Enabling the flag is one checkbox per user. The harder work is identifying which users need it and which don''t.
- Identify the marketing team users
List users who run campaigns: marketing managers, marketing operations, demand generation specialists. They need the flag.
- Edit each user record
Setup, Users, click the user. Edit. Check the Marketing User checkbox. Save.
- Assign the Marketing User permission set
Permission Sets, find the Marketing User permission set, assign to the relevant users. The permission set adds additional capabilities beyond the basic flag.
- Verify access
Log in as one of the users (or impersonate). Confirm Campaign create and edit work as expected.
- Document the role definition
Internal documentation should specify which roles get the flag. New hires onboarding through HR should pick it up automatically.
- Audit periodically
Role changes happen. A user who moved to a non-marketing role doesn''t need the flag; an audit catches the drift.
- The Marketing User flag is per-user. Profile-level configuration cannot enable it globally; each user record needs the checkbox.
- Sales users typically don''t need the flag. Granting it broadly creates unnecessary permission grants.
- Pardot and Marketing Cloud Engagement create Campaign records automatically. Marketing Users on the receiving side need the flag to manage these records.
- Salesforce CRM Content User references in older documentation refer to a now-consolidated permission. Treat them as historical context.