As we have covered some of basics behind connector and prerequisites, let’s continue this discussion in part 2.
User Types & Permissions: The documentation from SF is a bit confusing, and a bit outdated, in my opinion, the simplest way is to create two dedicated admin accounts for each Sales cloud & Marketing cloud. You would grant permissions at the profile level within Sales cloud, and add additional permission sets which may vary as per your company requirements. You would essentially need to add Read access to any Marketing Cloud related objects, package objects or standard objects like contacts, leads, campaigns, reports etc.
Data Access Scope: MC & Sales Cloud admin will decide on the level of access needed for account configuration, and is important step in how connector and marketing cloud will behave after installation, especially during a send to reports/campaigns in SF and import/automation activities. There are essentially two choices:
- Non-Scope by User: This configures data access based on SF system user (dedicated user created with a profile/permissions like SF admin).
Choose this option to allow Marketing Cloud Connect users to send to all subscribers in a report or campaign that the Salesforce system user can access. Subscribers are not filtered based on the user running the report. Also, imports done with this option return results based on SF system user’s data access.
- Scope by User: This configures data access based on the Marketing Cloud connect user. Reports and campaigns that are visible to the user are available for selection as a target audience for sending. The list of subscribers returned is limited to what the user initiating the send has access to view. Both manual and automated import activities behave differently. For manual import, number of records that appear the report are specific to the user running the report, while in automated import, number of records reflect SF system user’s level of data access.
If you want to keep it simple or are not sure, just select “Non-scope by user” and it will work for most scenarios, and can be changed in future as you learn more about your situation.
Download Marketing Cloud Connect Package
Login to the SF org (with administrator credentials) that needs to be connected to Marketing Cloud. You will download this into your Salesforce CRM (Sales/Service cloud). Depending on which org you want to install, please note different URLs.
Note that there are different considerations for upgrading to latest managed package. Visit latest marketing cloud connect releases for more info.
We will cover next steps in following sections..