Configure the CRM

The Salesforce CRM admin performs these tasks to configure Sales or Service Cloud for Marketing Cloud Connect for Marketing Cloud Engagement.

1. Set Up Connected App Authentication
   Set up connected app authentication for Marketing Cloud Connect for Marketing Cloud Engagement. This mechanism authenticates between Sales Cloud, Service Cloud, and Engagement without requiring you to store passwords in Engagement. It also prevents SOAP and REST API calls made by Marketing Cloud Connect from counting against your rolling 24-hour limit.
2. Update Field-Level Security
   To send Marketing Cloud emails through Marketing Cloud Connect for Marketing Cloud Engagement, you must make the email opt-out field visible on leads and contacts.
3. Update User Page Layouts
   Add email and mobile send tracking to contact and lead pages to continue configuration of Sales and Service Cloud for Marketing Cloud Connect for Marketing Cloud Engagement.
4. Update Lead Page Layouts
   Configure the lead page to ensure Marketing Cloud Connect users can see the relevant Marketing Cloud Connect fields.
5. Update Contact Page Layouts
   Configure the contact page to ensure Marketing Cloud Connect users can see the relevant Marketing Cloud Connect fields.
6. Launch the Setup Wizard
   To configure Marketing Cloud Connect for Marketing Cloud Engagement in Sales or Service Cloud, launch the setup wizard in Salesforce Classic UI.
7. Connect to Marketing Cloud
   The Sales or Service Cloud admin connects the Sales or Service Cloud account with the Marketing Cloud Engagement account using the Marketing Cloud API user credentials. This task completes the account-level connection for Marketing Cloud Connect.