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Configure Salesforce CRM and Marketing Cloud to share key data across your orgs. ~1 hr 45 mins. Prepare for Installation. ~20 mins. Install and Set Up in Salesforce CRM. ~25 mins. Configure the Marketing Cloud Connection. ~30 mins. Test the Connection.
As of February 14, 2023, Customer Data Platform is now called Salesforce Data Cloud for Marketing. During this transition, you may see references to Customer Data Platform, along with names: Customer Data Cloud, Einstein 1 Audiences, and Salesforce CDP. We wish we could magically update the name everywhere, but you can expect to see the ...
Data Cloud-Driven Interactions in Marketing Cloud Engagement. Use Data Cloud to power journeys and customer interactions in Marketing Cloud Engagement. ~15 mins. Integrate Data Cloud and Marketing Cloud Engagement. ~5 mins. Build Your Data Foundation. ~5 mins. Personalize Your Omnichannel Journeys. ~5 mins.
Marketing Cloud Connect for Marketing Cloud Engagement combines the digital marketing capabilities of Engagement with the data management, segmentation, and campaign management tools in Salesforce. Create unitary customer relationships with more data-driven, personalized conversations and the ability to automate the customer journey.
Apply administrative permissions to the Marketing Cloud Connect for Marketing Engagement administrator user. These permissions allow the Sales or Service Cloud administrator to set up Marketing Cloud Connect. In the Sales or Service Cloud, click Setup. Under Build in the Setup menu, click Customize.
