Skip to content

Select a date below

Categories:

Dates are listed in Pacific Time Zone

= Guaranteed to run date

Description

Print Friendly, PDF & Email

Overview:

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.

Prerequisites:

Students should have an advanced understanding of Salesforce concepts and functionality.

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.

Outline:

Salesforce Marketing Cloud Overview

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

Marketing Cloud Connect

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

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

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

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

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

Additional information

Length

4 days

Guaranteed to run

No