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Market to Your Customers with Account Engagement
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            Designate an Admin for Marketing Setup Tasks

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            Designate an Admin for Marketing Setup Tasks

            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.

            See Also

             
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