Complete Setup Guide for Salesforce Marketing on Core (growth + advance) Part 2

Step 3: Setup Data Cloud

Step 1: Navigate to Data Cloud Setup

Step 2: Click “Get Started”

Step 4: When Data Cloud is completed, you’ll see that all steps are checked ✅ and the “Tenant Specific Endpoint” is now present.

Step 4: Create the Data Cloud “Salesforce CRM” Connector

Step 1: Navigate to the ⚙️ Setup to search ‘Data Cloud’

OR

OR

Step 2: Next, click the 🔽 next to “Sales Cloud” (under “Standard Data Bundles”) and select “Install”

Step 3: Select “Install for All Users” and select the the “Install” button.

After installing, you will get a confirmation email (saying “Package Sales Cloud Install Successful”) and a confirmation page.
Click “Done”

Similarly install all other data bundles.

Step 5: Set up Data Stream in Data Cloud

Step 1: From App Selector and select the “Data Cloud” App

Step 2: Select “Data Streams” Tab

Step 3: Click on “New”

Step 4: Select Salesforce CRM and click Next

Step 5: Select “Sales” and then click “Next”

Step 6: Can leave all the default selections > click “Next”

Step 7: Click “Deploy”

Step 7: Wait for a moment and You will see the below screen.

Next: Complete Setup Guide for Salesforce Marketing on Core (growth + advance) Part 3

Previous: Complete Setup Guide for Salesforce Marketing on Core (growth + advance) Part 1

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