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Integrate Salesforce Marketing Cloud With Salesforce CRM
Learn how to integrate Salesforce Marketing Cloud with Salesforce CRM to streamline data sharing, boost collaboration, enhance marketing and sales alignment
By Vijay Raju Kumaravel
Salesforce Developer
Integrate Salesforce Marketing Cloud With Salesforce CRM (Sales/Service)
In today's digital world, it's super important for businesses to make things smooth and connect their marketing and customer management systems. Luckily, Salesforce has awesome tools, that can help bring your marketing and sales teams together. In this blog, we'll break down the simple steps to connect Salesforce Marketing Cloud with Salesforce CRM.
Connect Marketing Cloud with Salesforce CRM
With Marketing Cloud Connect, sharing data between your Salesforce solutions becomes straightforward, allowing your teams to work together more effectively.
Key Steps to Complete the Setup:
Review Prerequisites
Your Salesforce CRM org should be one of the following editions:
- Salesforce Unlimited, Enterprise, Performance, or Developer Edition (sandbox).
Install the Managed Package
- Confirm you’re using a compatible browser, then click the appropriate installation URL (Production or Sandbox).
- For Production Org:Production URL
- For Sandbox Org:Production URL
- Log into your Salesforce CRM with admin credentials, select "Install for Admins Only," and click "Upgrade."
- Click Upgrade
- Wait until the package installation is complete, then proceed with setup.
- Click Continue.
After completing the installation, please navigate to Configure CRM Settings to continue setting up your CRM environment. Configure CRM Settings.
