---
schema_version: "1"
id: 47a73efa77a21f6aa672e65ac7c50cc39a7b1f280e749ba603f47cba2ea03d12
title: Prerequisites and Considerations for Salesforce CRM Integration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_pers_salesforce_crm_prereqs.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_pers_salesforce_crm_prereqs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f2092e50b5e0561143c5a0586643ef582efa86a2594140b7264fa699a322edfa
description: Before integrating Marketing Cloud Personalization with Salesforce CRM, review these requirements and considerations.
products:
  - Marketing
  - Salesforce Personalization
release: "264"
---
# Prerequisites and Considerations for Salesforce CRM Integration

Before integrating Marketing Cloud Personalization with Salesforce CRM, review these requirements and considerations.

## Prerequisites

- You must have an Enterprise or higher Salesforce CRM account.
- Advanced expertise and permissions are required. You must have ModifyAllData permissions, as well as an intermediate or advanced level of expertise in Salesforce CRM.
- You need a field that you can use to map users and accounts between Personalization and Salesforce CRM. Typically, this field is an email address. You must capture this field in both Personalization and Salesforce CRM.

## Minimum Security Requirements for Integration

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:80%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d21116e62">For</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d21116e65">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="For" class="slds-cell-wrap" style="vertical-align:top;" headers="d21116e62 ">User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d21116e65 ">The profile of the user establishing the OAuth connection must have the
              <code>ModifyAllData</code> permission. Personalization needs this permission
              to create custom fields using the Metadata API.
            </td>

          </tr>
          <tr class="">
            <td data-label="For" class="slds-cell-wrap" style="vertical-align:top;" headers="d21116e62 ">OAuth</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d21116e65 ">
              <p>The Connected App that Personalization uses must include the following OAuth
                scopes: </p>
              <ul>
                <li>Access your basic information (ID, profile, email, address, phone)</li>

                <li>Access and manage your data (API)</li>

                <li>Perform requests on your behalf at any time (refresh_token,
                  offline_access)</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="For" class="slds-cell-wrap" style="vertical-align:top;" headers="d21116e62 ">Field</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d21116e65 ">Each Salesforce contact, account, or lead field created by Personalization must
              be made visible to the profile of the Salesforce user used to establish the OAuth
              connection. You can manually making each field visible after it has been created by
              Personalization. </td>

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

For additional information, see [Viewing a Profile’s Assigned Users](https://help.salesforce.com/s/articleView?id=platform.users_profiles_assigned_users.htm&language=en_US) and [Field Permissions](https://help.salesforce.com/s/articleView?id=platform.users_profiles_field_perms.htm&language=en_US).

## Integration Considerations

- This integration doesn’t create user records in either Salesforce CRM or Personalization. It shares user attribute data only for existing, known users in both platforms.If you want to import users from external systems into Personalization, see [User ETL Data Feed](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_etl_user_data_feed.htm&release=264.0.0&type=5 "Use the User ETL data feed to update Unified Custom Profiles, and Unified Account Profiles if you have B2B Detect. Personalization stores user profiles for each anonymous and known user in the system.").
- There’s no data sharing between this integration and the Personalization user identity system. This integration is a mechanism for matching and updating attributes. It doesn’t create contacts, populate identities, or merge identities.

#### See Also

- [About Integrating Personalization with Salesforce CRM](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_salesforce_crm_about.htm&release=264.0.0&type=5 "Learn about sharing data between Marketing Cloud personalization and Salesforce CRM.")