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Using Cross-Cloud Products with Marketing Cloud Engagement
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            Get Started with Distributed Marketing

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            1. Salesforce Help
            2. Docs
            3. Engagement: Distributing Marketing and Marketing Cloud Connect

            Get Started with Distributed Marketing

            You saw the demos and identified compelling use cases that enable your advisors, partners, dealers, and others to inform, market, and sell to their customers at scale. Now, it’s time to start setting up Distributed Marketing for Marketing Cloud Engagement Use these guided setups to quickly activate new workflows for your teams.

            Before We Begin

            Distributed Marketing is a set of tools, workflows, and experiences that allow users to view, interact with, and send best practice Marketing Cloud Engagement content from within their CRM experience. It helps your users easily engage with their books of business individually or in segments. Before you start, you can learn more about the product by taking the Getting Started with Distributed Marketing trail.

            Tip
            Tip Where you see CRM, we’re referring to any supported CRM experience such as Sales, Service, Financial Services, or Experience Clouds. Review Distributed Marketing requirements to ensure that you have the required objects and features within your environment. Where you see MC, we’re referring to Marketing Cloud Engagement. To use any Distributed Marketing feature, you and your users need the appropriate permissions, which are listed on each help topic.
            • Guided Setup: Install and Configure Distributed Marketing
              Before rolling out Distributed Marketing, we suggest having an internal alignment meeting to review tasks and determine a timeline and rollout strategy. This meeting typically involves stakeholders from corporate marketing, IT, and your business users such as Sales or Partner Management. Distributed Marketing installation is a multistep process that has you work in your Marketing Cloud Engagement and Sales Cloud environments. Some instances require you to work with multiple individuals in your organization who have administrative permissions in both environments. The environment you’re working in is indicated on each task.
            • Guided Setup: Distributed Marketing Quick Send
              Use this guide to set up Quick Send workflows in Distributed Marketing for Marketing Cloud Engagement.
            • Guided Setup: Campaign Send
              Use this guide to set up the Campaign Send workflow in Distributed Marketing for Marketing Cloud Engagement.
            • Guided Setup: Distributed Marketing for Experience Cloud
              In general, you can use the standard Distributed Marketing help and training documentation to set up, configure, and use Distributed Marketing. However, use this guide when setting up Distributed Marketing in Experience Builder instead of Lightning App Builder.

            See Also

             
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