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lwc-journey-builder-preview's Introduction

LWC - Journey Builder Spec Preview

Salesforce Lightning Web Component Cross-Cloud Magic

Status Geography

This Lightning Web Component is designed to be used with the core Salesforce Platform to visualize a Journey from Salesforce Marketing Cloud in the context of Sales, Service, or Community Cloud.

This component ingests a JSON spec of a Journey via the Marketing Cloud APIs.

Preview

Prereqs

  • A valid Marketing Cloud org with a server-to-server integration set up
    • The client_id and client_secret for the above
  • A core Salesforce org to deploy your component in
  • Knowledge of custom metadata types

Deployment

Marketing Cloud Setup

  • In MC setup, go to Installed Packages and create a New Package
  • Add Component and select API Integration, and Server to Server
  • Enable Read access to Journeys

Force.com Setup

  • Use SFDX to deploy the source to your desired org
  • Change the Remote Site Settings for MarketingCloudRESTURL and MarketingCloudAuthURL to whitelist the auth and rest endpoints for your instance of Marketing Cloud
  • Add to the Marketing Cloud Credentials custom metadata type a record (API) named MCCConfig with the following attributes populated based on your MC app details:
    • Client_ID__c
    • Client_Secret__c
    • AUTH_URL__c
    • REST_URL__c
    • MID__c
  • Add the lwcJourneyBuilderPreview component to your desired page
  • Configure the component's attributes to feed in the Journey ID and Journey type names for your Marketing Cloud instance
    • The three attributes allow you to populate the Journey GUIDs and friendly names that are used when you click the "Create Journey" button
      • Each set corresponds with one drop-down selection item

To Do

  • Continue to refine the drawing to accomodate snowflake cases in the JSON spec
  • Write the value to a record to allow for loading it without hitting "Create" again.

lwc-journey-builder-preview's People

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