About 20 mins
Implementation steps, step-by-step instructions, update your admin user, provision data platform, add users and permission sets.
- Challenge +100 points
Set Up Data Cloud
After completing this unit, you’ll be able to:
- Update the admin user.
- Provision your account.
- Create users and set permissions.
Now that you have some awareness of the user interface and roles, let’s review your initial Data Cloud implementation steps as admin. Here’s an overview of the seven steps that we cover in more detail next.
Remember, in this module, we assume you are a Data Cloud admin. If you’re not an admin, that’s OK. Read along to learn how your administrator would take the steps in a production org. Don’t try to follow these steps in your Trailhead Playground. Data Cloud isn’t available in the Trailhead Playground.
Watch this video or follow along with the steps below.
Once you purchase Data Cloud, you receive an admin email with login information from your account team. Follow these steps to set up your user with the proper permissions.
When Data Cloud is added to an existing org, a welcome email is not sent. Data Cloud is added to your org along with the required permission sets needed to access and set up Data Cloud.
- Log in to your Data Cloud instance with the link provided in your admin email.
- Reset your password when prompted on-screen.
- Navigate to Setup from the dropdown.
- Click Users .
- From the user screen, click your username .
- Select the Data Cloud Admin permission set and click the Add arrow icon.
- Click Save .
You now have access to the Data Cloud Setup page.
Follow these steps to complete the configuration of Data Cloud.
- Navigate back to the Setup gear.
- Click Data Cloud Setup .
- Click the Get Started button.
If you don’t see this option, either refresh your page or log out and back in with your admin user credentials.
The setup can take a few minutes to complete, so grab some coffee and keep an eye out for the green success message. Seeing green? High-five! Your Data Cloud instance is successfully set up.
Now let’s get back to setting up your users and assign permission sets. You can do this now or come back to this step later.
- In Setup, type users into the Quick Find field.
- From the User screen, click New User .
- Fill out the required information for your user.
- Alias: This is auto-generated but can be updated.
- Username: Username must be in the form of an email address (for example, [email protected]).
- Nickname: Display name for users in online communities.
- Role: Select or keep as None Specified
- User License: Salesforce
- Profile: Select Standard User or a custom profile
- Email Encoding: Defaults to Unicode (UTF-8)
- Receive Approval Request Emails: Select from displayed options
Review your work and once done, click Save .
- From the user screen, under Permission Set Assignment s click Edit Assignments .
As soon as you complete these steps, your new user receives an email notification with login information, so be sure you communicate with them if the account is truly ready for them to use.
When you're ready, repeat these steps for all your users. Once done, meet us back in the next unit to learn how to connect your Marketing Cloud and Sales and Service accounts with your Data Cloud instance.
- Salesforce Help : Permission Sets
- Salesforce Knowledge Article : Accessing and Setting Up an Org for the First Time
- Get personalized recommendations for your career goals
- Practice your skills with hands-on challenges and quizzes
- Track and share your progress with employers
- Connect to mentorship and career opportunities
How to Transition from a Salesforce Admin into a Marketing Cloud Admin
Including how to prepare for your Marketing Cloud Administrator Certification.
- Link Copied
Hi, I’m Kaelan! I’m a passionate Salesforce Certified Marketing Cloud Instructor and for the past few years I’ve taught people from all backgrounds, from complete novices to experienced Salesforce Admins, all about Marketing Cloud, how to become a Marketing Cloud Administrator, and even how to pass the Marketing Cloud Administrator Certification Exam.
I began my career as a Salesforce Administrator, then transitioned into a Marketing Cloud Administrator, and now I’m a Marketing Cloud Consultant. I’ve worked with organizations big and small and witnessed first-hand how clients use Marketing Cloud across all types of industries.
In this post, I want to target one of my favorite audiences, current Salesforce Administrators who are curious about adding Marketing Cloud skills to their resume. Here are my top tips on how to transition from a Salesforce Admin into a Marketing Cloud Admin or gain in-demand Marketing Cloud Admin skills! Let’s go!
Accept the fact that everything will look completely different
Study for 45 minutes per day, keep your salesforce admin skills sharp too, find your marketing cloud community, how to become a marketing cloud administrator.
As an experienced Salesforce Admin, we get used to the system looking a certain way and knowing it like the back of our hands. We know that the Setup menu is in a certain spot, and our tabs are in familiar places. But as you learn how to become a Marketing Cloud Administrator, you’ll notice that when you get into Marketing Cloud, everything looks completely different.
You have to accept that while Marketing Cloud is a whole different platform and the user interface (UI) does look different than Sales Cloud or Service Cloud, you will soon be super comfortable. I struggled with getting used to navigating at first and would sometimes get frustrated.
But once I realized I couldn’t change anything, and that’s just how it was, I started to learn the system much faster. If you can start to recognize how the system looks and get in there every day, you’ll be 100 times better because of it.
To learn Marketing Cloud and become a Marketing Cloud Administrator, you’ll need to use all the resources at hand. If you don’t have access to a fully functioning Marketing Cloud account like I did at my job, you can still learn a lot with Trailhead. While there is no Trailhead Playground for Marketing Cloud, there is a great deal of Marketing Cloud content on Trailhead to get you started.
Take the Learn Admin Fundamentals in Marketing Cloud trail, where you’ll learn everything from how to set up a new Marketing Cloud account and add users, to sending emails and tracking your results.
Trailhead has great Marketing Cloud resources, especially if you decide to study for the Marketing Cloud Administrator exam . And don’t forget the classic standby, official Marketing Cloud Help docs , which are great for troubleshooting your day-to-day tasks. If you’re looking to accelerate your learning with guidance from experts like me, check out Trailhead Academy’s Marketing Cloud expert-led classes, particularly Prepare for your Marketing Cloud Administrator Certification Exam (CRT250) to get exam-ready. As a bonus, the cert prep class includes a voucher to take the Marketing Cloud Administrator certification exam!
Kaelan’s Study Guide
Prepare for the Marketing Cloud Administrator exam with this trailmix.
It’s not easy for employers and recruiters to find someone who knows how to administer Marketing Cloud. Finding someone with skills in Marketing Cloud and Sales Cloud is even harder. Companies are looking for people who know both systems because the systems talk to each other. You need to be that person!
“If you learn to be both a Salesforce Admin and a Marketing Cloud Admin, companies will be clamoring to hire you.” Kaelan Moss
And even though you’re learning new Marketing Cloud skills, keep your Salesforce Admin skills sharp so you’ll always be in high demand no matter where you go. Continue to keep up with the latest innovations impacting Salesforce Admins, complete Salesforce Admin-related trails and related superbadges , and follow the latest Salesforce Admin news and resources .
The fastest way to learn how to do something is to find someone who’s already done what you’re trying to do. The Trailblazer Community has Marketing Cloud experts, including people who started out as Sales Cloud Administrators, who you can reach out to for advice and best practices. There’s no reason to embark on this journey alone. Sure, you can read blogs online by brilliant authors (ahem…) but you can also have real conversations online and in person with people who have lived the experience you’re trying to have by joining other Moment Marketers in the Marketing Trailblazers group .
You can also meet amazing Salesforce Certified instructors in the Trailblazer Community who specialize in Marketing Cloud. A crowd favorite is always the amazing Brian Richardson who is famous for making complex topics easier to understand with…raps. You have to see it to believe it.
Another way to get better at something is by having an accountability buddy. A lot of people rely on external commitments to be motivated to complete their goals. Have you ever noticed how telling other people you’re going to do something makes you much more likely to do it? Find others working on their Marketing Cloud skill sets and studying for their Marketing Cloud Administrator Certification and create a support system and cheering section to help you reach your goals.
Learn, get inspired, and network with fellow #MomentMarketers worldwide. Jump in and talk strategy, trends, customer expectations, skills, and more.
Before you set off on your journey, let’s recap my favorite resources.
- Trailhead: Official Complete Admin Tasks in Marketing Cloud trail
- Trailhead: Study for the Marketing Cloud Administrator Exam
- Trailhead: Learn Admin Fundamentals in Marketing Cloud
- Trailhead: Marketing Cloud Trailblazer Community Group
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Kaelan is a 2023 Salesforce Golden Hoodie award winner and recognized Marketing Champion. He guides others through his MinuteAdmin platform and YouTube channel, providing the tools needed for personal and professional growth. Kaelan’s optimism and innovative thinking continue to inspire and facilitate progress within the Trailblazer Community.
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