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.
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.
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.
*Course Cost listed does not include the cost of courseware or exam. Course is subject to a minimum enrollment to run. Course may run virtually as a Virtual Instructor-Led (VILT) class if the minimum enrollment is not met. If the course is under the minimum enrollment the course may run as 3 day class (Bootcamp Style). For more information, please contact firstname.lastname@example.org or call 207-775-0244