Set Up the Marketing Insights for Sales Cloud App

The Marketing Insights for Sales Cloud app provides an overview of marketing efforts and spend and how they convert into revenue. Setting up the app involves connecting CRM data, connecting ad data, and harmonizing CRM and ad data.

1. Install the Marketing Insights for Sales Cloud app.
   1. In Marketing Cloud Intelligence, on the Marketplace tab, select Apps.
   2. Select the app, and click Get it Now.
   3. Click Start.
2. Connect the CRM data.
   1. Connect to a Salesforce CRM data source or create one.
   2. Select the time period for retrieving CRM data, and click Apply.
   3. A preview of all the CRM tables appears on the right side. To view which data points are extracted, hover over a table.
   4. Click Next. A list of fields for harmonizing the CRM data appears.
   5. Click Next.
3. Classify the CRM statuses and stages.
   1. Drag each displayed status according to the correct bucket: Lead or Qualified Lead.
   2. Click Next.
   3. Drag each displayed stage to the correct bucket: Opportunities or Closed Won.
   4. Click Next.
4. Connect the ad data.
   1. Select an existing ad data stream. If a data stream doesn’t exist, create one on the Connect & Mix tab.
   2. Save a draft of the app before creating the data stream to continue from the same stage.
   3. Click Next.
5. Harmonize the CRM and ad data.
   The harmonization takes place between the name field in the CRM’s campaign object and the campaign name field in the Ads data stream.
   1. Determine whether the name of the field that connects your CRM and campaign data together are identical. If they aren’t identical, you must create a pattern or a classification. If the names are identical, from the Usage dropdown, select Identical. For example, if the name is “My Product Summer_Sale” in Ads, and “My Product Summer_Sale” in the CRM.
   2. If the name of the field that connects your CRM and campaign data contain the same naming conventions but aren’t identical from the Usage dropdown, select Pattern. Enter the delimiter, select the position, and select which Ads data you want to apply it to. For example, if the name is “Summer_Sale” in Ads, and “My Product Summer_Sale” in the CRM, you can use a pattern with a space delimiter and select position 3.
   3. If the name of the field that connects your CRM and campaign data is different, from the Usage dropdown, select Classification. For example, if the name is “Summer-campaign” in Ads, and “My Product Summer_Sale” in the CRM, upload a classification file.
6. Review the data in the preview tables for each data source, and then click Finish.