Final answer:
The consultant should recommend enabling deep linking in Marketing Cloud Connect configuration and enabling the Create Email feature on the user Profile in the Sales Cloud.
Step-by-step explanation:
The two recommendations that the consultant should make are:
- Enable deep linking in Marketing Cloud Connect configuration: This will allow Sales Cloud users to easily access and use Marketing Cloud features, including creating and sending emails.
- Enable the Create Email feature on the user Profile in the Sales Cloud: This will give Sales Cloud users the ability to create and send Marketing Cloud emails directly from their Sales Cloud interface.
By enabling these features and configurations, Sales Cloud users will have the necessary tools and permissions to create and send Marketing Cloud emails, meeting the customer's requirement.
Learn more about Sales Cloud users creating and sending Marketing Cloud emails
Final answer:
To enable Sales Cloud users to create and send Marketing Cloud emails, establish a one-to-one Marketing Cloud to Sales Cloud user relationship, and enable deep linking in Marketing Cloud Connect configuration. Avoid giving all users System Administrator access or top Role Hierarchy placement.
Step-by-step explanation:
When a customer wants Sales Cloud users to create and send Marketing Cloud emails, certain configurations are necessary to enable a seamless process. Firstly, a one-to-one relationship between the Marketing Cloud user and the Sales Cloud user should be established. This ensures that activities carried out by a user in the Sales Cloud are properly reflected and tracked in Marketing Cloud. Users will be able to leverage both platforms effectively without any overlap or confusion regarding account responsibilities.
Secondly, enabling deep linking in the Marketing Cloud Connect configuration is important. Deep linking provides users with direct access to relevant pages within the Marketing Cloud from the Sales Cloud interface. This integration simplifies navigation between the two Clouds and increases user efficiency by reducing the time and steps needed to execute email marketing tasks.
It is not necessary, nor advisable, for each Sales Cloud user to have a System Administrator Profile or to be at the top of the Role Hierarchy to create and send emails. Instead, proper permission sets should be granted to allow these actions without giving users unnecessary administrative access.