Upgrade to Connected App

Upgrade your account to use Connected App Authentication, which is required for all Marketing Cloud Connect for Marketing Cloud Engagement accounts as of June 1, 2016.

If "My Documents in Content" is enabled for your account, view migration details in files named with the date and migrationsuccess.csv or migrationfailures.csv.

Important

Schedule a 2-hour sending outage for the upgrade. The connection between the Sales, Service, and Marketing Cloud Engagement isn’t available during the upgrade process, so ensure that all Marketing Cloud Connect activities are paused. All sends to reports, campaigns, contacts, leads, and Salesforce data extensions fail. Marketing Cloud Engagement sends that do not involve Marketing Cloud Connect aren’t affected.

The Engagement admin completes steps 1–11. The Sales or Service Cloud admin completes the remaining steps.

1. In the Marketing Cloud, navigate to Email Studio.
2. Click Admin.
3. Click Salesforce Integration.
4. Click Upgrade to Connected App.
   

   Warning During this process, the system automatically connects to any active Salesforce session. To prevent incorrect connection, log out of any active Sales or Service Cloud sessions, other than the Salesforce system user session for this process. Closing the tab doesn’t end an active session.

   If you are using a company-specific login URL, such as https://mycompany.my.salesforce.com, log in to the org that you’re connecting to using the Salesforce system user credentials before connecting your accounts.

5. Click Connect Account.
6. Acknowledge the changes to your account and begin the upgrade process.
7. Log in to your Sales or Service Cloud org using the Salesforce system user credentials if prompted.
8. Allow the Salesforce Marketing Cloud Connected App to access your data if prompted.
9. Select Migrate Existing Users to automatically reconnect any previously connected users, if available. Auto-connection is available for 14 days after the upgrade.
10. To begin the auto-connection process, click Connect.
11. To close the auto-connection results popup window, click OK.
12. In the Sales or Service cloud, click Setup.
13. Search for Connected Apps in the Quick Find box and click Connected Apps.
14. Click Salesforce Marketing Cloud.
15. Click Edit.
16. Under Permitted Users, select Admin approved users are pre-authorized.
17. Under IP Relaxation, select Relax IP restrictions.
18. Under Refresh Token Policy, select Immediately expire refresh token.
19. Click Save.
20. From Setup, search for Permission Sets in the Quick Find box and click Permission Sets.
21. Create a new permission set.
    

    Note This permission set is used to associate users to the Salesforce Marketing Cloud Connected App and can remain empty.
22. Name the permission set, for example, Marketing Cloud Connected App.
23. Validate the auto-generated API, which is generated using the permission set name.
24. Save the changes.
25. Click the name of the newly created permission set.
26. Click Manage Assignments.
27. Click Add Assignments.
28. Select the users who need access to the Connected App, typically all users with access to Marketing Cloud Connect.
29. Click Assign.
30. Click Done.
31. From Setup, search for Connected Apps in the Quick Find box and click Connected Apps.
32. Click Salesforce Marketing Cloud.
33. Click Manage Permission Sets.
34. Select the newly created permission set.
35. Click Save.