡ ๊ฐ€์ง€ ์ถ”๊ฐ€ ์„ค์ • ๋‹จ๊ณ„๋ฅผ ๊ฑฐ์ณ ์„ค์ •์„ ์™„๋ฃŒํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ๊ทธ๋Ÿผ Marketing Cloud Engagement์—์„œ ์‹œ์ž‘ํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค.

Marketing Cloud Connect API ์‚ฌ์šฉ์ž

Salesforce CRM๊ณผ ๋งˆ์ฐฌ๊ฐ€์ง€๋กœ Marketing Cloud Engagement๋„ CRM ํ™˜๊ฒฝ์— ์—ฐ๊ฒฐํ•˜๋ ค๋ฉด ์‚ฌ์šฉ์ž ๊ณ„์ •์ด ํ•„์š”ํ•ฉ๋‹ˆ๋‹ค. ์ด๋Ÿฌํ•œ ์šฉ๋„๋กœ๋งŒ ์‚ฌ์šฉ์ž ๋ผ์ด์„ ์Šค๋ฅผ ์‚ฌ์šฉํ•˜๋Š” ๊ฒƒ์ด ๊ฐ€์žฅ ์ข‹์Šต๋‹ˆ๋‹ค. Marketing Cloud Connect API ์‚ฌ์šฉ์ž๋ฅผ ์„ค์ •ํ•˜๋Š” ๋ฐฉ๋ฒ•์€ ๋‹ค์Œ๊ณผ ๊ฐ™์Šต๋‹ˆ๋‹ค.

  1. Marketing Cloud Engagement์—์„œ ์‚ฌ์šฉ์ž ์ด๋ฆ„์— ๋งˆ์šฐ์Šค ์ปค์„œ๋ฅผ ์˜ฌ๋ฆฌ๊ณ  Setup(์„ค์ •)์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  2. Setup(์„ค์ •) ํ™”๋ฉด์—์„œ Quick Find(๋น ๋ฅธ ์ฐพ๊ธฐ) ์ƒ์ž์— Users(์‚ฌ์šฉ์ž)๋ฅผ ์ž…๋ ฅํ•˜๊ณ  Users(์‚ฌ์šฉ์ž)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  3. Create(๋งŒ๋“ค๊ธฐ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. ํšŒ์‹  ์ด๋ฉ”์ผ ๋ฐ ์•Œ๋ฆผ ์ด๋ฉ”์ผ ์ฃผ์†Œ๋กœ ์‚ฌ์šฉํ•  ์ด๋ฉ”์ผ ์ฃผ์†Œ๋ฅผ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค.
  5. MC-API-User ๋“ฑ ๊ณ ์œ ํ•œ ์‚ฌ์šฉ์ž ์ด๋ฆ„์„ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค.
  6. ์กฐ์ง์—์„œ ํ•„์š”ํ•œ ๊ฒฝ์šฐ๋ฅผ ์ œ์™ธํ•˜๊ณ  ์™ธ๋ถ€ ํ‚ค ํ•„๋“œ๋ฅผ ๊ณต๋ฐฑ์œผ๋กœ ๋‚จ๊น๋‹ˆ๋‹ค.
  7. ์‹œ๊ฐ„๋Œ€ ๋ฐ ๋ฌธํ™” ์ฝ”๋“œ๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  8. API User(API ์‚ฌ์šฉ์ž)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  9. ์ž„์‹œ ์•”ํ˜ธ๋ฅผ ๋งŒ๋“ญ๋‹ˆ๋‹ค.
  10. Save(์ €์žฅ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.

๊ทธ๋Ÿฐ ๋‹ค์Œ ์—ญํ• ์„ ์ƒˆ๋กœ์šด ์‚ฌ์šฉ์ž์—๊ฒŒ ํ• ๋‹นํ•˜์—ฌ ์‚ฌ์šฉ์ž ์„ค์ •์„ ์™„๋ฃŒํ•ฉ๋‹ˆ๋‹ค.

  1. ์‚ฌ์šฉ์ž ํ™”๋ฉด์—์„œ ์•ž์„œ ์ƒ์„ฑํ•œ ์‚ฌ์šฉ์ž ์˜†์— ์žˆ๋Š” ํ™•์ธ๋ž€์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  2. Manage Roles(์—ญํ•  ๊ด€๋ฆฌ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  3. Edit Roles(์—ญํ•  ํŽธ์ง‘)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. ๋‹ค์Œ ์—ญํ• ์„ ํ• ๋‹นํ•ฉ๋‹ˆ๋‹ค.
    • ๊ด€๋ฆฌ์ž
    • Marketing Cloud Engagement ๊ด€๋ฆฌ์ž
  1. Save(์ €์žฅ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  2. Marketing Cloud Engagement์—์„œ ๋กœ๊ทธ์•„์›ƒํ•œ ํ›„ ๋ฐฉ๊ธˆ ์ƒ์„ฑํ•œ Marketing Cloud Connect API ์‚ฌ์šฉ์ž ์ž๊ฒฉ ์ฆ๋ช…์„ ์‚ฌ์šฉํ•˜์—ฌ ์ฆ‰์‹œ ๋‹ค์‹œ ๋กœ๊ทธ์ธํ•ฉ๋‹ˆ๋‹ค.

Marketing Cloud Connection ๊ตฌ์„ฑ

Marketing Cloud Engagement์— ๋‹ค์‹œ ๋กœ๊ทธ์ธํ•œ ํ›„ ์„ค์ •์œผ๋กœ ๋‹ค์‹œ ์ด๋™ํ•ฉ๋‹ˆ๋‹ค. ์ด์ œ Marketing Cloud Engagement ๊ณ„์ •์„ ํ•ด๋‹น Sales Cloud ๋˜๋Š” Service Cloud ์กฐ์ง์— ์—ฐ๊ฒฐํ•ฉ๋‹ˆ๋‹ค. ์ด ํ”„๋กœ์„ธ์Šค๋ฅผ ์‹œ์ž‘ํ•˜๊ธฐ ์ „์— Salesforce CRM ๊ณ„์ •์—์„œ ๋กœ๊ทธ์•„์›ƒํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ํƒญ์„ ๋‹ซ์•„๋„ ๋กœ๊ทธ์•„์›ƒ๋˜์ง€๋Š” ์•Š์Šต๋‹ˆ๋‹ค. ์ด๋ ‡๊ฒŒ ํ•˜๋ฉด ์‹œ์Šคํ…œ์ด ํ™œ์„ฑ Salesforce ์„ธ์…˜์— ์ž๋™์œผ๋กœ ์—ฐ๊ฒฐ๋˜๋ฏ€๋กœ ์ž˜๋ชป๋œ ์—ฐ๊ฒฐ์„ ๋ฐฉ์ง€ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

  1. ์„ค์ •์˜ ๋น ๋ฅธ ์ฐพ๊ธฐ ํ•„๋“œ์— Salesforce Integration(Salesforce ํ†ตํ•ฉ)์„ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค.
  2. ์ฐพ๊ณ  ๋‚˜๋ฉด Salesforce Integration(Salesforce ํ†ตํ•ฉ)์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  3. Edit(ํŽธ์ง‘)์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. Scope by User(์‚ฌ์šฉ์ž๋ณ„ ๋ฒ”์œ„)๊ฐ€ ์„ ํƒ ํ•ด์ œ๋˜์–ด ์žˆ์–ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.
  5. Connect Account(๊ณ„์ • ์—ฐ๊ฒฐ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.ย Scope by User(์‚ฌ์šฉ์ž๋ณ„ ๋ฒ”์œ„) ๋ฐ Connect Account(๊ณ„์ • ์—ฐ๊ฒฐ)๊ฐ€ ๋™๊ทธ๋ผ๋ฏธ๋กœ ํ‘œ์‹œ๋œ Marketing Cloud Engagement์˜ Salesforce ํ†ตํ•ฉ ์„ค์ • ํ™”๋ฉด.
  6. OK(ํ™•์ธ)๋ฅผ ํด๋ฆญํ•˜์—ฌ ํŒ์—… ์ฐฝ์„ ํ™•์ธํ•ฉ๋‹ˆ๋‹ค.
  7. ๋กœ๊ทธ์ธ ํŽ˜์ด์ง€๊ฐ€ ์ƒˆ ์ฐฝ์—์„œ ํ‘œ์‹œ๋ฉ๋‹ˆ๋‹ค. ํšŒ์‚ฌ๋ณ„ ๋กœ๊ทธ์ธ ํŽ˜์ด์ง€๋ฅผ ํ†ตํ•ด Salesforce์— ๋กœ๊ทธ์ธํ•˜๋Š” ๊ฒฝ์šฐ, Use Custom Domain(์‚ฌ์šฉ์ž ์ •์˜ ๋„๋ฉ”์ธ ์‚ฌ์šฉ)์„ ์„ ํƒํ•˜๊ณ  ์‚ฌ์šฉ์ž ์ž๊ฒฉ ์ฆ๋ช…์„ ์ž…๋ ฅํ•˜๊ธฐ ์ „์— ๋„๋ฉ”์ธ ์ฃผ์†Œ๋ฅผ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค. ์˜ˆ๋ฅผ ๋“ค์–ด ์กฐ์ง์˜ ๋กœ๊ทธ์ธ URL์ด https://example.my.salesforce.com์ธ ๊ฒฝ์šฐ example์„ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค.
  8. ์ง€๋‚œ ์œ ๋‹›์—์„œ ๋งŒ๋“  CRM API ์‚ฌ์šฉ์ž์˜ ์‚ฌ์šฉ์ž ์ด๋ฆ„๊ณผ ์•”ํ˜ธ๋ฅผ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค.
  9. Allow(ํ—ˆ์šฉ)๋ฅผ ํด๋ฆญํ•˜์—ฌ Marketing Cloud Engagement API ์‚ฌ์šฉ์ž๊ฐ€ CRM ์กฐ์ง์— ์•ก์„ธ์Šคํ•  ์ˆ˜ ์žˆ๋„๋ก ์•ก์„ธ์Šค ๊ถŒํ•œ์„ ๋ถ€์—ฌํ•ฉ๋‹ˆ๋‹ค.

์ด์ œ Marketing Cloud Engagement์™€ CRM ์กฐ์ง ๊ฐ„์˜ ์—ฐ๊ฒฐ์„ ๋งŒ๋“ค์—ˆ์Šต๋‹ˆ๋‹ค. Salesforce CRM์—์„œ ์—ฐ๊ฒฐ๋œ ์•ฑ ๊ด€๊ณ„๊ฐ€ ์„ค์ •๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ์ˆ˜๊ณ ํ•˜์…จ์Šต๋‹ˆ๋‹ค.

5: ๊ตฌ์„ฑ ๋งˆ๋ฌด๋ฆฌ

5: ๊ตฌ์„ฑ ๋งˆ๋ฌด๋ฆฌ๊ฐ€ ํ•˜์ด๋ผ์ดํŠธ๋œ ์ง„ํ–‰๋ฅ  ์ฐจํŠธ.์ด์ œ ์ตœ์ข… ๋‹จ๊ณ„๊ฐ€ ๋‚จ์•˜์Šต๋‹ˆ๋‹ค! ์ด์ œ Salesforce CRM์—์„œ ์—ฐ๊ฒฐ๋œ ์•ฑ ์„ค์ •์˜ ๊ตฌ์„ฑ์„ ๋งˆ๋ฌด๋ฆฌํ•  ์ฐจ๋ก€์ž…๋‹ˆ๋‹ค. Marketing Cloud Engagement์—์„œ ๋กœ๊ทธ์•„์›ƒํ•˜๊ณ  ๊ฐœ์ธ ๊ด€๋ฆฌ์ž ์ž๊ฒฉ ์ฆ๋ช…์„ ์‚ฌ์šฉํ•˜์—ฌ CRM ๊ณ„์ •์— ๋‹ค์‹œ ๋กœ๊ทธ์ธํ•ด์„œ ๋‹ค์Œ ์—…๋ฐ์ดํŠธ๋ฅผ ์ˆ˜ํ–‰ํ•ฉ๋‹ˆ๋‹ค.

Note

๋‹ค์Œ ๋‹จ๊ณ„๋ฅผ ๋”ฐ๋ฅด๊ธฐ ์ „์— Salesforce Classic์œผ๋กœ ์ „ํ™˜ํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.

  1. Setup(์„ค์ •)์—์„œ Quick Find(๋น ๋ฅธ ์ฐพ๊ธฐ) ์ƒ์ž์— Connected Apps(์—ฐ๊ฒฐ๋œ ์•ฑ)๋ฅผ ์ž…๋ ฅํ•˜๊ณ  Connected Apps(์—ฐ๊ฒฐ๋œ ์•ฑ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  2. Salesforce Marketing Cloud Engagement๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.ย Salesforce Marketing Cloud Engagement๊ฐ€ ์„ ํƒ๋œ ์ƒํƒœ์˜ ์—ฐ๊ฒฐ๋œ ์•ฑ ํ™”๋ฉด.
  3. Edit Policies(์ •์ฑ… ํŽธ์ง‘)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. Permitted Users(ํ—ˆ์šฉ๋œ ์‚ฌ์šฉ์ž)์—์„œ, Admin approved users are pre-authorized(๊ด€๋ฆฌ์ž ์Šน์ธ ์‚ฌ์šฉ์ž๊ฐ€ ๋ฏธ๋ฆฌ ์ธ์ฆ๋จ)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  5. ๊ฒฝ๊ณ  ๋ฉ”์‹œ์ง€๊ฐ€ ํ‘œ์‹œ๋˜๋ฉด OK๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  6. IP Relaxation(IP ์™„ํ™”)์—์„œ Relax IP restrictions(IP ์ œํ•œ ํ•ด์ œ)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  7. Refresh Token Policy(์ƒˆ๋กœ ๊ณ ์นจ ํ† ํฐ ์ •์ฑ…)์—์„œ Immediately expire refresh token(์ƒˆ๋กœ ๊ณ ์นจ ํ† ํฐ ์ฆ‰์‹œ ๋งŒ๋ฃŒ)์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค. ํšจ๊ณผ๊ฐ€ ๋ฐœ์ƒํ•˜๊ธฐ๋ฅผ ๊ธฐ๋‹ค๋ฆฝ๋‹ˆ๋‹ค. ์ด๋Ÿฌํ•œ ๋‹จ๊ณ„๋Š” ์–ด๋–ค ์—ญํ• ์„ ํ•˜๋‚˜์š”? ์ด ๋‘ ๋‹จ๊ณ„๋Š” ์—ฐ๊ฒฐ๋œ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜ ๋‚ด์—์„œ ์‚ฌ์šฉ ํŽธ์˜์„ฑ๊ณผ ์ธ์ฆ์„ ์œ„ํ•ด ํ•„์š”ํ•ฉ๋‹ˆ๋‹ค. ์ž์„ธํžˆ ์•Œ์•„๋ณด๊ณ  ์‹ถ์œผ์‹ ๊ฐ€์š”? Connected App IP Relaxation(์—ฐ๊ฒฐ๋œ ์•ฑ IP ์™„ํ™”) ๋ฐ OAuth 2.0 Asset(OAuth 2.0 ์ž์‚ฐ) ๋„์›€๋ง ํŽ˜์ด์ง€์—์„œ ์ด๋Ÿฌํ•œ ๋‹จ๊ณ„์˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์ฐธ์กฐํ•˜์„ธ์š”.
  8. Save(์ €์žฅ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  9. ํŽ˜์ด์ง€๋ฅผ ์•„๋ž˜๋กœ ์Šคํฌ๋กคํ•œ ๋‹ค์Œ Manage Permission Sets(๊ถŒํ•œ ์ง‘ํ•ฉ ๊ด€๋ฆฌ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  10. ์ด์ „ ์œ ๋‹›์—์„œ ๋งŒ๋“  Marketing Cloud ์—ฐ๊ฒฐ๋œ ์•ฑ ๊ถŒํ•œ์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  11. Save(์ €์žฅ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.

๊ด€๋ฆฌ ํŒจํ‚ค์ง€ ์„ค์ • ์™„๋ฃŒ

๋‹ค์Œ์œผ๋กœ Setup(์„ค์ •) ํ™”๋ฉด์—์„œ ๊ด€๋ฆฌ ํŒจํ‚ค์ง€ ์„ค์ •์„ ์™„๋ฃŒํ•ฉ๋‹ˆ๋‹ค.

  1. Quick Find(๋น ๋ฅธ ์ฐพ๊ธฐ) ์ƒ์ž์— Process Automation(ํ”„๋กœ์„ธ์Šค ์ž๋™ํ™”)์„ ์ž…๋ ฅํ•˜๊ณ  Process Automation Settings(ํ”„๋กœ์„ธ์Šค ์ž๋™ํ™” ์„ค์ •)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  2. ๊ธฐ๋ณธ ์›Œํฌํ”Œ๋กœ ์‚ฌ์šฉ์ž๊ฐ€ ๊ณต๋ฐฑ์ธ ๊ฒฝ์šฐ ์กฐํšŒ ์•„์ด์ฝ˜์„ ํด๋ฆญํ•˜๊ณ  ์‹œ์Šคํ…œ ๊ด€๋ฆฌ์ž ๊ถŒํ•œ์ด ์žˆ๋Š” ์‚ฌ์šฉ์ž๋ฅผ ๊ธฐ๋ณธ ์›Œํฌํ”Œ๋กœ ์‚ฌ์šฉ์ž๋กœ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค. (์ƒˆ๋กœ ์ƒ์„ฑ๋œ CRM API ์‚ฌ์šฉ์ž ๊ณ„์ •์„ ์‚ฌ์šฉํ•˜๋Š” ๊ฒƒ์ด ์ข‹์Šต๋‹ˆ๋‹ค.)ย ์กฐํšŒ ๋‹๋ณด๊ธฐ๊ฐ€ ์„ ํƒ๋˜์–ด ์žˆ๋Š” ํ”„๋กœ์„ธ์Šค ์ž๋™ํ™” ์„ค์ •.
  3. Save(์ €์žฅ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.

์ด ์ค‘์š”ํ•œ ๋‹จ๊ณ„๋ฅผ ๊ฑด๋„ˆ๋›ฐ๋ฉด ๊ด€๋ฆฌ ํŒจํ‚ค์ง€ ๋งˆ๋ฒ•์‚ฌ๊ฐ€ ์›Œํฌํ”Œ๋กœ ๊ทœ์น™์„ ์ œ๋Œ€๋กœ ์„ค์ •ํ•  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.

์„ธ์…˜ ์„ค์ •

  1. ๋‹ค์Œ์œผ๋กœ Quick Find(๋น ๋ฅธ ์ฐพ๊ธฐ) ์ƒ์ž์— Session Settings(์„ธ์…˜ ์„ค์ •)๋ฅผ ์ž…๋ ฅํ•œ ํ›„ Session Settings(์„ธ์…˜ ์„ค์ •)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  2. ํŽ˜์ด์ง€ ํ•˜๋‹จ์œผ๋กœ ์Šคํฌ๋กคํ•˜๊ณ  Save(์ €์žฅ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.

์‹ค์ œ๋กœ ์„ค์ •์„ ๋ณ€๊ฒฝํ•˜์ง€๋Š” ์•Š์ง€๋งŒ ๊ตฌ์„ฑ์— ํ•„์š”ํ•œ ๋‹จ๊ณ„์ž…๋‹ˆ๋‹ค. ์ด ๋‹จ๊ณ„๋ฅผ ์ˆ˜ํ–‰ํ•˜์ง€ ์•Š์œผ๋ฉด ๊ด€๋ฆฌ ํŒจํ‚ค์ง€ ๋งˆ๋ฒ•์‚ฌ์—์„œ IP ํ—ˆ์šฉ ๋ชฉ๋ก์„ ์ถ”๊ฐ€ํ•  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค. ์•ฝ 20๊ฐœ ์ด์ƒ์˜ IP ๋ฒ”์œ„๋ฅผ ์ˆ˜๋™์œผ๋กœ ์ถ”๊ฐ€ํ•ด์•ผ ํ•˜๋Š”๋ฐ, ๊ทธ๋Ÿด ์‹œ๊ฐ„์€ ์—†์Šต๋‹ˆ๋‹ค.

Marketing Cloud Connector ์„ค์ • ๋งˆ๋ฒ•์‚ฌ

์ด์ œ ์„ค์ • ๋งˆ๋ฒ•์‚ฌ๋ฅผ ์‚ฌ์šฉํ•˜์—ฌ ๊ณ„์ •์„ ์—ฐ๊ฒฐํ•  ์ฐจ๋ก€์ž…๋‹ˆ๋‹ค.

  1. ์ƒ๋‹จ ํƒ์ƒ‰ ๋ฉ”๋‰ด์—์„œ ์ถ”๊ฐ€ ์•„์ด์ฝ˜์„ ํด๋ฆญํ•˜์—ฌ All Tabs(๋ชจ๋“  ํƒญ) ํ™”๋ฉด์œผ๋กœ ์ด๋™ํ•ฉ๋‹ˆ๋‹ค.
  2. Marketing Cloud Engagement๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  3. ํŒ์—… ํ™”๋ฉด์—์„œ Verify Remote Site(์›๊ฒฉ ์‚ฌ์ดํŠธ ํ™•์ธ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. MetadataAPI์— ๋Œ€ํ•œ ๋‹ค์Œ ํŒ์—…์—์„œ Okay(ํ™•์ธ)์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  5. Start Wizard(๋งˆ๋ฒ•์‚ฌ ์‹œ์ž‘)๋ฅผ ํด๋ฆญํ•˜์—ฌ ์„ค์ • ๋งˆ๋ฒ•์‚ฌ๋ฅผ ์‹œ์ž‘ํ•ฉ๋‹ˆ๋‹ค. ์ˆ˜๋™ ์„ค์ •์—๋Š” ๋งŽ์€ ์ˆ˜๊ณ ๊ฐ€ ๋“ญ๋‹ˆ๋‹ค. ํ•˜์ง€๋งŒ ๊ด€์‹ฌ์ด ์žˆ๋Š” ๊ฒฝ์šฐ ๋„์›€๋ง ๋ฌธ์„œ๋ฅผ ํ™•์ธํ•ด ๋ณด์„ธ์š”.)ย Start Wizard(๋งˆ๋ฒ•์‚ฌ ์‹œ์ž‘) ๋ฒ„ํŠผ์ด ํ•˜์ด๋ผ์ดํŠธ๋˜์–ด ์žˆ๋Š” Marketing Cloud Connect ์„ค์ •.
  6. ๋‹ค์Œ ํ™”๋ฉด์—๋Š” ์ƒ์„ฑํ•œ ๊ธฐ๋ณธ ์›Œํฌํ”Œ๋กœ ์‚ฌ์šฉ์ž์— ๋Œ€ํ•œ ํ”„๋กฌํ”„ํŠธ๊ฐ€ ๋‚˜ํƒ€๋‚ฉ๋‹ˆ๋‹ค. Next(๋‹ค์Œ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  7. ๋‹ค์Œ ๋‹จ๊ณ„๋กœ ์ด๋™ํ•˜๊ณ  ์„ธ์…˜ ๋ณด์•ˆ ์„ค์ •์„ ์ €์žฅํ–ˆ๋‹ค๋Š” ์‚ฌ์‹ค์„ ํ™•์ธํ•˜๋ ค๋ฉด Next(๋‹ค์Œ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  8. ํ•„๋“œ ์ˆ˜์ค€ ๋ณด์•ˆ ์ •๋ณด๋ฅผ ํ™•์ธํ•˜๋ ค๋ฉด Next(๋‹ค์Œ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  9. ํŽ˜์ด์ง€ ๋ ˆ์ด์•„์›ƒ ์—…๋ฐ์ดํŠธ ์ •๋ณด๋ฅผ ํ™•์ธํ•˜๋ ค๋ฉด Done(์™„๋ฃŒ)์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  10. ๊ธฐ๋ณธ Marketing Cloud Connector Setup(Marketing Cloud Connector ์„ค์ •) ํ™”๋ฉด์—์„œ I agree(๋™์˜)๋ฅผ ์„ ํƒํ•˜์—ฌ ์ž๋™ ๋ณ€๊ฒฝ ์‚ฌํ•ญ์„ ์Šน์ธํ•œ ๋‹ค์Œ Configure Marketing Cloud Connector(Marketing Cloud Connector ์„ค์ •)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  11. ๋ฌธ์ œ๊ฐ€ ์—†์œผ๋ฉด ๊ตฌ์„ฑ ์š”์•ฝ์ด ๋‚˜ํƒ€๋‚  ๊ฒƒ์ž…๋‹ˆ๋‹ค.ย ์„ค์ •์ด ์™„๋ฃŒ๋˜์—ˆ์Œ์„ ์•Œ๋ฆฌ๋Š” Marketing Cloud Connect ์„ค์ • ์š”์•ฝ.
  12. Okay!(ํ™•์ธ)๋ฅผ ํด๋ฆญํ•˜์—ฌ ์„ค์ • ๋งˆ๋ฒ•์‚ฌ๋ฅผ ์ข…๋ฃŒํ•ฉ๋‹ˆ๋‹ค.

๋งˆ๋ฒ•์‚ฌ๋ฅผ ์™„๋ฃŒํ•˜๊ณ  ๋‚˜๋ฉด ์ผ๋ถ€ ๊ตฌ์„ฑ ์„ค์ •์„ ์—…๋ฐ์ดํŠธํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ์ด ๋น„๋””์˜ค ํด๋ฆฝ์—์„œ ํ•ด๋‹น ์„ค์ •์— ๋Œ€ํ•ด ์ž์„ธํžˆ ์•Œ์•„๋ณด์„ธ์š”.

Salesforce CRM์—์„œ Marketing Cloud Engagement์— ์—ฐ๊ฒฐํ•˜๊ธฐ

์ด์ œ ํ†ตํ•ฉ์— ๋Œ€ํ•œ ์„ค์ •์„ ๊ตฌ์„ฑํ•˜๊ณ  Salesforce CRM ๊ณ„์ •์—์„œ ์—ฐ๊ฒฐํ•  ์ฐจ๋ก€์ž…๋‹ˆ๋‹ค.ย 

  1. ์ถ”๊ฐ€ ์•„์ด์ฝ˜์„ ํด๋ฆญํ•˜์—ฌ All Tabs(๋ชจ๋“  ํƒญ) ํ™”๋ฉด์œผ๋กœ ์ด๋™ํ•ฉ๋‹ˆ๋‹ค.
  2. Marketing Cloud Engagement๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  3. Connect to Marketing Cloud Engagement(Marketing Cloud Engagement์— ์—ฐ๊ฒฐ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. Marketing Cloud Engagement API ์‚ฌ์šฉ์ž์˜ ์‚ฌ์šฉ์ž ์ด๋ฆ„ ๋ฐ ์•”ํ˜ธ๋ฅผ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค.
  5. Login(๋กœ๊ทธ์ธ)์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  6. ๋กœ๊ทธ์ธ๋˜๋ฉด Marketing Cloud Connect ์„ค์ •์„ ๊ตฌ์„ฑํ•  ์ˆ˜ ์žˆ๋Š” ํ™”๋ฉด์ด ํ‘œ์‹œ๋ฉ๋‹ˆ๋‹ค. ํŽ˜์ด์ง€์˜ Account(๊ณ„์ •) ์„น์…˜์—์„œ Email(์ด๋ฉ”์ผ)์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  7. Sends(์ „์†ก) ์„น์…˜์—์„œ ๋ชจ๋“  ์˜ต์…˜์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  8. Notifications(์•Œ๋ฆผ) ์„น์…˜์—์„œ Marketing Cloud Connect๋กœ๋ถ€ํ„ฐ ์˜ค๋ฅ˜ ๋ฉ”์‹œ์ง€๋ฅผ ์ˆ˜์‹ ํ•  ์ ์ ˆํ•œ ์ด๋ฉ”์ผ ์ฃผ์†Œ๋ฅผ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค.
  9. Tracking(์ถ”์ ) ์„น์…˜์—์„œ Marketing Cloud Engagement๊ฐ€ CRM ์‹œ์Šคํ…œ์œผ๋กœ ์ „์†กํ•˜๋Š” ํŠน์ • ์ด๋ฉ”์ผ ์ถ”์  ๋ฐ์ดํ„ฐ์— ๋Œ€ํ•ด ์กฐ์ง์— ์ ํ•ฉํ•œ ์˜ต์…˜์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค. ์ด์— ๋Œ€ํ•œ ์„ ํƒ ์‚ฌํ•ญ์€ CRM ์กฐ์ง์˜ ์ „์ฒด ์ €์žฅ์†Œ์— ์˜ํ–ฅ์„ ๋ฏธ์น  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
  10. ๋‚˜๋จธ์ง€ ์„ค์ •์€ ๊ธฐ๋ณธ๊ฐ’์œผ๋กœ ๋‘๊ณ  Save Settings(์„ค์ • ์ €์žฅ)์„ ํด๋ฆญํ•˜์—ฌ ์™„๋ฃŒํ•ฉ๋‹ˆ๋‹ค.
  11. ์‚ฌ์—…๋ถ€ ๊ด€๋ฆฌ ํ™”๋ฉด์—์„œ ์‚ฌ์—…๋ถ€๋ฅผ ํ•˜๋‚˜ ์ด์ƒ ์„ ํƒํ•˜๊ณ  Save(์ €์žฅ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
Note

์„ค์ • ๋ฐ ํ•ด๋‹น ์„ค์ •์ด ๊ตฌํ˜„์— ๋ฏธ์น˜๋Š” ์ž ์žฌ์  ์˜ํ–ฅ์„ ์ž์„ธํžˆ ์•Œ์•„๋ณด๋ ค๋ฉด Tracking and Analytics(์ถ”์  ๋ฐ ๋ถ„์„)๋ฟ๋งŒ ์•„๋‹ˆ๋ผ Marketing Cloud Connect Settings(Marketing Cloud Connect ์„ค์ •)๋ฅผ ๊ฒ€ํ† ํ•˜์„ธ์š”. ๊ตฌ์„ฑ ํ›„์—๋Š” ์ด๋Ÿฌํ•œ ์„ค์ •์„ ์กฐ์ง์˜ ํ•„์š”์— ๋งž๊ฒŒ ์กฐ์ •ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

Note

Marketing Cloud Engagement ์„ค์ •์˜ ์‚ฌ์šฉ์ž ์„น์…˜์—์„œ ์ด ์‚ฌ์šฉ์ž๊ฐ€ ํ™•์ธ๋˜์ง€ ์•Š์€ ๊ฒฝ์šฐ, Sales Cloud์—์„œ ์ „์†กํ•  ๋•Œ Default Commercial(๊ธฐ๋ณธ ์ƒ์—…)์˜ Send Classification(์ „์†ก ๋ถ„๋ฅ˜)์„ ํ• ๋‹นํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.

Marketing Cloud Engagement ์‚ฌ์šฉ์ž ํ†ตํ•ฉ

CRM ์‹œ์Šคํ…œ์—์„œ ์—ฐ๊ฒฐ์ด ์„ค์ •๋˜์—ˆ์œผ๋ฏ€๋กœ ์ด์ œ Marketing Cloud Engagement ์‚ฌ์šฉ์ž ํ†ตํ•ฉ์„ ์™„๋ฃŒํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. CRM์—์„œ ๋กœ๊ทธ์•„์›ƒํ•œ ํ›„ ๊ฐœ์ธ ๊ด€๋ฆฌ์ž ๊ณ„์ •์„ ์‚ฌ์šฉํ•˜์—ฌ Marketing Cloud Engagement์— ๋‹ค์‹œ ๋กœ๊ทธ์ธํ•ฉ๋‹ˆ๋‹ค.

  1. Marketing Cloud Engagement์—์„œ ์‚ฌ์šฉ์ž ์ด๋ฆ„์— ๋งˆ์šฐ์Šค ์ปค์„œ๋ฅผ ์˜ฌ๋ฆฌ๊ณ  Setup(์„ค์ •)์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  2. ๋‹ค์Œ์œผ๋กœ Administration(๊ด€๋ฆฌ) ์•„๋ž˜์—์„œ Users(์‚ฌ์šฉ์ž)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  3. Marketing Cloud EngagementAccount API ์‚ฌ์šฉ์ž์˜ ์ด๋ฆ„์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. ์‚ฌ์šฉ์ž ์ผ๋ฐ˜ ์„ค์ • ํ™”๋ฉด์˜ Salesforce.com ์ƒํƒœ ํ•„๋“œ์—์„œ Integrate(ํ†ตํ•ฉ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.ย ํ†ตํ•ฉ ๋งํฌ๊ฐ€ ํ•˜์ด๋ผ์ดํŠธ๋œ ์‚ฌ์šฉ์ž ์ผ๋ฐ˜ ์„ค์ • ํ™”๋ฉด.
  5. CRM API ์‚ฌ์šฉ์ž์˜ ์‚ฌ์šฉ์ž ์ด๋ฆ„์„ ์ž…๋ ฅํ•˜๊ณ  Save Settings(์„ค์ • ์ €์žฅ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.

์„ฑ๊ณตํ•˜๋ฉด Salesforce.com ์ƒํƒœ๊ฐ€ Integrated(ํ†ตํ•ฉ๋จ)๋กœ ์—…๋ฐ์ดํŠธ๋ฉ๋‹ˆ๋‹ค.

Salesforce.com ์ƒํƒœ ํ•„๋“œ๊ฐ€ Integrated(ํ†ตํ•ฉ๋จ)๋กœ ํ‘œ์‹œ๋œ Marketing Cloud Engagement ์‚ฌ์šฉ์ž ์„ธ๋ถ€ ์‚ฌํ•ญ ํ™”๋ฉด.

Note

์ด ๋‹จ๊ณ„๋Š” ๋ชจ๋“  Marketing Cloud Engagement ํ†ตํ•ฉ ์‚ฌ์šฉ์ž(Marketing Cloud Connect๋ฅผ ์‚ฌ์šฉํ•˜์—ฌ ์ „์†กํ•˜๋ ค๋Š” ์‚ฌ์šฉ์ž)์— ๋Œ€ํ•ด ์ˆ˜ํ–‰ํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.

๊ฑฐ์˜ ๋๋‚˜๊ฐ‘๋‹ˆ๋‹ค. ๋‹ค์Œ ์œ ๋‹›์—์„œ๋Š” ์‹œ๋‚˜๋ฆฌ์˜ค๋ฅผ ์‹คํ–‰ํ•˜์—ฌ ์—ฐ๊ฒฐ์„ ํ…Œ์ŠคํŠธํ•˜๊ณ  ๋ชจ๋“  ๊ฒƒ์ด ์˜ฌ๋ฐ”๋ฅด๊ฒŒ ์ž‘๋™ํ•˜๋Š”์ง€ ํ™•์ธํ•ฉ๋‹ˆ๋‹ค.

๋ฆฌ์†Œ์Šค

Salesforce ๋„์›€๋ง์—์„œ Trailhead ํ”ผ๋“œ๋ฐฑ์„ ๊ณต์œ ํ•˜์„ธ์š”.

Trailhead์— ๊ด€ํ•œ ์—ฌ๋Ÿฌ๋ถ„์˜ ์˜๊ฒฌ์— ๊ท€ ๊ธฐ์šธ์ด๊ฒ ์Šต๋‹ˆ๋‹ค. ์ด์ œ Salesforce ๋„์›€๋ง ์‚ฌ์ดํŠธ์—์„œ ์–ธ์ œ๋“ ์ง€ ์ƒˆ๋กœ์šด ํ”ผ๋“œ๋ฐฑ ์–‘์‹์„ ์ž‘์„ฑํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ž์„ธํžˆ ์•Œ์•„๋ณด๊ธฐ ์˜๊ฒฌ ๊ณต์œ ํ•˜๊ธฐ