1 - Salesforce Marketing Cloud Overview
Review the Customer Success PlatformGet 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 CloudsReview the Prerequisites for Marketing Cloud ConnectReview Salesforce TerminologyConnect a Marketing Cloud Account to a Salesforce OrgReview Prework
4 - Personalized Digital Marketing
Review What Functionality Can Be Accomplished in Each CloudCreate a Personalized Email Leveraging Salesforce CRM Data Using Content BuilderUse Testing ToolsSend a Marketing Cloud Email Manually to a Lead, Contact, Report, and CampaignAutomate the Sending of an Email via a Triggered Email, Automation Studio, and Journey BuilderUnderstand What Happens When an Email Is SentUnderstand Subscriber Statuses
5 - Synchronized CRM Data
Explain How and Why to Bring Salesforce CRM Data into Marketing CloudSynchronize Data Sources in Contact BuilderCreate Segments Using Filters and the Query ActivityCreate a Salesforce Data Extension for SendingCreate a Journey Using Synchronized Data SourcesTest a Journey
6 - Journey Builder
Explain Sales and Service Cloud ActivitiesCreate a Journey Using Sales and Service Cloud Activities Tracking and ReportingUnderstand the Tracking Data Available in Marketing CloudCreate and Automate Tracking Reports in Marketing CloudUnderstand the Tracking Data Available in Sales and Service CloudCreate and Customize Marketing Cloud Reports in Sales and Service CloudCreate a Dashboard for Marketing Cloud Tracking Reports
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
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.