---
schema_version: "1"
id: 7861b563cf511a61910e16a6e53b39d7ecb7a12ecfbde91820e290cd4b658f0c
title: Create a Salesforce Triggered Send in Marketing Cloud Connect
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_co_create_a_triggered_send.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_co_create_a_triggered_send.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 84a8915befdd344695b06edf489a9eaea6882762ebe92e12113ac1bd1d3b1555
description: To send an automated message through Marketing Cloud Connect for Marketing Cloud Engagement, build the Triggered Send.
products:
  - Marketing
  - Cross Cloud
release: "264"
---
# 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.

Permission for Triggered Sends Configuration is required to complete these tasks.

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_cross-cloud_products-264-0-0-production-enus/bd617332-480f-48e8-b283-3477883c1320/images/icon_tip.png)
    
    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 ![Pencil icon](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/mc_co_create_trigger_pencil.jpg).
        
        For example, 1 AND 2.
        
        ![Click pencil to edit AND OR operator.](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/mc_co_create_trigger_editlogic.jpg)
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**.

Deactivate the triggered send before editing.

#### See Also

- [Dynamic Send Preview](https://help.salesforce.com/s/articleView?id=mktg.mc_co_dynamic_send_preview.htm&release=264.0.0&type=5 "Use Dynamic Send Preview with Marketing Cloud Connect for Marketing Cloud Engagement to see personalized content based on real data, such as contacts or leads, in an email before sending. The preview renders exactly as the email recipient sees it.")
- [Personalize Triggered Sends with Object Data](https://help.salesforce.com/s/articleView?id=mktg.mc_co_triggered_sends_that_leverage_custom_or_related_object_data_for_personalization.htm&release=264.0.0&type=5 "Use standard and custom object data to personalize triggered sends through Marketing Cloud Connect for Marketing Cloud Engagement.")