Link Your Salesforce Data using Marketing Cloud Connect Training in Canada

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 Saleforce

CRM data.

• The Salesforce Administrator who is responsible for supporting users when

Marketing Cloud Connect is installed.

• 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.

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