You are here:
Use Marketing Cloud Connect to Connect Accounts
Connect your Marketing Cloud Engagement account to the corresponding Sales or Service Cloud org at the account level to continue Marketing Cloud Connect setup.
Complete the remaining authentication setup steps during the Configure CRM process to ensure that Connected App Authentication is set up properly.
-
Log in to the Sales or Service Cloud org that you’re connecting
to Engagement using the Salesforce system user account.
During this process, the system connects to any active Salesforce session. To prevent an incorrect connection, log out of any active Sales or Service Cloud sessions other than the Salesforce system user session used for this process. Closing the tab doesn’t end an active session.
- In a separate tab, log in to Engagement.
- Navigate to Email Studio.
- Click Admin.
- Click Salesforce Integration.
- Click Edit.
- Select Scope by User if applicable for your data access configuration.
- If prompted, click Upgrade to Connected App.
- Click Connect Account.
-
If you aren’t logged in to the Sales or Service Cloud as your
Salesforce system user in another tab, you’re prompted to
log in. Click OK and log in as the
system user.
If you’re using a company-specific login URL, such as https://mycompany.my.salesforce.com, select Use Custom Domain and enter the domain address before entering the Salesforce system user credentials.
- Click Allow to grant access for the Salesforce system user to access the Marketing Cloud account.
