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Create Salesforce Email Send Interactions

Create Salesforce email send interactions to use in this Marketing Cloud Connect for Marketing Cloud Engagement tutorial for drip campaigns.

The Salesforce email send interaction, or send definition, includes Sales or Service Cloud reports and objects as options for sending. It sends tracking data from Engagement to Sales or Service Cloud. A Salesforce send definition is an activity option in Automation Studio and can be added to an automation.

  1. In Engagement, go to Email Studio.
  2. Click Interactions.
  3. Click Salesforce Sends.
  4. Click Create.
  5. Enter Day 1 Test as the name.
  6. Select the Day 1 Test email.
  7. Click Edit Recipients.
  8. Add Salesforce reports to Targeted.
  9. Search for Simulation Date equals today report and select.
  10. Click OK and save.
  11. Repeat steps 1 through 8 to create a Salesforce Email Send Interaction for Day 14.
  12. Select Simulation Date equals 14 days ago report.
  13. Click OK and save.
  14. Repeat steps 1 through 8 to create a Salesforce Email Send Interaction for Day 27.
  15. Select Simulation Date equals 27 days ago report.
  16. Click OK and save.