Link Your Salesforce Data Using Marketing Cloud Connect (MCC201)

Price
$2,400.00 USD

Duration
4 Days

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Unify and analyze your data in one place with Marketing Cloud Connect. In this 4-day class, you'll learn how to link your Marketing, Sales, and Service Clouds to seamlessly engage with your customers. Discover how to segment Salesforce data to create personalized, targeted emails. Track and report on those emails to see what resonates most with your customers so you can strengthen your relationships with them.

NOTE: This class is offered in our extended 10-day format.

Course Objectives

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.
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.
Create an email in Content Builder.
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

Who Should Attend?

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.

Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

There are no prerequisites for this course.

Agenda

Salesforce Marketing Cloud Overview

Review the Customer Success Platform
Get to Know Marketing Cloud

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
Review Prework

Marketing Cloud Connect

Review Marketing Cloud Connect
Review the Various Ways to Connect the Clouds

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