--- schema_version: "1" id: 856b8cc56deeea37ce4359e6421b98c31e092b6b4f1b22ebf252ed3f51ebeafa title: "Guided Setup: Install and Configure Distributed Marketing" collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_dm_guided_setup_install_configure.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_dm_guided_setup_install_configure.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3cbe2617427d2fa5c0849a33dab74c9eef419cd412d5be598cd6c0df013344d8 description: Before rolling out Distributed Marketing, we suggest having an internal alignment meeting to review tasks and determine a timeline and rollout strategy. This meeting typically involves stakeholders from corporate marketing, IT, and your business users such as Sales or Partner Management. Distributed Marketing installation is a multistep process that has you work in your Marketing Cloud Engagement and Sales Cloud environments. Some instances require you to work with multiple individuals in your organization who have administrative permissions in both environments. The environment you’re working in is indicated on each task. products: - Marketing - Cross Cloud release: "264" --- # Guided Setup: Install and Configure Distributed Marketing Before rolling out Distributed Marketing, we suggest having an internal alignment meeting to review tasks and determine a timeline and rollout strategy. This meeting typically involves stakeholders from corporate marketing, IT, and your business users such as Sales or Partner Management. Distributed Marketing installation is a multistep process that has you work in your Marketing Cloud Engagement and Sales Cloud environments. Some instances require you to work with multiple individuals in your organization who have administrative permissions in both environments. The environment you’re working in is indicated on each task. Install Distributed Marketing: Install Distributed Marketing in your Sales Cloud and Marketing Cloud Engagement environments. 1. [Install the Distributed Marketing Managed Package](https://help.salesforce.com/s/articleView?id=mktg.mc_dm_install_managed_package.htm&release=264.0.0&type=5 "Install the latest Marketing Cloud Engagement Distributed Marketing package version in your Salesforce org.") (CRM). 2. [Assign administrator feature licenses to yourself](https://help.salesforce.com/s/articleView?id=mktg.mc_dm_assign_permissions.htm&release=264.0.0&type=5 "To grant access to Distributed Marketing, follow these steps to assign the installed permission sets.") (CRM). ![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 Your administrator can assign DM Administrator or DM Standard feature licenses to other users now, or wait until Distributed Marketing is fully set up and tested. 3. [Install Distributed Marketing Content Blocks](https://help.salesforce.com/s/articleView?id=mktg.mc_dm_install_content_block_overview.htm&release=264.0.0&type=5 "Marketing users with custom content blocks in Content Builder can enable personalization. Register blocks with your Marketing Cloud Engagement account, and then drag them into email content to create areas of collaboration for business users. To use Distributed Marketing content blocks, create a Marketing Cloud Engagement installed package for Distributed Marketing. Then, determine access and add the custom blocks you want to use.") (MC). ![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 Distributed Marketing content blocks allow your business users to edit content. If editing content doesn’t fit into your business strategy, you can skip this step. Create a Sender Profile: Now, [create a sender profile](https://help.salesforce.com/s/articleView?id=mktg.mc_dm_create_distributed_marketing_sender_profile.htm&release=264.0.0&type=5 "Create a sender profile in Marketing Cloud Engagement to control who emails are sent from. By default, Distributed Marketing messages are sent on behalf of the running, or logged in, user. To allow people to send on behalf of other team members, use custom Distributed Marketing personalization interactions and update this sender profile to reference that data."). A sender profile specifies the From information for a send, and contains the name and address that the message appears to be from in the subscriber’s email client. By default, Distributed Marketing sends messages on behalf of the user who hits the Send button, the running user. You can support more complex sending options using custom sender profiles. Complete the Connection: Finally, follow these steps to complete the connection. Distributed Marketing allows you to share content from up to 200 Marketing Cloud Engagement business units, regardless of the Marketing Cloud Engagement account, in a single Sales Cloud org. To make content in a specific business unit available, simply add it to Distributed Marketing, and log in to create and validate the connection. 1. [Add a Business Unit](https://help.salesforce.com/s/articleView?id=mktg.mc_dm_configure_account_authentication.htm&release=264.0.0&type=5 "After installing the Distributed Marketing managed package, you can add up to 200 business units to your account. You can choose which users to share the business units with to control access to content. Distributed Marketing uses named principal authentication with the OAuth 2.0 protocol.") to your organization (CRM). 2. [Share the Business Units](https://help.salesforce.com/s/articleView?id=mktg.mc_dm_working_bus_units.htm&release=264.0.0&type=5 "Use sharing rules to manage business unit access per user, or allow all Marketing Cloud Engagement distributed marketing business users to access content from any added business unit.") (CRM). ![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 Your administrator can optionally manage access to a business unit’s content using sharing rules.