Prepare for Installation
After completing this unit, you’ll be able to:
- Name the system requirements for implementation.
- Describe the purpose of system users.
- Identify Marketing Cloud Connect user roles.
Before You Begin
In this module, we work across multiple Salesforce clouds, so here are a few things you should know.
- Instead of saying Sales Cloud or Service Cloud, we say Salesforce CRM throughout this module. Just know that this term refers to your Sales Cloud or Service Cloud account–whichever you’re choosing to connect to Marketing Cloud.
- We assume you are a Marketing Cloud and Salesforce CRM administrator. It’s OK if you’re not, but you won’t have the proper permissions to access and configure your accounts.
- Marketing Cloud isn’t available in the Trailhead Playground. So, while you can use your Trailhead Playground to review steps in Salesforce CRM, don’t try to follow along for steps in Marketing Cloud.
Connect Marketing Cloud with Salesforce CRM
You’re ready to bring the power of your marketing data together with your CRM data—and Marketing Cloud Connect is here to help. Marketing Cloud Connect makes it possible to share data across your cloud solutions.
Ready to dive in? Before we set off, it’ll be helpful to know where we’re going. Let’s review the steps you need to follow to complete setup.
|1: Review prerequisites
||Set yourself up for success by planning for system and user requirements.
2: Install the managed package
||Download the managed package to get the tools to make the connection work.
|3: Configure CRM settings
||Make sure your users can view the email fields for contacts and leads. Then set up any additional users and permission sets within your Salesforce CRM account.
4: Configure setup in Marketing Cloud
||Create a new user and configure the Salesforce Integration in Marketing Cloud.
5: Finalize configuration
||Make final configuration settings in both Marketing Cloud and your Salesforce CRM account and then finalize the connection.
|6: Test the connection||Confirm success with a test send. Confirm all users are set up properly and then begin to use the connector.
We cover each of these steps and show your completion progress throughout this module.
1: Review Prerequisites
It’s important to review the following requirements and work with your team to have them in place before you proceed with implementation.
- Marketing Cloud Connect requires a relationship between a single Marketing Cloud account and a Salesforce CRM org. It’s possible to connect a Marketing Cloud account to multiple Salesforce CRM orgs, but we don’t cover that setup in this module.
- For most Marketing Cloud Connect functionality, users need a Marketing Cloud license and a Sales Cloud or Service Cloud license (more on this shortly).
- Your Salesforce CRM org must be one of the following versions: Salesforce Unlimited, Enterprise, or Performance Editions, or a Developer Edition sandbox. To find out which version you’re using, see the Salesforce Help article Find Salesforce Edition and API Version.
- Your Marketing Cloud account must be one of the following versions: Marketing Cloud Core Edition, Advanced Edition, Agency Edition, Enterprise 1.0 Lock and Publish, Enterprise 2.0 Edition, Reseller Edition, or a Marketing Cloud sandbox.
- Marketing Cloud Connect features are available in the Salesforce Classic UI. If you use Lightning Experience, you are automatically redirected to Salesforce Classic when you click any of the Marketing Cloud Connect tabs.
- Your Sales or Services org needs to have Custom Platform Events enabled (you can check by using quick find under Setup) to properly install the managed package. If you’re missing this option, create a case with Salesforce Support to have them enable Custom Platform Events for your Salesforce org before continuing implementation.
Subscriber Key Consideration
Marketing Cloud Connect only recognizes subscribers that use the contact/lead ID as their subscriber key in Marketing Cloud. You may need to perform a subscriber key migration to align contacts between the two clouds if you currently use a different subscriber key.
Marketing Cloud Connect System Users
Now let’s discuss the system user accounts required for implementation. There are two system users that need to be created to have a successful installation. We walk you through the steps to create these in units 2 and 3, but first we want to explain why these two are important. Let’s review each.
||What It Is
||What It Does
Marketing Cloud Connect API user
||The Marketing Cloud Connect API user completes the account-level connection between Marketing Cloud and Sales Cloud or Service Cloud.
||This user provides the initial authentication for email sends, triggered sends, tracking subscription requests, and Journey Builder entry events.
||To have access to different Marketing Cloud business units in Salesforce CRM, a Marketing Cloud Connect API user must have access to those business units in Marketing Cloud.
CRM API user
(also called the Salesforce system user)
|Similarly, the CRM API user created in the Salesforce CRM is required to complete the connection between the CRM account and Marketing Cloud.
||This user provides the initial authentication that allows the
connected app (a framework that enables an external application to integrate with Salesforce) to work.
This user makes tracking data, synchronized data extensions, and Journey Builder activities available in CRM. It's also used for sending to CRM audiences from Marketing Cloud in non-scope-by-user accounts (accounts with open access to all integrated users).
|For optimal security and performance, use a dedicated system user as the CRM API user, which uses a user license.
That can sound complicated, but just remember that the purpose of these user accounts is simply to create a connection—like a handshake—between Salesforce CRM and Marketing Cloud.
Marketing Cloud Connect Users
In addition to system users, there are other user types that determine access to Marketing Cloud Connect functionality. Let’s review.
||Additional Info and Considerations
Marketing Cloud Connect admin
||The person who manages the daily use and setup of Marketing Cloud Connect within Sales Cloud or Service Cloud.
Integrated users (Marketing Cloud Connect users)
||An integrated user has an established user login (license) in both Marketing Cloud and in CRM and their accounts are linked in Marketing Cloud.
||A Salesforce CRM user who does not have a Marketing Cloud account.
Marketing Cloud user
||A Marketing Cloud user who does not have a CRM account.
Now it’s time to consider which individuals in your company need to use Marketing Cloud Connect. 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.
|Name and Role
||Reason For Selection
|Pia, NTO cloud architect
||Pia is an admin in both systems and helped design the overall data structure in Sales Cloud and in Marketing Cloud.
|Isabelle, digital marketer
||Isabelle manages the marketing team and oversees all digital marketing. She works closely with Teri, the sales manager, to coordinate campaigns.
|Paulo, email specialist
||Paulo manages email on a day-to-day basis, creates journeys, sends emails, and wants to have the option to send with Journey Builder and with Salesforce Campaigns.
|Michele, technical marketer and email designer
||Michele designs and builds emails, but doesn’t need to send emails.
|Teri, sales manager
||Teri creates Salesforce campaigns and reports and wants to have the option to send emails from Sales Cloud.
|Jessa, sales rep
||Jessa views what has been sent to her customers in the email page layout, but doesn’t need to send emails.
Discuss the possibilities with your team and be sure you have a plan in place before you move on to the next unit, where we install the managed package and configure your CRM settings.
- Trailhead: AppExchange App Development
- Salesforce Help: Connected Apps
- Salesforce Knowledge: Toggle or Switch Between Lightning Experience and Salesforce Classic
- Salesforce Help: Review Prerequisites and Marketing Cloud Connect Install Package
- Salesforce Help: Supported Browsers for Salesforce Classic
- Salesforce Help: Account Configuration for User Data Access
- Salesforce Help: Subscriber Key
- Salesforce Help: Salesforce Data Extensions in Marketing Cloud Connect