Loading
Salesforce now sends email only from verified domains. Read More
Discover Salesforce Foundations
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Marketing for Salesforce Foundations

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Foundations

            Set Up Marketing for Salesforce Foundations

            Configure the required email settings and give users access to the Marketing app.

            Required Editions

            Available in: View supported editions
            User Permissions Needed
            To set up Data Cloud, set up Marketing, and add workspace contributors: Permissions vary by task. Verify the permissions required in related Salesforce documentation.

            Before you send marketing emails, make sure your leads and contact records include an opt-in, opt-out status in the Privacy Consent Status field. If you prefer using permission sets instead of permission set groups, assign the Marketing Starter App and Marketing Manager permission sets.

            Note
            Note To turn on marketing settings on the Salesforce Foundations setup page, first make sure your email is verified. In most cases, you verify your email address in the Salesforce sign-up process. To check your email verification status, go to the Advanced User Details page and find the Email field.
            1. Verify Data Cloud is set up.
              Data Cloud powers tools for managing consent data and creating targeted audiences for campaigns. See Set Up Data Cloud.
            2. Configure required email settings and grant users access to the Marketing app.
            3. To visualize data through Tableau in the Marketing app, install and configure the Marketing Performance app after provisioning is complete for Marketing Settings.
              1. From Advanced Setup, in the Quick Find box, enter and select Marketing Performance.
              2. To install Marketing Performance, click Install.
              3. Assign the Tableau Next Limited Consumer permission set to all users who need to access the Marketing Performance app. See User Permissions for more detailed instructions.
            4. Assign users a workspace contributor role so they can create content.
            5. Set up integrations and give users access to manage landing pages and forms.

            After you set up Marketing for Salesforce Foundations, review Included Features in Salesforce Foundations and corresponding Salesforce documentation.

            See Also

             
            Loading
            Salesforce Help | Article