how to get access to salesforce marketing cloud

Connect Your Users in Sales or Service Cloud

• In a separate window, login to your Sales or Service Cloud instance with your user
• Navigate to the Marketing Cloud Tab within Salesforce
• Click “Connect to Marketing Cloud”
• If you are logged into your Marketing Cloud user in the same browser, clicking this button will automatically link the...

Full Answer

How do I manage Salesforce Marketing Cloud Connect permission sets?

This typically matches the users that access Marketing Cloud Connect. Click Setup ----> Click Manage App ----> Connected Apps ----> Salesforce Marketing Cloud ----> Manage Permission Sets. Select the newly created permission set. Save changes.

Is the way you access Salesforce Marketing Cloud changing?

The way you access Marketing Cloud is not changing. What is changing? The new Marketing Cloud login page will be available to all Salesforce Marketing Cloud customers. Your Marketing Cloud login credentials will stay the same, and you should continue to use them to log in to the Marketing Cloud.

How to integrate email studio with Salesforce Marketing Cloud API?

Connecting the Marketing cloud API User - Click on Email Studio ----> Click Admin -----> Click My Users ----> Select the API user. Click Integrate for Salesforce.com Status ----->Enter the Salesforce system user username ----->Save the settings. The Salesforce.com Status field updates to "Integrated" if the connection is successful.

How do I connect to Salesforce connected app?

Select Scope by User if applicable for your data access configuration. If prompted, click Upgrade to Connected App ------->Click Connect Account. if you are not logged in to the Sales or Service Cloud as your Salesforce system user in a separate tab, you are prompted to log in. Click OK and log in as the system user.

How do I access Marketing Cloud from Salesforce?

Connect Your Users in Sales or Service CloudIn a separate window, login to your Sales or Service Cloud instance with your user.Navigate to the Marketing Cloud Tab within Salesforce.Click “Connect to Marketing Cloud”More items...

How do I get free Salesforce Marketing Cloud?

If you are a Salesforce Partner, then you can request a free Marketing Cloud developer account by creating a case on the Partner Portal.

How do I enable Marketing Cloud in Salesforce?

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 do I give access to Marketing Cloud?

A permission is a tool to control a user's access to screens in Marketing Cloud. By checking the box next to a permission, you can enable or disable that permission. Users with this permission can create accounts and view the settings for individual accounts.

Is marketing cloud free in Salesforce?

Salesforce Marketing Cloud Pricing Overview Salesforce Marketing Cloud pricing starts at $4800.00. They do not have a free version.

How do I create a Salesforce Marketing Cloud account?

Set Up Your AccountIdentify your Marketing Cloud account member identification code (MID).Complete company settings for your account.Configure security settings.Explain the importance of data protection and privacy.

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.

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.

How do I grant access to Salesforce?

Salesforce ClassicLog in to Salesforce.In the upper right, click My Settings (or click on your name, then click My Settings)In "Quick Find" search field, enter "Grant" and click Grant Login Access.Set the Access Duration option to Salesforce.com Support. ... Click Save.

How do I give customer access to Salesforce?

The customer access option is visible in the sharing detail of any file shared with a record. To set the sharing level, in the menu next to the Customer Access option, select Viewer to give the customer view access to the file. If you choose Set by Record, then the customer's file access depends on their record access.

How do I grant access to Salesforce Sandbox?

salesforce.com/ , after you re-enable SAML. To enable SAML in the sandbox, from Setup, enter Single Sign-On Settings in the Quick Find box, then select Single Sign-On Settings....Required Editions and User Permissions.User Permissions NeededTo create, refresh, activate, and delete a sandbox:Manage Sandbox1 more row

Connect Your Users in Sales or Service Cloud

In a separate window, login to your Sales or Service Cloud instance with your user

Considerations

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.

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.

Help Articles and Product Documentation for Marketing Cloud

1. Go to Salesforce Help Portal 2. In the main search bar, enter any search query 3. Below the search box, click Articles 4. From the options on the left, under 'Topics,' select Marketing Cloud 5. From the options on the left, under 'Content Type,' select either Knowledge Articles or Documentation

View support cases for your organization

1. Log in to Salesforce Help Portal with your Marketing Cloud credentials 2. Click Success Hub Note: Only Administrators can view a complete list of cases for an organization.

How to connect to Marketing Cloud?

If you are using a Marketing Cloud Production Support environment, Click Advanced Settings and select Sandbox from the Marketing Cloud Environment list. Click Connect to Marketing Cloud. Enter the username and password for the Marketing Cloud Connect API User. Click Login.

What to do if Salesforce is not enabled?

If it is not enabled in your Marketing Cloud account, complete a Subscriber Key Migration before proceeding with the connection process. Salesforce users must have a license for the Marketing Cloud and a license for Salesforce CRM, for example, the Sales Cloud, to leverage most out of Marketing Cloud Connect functionality.

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.

Marketing Cloud User Management

User creation and management are key tasks for a Marketing Cloud admin. Once a user is created, a role is assigned to allow access to features and actions they need to complete their work. This module reviews Marketing Cloud user roles and associated permissions to help you complete this task.

Role-Based Permissions

Roles are established to define a user’s permissions within Marketing Cloud. A permission is a granular way of controlling access to a specific object and actions within a feature or application. For example, a permission can restrict a user from deleting a data extension in Email Studio.

Marketing Cloud Roles

Since Marketing Cloud has many available permissions, standard roles have been created. These roles include a preestablished set of permissions that allow users to perform different tasks. A role can be assigned to an individual user by business unit or to an entire business unit (and every user in that business unit inherits the role).

Create Custom Roles

What if the standard roles don’t quite fit your needs? As a Marketing Cloud admin, you can create custom roles that better align with a user’s job functions. First identify the standard role for that user.

Helpful Tips

Before you begin assigning roles and adjusting permissions, follow these tips.

Quiz

1 If a user doesn’t see a button they expect to see, what permission has that user been given?