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Check to see that you have access to the correct Business Unit and have the right roles assigned. To continue to finish setting up the integration, log out of your current user and into this API Integration User. Select the correct Business Unit access that this API User should have — include all business units where you want the integration to occur. The user email can be an alias email so that more than one person has access to this user. Note that if you do not see either of these options then you may not have Administrator/Marketing Cloud Administrator access. By hovering over your log in name in the upper-right hand corner, a drop-down appears under “Settings” with Setup.
Agents plan, execute, and optimise work from campaign setup to analysis and engagement. Agents create, adapt, and optimise content for every customer and channel, at scale. We’d love to hear about your experience with Trailhead – you can now access the new feedback form anytime from the Salesforce Help site. Pia is an admin in both systems and helped design the overall data structure in Sales Cloud and in Marketing Cloud Engagement. To help you with that decision, let’s review an example of how one company, Northern Trail Outfitters (NTO), selected roles for its team members.
Go to salesforce.com/in/login/ — or use your organisation’s custom domain (e.g., yourcompany.my.salesforce.com). Finally, make any adjustments to settings and configuration. You should see the following success dialog box when completed. This will automatically set your settings in Salesforce Sales or Service Cloud so that you do not have to manually go into setup to update these settings. Now we will need to log into Salesforce Marketing Cloud with the admin user to make the connection. Most of the Sales/Service Cloud pre-setup has been complete at this point.
Real-time interactions adapt and carry context across the entire customer journey, powered by AI agents acting as your brand ambassadors. Connect performance and attribution across channels, find what’s working, and continuously improve results with a single solution. Drive ROI and CLV with personalized experiences, content, and conversations that adapt for every customer across any channel.
Connect performance and attribution across channels, find what’s working, and continuously improve results with a single solution. Drive ROI and CLV with personalised experiences, content, and conversations that adapt for every customer across any channel. A complete agentic marketing solution designed to help you personalise the right moments and have two-way conversations across the entire customer relationship.
Expand your developer skills to unlock the power of Marketing Cloud Engagement tools. Log out of CRM and back into Marketing Cloud Engagement using your personal admin account. Next it’s time to configure settings for the integration and make the connection in your Salesforce CRM account. Learn more about these settings in this video clip. Now it’s time to connect your accounts using the setup wizard.
The “legacy” way of getting to the Admin settings of Salesforce Marketing Cloud is through Email Studio shown above. This is normal and should complete in the next few minutes. Click the check box for “Yes, grant access to these third-party web sites.” The third-party websites are all Salesforce Marketing Cloud (formally ExactTarget) websites. When you’re ready to make the connection, you’ll first need to install the Salesforce Marketing Cloud Connector managed package within your Sales/Service Cloud org. This Trail may include content that is only available in English.