In Salesforce Marketing - Cloud Connect training 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.
By attending Salesforce Marketing - Cloud Connect workshop, delegates will learn 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.
This Salesforce Marketing - Cloud Connect class 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.