Link Your Salesforce Data Using Marketing Cloud Connect (MCC201)

Price
$2,400.00

Duration
4 Days

Delivery Methods
Virtual Instructor Led
Private Group

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Course Details & Schedule

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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.

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.

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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

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

Journey Builder

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

Upcoming Class Dates and Times

Jul 31, Aug 1, 2, 3
9:00 AM - 5:00 PM

ENROLL $2,400.00

Virtual: Online - CST

Sep 5, 6, 7, 8
9:00 AM - 5:00 PM