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Permission-Based Access
If you purchased Marketing Cloud Engagement Licensing after our September 2016 Release, you can access Marketing Cloud Connect functionality. You can access the features when your Marketing Cloud and CRM users are connected: enter a valid username in the Salesforce.com status field on the Marketing Cloud user record.
New Feature Locations
When connected, you see Marketing Cloud Connect features in the following locations:
- Email Studio Email Admin
- Account Administration
- Global Navigation (Beta)
in Engagement Setup.
The Salesforce.com Status screen and field are available after connecting accounts through the Salesforce Integration page. From Email Studio, navigate to the user records in Email Admin.
Marketing Cloud Connect functionality is available after connecting individuals on the Salesforce.com Status field of the user record.
User Experience Changes
Changed Marketing Cloud Connect features and functionality include:
| Changed Area | Release of Change | Changes and Notes |
|---|---|---|
Salesforce (CRM) Reports
|
September 2016 | Visible after user is connected |
| Automation Studio | October 2016 |
|
| Email Send Flow | October 2016 |
|
Account-level and user-level connection to Salesforce CRM determines access to specific functionality and data.
| Account Enabled | Account Enabled + Account Connected |
Account Enabled + Account Connected + User Connected |
|
|---|---|---|---|
Salesforce Integration Email > Admin |
Available | Available | Available |
Salesforce.com Status Email Admin > My Users > User |
Not available | Available | Available |
| Salesforce Data Extension Sends* | Not available | Available | Available |
| Imports from Salesforce Objects and Reports** | Not available | Available (Non-Scope by User accounts only) |
Available |
| Engagement Functionality | Not available | Not available | Available |
*Salesforce Data Extensions (SFDEs) become visible and available for sending for all users once account-level connection is complete. Complete sends from Marketing Cloud email send flow, Salesforce Sends, guided sends, triggered sends, and A/B test sends.
**Importing Salesforce Objects and Reports via Interactions is available for all users in Non-Scope By User accounts. Importing Salesforce Objects and Reports via Interactions is available for connected users in Scope By User accounts.
Granting User Permissions
Engagement users need active Sales or Service Cloud user accounts to access Marketing Cloud Connect functionality. Grant users access by entering their corresponding Sales or Service Cloud username in their Engagement user record.
