Create a Salesforce Triggered Send in Marketing Cloud Connect

To send an automated message through Marketing Cloud Connect for Marketing Cloud Engagement, build the Triggered Send.

1. From Sales or Service Cloud, click the Marketing Cloud tab.
2. Click Triggered Sends.
3. Click New.
4. Enter a Name.
5. Choose an Object.
   

   Tip If you select an object with more than 1,000 fields, only the first 1,000 fields are available for selection.
6. Select the Recipient Lookup source field that has the lookup relationship to the recipient source.
   For example, select Contact ID for the Contact Object, or select Lead ID for the Lead Object. Only one lookup field can be selected.
7. Customize Field Criteria for the event trigger as necessary, to a maximum of 9 criteria.
   1. To add field logic options, click +.
   2. To specify whether each criteria is in addition (AND) or an alternative (OR), click .
      For example, 1 AND 2.

      
8. To determine the actions on the record that warrant evaluation for a send, select an option for Trigger send when.
   For example, you configure a trigger and intend for it to send a single time for the first match found. You configure the trigger to send an email when Checkbox A is set to Yes. If you set the Trigger send when to new record is created or existing record is updated, when Checkbox A is set to Yes, the Triggered Send email is triggered every time that record is updated, as long as Checkbox A is set to Yes.
9. Choose a Business Unit if applicable.
10. Select an Email for sending when the trigger activates.
11. To review emails with dynamic, personalized content using real Contact or Lead data before sending, click Preview Email.
12. Subject line populates with the subject of the selected email. You can overwrite the subject line as necessary.
13. Select a Send Classification.
14. Specify the Send Time.
15. Certify that all recipients opted in to receive the email.
16. Save the triggered send.
17. To begin sending the triggered send, click Activate.