---
schema_version: "1"
id: 482e07b5db9f0a321f292457127a76350a800aeb43364f5443366682773a1bd8
title: Configure the CRM
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_co_configure_the_crm.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_co_configure_the_crm.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 551aad485ada154b54dd322b95e7088c19278e545efec564297179ab7f92d675
description: The Salesforce CRM admin performs these tasks to configure Sales or Service Cloud for Marketing Cloud Connect for Marketing Cloud Engagement.
products:
  - Marketing
  - Cross Cloud
release: "264"
---
# Configure the CRM

The Salesforce CRM admin performs these tasks to configure Sales or Service Cloud for Marketing Cloud Connect for Marketing Cloud Engagement.

Complete this next set of tasks in the installation and setup process after configuring Engagement.

![Configure CRM](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_cross-cloud_products-264-0-0-production-enus/bd617332-480f-48e8-b283-3477883c1320/mc_cross-cloud_products/images/connect---3-configure-crm.png)

1. **[Set Up Connected App Authentication](https://help.salesforce.com/s/articleView?id=mktg.mc_co_set_up_authentication.htm&release=264.0.0&type=5)**  
    Set up connected app authentication for Marketing Cloud Connect for Marketing Cloud Engagement. This mechanism authenticates between Sales Cloud, Service Cloud, and Engagement without requiring you to store passwords in Engagement. It also prevents SOAP and REST API calls made by Marketing Cloud Connect from counting against your rolling 24-hour limit.
2. **[Update Field-Level Security](https://help.salesforce.com/s/articleView?id=mktg.mc_co_update_field_level_security.htm&release=264.0.0&type=5)**  
    To send Marketing Cloud emails through Marketing Cloud Connect for Marketing Cloud Engagement, you must make the email opt-out field visible on leads and contacts.
3. **[Update User Page Layouts](https://help.salesforce.com/s/articleView?id=mktg.mc_co_update_page_layouts.htm&release=264.0.0&type=5)**  
    Add email and mobile send tracking to contact and lead pages to continue configuration of Sales and Service Cloud for Marketing Cloud Connect for Marketing Cloud Engagement.
4. **[Update Lead Page Layouts](https://help.salesforce.com/s/articleView?id=mktg.mc_co_update_lead_page_layouts.htm&release=264.0.0&type=5)**  
    Configure the lead page to ensure Marketing Cloud Connect users can see the relevant Marketing Cloud Connect fields.
5. **[Update Contact Page Layouts](https://help.salesforce.com/s/articleView?id=mktg.mc_co_update_contact_page_layouts.htm&release=264.0.0&type=5)**  
    Configure the contact page to ensure Marketing Cloud Connect users can see the relevant Marketing Cloud Connect fields.
6. **[Launch the Setup Wizard](https://help.salesforce.com/s/articleView?id=mktg.mc_co_launch_setup_wizard.htm&release=264.0.0&type=5)**  
    To configure Marketing Cloud Connect for Marketing Cloud Engagement in Sales or Service Cloud, launch the setup wizard in Salesforce Classic UI.
7. **[Connect to Marketing Cloud](https://help.salesforce.com/s/articleView?id=mktg.mc_co_connect_to_marketing_cloud.htm&release=264.0.0&type=5)**  
    The Sales or Service Cloud admin connects the Sales or Service Cloud account with the Marketing Cloud Engagement account using the Marketing Cloud API user credentials. This task completes the account-level connection for Marketing Cloud Connect.