{"id":28831,"date":"2022-05-09T13:10:53","date_gmt":"2022-05-09T13:10:53","guid":{"rendered":"https:\/\/emizentech.com\/blog\/?p=28831"},"modified":"2022-05-09T13:10:57","modified_gmt":"2022-05-09T13:10:57","slug":"marketing-cloud-connect-setup-guide","status":"publish","type":"post","link":"https:\/\/emizentech.com\/blog\/marketing-cloud-connect-setup-guide.html","title":{"rendered":"How To Configure Marketing Cloud Connect : Complete Guide"},"content":{"rendered":"\n

Are you looking to personalize your digital marketing strategy? For that, you need to first catch up with complete access to your customers’ details by collecting data from sales, service, marketing, and every touchpoint. This way, you can build and use your customers’ single view. <\/p>\n\n\n\n

You need to unify all your customers’ data from anywhere to catch up with a complete view of your customers. <\/p>\n\n\n\n

Here arrives a Marketing Cloud Customer Data Platform that assists in gathering and unifying all your customer data to make the most out of every moment. <\/p>\n\n\n\n

With Marketing Cloud, you can craft a unified customer profile across all touchpoints, check for accuracy through a common ID, bring entire customer data under one roof, and understand your audience across your brand. <\/p>\n\n\n\n

To connect all your business verticals with marketing to craft a personalized and consistent experience, you need to integrate Salesforce Marketing Cloud with Salesforce CRM.<\/p>\n\n\n\n

Here Marketing Cloud Connect comes in that unites Marketing Cloud’s digital marketing power with the data management, campaign management, and segmentation tools in Salesforce. <\/p>\n\n\n\n

In this post, we will check out a few steps that you can follow for Salesforce Marketing Cloud Connect Integration and elaborate on them.<\/p>\n\n\n\n

\"Marketing<\/figure>\n\n\n\n

Step 1:<\/strong> Install the most recent version of a supported web browser.<\/p>\n\n\n\n

Paste this URL in your browser, which redirects to the latest managed package version. You are prompted to log in to Salesforce using your administrator credentials.<\/p>\n\n\n\n

  1. Production Org: https:\/\/sfdc.co\/MCC<\/a><\/li>
  2. Sandbox Org: https:\/\/sfdc.co\/MCCSandbox<\/a><\/li><\/ol>\n\n\n\n

    Step 2:<\/strong> Log in with admin credentials<\/p>\n\n\n\n

    Step 3:<\/strong> Go to set up<\/p>\n\n\n\n

    Step 4:<\/strong> Quick Find -> Search for installed package -> Click on Installed package ->  if you see \u201cMarketing Cloud\u201d then MCC is successfully installed<\/p>\n\n\n\n

    Step 5:<\/strong> Go to set up -> object manager -> go to user object -> User Page Layouts<\/p>\n\n\n\n

    Step 6:<\/strong> Drag and drop \u201cmarketing cloud for app exchange admin\u201d and \u201cmarketing cloud for app exchange user\u201d to the layout<\/p>\n\n\n\n

    Step 7:<\/strong> Save the layout<\/p>\n\n\n\n

    Step 8:<\/strong> Go to set up  -> Go to home -> Quick find -> Search for users -> you will see list of users -> click both the user one by one (SF admin user and tracking user)<\/p>\n\n\n\n

    Step 9:<\/strong> Check the checkboxes for both the \u201cmarketing cloud for app exchange admin\u201d and \u201cmarketing cloud for appexchange user\u201d option for both the users.<\/p>\n\n\n\n

    Step 10:<\/strong> Click on save<\/p>\n\n\n\n

    Step 11:<\/strong> Logout from SFDC<\/p>\n\n\n\n

    Need to do the below things on the SFMC side.<\/strong><\/p>\n\n\n\n

    Step 12:<\/strong> Log in to the marketing cloud with admin user creds<\/p>\n\n\n\n

    Step 13:<\/strong> Go to admin tab -> salesforce integration -> Connect account -> It will ask for creds -> Enter System User Creds -> this will establish the connection between MC account with SF system\/tracking user<\/p>\n\n\n\n

    Step 14:<\/strong> Go to admin -> my users -> click on API user (a user with API user checkbox checked)-> Click on integrate \u2013 this will establish a connection between MC API user and SF system\/tracking user<\/p>\n\n\n\n

    Step 15:<\/strong> Log out from SFMC<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Need to do the below things on the SFDC side.<\/strong><\/p>\n\n\n\n

    Step 16:<\/strong> Go to set up -> Quick Find -> manage connected apps -> Salesforce marketing cloud -> edit policies -> Permitted users -> admin approved users<\/p>\n\n\n\n

    Step 17:<\/strong> Refresh token policy -> immediately expire refresh token<\/p>\n\n\n\n

    Step 18:<\/strong> IP relaxation -> Relax IP restrictions<\/p>\n\n\n\n

    Step 19:<\/strong> Click Save<\/p>\n\n\n\n

    Create Permission Set<\/strong><\/p>\n\n\n\n

    Step 20:<\/strong> Go to set up -> Quick Find -> Search for permission sets<\/p>\n\n\n\n

    Step 21:<\/strong> Click on New -> Label \u2013 (Marketing Cloud Connected App), API Name \u2013(Marketing_Cloud_Connected_App)<\/p>\n\n\n\n

    Step 22:<\/strong> Click Save<\/p>\n\n\n\n

    Step 23:<\/strong> Click on manage assignments -> add assignment -> select system user -> assign<\/p>\n\n\n\n

    Step 24:<\/strong> Quick find -> Manage connected apps -> salesforce marketing cloud -> permission sets -> manage permission sets -> select permission set you created (Marketing Cloud Connected App)<\/p>\n\n\n\n

    Setting up default workflow user<\/strong><\/p>\n\n\n\n

    Step 25:<\/strong> Quick find -> process automation settings -> select system user as default workflow user-> save<\/p>\n\n\n\n

    Setting up field-level security<\/strong><\/p>\n\n\n\n

    Step 26:<\/strong> Go to set up -> Object manager -> contact -> field & relationships -> email opt out -> set field level security -> Visible -> save<\/p>\n\n\n\n

    Step 27:<\/strong> Go to set up -> Object manager -> Lead -> field & relationships -> email opt out -> set field level security -> Visible -> save<\/p>\n\n\n\n

    Setting up page layout for Contact and Lead<\/p>\n\n\n\n

    Step 28:<\/strong> Go to set up -> Object manager -> contact -> page layouts -> contact layout (the one client is using for contact)<\/p>\n\n\n\n

    ????       Visualforce pages -> drag and drop contact action<\/p>\n\n\n\n

    ????       Related lists  -> drag and drop individual email results <\/p>\n\n\n\n

    ????        Related lists  -> drag and drop email sends <\/p>\n\n\n\n

    ????        Fields -> drag and drop email opt out<\/p>\n\n\n\n

    ????       Save<\/p>\n\n\n\n

    Step 29:<\/strong> Go to set up -> Object manager -> Lead -> page layouts -> Lead layout (the one client is using for lead)<\/p>\n\n\n\n

    ????        Visualforce pages -> drag and drop lead action<\/p>\n\n\n\n

    ????        Related lists  -> drag and drop individual email results <\/p>\n\n\n\n

    ????        Related lists  -> drag and drop email sends <\/p>\n\n\n\n

    ????      Fields -> drag and drop email opt out<\/p>\n\n\n\n

    ????        Save<\/p>\n\n\n\n

    Setting up session settings<\/p>\n\n\n\n

    Step 30:<\/strong> Set up -> session settings -> don\u2019t do anything -> save<\/p>\n\n\n\n

    Improve Your Business ROI with Salesforce <\/h2>

    Hire Salesforce Developers<\/strong><\/p><\/div><\/div>

    Get Started <\/a><\/div><\/div>\n\n\n\n

    Setting up connection with MC API users<\/strong><\/p>\n\n\n\n

    Step 31:<\/strong> Go to App Launcher -> Search for marketing cloud -> click on marketing cloud<\/p>\n\n\n\n

    ???? Click the Start wizard under automation setup<\/p>\n\n\n\n

    ???? Next next next done<\/p>\n\n\n\n

    ???? I agree<\/p>\n\n\n\n

    ???? Configure MCC<\/p>\n\n\n\n

    ???? Okay<\/p>\n\n\n\n

    Step 32:<\/strong> Login SFMC with API user<\/p>\n\n\n\n

    Step 33:<\/strong> Connect to Marketing Cloud<\/p>\n\n\n\n

    Step 34:<\/strong> Enter tracking and logging details -> save<\/p>\n\n\n\n

    Setting up Business Unit<\/strong><\/p>\n\n\n\n

    Step 35:<\/strong> Click on Manage business units \u2013 It shows all the business units MC API user has access to -> click on National accounts -> save<\/p>\n\n\n\n

    SFMC Side<\/strong><\/p>\n\n\n\n

    Sync Objects with Marketing Cloud<\/strong><\/p>\n\n\n\n

    Step 36:<\/strong> Go to Contact Builder -> Data Sources -> Synchronized -> Set up Objects<\/p>\n\n\n\n

    Conclusion<\/h2>\n\n\n\n

    After putting forward the entire Marketing Cloud Connect Salesforce Integration process, we will take a leave now. We hope you have got it perfectly and it will ease you ahead. <\/p>\n\n\n\n

    Salesforce Marketing Cloud Connect Integration assists in replicating data from Salesforce to Marketing Cloud to help marketers craft a highly interactive and targeted environment, send personal emails, attract subscribers and target them for SMS\/email campaigns.\u00a0<\/p>\n\n\n\n

    Also, If you need assistance with Salesforce Marketing Cloud<\/a> then get in touch with us. We have a team of professional salesforce developers capable of providing the best Salesforce consulting and development services<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"

    Are you looking to personalize your digital marketing strategy? For that, you need to first catch up with complete access to your customers’ details by collecting data from sales, service, marketing, and every touchpoint. This way, you can build and use your customers’ single view.  You need to unify all your customers’ data from anywhere<\/p>\n","protected":false},"author":39,"featured_media":28878,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[87],"tags":[],"class_list":{"0":"post-28831","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-salesforce-development"},"jetpack_featured_media_url":"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/Marketing-Cloud-Connect-Setup-Guide.jpg","featured_image_src":"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/Marketing-Cloud-Connect-Setup-Guide-600x400.jpg","featured_image_src_square":"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/Marketing-Cloud-Connect-Setup-Guide-600x600.jpg","author_info":{"display_name":"Virendra Sharma","author_link":"https:\/\/emizentech.com\/blog\/author\/salesforce"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/posts\/28831","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/comments?post=28831"}],"version-history":[{"count":0,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/posts\/28831\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/media\/28878"}],"wp:attachment":[{"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/media?parent=28831"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/categories?post=28831"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/tags?post=28831"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}