Using Engagement Cloud in Salesforce

NOTE: When there are no Linked users (Marketing Automation user to Salesforce user) selecting the Engagement Cloud tab will produce a warning message.

Overview

Each user that wishes to use Marketing Automation will need the correct permission set applied, they will also need to be linked to the Email User account, this can be carried out by:

Configuration > Actions > Manage Users

The Marketing Automation for Salesforce User Guide explains the use of the Engagement Cloud application from a user’s perspective.

Next: Engagement Cloud for Salesforce installation - Link additional email accounts

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