This course is ideal for email digital marketers responsible for managing the email channel for their organization, Salesforce Admins responsible for supporting users when Marketing Cloud Connect is installed, and customers who will be connecting their Salesforce org to Marketing Cloud using Marketing Cloud Connect.
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 Marketing Cloud and Sales and Service Clouds.
Automate sending emails using a Triggered Email, Automation Studio, and Journey Builder.
Configure Synchronized CRM Sources to bring CRM data into Marketing Cloud.
Segment data using Reports, Filter Activity, and Query Activity.
Create journeys using Salesforce Activities in Journey Builder.
Review tracking data in Marketing Cloud and Sales and Service Clouds.
Create analytics reports in Marketing Cloud.
Create and customize Marketing Cloud reports in Sales and Service Clouds.
Create a dashboard based on Marketing Cloud reports.
Prepare for the course with this Trailmix.
Lessons and Topics
Salesforce Marketing Cloud Overview
Review the Customer Success Platform
Get to Know Marketing Cloud
Marketing Cloud Connect
Review Marketing Cloud Connect
Review the Various Ways to Connect the Clouds
Marketing Cloud Connect Configuration
Explore How to Connect the Clouds
Review the Prerequisites for Marketing Cloud Connect
Review Salesforce Terminology
Connect a Marketing Cloud Account to a Salesforce Org
Personalized Digital Marketing
Review What Functionality Can Be Accomplished in Each Cloud
Create a Personalized Email Leveraging Salesforce CRM Data Using Content Builder
Use Testing Tools
Send a Marketing Cloud Email Manually to a Lead, Contact, Report, and Campaign
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 Marketing Cloud
Synchronize Data Sources in Contact Builder
Create Segments Using Filters and the Query Activity
Create a Salesforce Data Extension for Sending
Create a Journey Using Synchronized Data Sources
Test a Journey
Explain Sales and Service Cloud Activities
Create a Journey Using Sales and Service Cloud Activities Tracking and Reporting
Understand the Tracking Data Available in Marketing Cloud
Create and Automate Tracking Reports in Marketing Cloud
Understand the Tracking Data Available in Sales and Service Cloud
Create and Customize Marketing Cloud Reports in Sales and Service Cloud
Create a Dashboard for Marketing Cloud Tracking Reports