Marketing Cloud Training

Salesforce

Featured Course

MCC-201

Marketing Cloud Connect Essentials

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.

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 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.