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Link Your Salesforce Data using Marketing Cloud Connect

Discover how to unify and analyze your data in one place with Marketing Cloud Connect. In this 4-day instructor-led course, learn how to seamlessly engage with your customers by linking Marketing,...

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By Request
$2,400 USD GSA  $2,176.32
Duration 4 days
Course Code MCC201
Available Formats Classroom

Overview

Discover how to unify and analyze your data in one place with Marketing Cloud Connect. In this 4-day instructor-led course, learn how to seamlessly engage with your customers by linking Marketing, Sales, and Service Cloud. Segment Salesforce data to create personalized, targeted emails in order to track what resonates most with your customers in order to strengthen your relationships with them.

Skills Gained

When you complete this class, 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.

Who Can Benefit

This course is designed for digital marketers who are responsible for managing email channels for their organization, Salesforce administrators who are 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.

Course Details

Course Outline

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

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

Lessons and Topics

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
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

Contact Information

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Overall it was a good bootcamp. A lot to cover so it is understandable that the pace had to be a little fast.

I liked the pace of the course. I like that I have more than instance to use the lab.

this class was informative, made me think about certifying for the suse manager cert.

very good and spcecific course and above all a very good instructor. In few days I have learned a lot.

Very good material, the instructor was clear explaining the topics, and the labs were easy to follow it.