Download and install the Dotdigital for Salesforce packageUse the QuickLink code to install the Dotdigital for Salesforce package.
Customise page layouts in SalesforceAdd the required custom elements for the Dotdigital connector to your Salesforce pages.
Access Dotdigital as a Salesforce userSubmit your credentials and consent to link your Salesforce account to your Dotdigital account for automatic sign-in.
Settings for linked accounts in Dotdigital for SalesforceLearn how to configure your settings for a Dotdigital account linked to your Salesforce organisation.
Configuration settings in SalesforceLearn how and where to manage configuration settings in Salesforce.