how to install marketing cloud in salesforce

Install the Marketing Cloud Connect Managed Package.

• 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 ...
• After login, select who to install the package for.
• Click Install.
• If prompted, grant access to these third-party websites.
• Click Continue.

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.

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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 does Salesforce Connect to Marketing Cloud?

Those using Lightning Experience with Salesforce are automatically redirected to Salesforce Classic when Marketing Cloud Connect tabs are clicked.Upgrade to the Latest Marketing Cloud Connect Release. ... Connect the Clouds with Marketing Cloud Connect. ... Manage Marketing Cloud Connect Settings. ... Email Sends.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 do you Setup a Marketing Cloud?

0:032:07Marketing Cloud Setup - YouTubeYouTubeStart of suggested clipEnd of suggested clipLink I click on setup and I'm taken to the new home page the set up home page delivers a searchableMoreLink I click on setup and I'm taken to the new home page the set up home page delivers a searchable consolidated navigation in the left-hand rail. By using the new quick find bar administrators.

How do I transfer data from Marketing Cloud to Salesforce?

Send to a Salesforce Data Extension or Salesforce Data Extension FilterIn Marketing Cloud, navigate to Email Studio.Under Interactions, click Salesforce Send Emails.Select a Salesforce data extension or data extension filter.Click Send.Select to send immediately or schedule a time to send.Certify opt in.More items...

Is Marketing Cloud Connect free?

Marketing Cloud Connect is a more efficient and effective way to manage your connection to the Sales or Service Clouds. If you are using an older version of the connector, consider upgrading for free to Marketing Cloud Connect.

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.

Is Marketing Cloud separate from Salesforce?

Salesforce Marketing Cloud (SFMC) is Salesforce's platform (or “Cloud”) in the area of marketing automation and customer engagement. It is a SaaS platform made up of four “base versions,” each with different levels of functionality and multiple additional at-cost components that further increase functionality.

What's the difference between Salesforce and Salesforce Marketing Cloud?

Salesforce Marketing Cloud is built to identify leads and guide them toward your product or service, while Salesforce Sales Cloud is built to close deals and bring in revenue.

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.

Before You Begin

As we mentioned in the beginning of this module, we assume you are a Marketing Cloud and Salesforce CRM admin with the proper permissions to access and configure both accounts. If you are an admin for one but not the other, be sure to work with someone who has the appropriate permissions to complete the installation steps.

2: Install the Managed Package

It’s time to install the managed package. A managed package is a collection of components and applications that makes the connection between your Salesforce CRM and Marketing Cloud accounts work. Follow along with these steps to download the latest version of the managed package.

3: Configure CRM Settings

Now that you’ve installed the managed package, there are a few initial configuration updates that need to happen in your Salesforce CRM account. So go ahead and log in to your Salesforce CRM account with your admin credentials, if you haven’t already.

Quiz

1 Before installing the managed package, what CRM feature needs to be enabled?

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 Getting Started Program

This program in Salesforce Success Cloud is designed to guide you through the key steps to successful implementation. See webinars and videos to get to know Marketing Cloud's features and functionality at your own pace.

Marketing Cloud User Groups

These local, peer-driven groups united by a passion for sharing innovative digital marketing practices can be very helpful for new users. Connect face-to-face with other Marketing Cloud customers in your area for collaborative problem solving with the support of Marketing Cloud's guidance, tools, and resources.

Email Design Tool Kit

The perfect marketing email should do three things: look good, work well, and get results. This toolkit with explore each of these elements and guide you along each step of the way toward email success. This is the intro to Marketing Cloud that you've been waiting for — in a digestible yet detailed form.

Journey Management Marketing from Salesforce

Salesforce Marketing Cloud helps maintain a relationship with your customers beyond your app and website. Use marketing tactics from our toolkit to boost your brand, build your community, and measure audience behavior. Improve brand loyalty, brand recognition, and conversions using comprehensive social media marketing software.

Related Searches

Digital Marketing Software : Learn more on the #1 marketing software for consumer engagement at scale.

Before You Begin

In this module, we work across multiple Salesforce clouds, so here are a few things you should know.

Connect Marketing Cloud with Salesforce CRM

You’re ready to bring the power of your marketing data together with your CRM data—and Marketing Cloud Connect is here to help. Marketing Cloud Connect makes it possible to share data across your cloud solutions.

1: Review Prerequisites

It’s important to review the following requirements and work with your team to have them in place before you proceed with implementation.