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Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201)

4.6 out of 5 rating

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Duration

4 Days

24 CPD hours

About this course

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.

Overview

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.

Description

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.

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
  • Review Prework
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
Additional course details:

Nexus Humans Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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