how to configure salesforce cloud

Connect to Marketing Cloud Within Salesforce CRM

• Click 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. Under the Account section on the page,...

Full Answer

How to enable service cloud user in Salesforce?

Go to Setup => Search as ‘Users’ => List of users will be displayed. List of users is displayed => Click the ‘Edit’ link beside it. Enable Service Cloud User checkbox and click the ‘Save’ button. Then provide visibility to the Service Console. Setup => Create => Apps => Click ‘Edit’ next to Sample console.

How do I get Started with sustainability cloud in Salesforce?

Assign the appropriate PSLs to users to access Sustainability Cloud. Assign the Sustainability Cloud permission set license to at least one user before you install the app. Permission set licenses entitle users to access features for Sustainability Cloud. Ensure that Tableau CRM is turned on in your Salesforce org before you install the app.

How to integrate Marketing Cloud Connect with Salesforce CRM?

Create a Marketing Cloud Connect API user. Complete the connection between Marketing Cloud and a Salesforce CRM org. Integrate users with Salesforce CRM. Halfway there. It’s time to go through some additional configuration steps in both environments to complete the setup.

How do I connect my domain to my Salesforce account?

Click Connect Account . Click OK to acknowledge the popup window. A login page displays in a new window. If you log in to Salesforce through a company-specific login page, select Use Custom Domain and enter the domain address before entering your user credentials.

How do you configure in Salesforce?

Look at the top of any Salesforce page.If you're using Lightning Experience, click. , then select Setup Home.If you're using Salesforce Classic and you see Setup in the user interface header, click it.If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.

How do I create a service cloud in Salesforce?

Go to Setup => Search as 'Users' => List of users will be displayed. List of users is displayed => Click the 'Edit' link beside it. Enable Service Cloud User checkbox and click the 'Save' button. Then provide visibility to the Service Console.

How do I use Salesforce cloud?

0:3358:49Salesforce for Beginners | Salesforce CRM Tutorial | Salesforce TrainingYouTubeStart of suggested clipEnd of suggested clipSo basically Salesforce is a cloud-based software. Company which started off as a customerMoreSo basically Salesforce is a cloud-based software. Company which started off as a customer relationship management platform better said CRM. It now provides software solutions.

What is Salesforce configuration?

Salesforce configuration is the process that is performed within the CRM system. This means you can add a new field to your Salesforce that uses a formula or a specific rule to achieve business outcomes.

What is Sfdc service Cloud?

Salesforce based Service Cloud on its Sales Cloud product, a popular CRM software for sales professionals. Service Cloud enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents.

What is the difference between Salesforce sales Cloud and service Cloud?

Service Cloud is an add-on to Sales Cloud. Sales Cloud includes Cases and Email-to-case, whereas Service Cloud includes features like Entitlements and Milestones. It is mainly omnichannel. The console is an added feature in Service Cloud, setting it apart from Sales Cloud.

What is the process of sales cloud in Salesforce?

The concept of Sales Cloud process in Salesforce works like this: You track your Leads in a Leads object where you can record name, company, phone, email and other data for the lead. Leads can be created manually in Salesforce or from a web form or an email forwarded to Salesforce.

Which cloud is best in Salesforce?

When it comes to the customer service application, Salesforce Service Cloud is the best option to choose from. It enables businesses to provide the required support to customers anytime and anywhere.

Where is Salesforce cloud hosted?

Salesforce-Managed InstancesInstanceData CentersNA70Phoenix, USA / Washington DC, USANA71Phoenix, USA / Washington DC, USANA75Phoenix, USA / Washington DC, USANA80Phoenix, USA / Washington DC, USA222 more rows

What is configuration and setup in Salesforce?

Salesforce configuration is all you can do inside the CRM system. This means you can add a new field to your Salesforce, that uses a formula or a specific rule to achieve an outcome. In simple words, configuration in Salesforce means that user-defined values will permit a certain module or feature to function.

How long does it take to configure Salesforce?

Salesforce implementation time can vary based on organizational requirements. On average, it could take 3 to 4 weeks and this time can be much longer in some cases. Understanding common best practices in salesforce implementation can increase speed and minimize costs.

What is the difference between configuration and customization?

A customization is a feature, extension, or modification that requires custom coding and/or some form of special implementation. A configuration is when you use native tools in the system to change its behavior or features.

Features Of Service Cloud

The service cloud platform can be used for managing all the cases that are assigned to an agent. It helps to prioritize tasks.

Cases Management In Salesforce Service Cloud

Taking care of the customers to the most important task. The Case management functionality in Salesforce helps to achieve customer success. Case management deals with Customer service, Product support, Solving issues, etc.

Omnichannel In Service Cloud

Omnichannel customer service allows customers to connect with their support staff seamlessly. It is like a widget and appears at the footer of the screen.

Conclusion

This tutorial explained all about Salesforce Service Cloud along with its Configuration, Working & Features in detail.

4: Configure Marketing Cloud

Halfway there. It’s time to go through some additional configuration steps in both environments to complete the setup. Let’s start in Marketing Cloud.

5: Finalize Configuration

Now on to the home stretch! It’s time to finalize the configuration of the connected app settings in Salesforce CRM. Log out of Marketing Cloud and log back in to your CRM account with your personal admin credentials to make these next updates.

Set Up SSO

In Salesforce, from Setup, in the Quick Find box, enter Single Sign-On Settings, then select Single Sign-On Settings, and then click Edit.

Set Up an Identity Provider to Encrypt SAML Assertions

When Salesforce is the service provider for inbound SAML assertions, you can pick a saved certificate to decrypt inbound assertions from third-party identity providers. Provide a copy of this certificate to the identity provider.

Enable JIT Provisioning

In Single Sign-On Settings, select User Provisioning Enabled in the Just-in-time User Provisioning section.

Edit the SAML JIT Handler

Note If you set up Standard JIT provisioning, skip this step and test the SSO connection.

Test the SSO Connection

After you configure and save your SAML settings, test them by trying to access the identity provider's application. Your identity provider directs the user's browser to POST a form containing SAML assertions to the Salesforce login page. Each assertion is verified, and if successful, users can log in with SSO.

Side Menu

This menu includes sections for Administration, Platform Tools, and Settings. Navigate through this menu to find the setup page you need.

Quick Find

Enter a search term to filter the list of pages in Setup. This section provides a quicker way to find admin tools than browsing through the setup pages.

Metrics

The Metrics section can contain these details for the Marketing Cloud account. The apps provisioned in your account and your user permissions determine the information that shows here.

Salesforce Trailblazer Community

This section includes a search bar for all Trailblazer Community resources. It also includes a link to Marketing Cloud documentation and a form to post questions to our Trailblazer community experts.

Learning Objectives

Configure Marketing Cloud

Finalize Configuration

• Now on to the home stretch! It’s time to finalize the configuration of the connected app settings in Salesforce CRM. Log out of Marketing Cloud and log back in to your CRM account with your personal admin credentials to make these next updates. 1. In Setup, type Connected Apps in the Quick Find box and click Connected Apps. 2. Click Salesforce Mark...

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