Overview
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.
Prerequisites
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 Saleforce
CRM data.
• The Salesforce Administrator who is responsible for supporting users when
Marketing Cloud Connect is installed.
Delegates will learn how 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.
Outline
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 Maketing
• 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 Activites
• 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
Frequently asked questions
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Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.
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When will I receive my certificate?
Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.