You can send emails and email fragments to Salesforce Marketing Cloud (SFMC) to use them in email campaigns. In the target system, the resulting assets feature all required metadata and linkage.
To publish your item to SFMC:
1. Select SFMC on the target system selection page and click NEXT.
If you're publishing the email, sign in to Veeva Vault to check whether this email has been previously published as a PDF.
When the status of your PDF document in Veeva Vault is missing in the Publisher settings, the Confirmation pop-up appears. It contains the list of document statuses required to proceed with the email publication. You can change the document status on its information page in Veeva Vault.
To confirm the email publication in the current status, select the checkbox in the pop-up and click CONTINUE.
When the PDF version of your email doesn't exist in Veeva Vault, the PDF publication recommended pop-up appears. Here, you can:
[1]: Run the email publication as PDF.
[2]: Continue publishing the email to SFMC as is.
[3]: Switch a current account to publish your email under different user credentials.
2. On the preparation page, click NEXT.
3. Fill in the metadata fields:
Target instance: Select the Salesforce environment used in your company.Business unit: Select the business unit of your Marketing Cloud account that allows you to share information and control access to it.Folder: Select the target directory for your published email from your business unit's list of folders.Preheader: Enter the text to follow the subject line for the email review.
Contact your administrator to configure the inheritance and editing settings for the Subject line and Preheader line values.
4. Click NEXT.
The system checks and notifies you if the email is published as new or an update to the previously published item.
5. Check the publication summary and click PUBLISH.
Once the publishing is complete:
• Click DONE to go to Publish manager.
• Click the generated link on this page or in your incoming email to go to SFMC (for successful publication).
Emails
In SFMC, you can track Veeva Vault modules of the published email by IDs. They're assigned to the modules in eWizard during the initial publication of this email to Veeva Vault as PDF.