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.

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

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

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

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

Set up the global configuration settings for Dotdigital for Salesforce.

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

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

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: