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Integrate Marketing Cloud With Salesforce CRM

Simplifies the process of connecting Salesforce Marketing Cloud with Salesforce CRM.

Integrate Salesforce Marketing Cloud With Salesforce CRM (Sales/Service)

Finalize Configuration

On to the last stretch! The time has come to complete the Salesforce CRM linked app settings configuration. To perform these further adjustments, exit Marketing Cloud Engagement and use your own admin credentials to re-enter your CRM account.

Integrate Marketing Cloud
  • In Setup, type Connected Apps in the Quick Find box and click Connected Apps.

  • Click Salesforce Marketing Cloud Engagement.

  • Integrate Marketing Cloud
  • Click Edit Policies.

  • Under Permitted Users, select Admin approved users are pre-authorized.

  • If a warning message appears, click OK.

  • Under IP Relaxation, select Relax IP restrictions.

  • Under Refresh Token Policy, select Immediately expired refresh token.

  • Click Save

  • Scroll down the page and click Manage Permission Sets.

  • Select the Marketing Cloud Connected App permission set that you created previously.

  • Click Save

  • Complete the Managed Package Configuration

    Next, stay in the Setup screen to finish the Managed Package configuration.

  • Type Process Automation in the Quick Find box and select Process Automation Settings.

  • If the Default Workflow User is empty, click the lookup icon and specify a user with System Administrator permissions to be the default workflow user. (We suggest using the newly created CRM API user account.)

  • Integrate Marketing Cloud
  • Click Save

  • This is an important step-skipping it prevents the managed package wizard from properly configuring workflow rules.

Session Settings

  • Next type Session Settings in the Quick Find box and click Session Settings.

  • Scroll to the bottom of the page and click Save.

Finalize Configuration

  • From App Launcher, Search Marketing Cloud.

  • Click Marketing Cloud.

  • Integrate Marketing Cloud
  • Click Verify Remote Site from the popup screen.

  • Click Start Wizard to begin the setup wizard.

  • Integrate Marketing Cloud
  • The next screen is a prompt for the Default Workflow User you created. Click Next.

  • Click Next to move forward and acknowledge you’ve saved the Session Security Settings.

  • Click Next to acknowledge Field-Level Security information.

  • Click Done to acknowledge the page layout update information.

  • Integrate Marketing Cloud
  • At the main Marketing Cloud Connector Setup screen, select I agree to acknowledge the automated changes and then click Configure Marketing Cloud Connector.

  • If all goes well, you are rewarded with a configuration summary.

  • Click Okay! to finish the setup wizard.

Connect to Marketing Cloud Engagement Within Salesforce CRM:

  • Click Connect Marketing Cloud.

  • Integrate Marketing Cloud
  • If successful, you see a screen to configure Marketing Cloud Connect settings. Under the Account section on the page, select Email.

  • In the Sends section, select all options.

  • In the Notifications section, enter the appropriate email address to receive any error messages from Marketing Cloud Connect.

  • In the Tracking section, select appropriate options for your organization about the specific email tracking data that Marketing Cloud Engagement sends to the CRM system. Keep in mind that the choices you make for these can affect the overall storage of your CRM org.

  • Leave the defaults for the rest of the settings and finish by clicking Save Settings.

  • Select at least one business unit from the Business Unit Management screen and click Save.

Marketing Cloud Engagement User Integration:

  • In Marketing Cloud Engagement, hover over your name and select Setup.

  • Next select Users.

  • Click the name of the Marketing Cloud Engagement Account API user.

  • Click Integrate in the Salesforce.com Status field on the user general settings screen.

  • Enter the username for the CRM API user and click Save Settings. If successful, the Salesforce.com Status updates to Integrated.