Question

A consultant is configuring Marketing Cloud Connect in Marketing Cloud. The customer requires that integrated users only have access to Sales Cloud data visible to them in their Salesforce account.

How would the consultant ensure that this requirement is met?

A. Check the Scope by User box in Marketing Cloud.
B. Create a User in Sales Cloud with a System Administrator Profile.
C. Ensure that the User has the correct profile in Marketing Cloud.
D. Ensure that the User is assigned as System Administrator in Sales Cloud.

Answer 1

To ensure users in Marketing Cloud only access Sales Cloud data allowed in their Salesforce accounts, the consultant should Check the Scope by User box in Marketing Cloud. This respects the user's permissions and sharing settings from Sales Cloud.

Step-by-step explanation:

The question concerns the configuration of Marketing Cloud Connect in Marketing Cloud, a tool used for integrating Salesforce CRM data with Salesforce Marketing Cloud to create personalized customer experiences across various marketing channels.

The specific requirement is that integrated users should only have access to the Sales Cloud data which is visible to them in their Salesforce account.

To fulfill this requirement, the consultant must ensure that proper access controls are implemented. The correct option to achieve this would be to:

• Check the Scope by User box in Marketing Cloud.

This setting respects the user permissions and sharing settings from the Sales Cloud, granting users in Marketing Cloud access only to the data they are entitled to view in Sales Cloud as per their Salesforce permissions.

It is not necessary to assign the user as a System Administrator in Sales Cloud or to create a new user with a System Administrator profile; rather, it is important to maintain the existing user permissions consistent between both systems.