1. Using the sitemap, navigate to Salesforce | Send Entities.
2. Select the recipient entities, Accounts,Leads, Contacts, MarketingLists, orCampaigns.
3. Once the selection has been made, click the SendSalesforce Marketing Cloud Email icon, accessed through the ellipses.
4. On the send dialog window, select the Marketing Cloud Business Unit. This field displays for integrated Enterprise 2.0 account types. This field is likely pre-selected and disabled.
5. Search for the email from the Look Up SalesforceMarketing Cloud Email list.
6. To preview the selected email, click the envelope. The preview size can be adjusted on the Marketing Cloud configuration page.
7. Choose a Field Mapping Set. Only field mappings that include the entity being sent to display in the dropdown.For example, a field mapping for a lead would notshow if you were sending to a contact.This mapping is automatically selected if there isonly 1 field mapping set identified.
8. For example, a field mapping for a lead would notshow if you were sending to a contact.
9. This mapping is automatically selected if there isonly 1 field mapping set identified.
10. If personalization is needed in the subject or the preheader, select the personalization from the dropdown. Note Before selecting the personalization, place a commabetween the personalization and subject in thesubject or preheader field where you want thepersonalization to appear.
11. Select the sender in the From dropdown box. Note If the From Options field in Marketing Cloudconfiguration is set to Disabled, then the MarketingCloud account default is the only option.Me - Marketing Cloud uses the name and email address of the user logged in to Microsoft Dynamics CRM.Salesforce Marketing Cloud Account Default - Marketing Cloud uses the name and email address previously created in Marketing Cloud under Account Settings.Record Owner - Marketing Cloud uses the name and email address of the owner of the account, contact, or lead for each email.CRM Queue - Marketing Cloud uses the name and email address of a distribution group that you previously created in Microsoft Dynamics CRM. If you select this value, you must specify the distribution group to use.CRM User - Marketing Cloud uses the name and email address of a user that you previously created in Microsoft Dynamics CRM. If you select this value, you must specify the Microsoft Dynamics CRM user to use.
12. Me - Marketing Cloud uses the name and email address of the user logged in to Microsoft Dynamics CRM.
13. Salesforce Marketing Cloud Account Default - Marketing Cloud uses the name and email address previously created in Marketing Cloud under Account Settings.
14. Record Owner - Marketing Cloud uses the name and email address of the owner of the account, contact, or lead for each email.
15. CRM Queue - Marketing Cloud uses the name and email address of a distribution group that you previously created in Microsoft Dynamics CRM. If you select this value, you must specify the distribution group to use.
16. CRM User - Marketing Cloud uses the name and email address of a user that you previously created in Microsoft Dynamics CRM. If you select this value, you must specify the Microsoft Dynamics CRM user to use.
17. Select the Salesforce Marketing Cloud PublicationList to associate with the send, if applicable. The selected recipients display.
18. If the selected recipients are to marketing lists or campaigns, select Verify Recipient Count to confirm the number of selected recipients.
19. Choose the campaign from the Campaign Look UpList if needed.
20. Choose to send immediately or schedule a later delivery data and time.
21. If Send Approval Process is enabled in your configuration, you must select a RequestedApprover.
22. If individual tracking is desired for the email, selectReturn individual tracking results asSalesforce Marketing Cloud Responses.Note The client configuration determines if this box isdisplayed.
23. To ensure that the email is valid against the sendable data extension, select Validate.
24. Click OK.