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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)

Configure Marketing Cloud Engagement

Midway through, it's time to finish the setup by going through a few more configuration steps in both environments. First, let's talk about marketing cloud engagement.

Integrate Marketing Cloud
Modify User Page Layout
  • In Marketing Cloud Engagement, hover over your username and select Setup.

  • From the Setup screen, type Users into the Quick find box and click Users.

  • Click Create.

  • Enter your email address for the Reply Email and Notification Email Address.

  • Enter a unique username, for example Example-User.

  • Leave the External Key field blank, unless your organization requires it.

  • Select a Time Zone and a Culture Code.

  • Select API User.

  • Create a temporary password.

  • Click Save.

Then finalize the user setup by assigning roles to this new user.

  • From the Users screen, select the checkbox next to the user you just created.

  • Click Manage Roles.

  • Click Edit Roles.

  • Assign the following roles.

  • Administrator

  • Marketing Cloud Engagement Administrator

  • Click Save.

  • Log out of Marketing Cloud Engagement and immediately log back in with the Marketing Cloud Connect API User credentials you just created.

Configure the Marketing Cloud Connection

  • In Setup’s Quick find field, type Salesforce Integration.

  • Once found, select Salesforce Integration.

  • Click Edit.

  • Make sure Scope by User is deselected.

  • Click Connect Account.

  • Integrate Marketing Cloud
  • Click ok to acknowledge the popup window.

  • Enter the username and password for the CRM API user that you created in the last step.

  • Click Allow to grant access for the Marketing Cloud Engagement API User to access the CRM org.

  • With the Marketing Cloud Engagement configured, proceed to Finalize Configuration to complete the setup process and ensure all settings are properly applied. Link of Finalize Configuration