From Marketing Setup in Salesforce, assign users to Account Engagement. You can assign
users individually, or based on public group, role, or role and subordinates.
Required Editions
Available in: All Account
Engagement Editions
User Permissions Needed
To assign Salesforce users to business units:
Customize Application and Manage Users
To enable Salesforce User Sync or transfer
user management to Salesforce:
Account Engagement Administrator role
Note We recommend that most users, including admins, be assigned to the Marketing Users group.
Use the Sales Users group for Sales reps only.
From Marketing Setup, in the Quick Find box, enter Business, then select
Business Unit Setup.
Next to your business unit, click Manage Users.
Click Edit User Assignments.
Add users to the Marketing Users group and the Sales Users group.
Save your changes. To see a complete list of your assigned users, click View All
Users.
After you assign users, the Account Engagement admin can update the roles for users in the
Marketing Users group, and then transfer user management to Salesforce.
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