Setup and feature configuration often requires both a Salesforce admin and an Account Engagement admin. To bypass the need for multiple admins, you can create a custom permission set
in Salesforce to delegate Account Engagement tasks to a marketing admin. This custom permission
set grants access to all the nodes in Marketing Setup without granting full access to Salesforce
Setup.
Required Editions
| Available in: All Account
Engagement Editions in
Lightning Experience |
Designating a user as an Account Engagement admin in Salesforce grants them access to Marketing
Setup only. Access to Marketing Setup requires two specific user permissions:
- View Setup and Configuration
- Manage Marketing Setup Tasks
If you want your Account Engagement admin to set up the enhanced email experience, assign them
two more permissions:
- Manage Profiles and Permission Sets
- Assign Permission Sets
You can create a custom permission set with these permissions and apply it to the user of your
choice. Alternatively, you can add these permissions to an existing custom permission set.
Make sure your marketing admin also has the admin role in Account Engagement. This setup gives
one person all the access they need to set up Account Engagement.
