Marketing Cloud Connect Complete Setup in Lightning

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Күн бұрын

Cameron Robert demonstrates a complete end-to-end setup of Marketing Cloud Connect in Lightning view.
Marketing Cloud Connect creates an integration between Salesforce CRM and Salesforce Marketing Cloud for synchronizing data and performing engagement activities.
Key Moments:
Introduction (0:00)
Check Salesforce Prerequisites (0:28)
Setup API Users for Marketing Cloud Connect (1:02)
Install Marketing Cloud Managed Package (1:36)
Modify Page Layouts (2:26)
Grant Access to Your Marketing Cloud Connect Admin (4:46)
Create Permission Sets in Salesforce CRM (5:20)
Update Field-Level Security (5:55)
Check OptOut fields on Page Layouts (6:52)
Setup Salesforce Integration in Marketing Cloud (7:16)
Configure Marketing Cloud Connected App (8:51)
Configure Marketing Cloud Process Automation (10:05)
Update Salesforce Session Settings (10:29)
Configure Marketing Cloud App in Salesforce (10:44)
Integrate User in Marketing Cloud (12:55)
Salesforce Documentation:
help.salesforce.com/s/article...
Trailhead Links:
trailhead.salesforce.com/en/c...
Contact:
/ camrobert
www.cameronrobert.com.au/
/ auscamrobert

Пікірлер: 27

@KhoaNguyen-eo6dq 2 жыл бұрын

Thanks Cameron, the video is great to learn for me because it usually already set up by some one else in my org

@shivamv6742 Жыл бұрын

Great video Camron

@KristenObaid 2 жыл бұрын

This is great, do you have one showing how the Lead, Contact, Reports and Campaign/Member object data should be set up (and used) in SFMC?

@arnaudy7604 8 ай бұрын

hi Cameron. thanks for the video. Can the API user in Sales Cloud be on a SF Integration licence or does it need to consume a Full Sales CLoud licence?

@bamsoolagencemarketingclou2123 2 жыл бұрын

Hi Cameron, thanks for this ! I have a question about the permission set "Marketing Cloud Connected App" which is not given any system permission, and thus seems useless to me ?

@bamsoolagencemarketingclou2123 2 жыл бұрын

Answering myself : CRM API user and MC API user cannot be integrated if CRM API user and the Managed App are not in the same Permission Set. Odd, but true ;)

@koushikpushyamithra2658 Жыл бұрын

Great video Cameron ! Can we know 1. How to test the integration is completed and where we can check data flowing ? 2. Also, Can we connect multiple service cloud accounts to MC ? Thanks in advance !!

@suhasganjare Жыл бұрын

After managed package installation I am not able to see marketingcloud connected apps under installed packages. Am i missing something?

@johnnysilva8399 2 жыл бұрын

Tks Cameron. Is possible do this with a Sales Cloud Enterprise courtesy license? Tks in advance.

@CameronRobert 2 жыл бұрын

Hi Johnny, Courtesy Licences are reserved for Salesforce Admin Assist. Given these users can be assigned a System Administrator Profile, it appears to be theoretically possible - however MCC integrations are typically completed by an end-user or an implementation partner. Ref: help.salesforce.com/s/articleView?id=000315634&type=1

@suhasg4 2 жыл бұрын

Thanks Cameron, I have followed all the steps to setup the mc connect but the recipients are not receiving the emails from salesforce crm marketing cloud connect but I am getting email sent successfully notifications on From email address and also showing in reports delivered successfully but recipients are not getting any email from MC connect.

@CameronRobert 2 жыл бұрын

Assuming you are attempting the Marketing Cloud Connect "Test the Connection" step. You'll need to make sure you've followed all the steps, ensuring the dynamic From Email address is a verified sending email, and the subscriber you are sending to have a valid email (not unsubscribed, suppressed or blocked by List Detective). If the problem isn't resolved, you can also raise a support ticket. I'll try cover this step of the connector in a future video.

@suhasganjare 2 жыл бұрын

@@CameronRobert Thanks for your reply, Does the "From address management" email address should be the email address which i used as API user or it could be any gmail, yahoo verified email address will work for "From" email address?

@CameronRobert 2 жыл бұрын

@@suhasganjare The From Email needs to be a verified address to give Marketing Cloud permission to send from it. Documentation: help.salesforce.com/s/articleView?id=sf.mc_es_from_address_and_domain_verification_configuration_checklist.htm&type=5

@RenzoBondanza-jy8qj Жыл бұрын

@@CameronRobert Hi. First of all thanks for the video and your content. I have the same issue as my friend here. I received an email notify me that my send failed, saying me "Error queuing send." I have been verified the email (is not with a sub domain yet). I am using the API user as my from sender. Any idea? :( Thanks in advanced.

@RenzoBondanza-jy8qj Жыл бұрын

Cameron, at 11:30 min my setup does not show me "Workflows" and I´ve followed each step. Any thoughts? Thanks!!!!

@CameronRobert Жыл бұрын

Salesforce may have changed some of the configuration windows since I recorded this video; however if you proceed through the windows you should arrive at the same place I did just a few seconds later in the video.

@lanmc4034 2 жыл бұрын

I can't see the option of salesforce integration in setup, do I need to entable something?

@CameronRobert 2 жыл бұрын

Hi Lan Mc, check that you have the correct Marketing Cloud edition, and that you have Administrator permissions in Marketing Cloud. More documentation here: help.salesforce.com/s/articleView?id=sf.mc_co_connect_the_clouds.htm&type=5

@moinali828 Жыл бұрын

When I click on connect to marketing cloud 11:52 , I get an error saying "Attempt to de-reference a null object"

@CameronRobert Жыл бұрын

Your may have a permission limitation; or your login token has expired. Try re-logging in to SFMC to ensure it’s not your token; and ensure you have the correct admin permissions assigned. Check your Email>Integrations>SalesforceCRM. If you keep getting the error; best raise a ticket so SF support can take a closer look.

@thewhyfisociety 9 ай бұрын

How was this fixed?

@matigutman 5 ай бұрын

I have the same issue

@MiLiMarini 5 ай бұрын

Could anyone solve it?

@moinali828 4 ай бұрын

Hi everyone, when you are on salescloud and opens Marketing Cloud app in the wizard before verifying the remote site you must see a blue highlighted text "Show advance settings" click on that and toggle on the O-auth specific option, it will work