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Prerequisites and Considerations for Salesforce CRM Integration
Before integrating Marketing Cloud Personalization with Salesforce CRM, review these requirements and considerations.
Prerequisites
- You must have an Enterprise or higher Salesforce CRM account.
- Advanced expertise and permissions are required. You must have ModifyAllData permissions, as well as an intermediate or advanced level of expertise in Salesforce CRM.
- You need a field that you can use to map users and accounts between Personalization and Salesforce CRM. Typically, this field is an email address. You must capture this field in both Personalization and Salesforce CRM.
Minimum Security Requirements for Integration
| For | Description |
|---|---|
| User | The profile of the user establishing the OAuth connection must have the
ModifyAllData permission. Personalization needs this permission
to create custom fields using the Metadata API. |
| OAuth | The Connected App that Personalization uses must include the following OAuth scopes:
|
| Field | Each Salesforce contact, account, or lead field created by Personalization must be made visible to the profile of the Salesforce user used to establish the OAuth connection. You can manually making each field visible after it has been created by Personalization. |
For additional information, see Viewing a Profile’s Assigned Users and Field Permissions.
Integration Considerations
- This integration doesn’t create user records in either Salesforce CRM or Personalization. It shares user attribute data only for existing, known users in both platforms.If you want to import users from external systems into Personalization, see User ETL Data Feed.
- There’s no data sharing between this integration and the Personalization user identity system. This integration is a mechanism for matching and updating attributes. It doesn’t create contacts, populate identities, or merge identities.
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