Share data between Marketing Cloud Personalization and Salesforce CRM. Send Personalization user and visitor information to Salesforce CRM. Receive CRM data associated with text fields, dropdown menus, numeric values, or segments.
- About Integrating Personalization with Salesforce CRM
Learn about sharing data between Marketing Cloud personalization and Salesforce CRM. - Prerequisites and Considerations for Salesforce CRM Integration
Before integrating Marketing Cloud Personalization with Salesforce CRM, review these requirements and considerations. - Plan Data Sharing Between Personalization and Salesforce CRM
Before initializing data sharing, decide what data you want to exchange between Salesforce CRM and Personalization and how you want to match data for merging. After initialization, Marketing Cloud Personalization shares data with Salesforce CRM on a nightly basis. Contacts and accounts are shared automatically, but leads sharing is optional. - Set Up Integration with Salesforce CRM
Complete these steps to set up the integration between Marketing Cloud Personalization and Salesforce CRM. - Set Up Automated Data Sharing Between Personalization and Salesforce CRM
After you configure automated data sharing, Marketing Cloud Personalization and Salesforce CRM share data on a nightly basis. - Show Personalization Data in Salesforce CRM
In Salesforce CRM, display data that was shared by Marketing Cloud Personalization. For shared contacts, accounts, and leads, configure the applicable record layout in Salesforce CRM. - Troubleshoot Personalization Integration with Salesforce CRM
Troubleshoot common issues with the integration between Marketing Cloud Personalization and Salesforce CRM. Changes to any Salesforce CRM security settings—at the OAuth App level, the Salesforce User level, or the Field Security level—can disrupt the integration. - FAQs for Personalization Integration with Salesforce CRM
Answers to common questions about the integration between Marketing Cloud Personalization and Salesforce CRM.