Configure Your Marketing Cloud Next Org

To get started, install and deploy data and configure your users.

To use Marketing Cloud, first deploy data kits in Data Cloud. An administrator can deploy these data kits in the Salesforce web app. See Salesforce Help: Configure Your Marketing Data.

Create accounts for each marketing user, and apply the permissions they require to do their job. We recommend that you use one of these permission sets.

Marketing Cloud Admin

This permission set provides access to most tasks in Salesforce Setup and full control on campaigns, segments, and flows.

Marketing Cloud Manager

This permission set gives full control to manage campaigns, segments, and campaign (non-admin) flows.

For more information, see Assign Permission Sets for Marketing Cloud.

To complete setup, your org needs a Data Cloud Architect to install data kits, deploy data streams, and configure identity resolution rules. For more information about creating Data Cloud Architects, see Data Cloud Standard Permission Sets.

API users use standard Salesforce accounts. Access to Salesforce APIs is managed using Connected Apps. See Manage Access to a Connected App.

• View and Manage Users