Quick Start: Set Up SMS Prerequisites

Identify Admins and Assign Permissions

When you configure Marketing Cloud Next, you work in Salesforce Setup, Data 360, and Data Cloud Architect Setup. Before you can begin, make sure you or other admins on your team have the necessary roles and permissions.

1. From Setup, in the Quick Find box, enter Users, and then select Users.
2. Select a user.
3. In the Permission Set Assignments related list, click Edit Assignments.
4. Under Available Permission Sets, select the permission sets you want to add, and then click Add.
   • Marketing Cloud Admin—Users who have this permission set can configure most settings in Salesforce Setup. They can also publish and activate campaigns and segments.
   • Data Cloud Architect—Users who have this permission set can configure settings in Data 360 setup and on other data modeling objects.
5. To remove a permission set assignment, select it under Enabled Permission Sets, and then click Remove.
6. Save your changes.

Enable Marketing Cloud Next

Deploy Data Kits

On the Basic Settings page, click Deploy to get data kits that are required to work with marketing data. This process automatically deploys the related data streams in Data 360.

This process may take a few minutes. Refresh the page to confirm everything deployed successfully. To learn more about the data kit deployment process, see Deploy Data Streams.

Note When one or more of the required marketing data kits needs an update, we’ll let you know so you can return to the setup assistant and get the latest versions.

Map an E164 Phone Number

To include Normalized Phone in an Identity Resolution ruleset, you must manually map an E164 formatted phone number to the contact point phone.

1. In the Data 360 Data Streams tab, select the Contact data stream.
2. Under Data Mapping, click Review.
3. Map the Business Phone field on the Contact DLO to the Formatted E164 Phone Number field on the Contact Point Phone DMO.
4. Save your work and repeat these steps on the Lead object.

Configure Identity Resolution

You’re almost done setting up your marketing data environment. The next step is to tell Salesforce how you want to unify your customer data by creating an identity resolution ruleset. You can quickly generate a default ruleset that uses Normalized Phone as a match rule, or configure a custom ruleset.

Note Identity resolution rulesets consume Data 360 credits, which impacts billing. We recommend having only one active ruleset for the Individual object, and one ruleset for the Account object. Maintaining two rulesets per object increases the amount that you’re billed for identity resolution. See Data 360 Billable Usage Types.

1. On the Basic Settings page, scroll to the Identity Resolution Rulesets section.
2. In the Unified Individual section, click Generate Ruleset.
3. Review the confirmation details and click Generate.
4. Confirm that your new ruleset is published.
   1. In Data 360, go to Identity Resolutions.
   2. Next to the Identity Resolution ruleset that you generated, confirm that the ruleset status is published.

Set Up Reporting

After you finish setting up your channel, your last task is to configure your reporting tools. First, install Marketing Performance Intelligence to get insights and dashboards powered by Tableau. Then, install the marketing analytics packages that include additional preconfigured dashboards and folders with reporting data about your marketing efforts. Finally, make sure users can access analytics folders.

1. Install Marketing Performance Intelligence.
   Using the Marketing Performance Intelligence feature consumes Data 360 credits, which can increase your bill. Learn more about the billing impact of Data 360-powered features.
   1. From Setup, in the Quick Find box, enter Marketing and click Marketing Performance Intelligence.
   2. In the Install Marketing Performance Intelligence section, click Install.
   3. Assign the Tableau Next Included App Business User permission set to any users who require access to Marketing Performance Intelligence data.
   4. In the Marketing app, go to the Marketing Performance Intelligence tab to view the main dashboard and confirm that your install is complete.
2. Install the additional analytics packages.
   1. From Setup, in the Quick Find box, enter Reporting. Under Marketing Setup, click Reporting and Optimization.
   2. From the Analytics Packages section, install the Marketing Engagement Analytics package and Flow Reports Analytics Package for all users. To learn more about these packages, see Set Up Analytics Reports and Dashboards.
3. From the Marketing app, make folders available to users.
   1. On the Analytics tab, click Browse (1), and select Folders (2). For each report or dashboard folder, click and select Share.
      
   2. For each report or dashboard folder, click , and then select Share.
   3. For Entire Organization, set the access to Viewer.
   4. To add other users or groups, such as editors or managers, search for them in the Name field, and then apply the correct role.
   5. Save your changes.

To learn more about reporting and dashboards, see Measure Success.

Note To avoid data processing issues, preserve field visibility for the Data 360 Salesforce Connector permission set. Visibility can change when you delete a field, change the permissions on a field, or change the API name for a custom field.

Now that you’ve set up your SMS prerequisites, it’s time to request your brand, campaign, and 10-digit long code (10DLC).