773 Views. Log out of Marketing Cloud, and log back in to see your app in the AppExchange menu in Marketing . From Setup, click CDP Setup. Command-line interface that simplifies development and build automation. ; Identify a page layout to work with and click Edit. Select SSO Metadata Provide a Name, such as "OKTA SSO Key." Choose the XML Paste option Paste the XML collected from OKTA into the XML field. Marketing Cloud Setup | Salesforce Trailhead +500 points Module Marketing Cloud Setup Set up your new Marketing Cloud account, add users, send emails, and track your results. Below, we'll dive deep into 4 steps to set yourself up for success with Marketing Cloud. This logout URL ends the user's session and unsets the cookie set on login. Explain the importance of data protection and privacy. Click on "Installed Packages" under the "Apps" menu on the left. Create an entry event data extension. Get hands-on with step-by-step instructions, the fun way to learn. Connect on Marketing Cloud, When you are connected on Marketing Cloud, click on your account at the top right of the screen > "Setup". Select API Integration as the component type. Click Test SPF Record. From within this project, click Project Settings > Salesforce Marketing Cloud Settings. Marketo can only write to the Lead, Contact and Campaign objects, but it can read from the Account and the Opportunity objects. Key Moments: Complete company settings for your account. Go to Setup >> Apps >> Installed Packages Click New to create a new package. Salesforce CLI. Designate a marketing admin to handle Pardot setup and management tasks. Client Secret :From SFMC API integration setup. To use OAuth 2.0, select Create with enhanced functionality (recommended). Install Distributed Marketing content blocks. Here are the final setup steps. 2. Introduction We need to start with the Options & Configure option: Under the first option, you need to set up the catalog. Inside Salesforce Marketing Setup you will find a searchable and integrated navigation bar on the the left side. Build Skills. Connecting SFMC to Smartling. Determine Your Marketing Cloud Instance Follow these steps to determine your instance in Marketing Cloud. Important: The admin assigned to set up the Pardot business unit can't be changed and their name can't be edited. Note We recommend using a dedicated Marketing Cloud user account for integration with Customer Data Platform. Client application for the bulk import or export of data. Select Add Integration, and fill in the fields with the values. Salesforce Marketing Cloud support will do all the necessary setup on their end including purchasing, renewing and configuring the domain. Enter a name and click Save.. Set up the Marketing Cloud Connector. In the Settings section, input the following: Client ID: From SFMC API integration setup. Marketing Cloud Setup. Let's take a look at each step to understand what you're setting up and why it's required. From Marketing Setup, under Pardot Setup Home, click Assign Admin. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Step 2: Create a Custom Permission Set. What is Salesforce Marketing Setup? Add Distributed Marketing Lightning components. Data Loader. Salesforce Marketing Cloud has multiple ways to set up their service in DNS. I hope this helps. When the user logs out of Marketing Cloud, the app session also ends. Plan, personalize, segment, and optimize the customer journey with email software from Marketing Cloud. Use this app in your MFA implementation to increase security while driving a better user experience. Step 3: To track and monitor information flowing from Marketing Cloud to Salesforce, enter the Marketing Cloud Connector username and password to configure the . ~1 hr 50 mins Prepare for Installation ~20 mins Install and Set Up in Salesforce CRM ~30 mins Configure the Marketing Cloud Connection ~30 mins Test the Connection ~30 mins ~1 hr 50 mins Available on these trails Marketing Setup is the area in the Salesforce backend (Salesforce Setup) where Pardot Admins can configure Pardot functionality that intersects with Salesforce. Trailhead. Salesforce Marketing Cloud provides businesses with professional-level email marketing software. Here, Einstein will combine website data or catalog data along with user behavior to determine content and product recommendations for individual users. Click save ~1 hr 45 mins Set Up Your Account ~25 mins Manage Users and Roles ~20 mins Manage Business Units ~20 mins Prepare to Send ~20 mins Run Reports and Track Results ~20 mins This means that Salesforce Marketing Cloud will host SPF and DKIM Client application for the bulk import or export of data. Marketing Cloud Connect creates an integration between Salesforce CRM and Salesforce Marketing Cloud for synchronizing data and performing engagement activities. Under "System Permissions", click 'edit . Quickly access user settings or data management panel, check out your Salesforce integrations or edit the company settings. Salesforce Authenticator Mobile App: A fast, frictionless solution that makes MFA verification easy via simple push notifications that integrate into your Salesforce login process. Fill the form with your new package details. Description: Grants access to "Marketing Setup". Logout - Marketing Cloud performs a GET on the logout endpoint from the browser. There are an increasing number of features/functionality that span across both Pardot and Salesforce. To provide your Marketing Cloud credentials for authentication, click Manage. Image: an email from Grammarly where the sender's domain is authenticated. Email Marketing from Salesforce. Account MID: 123456789 ( Locate your MID) Enter Marketing Cloud for the app label and name to create the app. Build Skills. Select your new package from the list . Marketers can use email personalization to maintain a relationship with their customers beyond apps and websites. Log in to your Salesforce Marketing Cloud account.. 8) Once successfully tested, enable all the required users for SSO. Marketo should be set up with close to System Admin rights and at the highest level of your Salesforce role hierarchy to ensure that it can see everything in Salesforce. The considerations for setting up DKIM using the new method (increased security) as compared to the old method (public-private keys) are as follows: Enter your email domain in the Domain setting, not your organization MyDomain name DKIM keys can no longer be imported from one Salesforce organization to another. In short, Salesforce's Private Domain works like this: You add Salesforce Marketing Cloud IPs to your domain records, and voil Salesforce becomes a legitimate sender on your behalf. Click Create. Salesforce CLI. Enter the Marketing Cloud username and password. They're fully customizable to meet your business needs, which means i. Choose an Integration: Salesforce Marketing Cloud. Setup instructionslink Obtain Client ID and Client Secret link. ; Then drag Individual Email Results from . Use it to insert, update, delete, or export Salesforce records Build Skills Trailhead Get hands-on with step-by-step instructions, the fun way to learn Trailhead Live The seamless integration between Salesforce CRM and Salesforce Marketing Cloud is one of the most compelling features of Marketing Cloud. Step 2: Select Automatic Setup and tap on Start Wizard. In the New Package Details window, enter the name and description for the package. Marketing Cloud Connect Setup Configure Salesforce CRM and Marketing Cloud to share key data across your clouds. When you are on the installed package page, click on " New " in the top right of the page. Share. Click New. 1. Log in to Salesforce Marketing Cloud. . Why is it Important? Now, hop into Salesforce setup. Login into Salesforce Marketing Cloud with an Admin Account Go to Setup > Data Management > Key Management From Key Management, click Create to create a new SSO Key. Add a logo if desired. Click Add Component. Connecting your SFMC to Dyspatch. Data Loader. Set Up Your Account Learning Objectives After completing this unit, you'll be able to: Identify your Marketing Cloud account member identification code (MID). Configure security settings. The preferred option is to delegate the subdomain to Salesforce Marketing Cloud which allows Salesforce Marketing Cloud to host all DNS records on their DNS servers. This setup finalizes Marketing Cloud Connect configuration for Service Cloud. Marketing Cloud Setup Marketing Cloud Setup provides a centralized location to view and manage details about your Marketing Cloud account. Setup also contains links to other helpful sources of information about Marketing Cloud. ; Drag Email Sends from the palette to the bottom of the Lead page layout (1) to create a new related list. If you prefer to purchase the domain yourself or decide on using a subdomain, you will need to delegate them. Now that you have the values we need from SFMC, we can add the integration in Dyspatch. Create a SFMC Connector project type in your Smartling account. When setting up the Marketing Cloud Connector, we often support our . 2. ; In the layout you selected, from the tool palette options select Related Lists. Salesforce campaigns help you track engagement and report on your marketing efforts. Click Apps. 7) Hit that link (the one that got generated on creation of key) and enter the user's SSO credentials (the third party's credentials and not the Marketing Cloud account's one) and that SSO enabled user should be able to login into SFMC. Learn how you can use Salesforce Marketing Cloud Connect (MCC) to integrate Salesforce Marketing Cloud with Salesforce CRM. If that user is removed from Pardot or their Pardot role is updated, their name remains as a historical record on Pardot Account Setup in Salesforce. Tools for developing with Salesforce in the lightweight, extensible VS Code editor. Navigate to the Integration page via the Administration dashboard. To confirm that the SPF for the Salesforce record and Salesforce IPs pass validation checks, use the SPF Query Tool from Kitterman.com. "Marketing Administrator". Name: eg. In Service Cloud, navigate to Setup. Enter your SPF policy details (not the one shown in the example below) and use an address in your domain. Grammarly uses Salesforce Marketing Cloud to send automated emails. The official documentation for Salesforce Marketing Cloud is sometimes not comprehensive enough and one has to rely on reaching out to various Salesforce communities to enquire the information at . Save the component. With the tool open, go to the 'Test SPF Record' section. ; Click Page Layouts. Cameron Robert demonstrates a complete end-to-end setup of Marketing Cloud Connect in Lightning view. Use it to insert, update, delete, or export Salesforce records. Use it to insert, update, delete, or export Salesforce records. 1. Create a Distributed Marketing sender profile. Cameron Jul 28, 2022. Under Configuration, click Marketing Cloud. In the upper right corner, select your user name to open the drop-down menu, and select Setup.. On the left navigation pane, go to Platform Tools > Apps > Installed Packages.. Click New to create a new package. Command-line interface that simplifies development and build automation. Search for, and click on "Permission Sets" New. Using the search function, you can quickly search for settings and tools. This makes the process more secure. Still in CRM Setup under Build > Customize, click the arrow icon to expand the Leads menu.