---
schema_version: "1"
id: ed164a5e52ed1b5b9a5fd84634ba27a2183182a4119f8a4da2e920da70717493
title: Install the Marketing Insights for Sales Cloud Solution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_dat_cross_sol_mktg_sc_install.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_dat_cross_sol_mktg_sc_install.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c5406d746efeb571bbbe7c2b49f14f558f0e8e57fd854b989f1c6e0f47e5b3ce
description: 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.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# 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

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5853e38 ">To install Cross-Channel solutions</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5853e38 ">“Create &amp; Edit”</td>

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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**.