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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)

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
Integrate Salesforce Marketing Cloud

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
Integrate Salesforce Marketing Cloud
Your Salesforce CRM org should be one of the following editions:
  • Salesforce Unlimited, Enterprise, Performance, or Developer Edition (sandbox).
Install the Managed Package
Integrate Salesforce Marketing Cloud
  • Confirm you’re using a compatible browser, then click the appropriate installation URL (Production or Sandbox).

  • Log into your Salesforce CRM with admin credentials, select "Install for Admins Only," and click "Upgrade."

  • Click Upgrade

Integrate Salesforce Marketing Cloud
  • 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.