🔴 Required
First up, you (or your Salesforce system administrator) need to download and install the Dotdigital for Salesforce integration package and set up your system for initial use.

🔴 Required
Update your Salesforce page layouts with the custom elements used by the Dotdigital connector.

🟠Highly recommended
Set up the option to log into Dotdigital without leaving Salesforce.

🔵Optional
If you have multiple Dotdigital accounts, link more than one to your Salesforce instance.

🟡Recommended
Link additional Dotdigital and Salesforce user accounts and set their permissions.

🔴 Required
Set up the global configuration settings for Dotdigital for Salesforce.

🔴 Required
Map Salesforce fields to Dotdigital contact data fields and configure synchronisation settings.

🔴 Required

Set up individual account-level settings for each of your linked Dotdigital accounts.

🔴 Required

Learn how to audit synchronisation processes and unlink Dotdigital accounts from Salesforce.

To learn more about using the Dotdigital for Salesforce connector, check out the following article categories: