Learn how to access and configure settings for Marketing accounts linked to your Salesforce organisation. Manage account settings, enable synchronisation, configure suppression options, and link Salesforce users to Marketing users.
Access linked accounts settings
In Salesforce, select the Configuration tab.
A list of connected Marketing accounts is displayed under Marketing Accounts Settings.
Expand the Settings drop-down menu next to an account.
Account settings
Select Account settings to display the email account name, along with options to allow sending from Salesforce, enable synchronisation, and configure suppression options.
Setting | Description |
Allow sending from Salesforce | This option is selected by default. It allows the use of the Send Campaign Wizard to send email campaigns directly from Salesforce. When not selected, you can only send campaigns from inside Marketing. |
Enable Sychronisation | This option is selected by default. It allows the synchronisation of Marketing lists, campaigns and suppressions. When not selected, synchronisation does not occur. |
Clear Address books | This option is not selected by default. If you choose to select this option, Salesforce can remove contacts from Email address books. Email address books will be cleared before synchronisation. |
Update Contact 'Email Opt Out' on unsubscribe Update Lead 'Email Opt Out' on unsubscribe | These options are selected by default. Any contacts or leads who unsubscribe from emails through Marketing have the Salesforce Email Opt Out field checked at the next scheduled sync for suppressions. Any contact or lead who has this field selected directly in Salesforce will be added to the suppression list. If you have multiple Marketing accounts connected, it’s common to leave these options deselected, so that an unsubscribe on one connected account is not synced to the others. |
If you make any changes to these settings, select Save to confirm.
Manage users
Select Manage users to link Salesforce users to Marketing users, and edit user permissions.
Learn more in Link additional users in Marekting for Salesforce.