Using Dotdigital in Salesforce

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


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 Dotdigital application from a user’s perspective.

Next: Dotdigital for Salesforce installation - Link additional email accounts

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