This article explains how to enable Journey Orchestrator in your org, and how to assign Journey Orchestrator permissions to users. For general information on Journey Orchestrator, see the article Journey Orchestrator & Automated Email Overview.

Journey Orchestrator Tab

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Note: For new customers, the Journey Orchestrator tab is visible by default. For established customers, navigate to the Salesforce ribbon, click +, and then click Customize My Tabs. When you add the Journey Orchestrator tab to your tabs and save, Journey Orchestrator will be available under the primary navigation icon in Gainsight.

Prerequisites

You must perform the following steps to use the Journey Orchestrator feature:

Step 1: Provision Salesforce with the Matrix Data Architecture (MDA)

When you first click Journey Orchestrator, you see the following message if you have not already provisioned Salesforce with the MDA.

Step 1: Provision Salesforce with the Matrix Data Architecture (MDA)

Perform the following steps to complete this process:

1. Click Go To Settings, which will take you to Gainsight Application Settings.

2. In the MDA Settings, click Edit.

3. Check the Matrix Data Architecture Connection checkbox.

4. Click Save.

Step 2: Set Journey Orchestrator Permissions

1. Navigate to Administration > Journey Orchestrator Permissions.

2. Click + Users.

3. From the Available Users section, select the desired user name and click Add.

4. In the Select Permissions section, select the appropriate permissions.

5. Click Save.

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