Getting marketing team access to your Salesforce org breaks down company siloes and can lead to enriched data you can use for things like Einstein campaign reporting.
So, you want to make the case for getting your marketing team’s hands into your company or organization’s Salesforce org. But, you’re having trouble making the case to the team that manages it.
The team may come back to you with things like,
Why do you need to get into our Salesforce org?
Don’t you have your own marketing automation program and mailing lists?
Well, this post is going to help you make the case for getting marketing admin access to your Salesforce org.
Salesforce needs interconnectivity to fulfill its data hub destiny
Think of Salesforce (a.k.a. Sales Cloud/Service Cloud) as your one stop shop for all your data.
When you’re working for a company with multiple departments, or at an enterprise-level company with many locations and lines of business, you have multiple technology tools that connect to Salesforce and enrich that data.
And the reality is, you are one person. So, you can’t possibly know all the ins and outs of each tech tool that’s connected to your Salesforce org.
All the Salesforce admins can live in harmony with shared access
The good news is that other tools probably have their own admins and experts who are part of your company or organization.
These technology specialists can be your best friend when it comes to troubleshooting something between that tool and Salesforce. But, they can only be an effective best friend if they have the right level of access in Salesforce.
Otherwise, you’re going to be an annoying best friend who asks them to look at a bunch of things you could easily look at yourself to solve the issue.
What I’m trying to say is they become a bottleneck — unintentionally or intentionally.
Build a process to prevent issues from Salesforce user access
They are probably thinking,
but I don’t want anybody to mess up the Salesforce system I’ve worked so hard to build.
And it’s understandable.
I’m here to tell you that admins can give you access and ask you not to change something in the system without going through the proper process.
Yes, that means they have to instill trust in you. That’s what makes a good team!
Understand the Salesforce user roles
The Salesforce Marketing User in Sales/Service Cloud can create, read, edit, and delete records they can access, and they can import leads.
If you’re granted access to Sales Cloud through an Admin role, or something custom, be sure the person communicates the specifics of your user role to you. You should fully understand what you’re capable of before diving in. And the person granting access to you has a responsibility to assign a user role to you that provides an appropriate level of access.
Document a process for marketing users
Work with your Salesforce admin to establish everything marketing users need to know about their level of Salesforce access. Put it all in a document, and remember to include the process for requesting changes beyond the marketing user access level.
Make your case and get the user access you need
In case your Salesforce admin still isn’t sold on the idea of giving you admin access, here are three reasons why they should. Use these to help them understand why it’s so important for the marketing team to have access.
Giving marketing users access to Sales Cloud:
- Allows troubleshooting to happen quickly. The marketing user doesn’t have to ping the Salesforce admin every time they need help with simple tasks for things like reporting or connected campaigns.
- Makes other software admins learn how Salesforce works. There’s less back-and-forth communication in the long run!
- Creates shared ownership among the tools. This means less finger pointing and more collaborative ownership to build and troubleshoot.
So, if your Salesforce admin was on the fence about giving you access to Salesforce, I hope this helps you get them to rethink and ultimately grant access. I am confident in saying it’s best for the long run.
Use the comments section to tell us how it goes! Or share your Salesforce admin access stories if you dare.