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Setting Up a Salesforce Connector for Business Units Purchased After February 11, 2019
For business units purchased after February 11, 2019, only a Salesforce admin can install and enable Account Engagement. To complete setup, the Salesforce admin appoints an Account Engagement admin who can configure Account Engagement. These admins can be different users. Review prerequisites before you begin.
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- Before starting, the Salesforce admin must give permissions to the Account Engagement admin user that allow access to Account Engagement Lightning App. The Account Engagement admin configures the app from there. See Account Engagement in Lightning Experience.
- After Account Engagement is enabled, the new admin is sent an email with the next steps. It usually takes a few minutes to receive the email.
- Before You Begin Salesforce Connector v2 Setup
Before you set up Salesforce connector v2, review considerations and choose which sync method to use. - Salesforce Connector v2 Setup
Connector setup is split into three main steps: install and enable Account Engagement, configure Salesforce, and then configure Account Engagement.
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