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What do I need to set up Marketing Cloud Connect?
Let’s review the steps you need to follow to complete setup. Set yourself up for success by planning for system and user requirements. Download the managed package to get the tools to make the connection work. Make sure your users can view the email fields for contacts and leads.
What does the Marketing Cloud Connect API do?
The Marketing Cloud Connect API user completes the account-level connection between Marketing Cloud and Sales Cloud or Service Cloud. This user provides the initial authentication for email sends, triggered sends, tracking subscription requests, and Journey Builder entry events.
How to setup Marketing Cloud Connect in Salesforce?
Download the managed package to get the tools to make the connection work. Make sure your users can view the email fields for contacts and leads. Then set up any additional users and permission sets within your Salesforce CRM account. Create a new user and configure the Salesforce Integration in Marketing Cloud.
Who is responsible for Marketing Cloud Connect in Salesforce?
The person who manages the daily use and setup of Marketing Cloud Connect within Sales Cloud or Service Cloud. At least one user in the Salesforce CRM org needs access to configure Marketing Cloud Connect inside the CRM environment. This can be you or it can be another person.
Can you use the trailhead playground for Marketing Cloud?
Marketing Cloud isn’t available in the Trailhead Playground. So, while you can use your Trailhead Playground to review steps in Salesforce CRM, don’t try to follow along for steps in Marketing Cloud. You’re ready to bring the power of your marketing data together with your CRM data—and Marketing Cloud Connect is here to help.
How to contact the Marketing Cloud Sales Team?
Pricing varies based on each customer’s individual needs. No matter your company’s size or industry, our sales team will work with you to tailor a package that meets your requirements and price considerations. Get started today. Call 1-800-667-6389, or contact us here.
What are the date fields in Marketing Cloud?
Date: date fields in Marketing Cloud are quite special, because it’s actually date time (see side note) Boolean: true or false. Note on date fields in Marketing Cloud: because date fields are actually date/time, you can also have the hour and the minutes included.