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Set Up the Salesforce System User in Marketing Cloud Connect

The Sales or Service Cloud administrator creates the Salesforce System User. This user connects the accounts for the Marketing Cloud Connect for Marketing Cloud Engagement configuration.

The Salesforce System User, previously called the tracking user, makes Engagement tracking data available in CRM. This user type is exclusively for sending to CRM audiences from Engagement in non-scope-by-user accounts.

  1. In the Sales or Service Cloud, click Setup.
  2. Under Build in the Setup menu, click Customize.
  3. Click Users.
  4. Click Page Layouts and edit the user page layout.
  5. Add the Marketing Cloud for AppExchange User field and save your changes.
  6. Under Administer in the Setup menu, click Manage Users.
  7. Click Users.
  8. Create a user or update an existing user with these settings and save your changes

    • User License: Salesforce

    • Profile: System Administrator

  9. Edit the Salesforce system user.
  10. Enable Marketing Cloud for AppExchange User.
  11. Enable Marketing Cloud for AppExchange Admin.
  12. Save your changes.
Review Prerequisites and Install Package - Step 6

See Also