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Configure Marketing Objects
Complete some basic setup steps so that your users can work with marketing objects. Individual users can also configure their accounts so that the Data Management tab appears earlier in the list of Marketing tabs.
Required Editions
| Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition |
Add Marketing Object Permissions to Permission Sets
Before users can view, create, or delete marketing objects, configure the appropriate permissions. You can add the necessary permissions to the Marketing Cloud Admin, Marketing Cloud Manager, or any other permission set you use.
Required Editions
| User Permissions Needed | |
|---|---|
| To modify user permissions: | Manage Users |
- From Setup, enter Permission Sets in the Quick Find box, and then select Permission Sets.
- From the list of permission sets, select the permission set to add marketing object access to. For example, to modify permissions for marketing admins, select Marketing Cloud Admin.
- Click View Summary.
- In the Permission Set Information section, on the User Permissions tab, click Add.
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On the Add User Permissions window, select the permissions to add to the permission set.
Select one of these options:
- ViewAllMarketingObjectRecords: Users with this permission can view records from any marketing object.
- ManageMarketingObjects: Users with this permission can view records from any marketing object, and can create and delete marketing objects.
- Click Add.
Show the Data Management Tab for Marketing Users
Add the Data Management tab to the default set of tabs for marketing users.
Required Editions
| User Permissions Needed | |
|---|---|
| To modify tab settings: | Manage Profiles and Permission Sets |
- From Setup, enter Profiles in the Quick Find box, and then select Profiles.
- From the list of profiles, select Marketing User.
- Click Edit.
- In the Tab Settings section, for Data Management, select Default On.
- Save your changes.
Configure Marketing Tabs
If you don’t see the Data Management tab when you log in to Marketing Cloud Next, add it and rearrange the tab list.
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In the tab bar, click the pencil icon (
).
- On the Edit Marketing App Navigation Items window, click Add More Items.
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On the Add Items window, next to Data Management, click the plus icon (
).
- Save your changes.
- Optionally, reorganize the list of navigation items to move the Data Management tab higher in the list.
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