Launch the Setup Wizard

This process launches the setup wizard to automatically add required IP addresses to the allowlist, create required workflows, and set up new permission sets.

Important Lightning Experience doesn’t support the setup wizard.

Note Custom domains aren’t required to use the setup wizard. However, if you don’t use the setup wizard, manually add IP Addresses to the allowlist and create workflows.

1. In the Sales or Service Cloud Setup menu, click Security Controls under Administer.
2. Click Session Settings.
3. Save without changing anything.
4. In the Sales or Service Cloud, navigate to the Marketing Cloud tab.
5. Agree to verify the Metadata API remote site.
6. Start the automatic setup wizard.
7. Ensure that you completed the pre-install tasks.
8. Agree to the terms.
9. To run the setup wizard, click Configure Marketing Cloud Connect.
10. Click Okay when the wizard is complete.
    

    Note If you couldn’t automatically verify the Metadata API remote site, follow these steps to install the remote site manually.
11. In the Sales or Service Cloud Setup menu, click Security Controls under Administer.
12. Click Remote Site Settings.
13. Click New Remote Site.
14. Edit the new remote site with this information.
    • Remote Site Name: MetadataAPI
    • Remote Site URL: https://{domain}.salesforce.com
    • Description: Remote site setting to make callouts
15. Save the remote site.