How to connect marketing cloud to salesforce


  • In Marketing Cloud, hover over your name and select Setup.
  • Next select Users under Administration.
  • Click the name of the Marketing Cloud Account API user.
  • Click Integrate in the Status field on the user general settings screen.
  • Enter the username for the CRM API user and click Save Settings.

Provide the salesforce Admin User credential in Marketing Cloud to connect both systems. Log into Marketing cloud => Navigate to email studio => Click on Email App=> click Admin tab=> click Salesforce Integration=> click Connect Account.

How to learn Salesforce Marketing Cloud for free?

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  • Email Marketing from Salesforce. Businesses of any size can grow with professional-level email marketing from Marketing Cloud. …
  • Related Searches. Email Marketing : Get sophisticated email marketing software that delivers results. …
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What is Marketing Cloud Connector?

The newest release offers some great improvements to this tool:

  • Journey Builder now offers entry events from the Sales and Service clouds. …
  • Data Stream allows you to sync data from Salesforce CRM to Marketing Cloud into a synchronized Data Extension. …
  • Connected App Authentication is a new, more secure way to pair Marketing Cloud with Salesforce CRM. …

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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. …

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, Aurora Fashions, Papa John’s,, Gannett Co., Inc.,

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What Salesforce editions work with Marketing Cloud Connect?

Marketing Cloud Connect is available in Salesforce Unlimited, Enterprise, Performance Editions, or Developer Edition Sandbox.

Is Marketing Cloud included in Salesforce?

Yes. Marketing Cloud is a core component of Salesforce Customer 360. It operates alongside other clouds to complete the Customer 360: Sales Cloud, Service Cloud, Community Cloud, Analytics Cloud, and App Cloud.

How do I transfer data from Salesforce to Marketing Cloud?

In Marketing Cloud, navigate to Email Studio. Under Interactions, click Salesforce Send Emails. Select a Salesforce data extension or data extension filter. Click Send.

What’s the difference between Salesforce and Salesforce Marketing Cloud?

In general, Salesforce Pardot remains associated with Sales Cloud. On the other hand, with marketing cloud, it has to align with its native cloud platform. Salesforce Pardot is associated mainly with email and social channels, whereas Marketing Cloud is associated with SMS and display ads and email, and social.

Can you use Marketing Cloud without Salesforce?

You can still use a code-free solution, but it requires a Salesforce Sales Cloud admin to design the “listener” in Process Builder rather than exclusively in Marketing Cloud. Alternative is entry about 1.5 hours after record change using scheduled automation, in which case all work can be done in Marketing Cloud.

How do you integrate a 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 you integrate between a Cloud and another Salesforce org?

Here are the following steps I used to integrate with another Salesforce org.Create an Apex REST resource (New Salesforce org) … Create a connected app (New Salesforce org) … Create Authorization Provider (New Salesforce org) … Create a Named Credentials (New Salesforce org)More items…•

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…

What is marketing cloud connect?

Marketing Cloud Connect makes it possible to share data across your cloud solutions.

What is Salesforce CRM?

Just know that this term refers to your Sales Cloud or Service Cloud account–whichever you’re choosing to connect to Marketing Cloud.

What is the purpose of user accounts in Salesforce?

That can sound complicated, but just remember that the purpose of these user accounts is simply to create a connection—like a handshake—between Salesforce CRM and Marketing Cloud.

What version of Salesforce is used for CRM?

Your Salesforce CRM org must be one of the following versions: Salesforce Unlimited, Enterprise, or Performance Editions, or a Developer Edition sandbox. To find out which version you’re using, see the Salesforce Help article Find Salesforce Edition and API Version.

Can you use Salesforce CRM if you are not a CRM administrator?

We assume you are a Marketing Cloud and Salesforce CRM administrator. It’s OK if you’re not, but you won’t have the proper permissions to access and configure your accounts.

Can you connect a Salesforce CRM to a Marketing Cloud account?

It’s possible to connect a Marketing Cloud account to multiple Salesforce CRM orgs, but we don’t cover that setup in this module.

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 Username in Marketing Cloud, then your Salesforce user is likely not configured for authentication with Marketing Cloud Connect.

Marketing Cloud Basics

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Marketing Cloud Connect Setup

Configure Salesforce CRM and Marketing Cloud to share key data across your clouds.

After installing following permissions are used –

Click on Setup ——-> Click Customize —-> Click users —–> Click Page Layouts—–> Edit the user page layout.

Steps to Login to Marketing cloud org –

Navigate to Email Studio —> Click Admin ——> Click Salesforce Integration —–> Click Edit.

Steps to create a Marketing cloud user API-

Click on Email Studio—–> Click Admin ——> Click My Users —-> Click Create Name the user so it can be easily identified (eg. API-user-1234).

In Sales and Service cloud –

Click Setup —-> Click Manage App —-> Connected Apps —-> Salesforce Marketing Cloud —-> Manage Permission Sets.

Create your own Integration

Connect Salesforce and Salesforce Marketing Cloud the way you want. Start by selecting the trigger and action events listed here.

Run Workflows

Connect Salesforce and Salesforce Marketing Cloud with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.


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