Installation Overview

Follow these steps to complete the initial installation and configuration of the Distributed Marketing managed package in your Sales, Service, Financial Services, or Experience Cloud org and Distributed Marketing content block package in your Marketing Cloud Engagement account. To complete configuration in your Sales, Service, Financial Services, or Experience Cloud, you must be able to install the managed package, assign permission sets, and complete post-installation authentication setup. To complete configuration in Marketing Cloud Engagement, you must have access to administrative privileges and be able to install packages.

1. Install the Distributed Marketing Managed Package
   Install the latest Marketing Cloud Engagement Distributed Marketing package version in your Salesforce org.
2. Assign Permissions
   To grant access to Distributed Marketing, follow these steps to assign the installed permission sets.
3. Install Content Blocks
   Marketing users with custom content blocks in Content Builder can enable personalization. Register blocks with your Marketing Cloud Engagement account, and then drag them into email content to create areas of collaboration for business users. To use Distributed Marketing content blocks, create a Marketing Cloud Engagement installed package for Distributed Marketing. Then, determine access and add the custom blocks you want to use.
4. Use Business Units with Distributed Marketing
   If you use Marketing Cloud Engagement business units to manage content by categories - like brand, line of business, or region - you can add them to Distributed Marketing to support unique groups of business users. Then, use sharing rules and campaign marketplace to manage the content that groups of sellers, partners, distributors, or agents can access. You can set up business unit access for both Distributed Marketing administrators and standard users in Salesforce Setup. Business users do not require unique Marketing Cloud Engagement logins.