1. Set Up AuthenticationComplete these tasks to set up connected app authentication for Marketing Cloud Connect.
2. Designate Default Workflow UserComplete the steps for designating a default workflow user as part of the CRM configuration of Marketing Cloud Connect.
3. Update Field-Level SecurityChange field-level security making the email opt-out field visible on leads and contacts, which is a requirement for sending Marketing Cloud emails through Marketing Cloud Connect.
4. Update Page LayoutsAdd email and mobile send tracking to contact and lead pages to continue configuration of Sales and Service Cloud for Marketing Cloud Connect.
5. Launch the Setup WizardLaunch the setup wizard to configure Marketing Cloud Connect in the Sales or Service Cloud.
6. Connect to Marketing CloudThe Sales or Service Cloud admin connects the Sales or Service Cloud account with the Marketing Cloud account using the Marketing Cloud API user credentials. This task completes the account-level connection for Marketing Cloud Connect.