---
schema_version: "1"
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title: Set Up the Marketing Insights for Sales Cloud App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/dato_market_insights_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.dato_market_insights_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68e119739ea051f08bd4509bcc97a2955c6a6255183d534edd91cab814862b74
description: 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.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# 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.

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            <td data-label="REQUIRED USER ROLE" class="slds-cell-wrap" style="vertical-align:top;" headers="d68734e38 ">To install Marketplace apps</td>

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To install the Marketing Insights for Sales Cloud app requires:

- Salesforce Sales Cloud as the CRM and these objects
    - Leads
    - Opportunities
    - Accounts
    - Contacts
    - Campaigns
    - Campaign Members
- No CRM data in Marketing Cloud Intelligence (the app supports only new CRM data stream creation)
- Running paid ad campaigns on common advertising platforms

These advertising platforms are supported in the Marketing Insights for Sales Cloud app:

- Google AdWords
- Facebook Ads
- Bing Ads
- Twitter Ads
- Instagram
- YouTube Ads
- Linkedin Ads
- Pinterest

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**.

After the Marketing Insights for Sales Cloud app installs, these underlying entities are created:

- Six data streams for your CRM data
- 34 calculated measurements
- Harmonized dimensions