Integrate Marketing Cloud With Salesforce CRM

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

Configure CRM Settings

After installing the managed package, your Salesforce CRM account needs to undergo a few preliminary configuration changes. If you haven't already, go ahead and use your admin credentials to access your Salesforce CRM account.

Modify User Page Layout

• Click on Setup > Object Manager > User in the Salesforce CRM organization.

• Click User Page Layouts under User.

• Click Edit next to User Layout under User Page Layouts.

• To see the Additional Information portion of the user page layout, scroll down.

• From the palette, drag Marketing Cloud for AppExchange Admin to the user page layout's Additional Information area.

• Drag AppExchange User Marketing Cloud to the same area.



• Click Save.

Modify User Page Layout

• Click Setup > Object Manager > Lead in CRM Setup.

• Select Page Layouts.

• Click Edit after selecting a page layout to work with.

• Choose Related Lists from the tool palette options in the layout you have chosen.

• To make a new linked list, drag Email Sends from the palette to the bottom of the Lead page layout (1).

• Next, build a new linked list by dragging Individual Email Results from the palette to the bottom of the Lead page layout.



• Then, from the palette selections, choose visualforce pages.

• From the palette, drag Lead Actions to the Lead page's Description Information area.

• Click Save.

• To overwrite users' related list customizations, click "Yes."

Change the Layout of the Contact Page

Note: Use the guidelines in the previous section to modify the contact page's appearance.

Grant Admin Access to Your Marketing Cloud Connect

• In the Quick Find box, type "Users" and then click "Users."

• After identifying the admin user, click Edit next to their name.

• Choose Marketing Cloud for AppExchange Admin and Marketing Cloud for AppExchange User under Additional Information.

• Click Save.

Set up the CRM API User

• Type Users into the Quick Find box after selecting the Setup option, then select Users.

• Select "New User."

• First Name: Test.

• Last Name: Admin-User.

• Email: Make use of a working email address.

• Username: Unique and in the format of an email address.

• User License: Salesforce.

• Profile: System Administrator.

• Role: NA.

• Make sure to tick the Marketing User box under General Information.

• Check the boxes for Marketing Cloud for AppExchange Admin and Marketing Cloud for AppExchange User under Additional Information.

• To generate a new password and instantly alert the user, click the box.

• Click Save.

Create a Salesforce CRM Permission Set

• Select Setup, type Permission Sets into the Quick Find box, and then select Permission Sets and New.

• Label: Marketing Cloud Connected App.

• Description > Provides access from CRM to Marketing Cloud.

• Click Save.

• Click Manage Assignments, then Add Assignments.

• Select the CRM API User account that you created in the previous stage.

• Click Assign, then Done.

Update Field-Level Security

• Click Leads after selecting Setup > Object Manager > Leads.

• Click on Relationship & Fields.

• Click Email Opt Out in the list of standard fields.

• To enable field-level security, click Set

• For every user profile, check the Visible option.

• Click Save.

• Click Contacts after selecting Setup > Object Manager > Leads.

• Click on Relationship & Fields.

• Click Email Opt Out in the list of standard fields.

• To enable field-level security, click Set.

• For every user profile, check the Visible option.

• Click Save.

After configuring your CRM settings, please move on to Configure Marketing Cloud Engagement to complete the necessary marketing integrations.Configure Marketing Cloud Engagement