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CNX16 - Connecting the Cloud: Marketing Cloud Connect

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Discover how to optimize the Marketing Cloud Connect features in order to better leverage data across Salesforce Marketing, Sales, and Services Clouds in our Cloud Services hands on workshop.

For more information around Cloud Services, visit our website:

http://sforce.co/1ZuutDV

Published in: Technology

CNX16 - Connecting the Cloud: Marketing Cloud Connect

  1. 1. #CNX16 Salesforce Connections 2016 Marketing Cloud Connect Connecting the Clouds Joe Siebrase Success Specialist - Director jsiebrase@salesforce.com @jsiebrase
  2. 2. Feature Overview – Marketing Cloud Connect •  Integrates Marketing Cloud with your Sales or Service Cloud instance •  Allows sending email messages from the Cloud of your choice (Sales, Service, Marketing) •  Communicate with your customers and measure customer engagement by utilizing data from multiple Salesforce clouds •  Share Marketing Cloud tracking data back to Sales or Service Cloud •  Provides “the plumbing” for advanced functionality: Data Stream, Triggered Emails and Journey Builder Integration
  3. 3. Goals Slide Send from the Cloud of your choice ​ Automatically synchronize Sales and Service Cloud Object data to the Marketing Cloud ​ Connect Journey Builder with Sales and Service Cloud 1 2 3 Data Stream
  4. 4. #CNX16 Sending from Sales or Service Cloud Marketing Cloud Connect
  5. 5. MC Connect – Sending from Sales Cloud ​ Send to a Sales / Service Cloud Report or Campaign Service Sales
  6. 6. MC Connect – Sending from Sales Cloud ​ Send to a Sales / Service Cloud Report or Campaign Service MC Connect Sales Marketing
  7. 7. MC Connect – Sending from Sales Cloud ​ Send to a Sales / Service Cloud Report or Campaign
  8. 8. MC Connect – Sending from Sales Cloud ​ A/B Testing in Send to a Sales / Service Cloud
  9. 9. #CNX16 Send from Marketing Cloud Marketing Cloud Connect
  10. 10. MC Connect – Sending from Marketing Cloud ​ Marketing Cloud is your preferred cloud to segment and send Marketing
  11. 11. MC Connect – Sending from Marketing Cloud ​ Marketing Cloud is your preferred cloud to segment and send Service MC Connect Sales Marketing
  12. 12. MC Connect – Sending from Marketing Cloud ​ Marketing Cloud is your preferred cloud to segment and send Service MC Connect Sales Marketing
  13. 13. MC Connect – Sending from Marketing Cloud ​ Marketing Cloud is your primary cloud where you work ​Send to a Report or Salesforce Data Extension or enrich the Report data with MC data sources
  14. 14. #CNX16 Data Stream Marketing Cloud Connect Data Stream
  15. 15. Data Stream ​ ​The Data Stream feature allows you to stream Salesforce Object data into Marketing Cloud ​ Data Stream brings data from across all parts of the Salesforce Customer Success Platform into your Salesforce Marketing Cloud account. Data Stream synchronizes Object data from your Salesforce account at specified time intervals, including data schema and relationships previously established in your Salesforce CRM account. ​ When would you use the Data Stream feature? Sales Service Marketing Data Stream
  16. 16. Data Stream – Data Sources ​ Where do you configure the Data Sources feature? ​Configuration of Data Sources can be referenced in Contact Builder Data Stream
  17. 17. Data Stream Detail – Create New Data Source ​ List of Available Sales Cloud Objects 1 Data Stream
  18. 18. Data Stream Detail – Select Fields to Map ​ List of Available Fields: 2 Data Stream
  19. 19. Data Stream Detail – Entity Added ​ Configure the records collection by date and the Poll Schedule 3 Data Stream
  20. 20. Data Stream Detail – Entity Added Data Stream ​ Successful Synchronization and Synchronized Data Extension creation
  21. 21. Data Stream Detail – Schema Relationship ​ Data Relationships for Streamed Sales Cloud Objects are automatically created Data Stream
  22. 22. Sales/Service Cloud Schema Builder Marketing Cloud Connect – Data Stream Data Stream Marketing Cloud Contact Builder ServiceSales Marketing Data Stream
  23. 23. #CNX16 Journey Builder Integration Marketing Cloud Connect
  24. 24. MC Connect Journey Builder Activities - JBINT ​ Individualized Transaction Data back to Sales/Service Cloud ​Native Sales and Service Cloud activities for Journey Builder
  25. 25. Recap Slide Send from the Cloud of your choice ​ Stream your Object data to unlock advanced segmentation in the Marketing Cloud ​ Update Sales or Service Cloud as a customer progresses through a MC Journey 1 2 3 Data Stream
  26. 26. #CNX16 Questions?
  27. 27. Join Us For Dreamforce 2016 October 4-7, 2016 | San Francisco, CA

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