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Install the Marketing Insights for Sales Cloud Solution

Get insights on the complete sales cycle, from spend to revenue, through return on investment. Using the Marketing Insights for Sales Cloud solution requires the Cross-Channel Marketing Insights solution with at least one paid ad campaign on a common advertising platform.

Required Editions

User Permissions Needed
To install Cross-Channel solutions “Create & Edit”
  1. On the Cross-Channel Solutions tab, select Marketing Insights for Sales Cloud.
  2. Click Get it now.
    A wizard navigates you through the configuration process.
  3. Click Start.
  4. Connect to your Salesforce CRM data.
    • If you’ve already authenticated your CRM data, select the authentication you want to connect to from the dropdown.
    • If you haven’t authenticated your CRM data, click Add new authentication and then select the authentication from the dropdown.
  5. Select the time period you want to retrieve CRM data for, and click Apply.
    The tables to be extracted from your CRM instance appear on the right. To see the data points, hover over a table with your mouse.
  6. Click Next.
  7. Preview the fields used to harmonize your CRM data and the CRM objects used, and then click Next.
  8. Classify your CRM data.
    1. Drag each displayed status to the appropriate data stream type according to how you classify each status, either Lead or Qualified Lead.
    2. When you see the “Statuses successfully classified!” notification, click Next.
    3. Drag each displayed stage to the appropriate bucket based on how you classify each stage, either Opportunities or Closed Won.
    4. When you see the “CRM Data successfully connected, harmonized, and classified!” notification, click Next.
  9. Connect your ads data.
    1. Select the data stream that you want to connect, and click Next.
    2. Under Usage, select the fields for each provider.
      The harmonization takes place between the Name field in the CRM’s campaign object and the Campaign Name field in Ads, so they must be identical. If they’re not identical, you must create a pattern or classification.
      • Identical—Select if the names of the fields that connect your CRM and campaign data are identical. For example, if the name is both My Product Summer_Sale in Ads and the CRM.
      • Pattern—Select if the name of the fields that connect your CRM and campaign data contain the same naming conventions, but aren’t identical. Enter the delimiter, select the position, and select which Ads data you want to apply it to. For example, if the name is Summer_Sale in Ads, and My Product Summer_Sale in the CRM, use a pattern with a space delimiter and position 3.
      • Classification—Select if the field names that you connect your CRM and campaign data to are different. For example, the campaign is named Summer-campaign in Ads, and My Product Summer_Sale in the CRM. To fix this issue, you can upload a classification file that categorizes your fields so the platform can recognize the matching fields when they have different names.
  10. After you preview the tables for each data source, click Finish.