Marketing automation in Salesforce CRM provides closed-loop marketing activities from within the marketing app, which can be accessed from the app menu at the top right section of the Salesforce CRM screen.
Marketing automation enables integrated functionality, such as campaign and lead management, to determine overall marketing and campaign effectiveness, and it allows users from various departments to centrally access marketing activity.
By default, the marketing automation features provide some level of read-only access to all users. However, to create and modify marketing campaigns, and carry out advanced features that are available within the campaign and lead-management functions, users must be set up with a marketing user license.
To provide users in your organization with access to the marketing user features, set the Marketing User checkbox on their...