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How to connect Salesforce marketing cloud
How to connect Salesforce marketing cloud
Lucas Wallén avatar
Written by Lucas Wallén
Updated over a week ago

Requirements to connect

In order to connect a Salesforce marketing cloud data source you need to install our app within your salesforce organization. Currently you need to be logged in to the marketing cloud in the same browser session (as in another tab) before trying to install the app. Otherwise the install will prompt you to log in which might fail for some setups.

To create and install packages you must have the Installed Package | Administer permission. This permission is automatically applied to the Administrator and Marketing Cloud Administrator system-defined roles. Add the permission for a different role or user in the Administration area in order for this to work.

More about this can be found on the official Marketing Cloud documentation.

Install Funnel's app

Once you have the correct permission you can install Funnel's app.

The installation link needs to be modified depending on which Salesforce server instance your account is using. Read more about server instances here. You can find out which server instance your account refers to with the url in the Marketing Cloud application. The url shows like these examples, depending on your instance:

There are different apps depending on which Funnel instance you use:

Copy the relevant installation link above add the correct server instance for your account as shown above. The adjusted installation link should then start the installation of Funnel's app.

If you are being redirected to your Marketing Cloud dashboard, it means that you have used the wrong server instance in the installation url. This is a known issue to Salesforce, addressed in this article.

Access for the connecting user

After the app has been installed, please make sure that the user connecting has access to it within Salesforce. This can be done under Setup>Apps>Installed Packages>Funnel Marketing Cloud Package v2>Access. Notice that this will need to be done for each business unit.

Keep in mind that when you install the app, and/or change the access rights, it might take a couple of minutes until the changes actually go through.

Example of what it looks like here:

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