Get familiar with requirements, install the latest managed package, and configure your Salesforce accounts to start using Marketing Cloud Connect for Marketing Cloud Engagement.
Marketing Cloud Connect is available in Salesforce Unlimited, Enterprise, Performance Editions, or Developer Edition Sandbox. Marketing Cloud Connect is available in Marketing Cloud Core Edition, Advanced Edition, Agency Edition, Enterprise 1.0 Lock and Publish, Enterprise 2.0 Edition, Reseller Edition, or Marketing Cloud Sandbox.
Lightning Experience is not supported for Marketing Cloud Connect features. Those using Lightning Experience with Salesforce are automatically redirected to Salesforce Classic when any Marketing Cloud Connect tabs are clicked. Lightning Professional Edition is supported by Salesforce Integration V2 and not supported by Marketing Cloud Connect. Government Cloud requires a custom installation. To schedule, contact your account executive at least 30 days before planned installation. Marketing Cloud Connect doesn’t support CipherCloud.
Next Topic: Review Prerequisites and Install Package
- Review Prerequisites and Marketing Cloud Connect Install Package
Review the system requirements and key Marketing Cloud Connect for Marketing Cloud Engagement concepts to understand user types. Choose a data access option for configuration. Install the latest managed package and begin the setup process. - Configure Marketing Cloud and Marketing Cloud Connect
The Marketing Cloud Engagement admin performs these tasks to configure Engagement for use with Marketing Cloud Connect. - Configure the CRM
The Salesforce CRM admin performs these tasks to configure Sales or Service Cloud for Marketing Cloud Connect for Marketing Cloud Engagement. - Configure Settings
Configure Marketing Cloud Connect for Marketing Cloud Engagement settings after installation and setup. - Test the Connection in Marketing Cloud Connect
Make sure that Marketing Cloud Connect for Marketing Cloud Engagement is set up correctly for sending. - Upgrade to Marketing Cloud Connect
Learn the benefits of upgrading to Marketing Cloud Connect for Marketing Cloud Engagement from an earlier version of the connector. Marketing Cloud Connect is a more efficient and effective way to manage your connection to the Sales or Service Cloud. - Disconnect Account
The ability to disconnect a Marketing Cloud Engagement account from a Sales or Service Cloud account is only available for Enterprise 2.0, Core, and Lock & Publish accounts. Install managed package version 5.493 or later. The account must use connected app authentication. The Engagement admin can disconnect the accounts by editing the Salesforce Integration in the Email Studio admin. Disconnecting takes from 5 minutes to several hours depending on the number of synchronized data extensions. The Sales or Service Cloud admin then uninstalls the package. - Authentication Between Clouds
Connected App Authentication is a secure authentication mechanism used by Marketing Cloud Connect to connect from Marketing Cloud Engagement to Sales or Service Cloud. Now your users are authenticated automatically without Sales or Service Cloud user password management.