Understand the prerequisites to consider prior to starting a Marketing Cloud Connect configuration (I.e. Salesforce edition, list of integration users, scope user, administrator credentials).
Marketing Cloud Connect can be used to integrate Marketing Cloud accounts with Salesforce Sales or Sales Cloud orgs. To connect the two systems, they must meet certain requirements and several configuration steps are required.
Marketing Cloud Connect currently does not support Salesforce Professional editions. The Salesforce org to be connected must therefore be of one of the following versions:
The Marketing Cloud account to be connected must have the Subscriber Key feature enabled. When syncing data between Salesforce and Marketing Cloud, the 18-digit ContactID or LeadID from Salesforce is used as Subscriber Key.
To connect Marketing Cloud and Salesforce, at least one integration user must be created in each system.
The credentials of this Salesforce user are used by Marketing Cloud to retrieve data from Salesforce into Marketing Cloud and to push data from Marketing Cloud into Salesforce.
The credentials of this Marketing Cloud user are used to configure Marketing Cloud Connect. The business unit access of this user determines which units are available for use within the Salesforce.
The Scope User configuration defines the access-level of Marketing Cloud Connect to Salesforce data. It differentiates between limiting access based on the permissions of the Marketing Cloud Connect user or the Salesforce System user.
Scope by user provides Marketing Cloud access to Salesforce data based on the access level of the Marketing Cloud Connect user. Subscribers included in a Marketing Cloud send are therefore filtered based on the access level of the Marketing Cloud Connect User.
For example, if a Marketing Cloud Connect user sends to a Salesforce report, Marketing Cloud will only send to subscribers to which the Marketing Cloud Connect user has access to.
Non-Scope by user provides Marketing Cloud access to Salesforce data based on the access level of the Salesforce System user. Subscribers included in a Marketing Cloud send are therefore filtered based on the access level of the Salesforce System user.
For example, if a Marketing Cloud Connect user sends to a Salesforce report, Marketing Cloud will send to all subscribers to which the Salesforce System user has access to.
Each end user who needs access to Marketing Cloud Connect features needs a Salesforce and a Marketing Cloud user at the same time. Consequently, both a Salesforce and a Marketing Cloud licenses are needed for each of those users.
To authenticate Marketing Cloud users in Salesforce, the Connected App feature is used. This eliminates the need to store Salesforce user passwords in Marketing Cloud. Connected App reduces the number of Salesforce API calls and prevents reaching BULK API limits.
To authenticate Salesforce users in Marketing Cloud, the OAuth 2.0 feature is used. This eliminates the need to store Marketing Cloud user passwords in Salesforce. OAuth 2.0 uses access tokens to provide a secure connection between the two clouds.
Marketing Cloud Connect can be used to synchronize Salesforce records and Marketing Cloud tracking data. This synchronization does not happen in real-time, but in batches instead. The minimum synchronization interval for this is 15 minutes.
Salesforce records from selected standard and custom objects can be synced with Marketing Cloud data extensions, called Synchronized Data Sources.
Synchronized Data Sources are pushed from Salesforce to Marketing Cloud. They are read-only in Marketing Cloud and therefore not synchronized from Marketing Cloud to Salesforce.
Tracking data in Salesforce is stored in the Individual Email Results related list for Leads or Contacts. It is also stored in the Email Sends object for an aggregated view.
Tracking data is pushed from Marketing Cloud to Salesforce. This data is read-only in Salesforce is not synchronized from Salesforce to Marketing Cloud.
Marketing Cloud Connect can be used to integrate one Marketing Cloud account with one Salesforce org. By using the Multi-Org Connector, it is also possible to integrate one Marketing Cloud business unit with one Salesforce org. A Marketing Cloud account with several business units can therefore be connected to different Salesforce orgs.