How To Configure Marketing Cloud Connect : Complete Guide

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 to catch up with a complete view of your customers. 

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. 

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. 

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.

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. 

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

Step 1: Install the most recent version of a supported web browser.

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.

1. Production Org: https://sfdc.co/MCC
2. Sandbox Org: https://sfdc.co/MCCSandbox

Step 2: Log in with admin credentials

Step 3: Go to set up

Step 4: Quick Find -> Search for installed package -> Click on Installed package ->  if you see “Marketing Cloud” then MCC is successfully installed

Step 5: Go to set up -> object manager -> go to user object -> User Page Layouts

Step 6: Drag and drop “marketing cloud for app exchange admin” and “marketing cloud for app exchange user” to the layout

Step 7: Save the layout

Step 8: 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)

Step 9: Check the checkboxes for both the “marketing cloud for app exchange admin” and “marketing cloud for appexchange user” option for both the users.

Step 10: Click on save

Step 11: Logout from SFDC

Need to do the below things on the SFMC side.

Step 12: Log in to the marketing cloud with admin user creds

Step 13: 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

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

Step 15: Log out from SFMC

Need to do the below things on the SFDC side.

Step 16: Go to set up -> Quick Find -> manage connected apps -> Salesforce marketing cloud -> edit policies -> Permitted users -> admin approved users

Step 17: Refresh token policy -> immediately expire refresh token

Step 18: IP relaxation -> Relax IP restrictions

Step 19: Click Save

Create Permission Set

Step 20: Go to set up -> Quick Find -> Search for permission sets

Step 21: Click on New -> Label – (Marketing Cloud Connected App), API Name –(Marketing_Cloud_Connected_App)

Step 22: Click Save

Step 23: Click on manage assignments -> add assignment -> select system user -> assign

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

Setting up default workflow user

Step 25: Quick find -> process automation settings -> select system user as default workflow user-> save

Setting up field-level security

Step 26: Go to set up -> Object manager -> contact -> field & relationships -> email opt out -> set field level security -> Visible -> save

Step 27: Go to set up -> Object manager -> Lead -> field & relationships -> email opt out -> set field level security -> Visible -> save

Setting up page layout for Contact and Lead

Step 28: Go to set up -> Object manager -> contact -> page layouts -> contact layout (the one client is using for contact)

🡺       Visualforce pages -> drag and drop contact action

🡺       Related lists  -> drag and drop individual email results 

🡺        Related lists  -> drag and drop email sends 

🡺        Fields -> drag and drop email opt out

🡺       Save

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

🡺        Visualforce pages -> drag and drop lead action

🡺        Related lists  -> drag and drop individual email results 

🡺        Related lists  -> drag and drop email sends 

🡺      Fields -> drag and drop email opt out

🡺        Save

Setting up session settings

Step 30: Set up -> session settings -> don’t do anything -> save

Setting up connection with MC API users

Step 31: Go to App Launcher -> Search for marketing cloud -> click on marketing cloud

🡺 Click the Start wizard under automation setup

🡺 Next next next done

🡺 I agree

🡺 Configure MCC

🡺 Okay

Step 32: Login SFMC with API user

Step 33: Connect to Marketing Cloud

Step 34: Enter tracking and logging details -> save

Setting up Business Unit

Step 35: Click on Manage business units – It shows all the business units MC API user has access to -> click on National accounts -> save

SFMC Side

Sync Objects with Marketing Cloud

Step 36: Go to Contact Builder -> Data Sources -> Synchronized -> Set up Objects

Conclusion

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. 

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. 

Also, If you need assistance with Salesforce Marketing Cloud then get in touch with us. We have a team of professional salesforce developers capable of providing the best Salesforce consulting and development services.