# Salesforce Marketing Cloud
In this guide, you’ll learn how to set up the **Bird for Salesforce Marketing Cloud** application. Salesforce Marketing Cloud application for BirdCRM only supports WhatsApp and SMS channels.
## **Prerequisites**
* BirdCRM account
* Own an active Salesforce Marketing Cloud license and account (Salesforce Pro + Journey Builder or higher)
* Your account must contain the following components depending on the requested package:
* Journey Builder activities package: requires an enabled Journey Builder component within the SFMC account.
* Batch sending engagement package: requires an enabled Email Studio component within the SFMC account.
## **How to get the app**
* Go to the Salesforce AppExchange [**Bird for Salesforce Marketing Cloud**](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FuYhbUAF) application
* Click **Get It Now** on the left of your screen to purchase the app from AppExchange and install it in your Salesforce Marketing Cloud account.
* A pop-up will open with terms and conditions to agree to before installing the app in the SFMC account. Mark the agreement checkbox and tap **Install from Salesforce Marketing Cloud** to continue.
* After clicking on the install button:
* If you’re not logged into your Marketing Cloud account, AppExchange will first ask you to log in. Make sure you have the right administrator permissions to install the app.
* If you’re already logged into the Marketing Cloud account, you’ll be redirected directly to the **Installed Packages** view under **Setup in Marketing Cloud**.
* Awesome! You’re now on the **Salesforce Marketing Cloud** page. Tap **Install** in the top-right of your screen to install the Journey Builder activities package in your SFMC account.
* Done? You’ll now be able to define access for this package, which Business Units users in the SFMC account can use this package. This could vary from one specific Business Unit to all Business Units within the account.
* Now that the package has been installed, you must complete the settings to connect your MessageBird account to your SFMC account.
* Let’s complete the settings. Go to **AppExchange** on the main navigation, select **BirdCRM Configuration**, and click the **Admin Settings for BirdCRM**.
* This will take you to the settings page; you must update the information to connect your BirdCRM Account with the installed package. Keep in mind that you must be a **Marketing Cloud Administrator** in SFMC to be able to update the settings.
1. All your BirdCRM access keys can be found under User Settings -> Security.
2. The MID is the license ID you have for your Salesforce Marketing Cloud.
3. The **Bird Workspace Id** can be found in your User Settings -> Organisation -> Workspaces.
And that’s it! You’ve successfully installed **BirdCRM for Salesforce.** Go to **Journey Builder** in your **Salesforce Marketing Cloud** to start creating the journeys for your new MessageBird SMS and WhatsApp activities — simply return to the main page by clicking on the blue **Salesforce cloud icon**, hit **Journey Builder** from the top bar, and choose **Journey Builder** from the drop-down menu.
## **Leveraging BirdCRM in SFMC Journey Builder**
1. Go to the Salesforce Marketing Cloud navigation page, hit **Journey Builder** from the top bar, and choose **Journey Builder** from the drop-down menu.
2. Click the **Create New Journey** button at the top-right of your screen, choose a **MultiStep Journey,** and click **Build.**
3. Let’s start with choosing the **entry source**. Some customers use their data extensions, while others connect their Service or Sales cloud as an entry source. A data extension is a table that contains your data. If you need additional help using the entry source in Journey Builder, check out [this Salesforce guide](https://help.salesforce.com/articleView?id=mc_jb_entry_sources.htm\&type=5).
4. In the activities section, you’ll see two Bird icons :
* **Bird CRM Send:** used for sending WhatsApp and SMS messages in the journey
* **Bird CRM Split:** used for sending SMS messages in the journey
### Set up WhatsApp on Journey Builder
**Step One: Configure Bird CRM Send**
1. Click on the **Bird CRM Send** icon on the left and drag and drop it in the journey. The following window will pop up:
2. Choose a **Channel.** Your [WhatsApp Templates](/applications/content/message-templates/concepts/whatsapp-message-templates.md) are automatically synced with your MessageBird Dashboard.
3. For the **Recipient**, choose the field from your Data Extension (or another entry source) containing the phone numbers to which you want to send the message. Remember that the field for the phone number in your Data Extension (Entry Source) should be named exactly as in the screenshot – **PhoneNumber.** When creating a DataExtension, for the PhoneNumber field, put **Phone** as a DataType.
4. Time for setting variables for your WhatsApp Template – again pulled from the entry source
5. In the **Default Value** field, you should put the variable value you want to use in case your chosen field from the entry source is empty. Don’t worry; you’ll be able to confirm the settings and see the overview of the message.
**Step two: Use the WhatsApp Split Step**
1. Use the **Bird CRM Split** step to set the next steps in your journey based on the status of the WhatsApp message. The possible statuses are Delivered, Read, Received, Sent, Failed, Rejected, and Deleted.
2. And that’s it! After you have set the journey, click on **Activate**.
### Set up SMS on Journey Builder
**Step One: Configure Bird CRM Send**
1. Click the **Bird CRM Send** icon on the left and drag and drop it in the journey. The following window will pop up:
2. Select the Originator and set the variables accordingly
3. Choose the fields from the Data extension you want to use in the message and enter them in the **Custom Text** section. For example, {{Firstname}}
4. In the **Message** field, enter the body of the SMS message. Remember that if you use a standard GSM 03.38 character set, single text messages are limited to 160 characters, including spaces. Using Unicode for Russian, Arabic, or Chinese languages will restrict your message to a maximum of 70 characters per SMS.
\* Please note that some countries and carriers have special [rules and regulations related to the SMS Originators](/applications/channels/channels/supported-channels/sms/concepts/choose-the-right-sender-availability-and-restrictions-by-country.md).
**Step two: Use the SMS Split Step**
1. Use the **Bird CRM Split** step to set the next steps in your journey based on the status of the SMS message. The possible statuses are Delivered, Sent, Expired, and Delivery Failed.
2. And that’s it! After you have set the journey, click on **Activate.**
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