Unify and analyze your data in one place with Marketing Cloud Connect. In this 4-day class, you'll learn how to link your Marketing, Sales, and Service Clouds to seamlessly engage with your customers. Discover how to segment Salesforce data to create personalized, targeted emails. Track and report on those emails to see what resonates most with your customers so you can strengthen your relationships with them.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

When you complete this course, you will be able to:
Explain Marketing Cloud Connect.
Connect a Marketing Cloud account to a Salesforce org.
Create individualized content blocks to leverage Salesforce CRM data using personalization strings and dynamic content.
Create an email in Content Builder.
Utilize the various sending methods to send to a Lead, Contact, Report, or Campaign in Marketing Cloud and Sales and Service Clouds.
Automate sending emails using a Triggered Email, Automation Studio, and Journey Builder.
Configure Synchronized CRM Sources to bring CRM data into Marketing Cloud.
Segment data using Reports, Filter Activity, and Query Activity.
Create journeys using Salesforce Activities in Journey Builder.
Review tracking data in Marketing Cloud and Sales and Service Clouds.
Create analytics reports in Marketing Cloud.
Create and customize Marketing Cloud reports in Sales and Service Clouds.
Create a dashboard based on Marketing Cloud reports.

1

  • Salesforce Marketing Cloud Overview

  • Review the Customer Success Platform
    Get to Know Marketing Cloud
2

  • Marketing Cloud Connect

  • Review Marketing Cloud Connect
    Review the Various Ways to Connect the Clouds
3

  • Marketing Cloud Connect Configuration

  • Explore How to Connect the Clouds
    Review the Prerequisites for Marketing Cloud Connect
    Review Salesforce Terminology
    Connect a Marketing Cloud Account to a Salesforce Org
    Review Prework
4

  • Personalized Digital Marketing

  • Review What Functionality Can Be Accomplished in Each Cloud
    Create a Personalized Email Leveraging Salesforce CRM Data Using Content Builder
    Use Testing Tools
    Send a Marketing Cloud Email Manually to a Lead, Contact, Report, and Campaign
    Automate the Sending of an Email via a Triggered Email, Automation Studio, and Journey Builder
    Understand What Happens When an Email Is Sent
    Understand Subscriber Statuses
5

  • Synchronized CRM Data

  • Explain How and Why to Bring Salesforce CRM Data into Marketing Cloud
    Synchronize Data Sources in Contact Builder
    Create Segments Using Filters and the Query Activity
    Create a Salesforce Data Extension for Sending
    Create a Journey Using Synchronized Data Sources
    Test a Journey
6

  • Journey Builder

  • Explain Sales and Service Cloud Activities
    Create a Journey Using Sales and Service Cloud Activities Tracking and Reporting
    Understand the Tracking Data Available in Marketing Cloud
    Create and Automate Tracking Reports in Marketing Cloud
    Understand the Tracking Data Available in Sales and Service Cloud
    Create and Customize Marketing Cloud Reports in Sales and Service Cloud
    Create a Dashboard for Marketing Cloud Tracking Reports

Audience

This course is ideal for email digital marketers responsible for managing the email channel for their organization, Salesforce Admins responsible for supporting users when Marketing Cloud Connect is installed, and customers who will be connecting their Salesforce org to Marketing Cloud using Marketing Cloud Connect.

Language

English

Prerequisites

While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.

$2,400

Length: 4.0 days (32 hours)

Level:

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