Link Your Salesforce Data using Marketing Cloud Connect

The Marketing Cloud Connect Essentials course is designed to give you in-depth knowledge of the functionality available when you connect your Salesforce org to your Marketing Cloud account.

In this interactive course, you will gain hands-on experience connecting the Clouds, personalizing your emails by leveraging your Salesforce CRM data from the Sales / Service Clouds, sending emails to a Contact / Lead, Report, or Campaign, synchronizing your Salesforce CRM data in the Marketing Cloud, segmenting your data to send targeted and relevant emails, creating 1:1 journeys based on your Salesforce CRM data, and tracking and reporting capabilities in the Marketing Cloud and Sales / Service Clouds.

Who should take this course?

This course is designed for:

Customers who will be connecting their Salesforce org to the Marketing Cloud using Marketing Cloud Connect.
The email digital marketer who will manage the email channel for their organization and who needs to know how to best leverage their Salesforce CRM data.
The Salesforce Administrator who is responsible for supporting users when Marketing Cloud Connect is installed.

Prework

Prepare for the course with this Trailmix.

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 the Marketing Cloud and Sales/Service Clouds.
• Automate the sending of emails using a Triggered Email, Automation Studio, and Journey Builder.
• Configure Synchronized CRM Sources to bring CRM data into the Marketing Cloud.
• Segment data using Reports, Filter Activity, and Query Activity.
• Create journeys using Salesforce Activities in Journey Builder.
• Review tracking data in the Marketing Cloud and Sales / Service Clouds.
• Create analytics reports in the Marketing Cloud.
• Create and customize Marketing Cloud reports in a Sales / Service Clouds.
• Create a dashboard based on Marketing Cloud reports.

Lessons and Topics

Salesforce Marketing Cloud Overview

• Overview of the Customer Success Platform
• Overview of the Marketing Cloud

Marketing Cloud Connect

• Marketing Cloud Connect Overview
• Review of various ways to connect the Clouds

Connecting the Clouds

• Review of steps to connect the Clouds
• Review of the pre-requisites for Marketing Cloud Connect
• Review of Salesforce terminology
• Connect a Marketing Cloud account to a Salesforce org
• Review of pre-work

Personalized Digital Marketing

• Review of what functionality can be accomplished in each cloud
• Create a personalized email leveraging Salesforce CRM data using Content Builder
• How to use Testing Tools
• How to manually send a Marketing Cloud Email to a Lead/ Contact, Report, and Campaign
• How to 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 the Marketing Cloud
• How to synchronized data sources in Contact Builder
• How to create segments using Filters and the Query Activity
• How to create a Salesforce Data Extension for sending
• How to create a journey using synchronized data sources
• How to test a journey

Journey Builder

• Explain each of the Sales and Service Cloud Activities
• How to create a journey using Sales and Service Cloud Activities Tracking and Reporting
• Understand the tracking data available in the Marketing Cloud
• How to create and automate tracking reports in the Marketing Cloud
• Understand the tracking data available in the Sales / Service Cloud
• How to create and customize Marketing Cloud reports in the Sales / Service Cloud
• How to create a dashboard for Marketing Cloud tracking reports