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Salesforce Marketing Cloud training - Sailfin Technologies
The Platform for 1:1 Customer Journey
Introduction to Salesforce Marketing cloud
Email Studio and Content Builder
Marketing Cloud Connect
What is Salesforce Marketing Cloud ?
Marketing Cloud is a cross-channel communication
and Data management platform for Marketers that
help to reach customers at the right time, with the
right message, and in the right way.
It connects you with your customers via email,
mobile messaging, digital advertising, website
content, and social media. Marketing Cloud covers it
Marketing Cloud helps to manage digital
communications and customer experiences, across
marketing, sales, and service.
Marketing Cloud Products
Email Studio, Create 1-to-1 customer journeys with
personalized email marketing at scale.
Mobile Studio, Reach customers via SMS, MMS, and group
messaging regardless of location.
Social Studio, for social media marketing. Listen, engage, and
publish on a single platform.
Advertising Studio, an audience and campaign management
tool. Activate customer data in Salesforce to securely power
Google, Facebook, and display advertising at scale.
Journey Builder, for cross-channel consumer engagement.
Build and automate customer journeys across email, mobile,
advertising, the web, and connect to Sales Cloud and Service
Salesforce DMP, a data management platform. Capture, unify,
and activate data to strengthen consumer relationships across
Data Studio, a secure platform for data sharing.
Features of Marketing Cloud
Channels PlatformsChannels Platforms
Create 1-to-1 customer journeys with personalized
email marketing at scale.
Great channel for reaching customers, email is better in
conversions, Customers trust email
It’s easy to track customer behavior —like which emails
they open, which links they click, which offers they
redeem, and on which devices.
With Email Studio you can build great emails, segment
and target your audience, and send with confidence—all
without any coding.
Share content development across channels: Easily tag,
search, and share content across distribution channels—
including email, social, and mobile using Content
Builder—for content creation and management at scale
Email Studio’s tools( tabs)
What does it include?
Create and share content,
Surveys, using Content
Create and Manage
subscriber data, including
creating Sendable Data
Initiate a triggered send.
Use A/B testing to see what
content or parameters (emails,
subject lines, content blocks,
send dates/times, from names,
preheaders) are most effective
with your audience.
See various details related
to your sends, including
whether or not a send
Admin (for admins only)
Manage account information,
security settings, Users, Business
Units, Roles, Reply Mail
Management, physical mailing
address displayed in email
footers, and more.
➢ Content Builder is a cross-channel content management tool that allows to consolidate images, documents,
and content in a single location for use in the Marketing Cloud.
➢ Content Builder is integrated with Email Studio. With an easy-to-use, drag and drop interface, Content Builder
is more efficient than our previous creating and editing tools.
➢ Create professional emails without knowing HTML
➢ View changes to email content in real time with always-present preview
➢ Insert code snippets for inserting common links such as Forward to a Friend, Open Tracking, and more
All Subscriber list :- Master list of records for the account.
Subscriber Key:- Uniquely Identify a subscriber in our System.
List: - Compilation of subscribers that receive your
Data Extension:- A table within the application database
that contains contact data. Data extensions import more
quickly than lists.
Business Units:- A business unit is like a sub-account of a main
parent account. Content can be Shared among multiple
Enhanced FTP:-A file transfer location is an FTP site or other
file storage location used to transfer files to or from your
Marketing Cloud account.
CAN-SPAM law:- The CAN-SPAM act requires that
Commercial emails, whose primary purpose is to deliver
commercial content, meet the following criteria:
Include your company’s physical mailing address.
Provide a mechanism to opt out.
Honour opt out mechanism promptly
Profile Center:- Webpage where subscribers can enter and
maintain the personal information that we keep about
Subscription Center:- The lists you identify as public in the
application are available for a subscriber to opt in to on the
Platform to Automate Simple and
Complex Data Processes
➢ Automation Studio is a Salesforce Marketing Cloud
application used to execute Marketing Activities( Import,
Data refresh, Sending an email or SMS messages).
➢ Execute the Activities on Immediately, Schedule and
➢ Create simple to complex Multi- step workflow using drag
and drop tools.
➢ Extract, Transform and Load any data from any source with
speed and accuracy
➢ Combine Data using filters or SQL Queries to create highly
personalized and relevant campaigns
➢ Increase efficiencies and productivity by automating Data
Management and processing activities
Steps to build an automation
Create Workflow with Steps(
The order in which activities
are to be executed) and
Create your Automation
Schedule( start date and time,
time zone, Repeat( Hourly, Daily,
monthly) and End Date.
Review the Automation Activity (
notification email address needs
Select the Type of
Automation ( Schedule
➢ Data Extract:- Data Extract activity creates one or more zipped files for your use outside the Marketing
➢ Send Email:- Choose and configure an Email message to be sent.
➢ Send Push:- Choose and configure an Push notification to be sent.
➢ Import file:- Use an outside file to update a subscriber List or Data Extension in Automation Studio.
➢ Wait:- Wait activities in Automation Studio cause an automation to wait for a specific duration or until a
specific time before performing the next step
➢ Filter:- Apply the logic of a data filter you select to create a Group or Data Extension in Automation Studio.
➢ SQL Query:- Retrieves Data Extension or data view information according to criteria you set, then include
that data in a Data Extension. Use SQL to create the query used in this activity. No more than 20 query
activities are permitted in a single Automation step.
➢ File Transfer:- Use this activity to unzip or decrypt a file found in the Marketing Cloud's Enhanced FTP
directory or to securely transfer files from the Marketing Cloud's secure file transfer location, the
Safehouse, to a selected FTP location.
How Customers Use Automation Studio
▪ Nightly Data Import
▪ Run a weekly report
▪ Update a list or data
Simple Automated Email
▪ Renewal Reminder
▪ Website click
▪ Cart abandonment
▪ Welcome Series
Emails send over
Use cases for Automation Studio
A bank wants to send out a series of emails to new customers that open a checking or savings account.
The emails will be used to educate and inform customers regarding their current account and other
• Data for the campaign will be in two data extensions: Customer and New Accounts
• The Customer data extension is currently used for multiple campaigns and is updated at 1:00 a.m.
• The New Accounts data is encrypted and will be placed on the FTP at 10:00 p.m.
Which automated workflow meets the customer's requirements?
A. A scheduled automation that starts at 2:00 a.m. that executes Data Extract Activity, Import Activity,
Query Activity, Wait Activity, and Send Email Activity.
B. A triggered automation that executes File Transfer Activity, Import Activity, Query Activity, Wait
Activity, and Send Email Activity.
C. A scheduled automation that starts at 2:00 a.m. that executes File Transfer Activity, Import Activity,
Query Activity, Wait Activity, and Send Email Activity.
D. A scheduled automation that starts at 12:00 a.m. and executes a File Transfer Activity, Import Activity,
Query Activities, Wait Activity, and Send Email Activity.
Use cases for Automation Studio
The customer has these requirements for storing engagement data in their data warehouse:
• All email open and click activity must be pulled daily from the Marketing Cloud.
• Output files must meet the specific requirements for the data warehouse.
• All the activity must be provided via FTP in one file.
Provide automation workflow that meets the customer requirements?
A. Report activity that generates Recent Send Summary report > Report delivered directly to FTP
B. Extract activity of Tracking Extracts that combines data into required file > Transfer activity C. Query
activity to pull data view information > Extract activity of data extension > Transfer activity
D. Extract activity of data view tables > Query activity to create the required file > Transfer activity
Use cases for Automation Studio
A customer is collecting data from a Smart Capture form that stores submissions in a data
extension. The customer wants an email sent to the marketing manager each morning that contains the
previous day's submissions as a CSV attachment. Assuming that the customer has the attachments
Which automation workflow will accomplish this?
A. Triggered Automation: Data Extract > SQL Query > Transfer File > Send Email
B. Scheduled Automation: Data Extract > SQL Query > Transfer File > Send Email
C. Triggered Automation: SQL Query > Data Extract > Transfer File > Send Email
D. Scheduled Automation: SQL Query > Data Extract > Transfer File > Send Email
Cross-channel Data Management Tool
➢ Build a Single view of Customer
Manage all contacts in one system, combine marketing cloud data with
any of the external sources, continuously sync any object from Sales or
Service cloud to create cross- channel profiles for every customer.
➢ Perform Sophisticated Segmentation
Using a drag and drop interface we can quickly segment the subscribers
without needing to know SQL.
➢ Discover New Opportunities
Using formatted attributes we can quickly work with data to find new
Key to effective Marketing is Customer Data
We need to understand the Customer data In order to deliver WOW! experience(relevant ad or an email) to
customer using Marketing cloud platform.
Customer Data Comes in 3 forms:-
Demographics:- Important information regarding individual or Object like, location, gender,
Name, Age, Email Address, Interest, price. Use of Demographics Data:- First name
personalization in email
Behavioral Data:- This includes customer’s interactions on web, in email, etc. Ex:- purchase,
abandoned cart, triggered email after any support case closed
Preference Data:- this adds additional level of understanding regarding customer data which
includes preferences and motivations, it helps building long term relationship
Example:- positive response to a survey—call to action to ‘share their experience’ with friends
Negative response to survey- customer will be served with more fitting message instead
Universe:- All available data
Population:- All Data to be used for email communication
Segmentation: The Audience split into multiple parts
based on the condition
Contact:- An individual contact within our population
Segment 1:- The Audience who has an interest in Reading
who has an
by all other
1: n Attributes
➢ Contact Builder provides a single view of a customer that displays all interactions with your brand.
Provides access to Contact Data contained in account and relationship designed to use that Data.
manage, consolidate, organize, and link data from all Marketing Cloud apps and external sources (
ERP, CRM, Point-of-Sale system).
We can use all collected information to personalize customer conversations at any size in any
All of the associated address ( email address, Mobile number, Device ID), subscription, and
tracking information associated with activities and journeys relate back to that single contact
List of All Contacts contained within Marketing Cloud Account with additional information on individual contact
like Engagement activity, Membership to list on all available channel and attributes information. It allows centralized our data-
based activities and full cross-channel view of a contact
The Channel Address Order in Contact Configuration determines which channel address field takes
precedence over another for all send activities. For example, if a contact uses three different email addresses, determine
which email address to use over the other addresses unless otherwise specified. Marketing Cloud automatically uses the
email address from the All Subscribers list as the priority address for email sends.
Basis of contact information within Marketing Cloud. By creating and linking Data Extensions we can
access information about contacts and use that information to segment, filter, and target contacts with relevant sends across
multiple channels. Data extensions relate to each other on a single piece of information called a primary key.
Use the Imports screen to save and reuse import definitions that bring information into Contact Builder.
Contact Builder’s tools
Contact Builder’s tools(Tabs) continued..
It defines, organizes, and relates information to contacts within account.
Data Designer permits linking data extensions to the contact record or to other data extensions.
For example, we can use the email address from a contact record to link to another data extension that contains product and
Cardinality for the relationship between Data Extensions: 1:1 Relationship, Population, One-to-Many Relationship, Many-to-
Data Sources indicate where account stores and locates contact attributes. For example, we can tag customer
purchasing data as arriving from an outside source. Data Sources include three types of locations:
▪ System - data structures created by default within MC.
▪ Synchronized – use Marketing Cloud Connect to move data from another Salesforce cloud into Marketing Cloud.
▪ Custom- collect attributes used with Contact Builder and visually link those attributes to a specific data source.
A master set of contacts within your Marketing Cloud account joined by an overarching theme. For example, the
Marketing Cloud account for a health care provider could include three separate populations: Patients, Doctors, Insurers.
Populations link to the contact model using Contact Key to a primary key with a 1:1 relationship.
Data Designer’s Workflow
Attribute Group creation:-
• Enables to organize data in
• Each attribute group
includes a data model
consisting of data extensions
linked to either the contact
record or other data
Data Extension Linking:-
• Relate data in existing data
extensions to either the
contact record or another
• Link all data extensions that
contain information about
the specified topic.
• While linking Data
Extensions we need to
select the cardinality of the
or many-to-many relationships
Select attributes with the same data
type, do not have to select attributes
with the same name.
Use events to bring behavioural information into Contact
Builder, segment and better target marketing activities
Ex:-we can find out which contacts abandoned shopping
carts and contact them to complete their order.
Marketing Cloud Mobile Studio
➢ This communication platform always on and always connected to their
➢ Engaging with Customers : Send mobile messages alongside established
channel : Email, Web, social and ads
➢ Trigger Mobile Messages : Deliver targeted messaged based on behavior and
➢ Optimize Campaign: Track and analyze mobile marketing
➢ Sending SMS/MMS( Mobile connect), Push notifications( Mobile Push), and
chat app Messages( Group Connect)
➢ Deliver time sensitive information and re-engaging customers ( 90% of SMS
messages are read with in 3 minutes)
➢ Connect across the globe, target messages based on location
➢ More than 70% of people have their mobile device with them at all time and
60% of all media time is spent on mobile
Increase Mobile app engagement
▪ Target App Users
Trigger location based messages with geo location across the globe and beacons
▪ Reach your Customers App Inbox
Deliver messages straight to app inbox with cloud pages
▪ Personalize the Experience
Send real-time alerts, Reminders, discounts, promotions and more using data across the platform
▪ Automate App Alerts
Trigger a message or set up Automation
➢ Customer Journey is the customer communication plan a marketer designs.
In past several years number of customer touchpoints are increasing, technology is
changing the way people are engaging with brands and expectations of the
experience has increased.
Customers expect that we should know who they are, to know their history, to
recognize them on any channel and to make things easy for them.
They expect relevance and willing to spend more to have a better experience.
Companies have to examine how they are engaging with their customers to provide
best experience possible.
Make a strong first
and set the stage
Don’t give up on the
Provide value that turns
Ex:- Birthday and
Ex: Sign up
The Platform for 1-to-1 Customer Journeys
Journey Builder is a powerful campaign planning tool that empowers businesses to join the customer
Listening to customer cues and focusing on the moments that matter most.
Connecting the entire experience across channels and across marketing, sales, service and the
Automating processes and interactions so brands can meet customers wherever their journey takes
Analysing every interaction to offer the best experience possible.
Journey Builder Entry Sources
One common way to admit contacts into a journey is to fire them into the journey from a sendable data extension.
We can configure a filter to control which contacts enter, or admit all contacts in the data extension.
Admit Contacts Via API:-
The API event in Journey Builder connects the Journey canvas to an API used to admit contacts into a journey. When the API fires an
event, the contacts entering the journey are stored in a data extension you choose. You can set a filter using data attributes to ensure
that only intended customers enter the journey.
If they meet filter and entry mode criteria, the journey admits contacts when an API call is made.
An event prompts one or more contacts to enter a journey.
Examples of events include, but are not limited to, these actions:
A contact purchases a product.
A contact signs up for a conference.
A customer publishes a restaurant review.
Date-Based Events simplify building a journey in Journey Builder when entry is based on a known date attribute for a contact.
Journey Builder Activities
Messages: Select message content, like an email or an SMS message.
Decision Split: Decide on a path based on your data. A decision split allows you to configure up to 20 paths
based on a contact’s attributes as evaluation criteria.
Random Split: Create advanced A/B splits (two to 10 branches).
Engagement Split: Decide on a path based on opens or clicks.
Join: Reconnect two or more paths.
Wait: Define the wait time for your messages in minutes, hours,
Update Contact: Set an attribute and value in a Marketing Cloud data extension when the contact reaches this
Sales & Service Cloud (requires Marketing Cloud Connect):
Journey Builder Contact re-entry modes
No re-entry :- Ex:- Welcome Journey--we only want our customers to be introduced to our brand
Re-entry anytime--- allows a contact to enter the journey multiple times and be in the journey at
the same time.
post-purchase engagement Journey , for example, you’ll want to allow contacts to enter the
journey whenever they make any purchase.
Re-entry only after exiting:- If you want your customers to be able to go through a journey
multiple times but not at the same time, like a seasonal promotion or a yearly membership
renewal, use the Re-entry only after exiting.
Any Journey is Possible
Experiences across the organization
New Purchase Journeys
Product Adoption Journeys
HR or Employee Journeys
Sales Associate Journeys
Use cases for Journey Builder
A customer wants to create a journey with the goal of making users activate their accounts
within 72 h of registration. New account registrations are stored in a data extension via an API
call with a Boolean field indicating whether the subscriber has activated their account. The
journey should send activation reminder emails 24 and 48 h after creating an account. The user
exits the journey if they activate their account.
Which activities should be included in the customer's journey?
A. 24 hour Wait > Decision Split > Send Email > 24 hour Wait > Decision Split > Send Email
B. Decision Split > 24 hour Wait > Send Email > Decision Split > 48 hour Wait > Send Email
C. 24 hour Wait > Decision Split > Send Email > 48 hour Wait > Decision Split > Send Email
D. Decision Split > 24 hour Wait > Send Email > Decision Split > 24 hour Wait > Send Email
Use cases for Journey Builder
A customer wants to automate the process of sending a series of welcome emails based on
the Subscriber's data. Emails should be sent weekly for up to five weeks. If a subscriber makes
a purchase, they should stop receiving welcome emails. A Boolean flag should be set in the
data extension if the subscriber makes it through the welcome series.
Which steps should be used to accomplish this in Journey Builder?
A. Define Goal, Send Email, Wait, Decision Split
B. Random Split, Send Email, Wait, Define Goal
C. Define Goal, Update Contact Data, Send Email, Wait
D. Update Contact Data, Wait, Send Email, Join
Marketing Cloud Connect
▪ Marketing cloud connect is an integration tool for connecting your marketing cloud instance with salesforce
sales cloud or service cloud data.
▪ With marketing cloud connect, we can send emails directly from salesforce, either to lists, or single individuals,
also can see tracking information (sends, opens, clicks) in salesforce, too.
▪ We can use the power of salesforce to store and organize our data, and the power of marketing cloud to
create content and deliver it to the right person at the right time.
Installation and Configuration
❑ 1. Create API enabled User in Marketing Cloud with Administrator and Marketing Cloud Admin permission enable User
permission ( Email> Integration> Salesforce CRM)
1. 2. Install latest version of Marketing Cloud Connect and Connected App Authentication package in Salesforce CRM
2. 3. Create Tracking User in Salesforce CRM with System Administrator profile and put the following fields on the User page
layout and check both fields for the Integration user:
ExactTarget for AppExchange User
ExactTarget for AppExchange Admin
4. 4. Add Custom Links to Page Layouts---Add Send Marketing Cloud Email, Unsubscribe and Re-subscribe custom links to page
layout of Contact, Lead, Campaign and Person account.
5. 5. Check Field Access to HasOptedOutOfEmail for Contact and Leads--Setup > Customize > Contacts/ Leads > Fields> Click
Email-opt out> Click Set Field-Level Security. Make visible to Integration Users.
6. 6. Add Email Send, Marketing Cloud, Send Analytics tabs
7. 7. Set Tracking User( Salesforce System User) in Marketing Cloud– Admin> Account Setting> Salesforce Integration>Edit> Enter
Tracking User credential
User Types and Permissions
▪ Marketing Cloud Administrator:- Sets up and configures a marketing cloud account and users. This admin works with the salesforce
CRM administrator to install and set up marketing cloud connect.
▪ Salesforce CRM (sales or service cloud) Administrator:- Sets up and configures a salesforce CRM account and users. This admin
works with the marketing cloud administrator to install and set up marketing cloud connect.
▪ Marketing Cloud Connect API User:- Completes the account-level connection between the sales or service cloud and marketing
▪ Salesforce System User:- Tracking user, this sales or service cloud user is required to complete the account-level connection between
the marketing cloud and sales or service clouds. This user is the primary mechanism for making marketing cloud tracking data
available in CRM. It’s used exclusively for sending to CRM audiences from the marketing cloud in non-scope-by-user accounts.
Read access to contacts, leads, campaigns, and reports.
Read access to any objects that are related to marketing cloud objects or the standard objects.
▪ Marketing Cloud for AppExchange Admin permission:-this salesforce CRM admin permission lets admins view all data and send to
any contact, lead, campaign, or report.
▪ Marketing Cloud for AppExchange User permission:-this non-admin permission lets salesforce CRM users access the marketing cloud
connect interface, enabling them to perform sends. If the account is configured as “scope by user,” users view and send to only the
records they own.
▪ Connected App Authentication permission:- assign this permission to all marketing cloud connect users. Connected app manages all
cross-cloud authentication from marketing cloud into sales and service clouds.
Marketing Cloud Connect Capabilities
Journey Builder :- We can set up entry events in Journey Builder from
the Sales and Service clouds data and automated Journeys will kick-
off when a record is created or updated in Salesforce.
Data Stream :- Allows to sync data from Salesforce CRM to
Marketing Cloud into Synchronized Data Extension. We can sync
Leads, Contacts and other standard and custom objects and can
be updated in every 15 minutes.
Connected App Authentication :- More secure way to pair
Marketing cloud with Salesforce CRM. Users no longer have to
manage their Salesforce CRM user password in Marketing Cloud.
Multi-Org Account Configuration( Enterprise 2.0 edition
configuration) :- Connecting different business units to different org
in Sales cloud. We can connect to multiple Salesforce account at
the level of the individual Business units.
Multi-Org Account Configuration
Enterprise 2.0 Account 1 Enterprise 2.0 Account 2
▪ One Marketing Cloud BU to one Sales or
Service cloud Org
▪ Many Marketing Cloud BU to one Sales or
Service cloud Org
▪ Single BU to multiple Sales or Service
▪ Business Units of multiple Enterprise
2.0 account to the same org.
Multi-Org User Configurations
▪ Single Marketing Cloud user can access multiple Business unit
▪ We can map a single Marketing Cloud user to multiple Sales or
Service Cloud users if the Sales or Service Cloud users are in
different orgs and the Marketing Cloud user has access to the
connected business units.
▪ We can map users to multiple orgs through multiple business
units. However, users access only the org that is connected to the
business unit the user is logged in to. In this example, U1 can
access BU1 and BU2, but can’t map to UC while logged in to
BU1, U1 must log in to BU2 to connect to UC.
▪ Send Single Email:- Navigate to a lead, contact, person account, or campaign,
click on custom link “Send Marketing Cloud Email”
▪ Triggered Send:- Create and send automated, timely and personalized
messages to Salesforce Contacts, Leads, or person accounts when object
records or created or updated.
Example: Welcome emails to new customers or thank you notes for purchases.
▪ Marketing Cloud Sends to Campaigns or Reports:- Reports must contain
ContactID or LeadID fields. Store reports in a custom Salesforce folder for
sending and ensure the user executing the send has access to the folder.
Marketing Cloud Connect does not support sending to joined reports or reports
stored in standard Salesforce folders.
Add up to 10 reports or campaigns to Recipients.
Can Multiple Sales or Service Cloud Orgs Be Connected to One Marketing Cloud Account?
Yes, It allows individual Marketing Cloud business units to independently connect to a single Sales or Service
How Do We Authenticate Between the Clouds? Marketing Cloud Connect uses Connected App (users from
Marketing Cloud into Sales and Service Clouds) and OAuth 2.0(users from Sales and Service Clouds into
Marketing Cloud), trusted authentication tools to work seamlessly across Sales, Service, and Marketing Clouds
without the need to store credentials.
What are connected App and benefits of using Connected App Authentication? Connected Apps are
Salesforce managed packages used to connect applications to Salesforce using APIs. Secure Authentication
mechanism and also prevents SOAP and REST API calls made by Marketing Cloud Connect from counting
against your rolling 24-hour limit.
Example:- A customer executes a large number of sends via Marketing Cloud Connect and is concerned
about API Limits. We need to upgrade the Marketing Cloud Account to Connected App Authentication To
minimise the impact of Marketing Cloud Connect on daily API limits,
Connected App Auth can’t rolled back once its enabled in account.
Use Case : Drip Campaign
Goal:- Send a Series of automated messages, to communicate with subscribers over an extended time and to encourage them
participation in further actions or sales.
Northern Trail Outfitters (NTO), an outdoor gear store, manages customer relationships in Sales Cloud and sends emails in Marketing
Cloud. NTO offers a 30-day free trial program and sends three emails about the program each day:
A welcome email message to contacts who signed up for the program
A follow-up email to contacts who signed up for the program 14 days ago.
A follow-up email with a reminder about the trial expiration to contacts who signed up for the program 27 days ago.
NTO sends the emails automatically from Marketing Cloud, using Sales Cloud reports that filter contacts by corresponding dates.
Steps 1: Install and Set up Marketing Cloud Connect
Setps2: Create 3 Emails in Marketing Cloud for Day 1, Day 14 and Day 27 messages.
Step 3: Create 3 Test Contacts
Step 4: Create 3 reports ( Day 1 Test, Day 14 Test and Day 27 Test ) with Report Type Contacts & Accounts and filter created date
equals ( Today, 14 days ago and 27 days ago). Please Ensure reports must contain Contact Id field for each Contact.
Step 5: Create Salesforce Email Send Interactions in Email Studio > Add Salesforce reports to Targeted
Step 6: Create Schedule Automation with 3 Salesforce Email Send activity( Day 1, Day 14 and Day 27) with
Marketing Cloud connect works with all Marketing Cloud Editions( Basic, Pro, Corporate, Enterprise) and works with
Salesforce Performance, Unlimited, Enterprise, and Developer Edition Sandbox accounts. It does not currently work
with Professional Edition.
Lightning Experience is not supported for Marketing Cloud Connect features.
Marketing Cloud Connect is not supported in the Salesforce App.
Custom attributes that are based on the Lead, Contact, Account, or Person Accounts objects can be mapped.
Mapping to custom objects is not currently available.
Reports must contain either a Lead ID or Contact ID field, and you must have permission to view the report.
We can send up to 10 campaigns, reports, or a combination of both from the Marketing Cloud tab.
We can send from your own email address, the owner of a record, an organization-wide email address, or a
Marketing Cloud send classification.
Installation requires administrative rights to both Marketing Cloud and Sales or Service Cloud.
Multi-Org connects multiple Salesforce orgs to a single Enterprise 2.0 account