- Log in to Salesforce Marketing Cloud with an admin account.
- Navigate to Setup > Security > Settings > Security Setting s> Single Sign-On Settings.
- Click the Download Metadata button.
- Go to Salesforce Help Portal.
- Click Login | Marketing Cloud Login.
- Enter your Marketing Cloud username and password.
- Click Login.
Table of Contents
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
What is the outlook for Salesforce?
Salesforce Outlook Integration
- Users can now log Outlook emails to Salesforce as actual emails, no longer logging emails as tasks
- Customized Outlook integration panels can be made for different users. Admins can configure Lightning components to the panel and even download more components from the AppExchange.
- Users can draft Outlook emails using preconfigured Salesforce templates
What is ExactTarget in Salesforce?
Salesforce Marketing Cloud, formerly known as ExactTarget, is a global provider of on-demand email marketing and interactive marketing solutions.. Salesforce marketing cloud software powers multi-channel communications for organizations around the world including Expedia.com, Aurora Fashions, Papa John’s, CareerBuilder.com, Gannett Co., Inc.,
What is the customer service number for Salesforce?
Help and Support
- Increase the return on your investment in Salesforce with Success Plans. …
- Collaborate with specialists, consultants and other certified experts. …
- Get trained and certified at the source. …
How do I access my Marketing Cloud Connect?
Connect to Marketing Cloud Within Salesforce CRMClick the plus icon to navigate to the All Tabs screen.Click Marketing Cloud.Click Connect to Marketing Cloud.Enter the username and password for the Marketing Cloud API User.Click Login.If successful, you see a screen to configure Marketing Cloud Connect settings.More items…
How does Salesforce Connect to Marketing Cloud?
Log into Marketing cloud => Navigate to email studio => Click on Email App=> click Admin tab=> click Salesforce Integration=> click Connect Account. Contact Marketing Cloud Support to enable and upgrade the Connected App button under the Salesforce Integration for secure data transfer between systems.
How do I register for Salesforce Marketing Cloud?
Register a DomainIn the app switcher, hover over your name and click Setup.Search for From Address Management .Select Register Domain.Enter the domain to register. … Click Get Token.Click Register.Provide the Marketing Cloud-generated token to the agency or department that manages your DNS records.More items…
How do I set up a Marketing Cloud account?
Click Create on the Marketing Cloud Setup home screen to quickly add a new Marketing Cloud user to your account. Add basic name and contact information in the first step, then assign one or more Marketing Cloud roles in the second step.
How do I know if I have Salesforce Marketing Cloud?
So you can either check the network tab of your browser’s developer tools or use the Google Chrome extension “Salesforce Marketing Cloud – Developer Tools”. If you open this extension and visit the Marketing Cloud Dashboard, basic information about the account and the currently logged in user is displayed.
Is Marketing Cloud included in Salesforce?
The Marketing Cloud is connected to Salesforce.com’s Sales Cloud and Service Cloud, which enables coordination that provides a unified experience and prevents customers from being contacted separately by marketers from all three groups.
What is Sales Cloud and Marketing Cloud in Salesforce?
Salesforce Marketing Cloud is built to identify leads and guide them toward your product or service, while Salesforce Sales Cloud is built to close deals and bring in revenue.
Is cloud marketing free?
Salesforce Marketing Cloud Pricing Overview Salesforce Marketing Cloud pricing starts at $4800.00. They do not have a free version. Salesforce Marketing Cloud does not offer a free trial. See additional pricing details below.
Where can you change the default Marketing Cloud login homepage?
Follow the directions below to change the Default Login Preference setting for your account: Log in to your Marketing Cloud account. Hover over your username and select Cloud Preferences under Settings. Click Default Login Preference to select the screen that displays when you first log into your account.
Where is marketing setup in Salesforce?
The Marketing Cloud Setup link is the new Admin link, which you can find in the Settings menu. Search for items across admin panel, platform tools and settings with a quick search bar.
How long does it take to set up Salesforce Marketing Cloud?
Marketing cloud initialization. This part would usually take between 2 and 10 days depending if there are any complexities.
How do I add a user to market cloud?
Add a Marketing Cloud UserIn the app switcher, hover over your name and click Setup.Click Users.Click Create.Complete the basic user information fields on the Create a User page. … In the User Permissions area of the User Properties dialog box, select the permission that determines what the user can access.More items…
Connect Your Users in Sales or Service Cloud
In a separate window, login to your Sales or Service Cloud instance with your user
If you receive an error saying “There was an error communicating with Salesforce, verify your connected app is set up properly and try again” after attempting to enter in your Salesforce.com Username in Marketing Cloud, then your Salesforce user is likely not configured for authentication with Marketing Cloud Connect.
How to login as admin in Salesforce?
You should go to Setup, enter ‘Users’ into the quick find box and click ‘Us ers’. If you have an Enterprise Edition or higher then you will be able to perform Salesforce Admin login as user. Go and click ‘Login’ next to the user you would like to proceed with.
How to enable Salesforce Mobile?
To enable Salesforce Mobile login just go to the Salesforce App in your smartphone and enter your login credentials. Also, you may check out the trailhead to get started with Salesforce Mobile App.
What to do if Salesforce password recovery doesn’t work?
If the link for password recovery doesn’t work, the only option to recover your password is to contact your system administrator with this request. If the first troubleshooting stage didn’t help, move to the following option: Salesforce cookies should not be blocked.
Can you send emails to Salesforce if you are logged in as another user?
If a user is logged in as another user, this option is blocked to prevent a further lockdown. No emails. Once you are logged in as a certain user, it will not be possible to initiate any email sending on behalf of the Salesforce application. The only exception is given to users whose email addresses are verified.
When work flows, relationships grow
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Every moment counts. Your data has to keep up. With digital marketing software from Salesforce, it can
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1. Enable SSO
a) Enable SSO on your Salesforce Marketing Cloud Account. SSO could already be enabled on the Enterprise account. To verify, log on to the Main Enterprise account Id on your MC instance and then go to Setup > Administration > Data Management > Key Management then select the create button.
b) If SSO is enabled, the SSO Metadata radio button appears.
2. Retrieve SAML Metadata
After SSO has been enabled, you must retrieve your SAML Metadata from the MC account. It’s located under Setup > Settings > Security > Security Settings > Single Sign-On Settings > SSO SAML Metadata (Button) A url looks similar to the following:
4. Create Key
After the SFMC Metadata has been applied, you’ll then take the metadata from your IDP and input it into the Key Management section of SFDC. Within your Org go to Setup > Administration > Data Management > Key Management.
5. Save Key
Now hit Save, if the key is accepted, a green banner appears and the Key was saved successfully. If an error occurs, and you can’t resolve the issue, then open a Support Case.
6. Enable SSO Setting
After you have a green banner and a key in place, You must enable SSO for your MC account under Setup > Settings > Security > Security Settings > Edit > Single Sign-On Settings > Enable SSO by selecting or checking the setting and then selecting Save.
NOTE: SFMC requires MFA to be enabled on SSO connections by the 2022 deadline.
7. Configure User SSO Settings
The next step will be to go to Setup > Users > Users, then click a User. Select the enable SSO option and add the Federation ID that was configured on the IDP side. If the value is unknown, you must verify with your IDP or IT team to gather that information to continue.
8. Test the SSO Configuration
Test the newly appointed SSO user, either via an incognito window or a freshly purged cache browser. If you receive an error, open a case with support.