The External Credential securely stores the client secrets and IDs needed for OAuth.

1. In Salesforce Setup, search for and select Named Credentials.

2. Select the External Credentials tab.

3. Click New.

4. Set the following properties:

   • Label: ESL EXTERNAL CREDENTIAL

   • Name: ESL_EXTERNAL_CREDENTIAL

   • Authentication Protocol: Custom

5. Click Save.

The Principal links the credential to the actual stored values.

1. On the ESL_External_Credential page, scroll to the Principals section.

2. Click New.

3. Set the properties Name: ESL_PRINCIPAL

4. Click on Add twice, next to Authentication Parameters.

5. Add the parameters for client_id and client_secret and click Save.

6. Wait for the screen to save and close.

This credential points to the Marketing Cloud Token Endpoint and enables the custom body required for authentication.

1. In Salesforce Setup, search for and select Named Credentials.

2. Click New.

3. Set the properties:

   • Label: ESL MC AUTH API

   • Name: ESL_MC_AUTH_API

   • URL: Enter your Marketing Cloud Authentication URL (e.g., https://mc-xxxxxx.auth.marketingcloudapis.com/v2/token).

   • Enable for Callouts: Checked

   • External Credential: Select ESL_External_Credential

4. In the Callout Options section:

   • Deselect Generate Authorization Header

   • Select Allow Formulas in HTTP Header

   • Select Allow Formulas in HTTP Body

5. In the Managed package access section:

   • Set allowed namespaces for callouts to JourneyBuilders

6. Click Save.

This credential points to the Marketing Cloud Content Endpoint for data API calls.

1. Navigate back to the Named Credentials page.

2. Click New again.

3. Set the properties:

   • Label: ESL MC CONTENT API

   • Name: ESL_MC_CONTENT_API

   • URL: Enter your Marketing Cloud Content API URL (e.g., https://mc-xxxxxx.pub.sfmc-content.com/j1d2tc3napz).

     • https://mc-85b1gt90c01fd8rmwkzfcjtnq.pub.sfmc-content.com/j1d2tc3napz

   • Enable for Callouts: Checked

   • External Credential: Select ESL_External_Credential

4. In the Callout Options section:

   • Deselect Generate Authorization Header

   • Deselect Allow Formulas in HTTP Header

   • Deselect Allow Formulas in HTTP Body

5. In the Managed package access section:

   • Set allowed namespaces for callouts to JourneyBuilders

6. Click Save.

Users need permission to utilize the security credentials created above.

1. In Salesforce Setup, search for and select Permission Sets.

2. Click New. Give it a descriptive name (e.g., External Credential Access).

3. Click Save.

4. In the Apps section, click External Credential Principal Access.

5. Click Edit and move the ESL_PRINCIPAL from Available to Enabled on the right. Click Save.

6. Click the arrow button next to External Credential Principal Access and click Object Settings.

7. Click on User External Credentials (userExternalCredential).

8. Click Edit and select Read.

9. Click Save.

End users require two distinct Permission Sets to function correctly: one for API access (to use the credentials) and one for general app feature access (to view the LWC, fields, etc.).

 

Standard User Access (Required)

In Salesforce Setup, navigate to Permission Sets:

1. Select the Email Send Log Permission Set.
2. Click Manage Assignments and assign it to the target users.
3. Repeat these steps for the External Credential Access Permission Set.

 

Administrative Access (Optional)

If a user needs to configure the app (e.g., changing column names, titles, or visibility settings via the Settings tab), they require administrative rights:

• Repeat the assignment steps for the Email Send Log Admin Permission Set.
• Note: Only assign this to users who are responsible for the app’s configuration.

Once the Email Send Log Admin permission set is assigned, administrators can tailor the app to the organization’s needs via the dedicated settings interface.

1. Open the App: Navigate to the App Launcher (the “waffle” icon) and search for Email Send Log Settings.

2. General Settings: Update the Component Title (e.g., “Sent Emails”) to change how the header appears to end users.

3. Manage Fields & Order: * Use the arrows to move fields between Available and Visible. Reorder the Visible fields to prioritize the most important data.

4. Customize Labels: In the Customize Display Labels section, you can rename column headers (e.g., changing “Subject” to “Email Topic”) to match your internal terminology.

5. Save: Click Save Settings to apply the changes immediately to the Email Send Log component.

The final setup step is to place the JB Email Send Log component on any record page, where end users can access it. For example, by adding it to the Contact record page.

1. Navigate to a Contact Record: Open any existing Contact record in your Salesforce org.

2. Enter Edit Mode: Click the Setup gear icon (⚙️) in the top right corner and select Edit Page (this opens the Lightning App Builder).

3. Find the Component: In the left sidebar under Custom Components, search for and locate the component named: JB Email Send Log

4. Drag and Drop: Drag the JB Email Send Log component and drop it onto the desired location of the Contact record page (e.g., in a new tab, or into the main details area).

5. Configure Component Properties (Important):

   • After placing the component, click on it to view its properties panel on the right side of the screen.

   • Automatically Load Data: Review the checkbox for the loadOnRecordLoad property:

     • Recommended: Leave it checked (default is true). This ensures the email log data automatically loads when the user opens the Contact record.

     • Alternative: Uncheck it if you want the user to click a button to load the data manually (for performance optimization).

   • [Optional] By default, the component uses the current Record ID to fetch logs. Use the Subscriber ID Field API Name setting if the subscriber is identified by a different field on the record.

     • Example (Person Accounts): Enter PersonContactId to pull logs for the underlying Contact while viewing an Account page.

     • Example (Custom Identifier): Enter External_ID__c if you track subscribers using a specific external key.

     Note: Ensure you use the exact API Name of the field (case-sensitive).

   • 

6. Save and Activate:

   • Click the Save button in the top right corner of the Lightning App Builder.

   • If prompted to activate the page, ensure you assign it as the Org Default or assign it to the correct App/Profile combination.

7. Verify: Exit the App Builder and refresh the Contact record page. The JB Email Send Log should now be visible and loading data.