how to get to marketing cloud setup in salesforce

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 does Salesforce use the Marketing Cloud?

• Tokenized Sending. Use Tokenized Sending to send contact data that is too sensitive to store in your Marketing Cloud account database.
• Data at Rest Encryption. ...
• Marketing Cloud Shield. ...
• Expired Marketing Cloud Account Subscriptions. ...
• Suspended Marketing Cloud Account Subscriptions. ...

What are the capabilities of the Salesforce Marketing Cloud?

The first set of tools aims to predict, route, and solve customer needs, while the second set — voice, video, and text capabilities for digital contact centers — let customers reach out in the most convenient channel for them. Amid the pandemic, customer service has arguably become more important than ever.

How to create an automation in Salesforce Marketing Cloud?

Schedule Activities or Run Them Immediately

• In Marketing Cloud, navigate to Automation Studio.
• Click New Automation.
• Enter a name for the automation, then choose whether to run the automation from a schedule or a file drop. ...
• Drag your activities to the step sequence in the order you want them to occur. ...
• Configure the activities in each step. ...
• Save the automation when you finish. ...

How much does Salesforce Marketing Cloud Cost?

Salesforce Marketing Cloud Pricing Overview. Salesforce Marketing Cloud pricing starts at $4800.00. They do not have a free version. Salesforce Marketing Cloud does not offer a free trial. See additional pricing details below.

How do I access Setup in Marketing Cloud?

Marketing Cloud SetupSide 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. ... Carousel. The Carousel contains links to these Marketing Cloud resources.

How do I access Marketing Cloud in Salesforce?

Log in to the Marketing Cloud Help PortalGo to Salesforce Help Portal.Click Login | Marketing Cloud Login.Enter your Marketing Cloud username and password.Click Login.

How do I enable marketing Setup in Salesforce?

Here's how to set up your Marketing Cloud Connect API user.In Marketing Cloud, hover over your username and select Setup.From the Setup screen, type Users into the Quick find box and click Users.Click Create.Enter your email address for the Reply Email and Notification Email Address.More items...

How do I enable Marketing Cloud in Salesforce?

In Sales and Service cloud – Click Setup —-> Click Manage App —-> Connected Apps —-> Salesforce Marketing Cloud —-> Manage Permission Sets. Select the newly created permission set. Save changes. Click on Marketing Cloud tab.

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 find my Marketing Cloud connector?

To verify the test in the Sales Cloud, navigate to the Email Sends object. Note The test send can take up to 60 minutes to complete. Click the Email Send Number in the Recently Viewed list that corresponds with the test send. To confirm that send was completed, check the status of the email.

Where is marketing Setup in Salesforce?

The Marketing Cloud Setup link is the new Admin link, which you can find in the Settings menu. Search for items across admin panel, platform tools and settings with a quick search bar.

Where is the marketing Setup in Salesforce?

Marketing Setup is the area in the Salesforce backend (Salesforce Setup) where Pardot Admins can configure Pardot functionality that intersects with Salesforce. There are an increasing number of features/functionality that span across both Pardot and Salesforce.

What is Setup Assistant Marketing Cloud?

Use the Setup Assistant to configure your new Marketing Cloud account. A prioritized task list guides you to make full use of Marketing Cloud. Access Setup Assistant in the Setup menu of your Marketing Cloud account. Setup Assistant helps you get set up.

How do I connect Marketing Cloud to service Cloud?

Service Cloud Setup for Marketing Cloud ConnectIn Service Cloud, navigate to Setup.Click Create.Click Apps.Click New.Enter Marketing Cloud for the app label and name to create the app.Add a logo if desired.Customize tabs and add Marketing Cloud , Email Sends , and Send Analytics .More items...

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 does Salesforce sync with Marketing Cloud?

Sync an Object to the Marketing CloudIn Marketing Cloud, go to Audience Builder > Contact Builder.Click Data Sources.Click the Synchronized tab.Select the data source.Click Set Up Object.Look in the Synchronize Entity dialog box with the list of objects that can sync.More items...

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.

1. Set up the Marketing Cloud Connector

The seamless integration between Salesforce CRM and Salesforce Marketing Cloud is one of the most compelling features of Marketing Cloud. When setting up the Marketing Cloud Connector, we often support our customers in setting up an automation to continually import and refresh data using a Salesforce Data Extension.

2. Configure Email Studio

Next, you’ll want to configure your Marketing Cloud Business Unit, including migrating assets from previous ESPs.

3. Create Efficiencies with Automation Studio

Automation Studio is a key component of maintaining data cleanliness.

4. Take Advantage of Training

Training is the most important factor when it comes to driving adoption of a new tool, including Salesforce Marketing Cloud. Our customers often partner with Lev to conduct training sessions and create documentation for Marketing Cloud, including using filters and data extensions.

1. Set up the Marketing Cloud Connector

The seamless integration between Salesforce CRM and Salesforce Marketing Cloud is one of the most compelling features of Marketing Cloud. When setting up the Marketing Cloud Connector, we often support our customers in setting up an automation to continually import and refresh data using a Salesforce Data Extension.

2. Configure Email Studio

Next, you’ll want to configure your Marketing Cloud Business Unit, including migrating assets from previous ESPs.

3. Create Efficiencies with Automation Studio

Automation Studio is a key component of maintaining data cleanliness.

4. Take Advantage of Training

Training is the most important factor when it comes to driving adoption of a new tool, including Salesforce Marketing Cloud. Our customers often partner with Lev to conduct training sessions and create documentation for Marketing Cloud, including using filters and data extensions.

What is marketing cloud?

Marketing Cloud is an any-size business solution. Whether your company is a team of 10 or a team of 10,000 in 10 countries, you can use Marketing Cloud in a way that fits your company’s needs. Marketing Cloud is currently available in Basic, Pro, Corporate, or Enterprise.

Where is my account name in Marketing Cloud?

Option 1: Your account name is located immediately to the left of your username in the top corner of the Marketing Cloud interface. Hover over your account name to see the MID. Option 2: Under your username, navigate to Setup. Use Quick Find to navigate to Account Settings.