---
schema_version: "1"
id: 442dd07066231b4510b30a8c35e013186988d70dafa45789aed70c1d5553c9f7
title: Configure the Salesforce Data Event
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_jb_configure_salesforce_data_event.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_jb_configure_salesforce_data_event.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 71bedfb97e78bd9310b0d81f0143dd5e3e38bf4ef62472acb00419005dbc327b
description: Using this Journey Builder event, contacts enter the journey when a Sales Cloud record is created or updated.
products:
  - Marketing
  - Marketing Cloud Engagement
release: "264"
---
# Configure the Salesforce Data Event

Using this Journey Builder event, contacts enter the journey when a Sales Cloud record is created or updated.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d36756e38">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36756e38 ">To configure or activate a journey that includes this type of entry
              event:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36756e38 ">
              <p>Users must have a role assigned with these permissions allowed:</p>
              <ul>
                <li>Email | Integrations | Salesforce CRM</li>

                <li>Journey Builder | Sales and Service Cloud</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. Drag **Salesforce Data** onto the canvas.
2. Click **Salesforce Data**.
3. Select **Salesforce Data Event**.
4. Select a primary object as the event source.
5. Specify whether to send contacts into the journey when records are created, updated, or both.
6. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_journeys_and_automations-264-0-0-production-enus/e08cdd71-c1c1-4ae5-a5e9-8a6dad583ad4/images/icon_note.png)
    
    Note When configuring the event, select who enters a journey, such as leads, contacts, person accounts, or users. If you select the Leads, Contacts or Users object, the Who ID is available. For all other objects, the object must contain a lookup field for the Who ID.
    
    Specify who enters the journey.
7. Create a filter for the primary object.
8. Add more filtering criteria based on any reference objects, which includes any object cross-referenced from the primary object.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_journeys_and_automations-264-0-0-production-enus/e08cdd71-c1c1-4ae5-a5e9-8a6dad583ad4/images/icon_note.png)
    
    Note Polymorphic fields aren't supported in secondary filter criteria.
9. Select journey data based on primary or reference objects. The event sends data from the selected fields to Journey Builder. Each record automatically includes the ID related to the person entering the journey, that person's email address, and the email opt-out flag status as applicable.
10. Configure the remainder of the journey by adding and configuring activities.
11. Click **Activate** to start the journey. This action creates a Flow in Sales Cloud.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_journeys_and_automations-264-0-0-production-enus/e08cdd71-c1c1-4ae5-a5e9-8a6dad583ad4/images/icon_note.png)
    
    Note Salesforce entry sources, including the Salesforce Data, Campaign, and Community entry sources, are only editable when no other journey or version uses them. You can't edit the object a Salesforce entry source uses to decide who enters the journey. To choose a different object in a Salesforce entry source, delete and recreate the entry source.