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Market to Your Customers with Account Engagement
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            Add the Salesforce Connector in Account Engagement (v1)

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            Add the Salesforce Connector in Account Engagement (v1)

            Now that the app is installed and the connected user is configured, you’re ready to create and configure the connector itself. This process applies only to version 1 of the Salesforce connector.

            Required Editions

            User Permissions Needed
            To add the Salesforce connector in Account Engagement: Account Engagement Administrator role
            1. Open the Connectors page.
              • In Account Engagement, select Admin and then select Connectors.
              • In the Lightning app, select Account Engagement Settings and then Connectors.
            2. Click + Add Connector.
            3. Click Salesforce.
            4. Click Create Connector.
            5. Log in to Salesforce using the connector user’s credentials.
            6. After you’re logged in, click Allow to give the connector user access to your business unit.
            7. Choose your connector settings.
            8. Click Finish.

            When Account Engagement can send and receive data to and from Salesforce, the connector is marked as verified.

             
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