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Set Up Marketing for Salesforce Foundations

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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 that your leads and contact records include an opt-in, opt-out status in the Privacy Consent Status field. If you prefer to use 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. Typically, 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 setup.
    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 give users access to the Marketing Performance app. See User Permissions for more detailed instructions.
  4. To evaluate and score contacts and leads based on how likely they are to respond to your marketing, configure People Scoring.
    1. From Advanced Setup, in the Quick Find box, enter and select Scoring Models.
    2. Configure and publish your rules. See People Scoring for a deeper dive into scoring rules.
  5. Assign users a workspace contributor role so they can create content.
  6. 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

 
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