1. PrerequisitesMarketing Cloud admin and Sales or Service Cloud admin reviews these prerequisitesbefore installing Marketing Cloud Connect.
2. User Types and PermissionsMarketing Cloud and Sales or Service Cloud admins learn the types of users andpermissions associated with Marketing Cloud Connect, which is essential for correctconfiguration.
3. Account Configuration for User Data AccessMarketing Cloud administrator and Sales or Service Cloud administrator review theseoptions for configuring Marketing Cloud Connect data. Choose to set the account as scope byuser or non-scope by user.
4. Install Managed PackageSales or Service Cloud administrators review these instructions to install the Marketing Cloud Connect managed package.
5. Apply Admin PermissionsApply administrative permissions to the Marketing Cloud Connect administrator user. These permissions allow the Sales or Service Cloud administrator to set up Marketing Cloud Connect.
6. Set Up Salesforce System UserThe Sales or Service Cloud administrator creates the Salesforce System User. This user connects the accounts for Marketing Cloud Connect configuration.