What You Always Wanted to Know about Microsoft Azure Certifications - Live Webinar

closeClose

Marketing Cloud Connect Essentials

Course Details
Code: MCC-201
Tuition (USD): $2,400.00 • Classroom (4 days)
$2,400.00 • Virtual (4 days)

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.

Skills Gained

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.

Who Can Benefit

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.

Course Details

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 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
Contact Us 1-800-803-3948
Contact Us Live Chat
FAQ Get immediate answers to our most frequently asked qestions. View FAQs arrow_forward