1. Review Prerequisites and Install PackageReview these minimum system requirements and key Marketing Cloud Connect concepts to understand user types. Choose a data access option for configuration. Install the latest managed package and begin the setup process.
2. Configure Marketing CloudThe Marketing Cloud administrator performs these tasks to configure Marketing Cloud for use with Marketing Cloud Connect.
3. Configure the CRMThe Salesforce CRM administrator performs these tasks to configure Sales or Service Cloud for Marketing Cloud Connect.
4. Configure SettingsConfigure Marketing Cloud Connect settings after installation and setup.
5. Test the ConnectionComplete these steps to ensure Marketing Cloud Connect is set up properly for sending. Create an email in Marketing. Next, create a lead and report for this test. Send the email from the Email Sends object in Sales Cloud, using the lead and report you created. Verify that the test completed.
6. Upgrade to Marketing Cloud ConnectLearn the benefits of upgrading to Marketing Cloud Connect from an older version ofthe connector. Marketing Cloud Connect is a more efficient and effective way to manage yourconnection to the Sales or Service Clouds. If you are using an older version of theconnector, consider upgrading for free to Marketing Cloud Connect.
7. Disconnect AccountThe ability to disconnect a Marketing Cloud account from the Sales or Service Cloudaccount is only available for Enterprise 2.0, Core, and Lock & Publish accounts. Installmanaged package version 5.493 or newer. The account must utilize connected appauthentication. The Marketing Cloud admin can disconnect the accounts by editing theSalesforce Integration in the Marketing Cloud Email Studio admin. Disconnecting takes from 5minutes to several hours depending upon the number of synchronized data extensions. TheSales or Service Cloud admin then uninstalls the package.