Known and unknown
Salesforce Marketing Cloud limitations
and some workarounds ;-)
Cyril LOUIS
Mavericx CEO - Salesforce MVP

#CD22
Salesforce
Marketing
Data & AI
Snowboard
Trailblazer Community
Cyril LOUIS
Dobrý den!

#CD22
Cyril LOUIS
Dobrý den!

#CD22
Skiforce! Stay tuned… Winter is coming ;-)
https://skiforce.co/
#Skiforce @SkiforceEvent

#CD22
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer
contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

#CD22
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer
contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

#CD22
Marketing Cloud?!...

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
1

#CD22
Sandbox
I should have said ‘no sandbox’
Workaround
▪ Identify your tests data with a custom
field (checkbox ‘Sandbox’) and use this
criteria to limit your campaigns and
journeys to your « test » data
▪ Segregate your data into a dedicated
« Business Unit », and Sync the
« Sandbox » BU with a Dev Org (Multi-
BU/Multi-Org)
▪ Upvote this idea: http://bit.do/CD22-idea1
Context
▪ Can I test Marketing Cloud in a
Trial/Developer Org?
▪ Where is my Sandbox?
▪ How do I manage my tests with a
Sales/Service Cloud Sandbox?

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
Cloud Sync
1
2

#CD22
Cloud Sync
Both ways between Marketing and Sales/Service
Workaround
▪ Marketing Cloud Connect easily get data
from Sales/Service to Marketing Cloud
▪ You need Journey Builder / Salesforce
Activities to update from Marketing
Cloud to Sales/Service Cloud
▪ You can also use AMPScript to update
Sales/Service Cloud
▪ Upvote this idea: http://bit.do/CD22-idea2
▪ For subscriber email status at least…
Context
▪ How can I sync Sales/Service
Cloud data with Marketing Cloud
with the connector?
▪ How can I update my Sales Cloud
data from Marketing Cloud with
the connector?

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
Mobile Preview
Cloud Sync
1
2
3

#CD22
Mobile preview
For a ‘real’ mobile rendering
Workaround
▪ Use Litmus to test your emails with real-
time previews for tons of mobile devices
(and email clients):
https://litmus.com/blog/new-integrate-
litmus-with-salesforce-marketing-cloud
▪ Follow innovation in Email Studio after
the acquisition of Rebel/Interactive Email
▪ Upvote this idea: http://bit.do/CD22-idea3
Context
▪ The mobile preview version looks
good in Marketing Cloud, but it’s
getting crazy when I received it,
so how do I manage mobile
rendering of my email templates?

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
Mobile Preview
Cloud Sync
Commercial
Threshold
1
2
3
4

#CD22
Commercial threshold
Manage commercial pressure & avoid over-solicitation
Workaround
▪ Use Einstein Engagement Frequency
(EEF) to avoid email fatigue/unsubscribe
▪ Use ‘Mesures’ to track number of emails
sent, and filter subscribers based on the
amount of emails sent to them
▪ Build a DE to store emails sent to each
contact ; and use activity in automation
studio to update an exclusion list
▪ Upvote this idea: http://bit.do/CD22-idea4
Context
▪ Where do I set a threshold for my
commercial messages?
▪ How can I define the commercial
pressure on my customers?
▪ How do I make sure to not over-
sollicitate my subscribers?

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
Mobile Preview
Cloud Sync
Commercial
Threshold
1
2
3
4
Super Message
Usage
5

#CD22
Super Message Usage
Follow your ‘super-message’ usage
Workaround
▪ For emails only, you can report on what
you have used on Email app: Admin /
Subscription Details / Access Email Send
Report
▪ Wait for the “Monthly Account Summary”
email with your usage/remaining balance
▪ For real time information, you still have to
raise the question to your AE!
▪ Upvote this idea: http://bit.do/CD22-idea5
Context
▪ Where do I follow and track my
contractual ‘Super Messages’
counter?
○ My subscribers database is growing
fast, and I am sending more and more
emails
○ I send SMS in different countries with
different Super Message multipliers
○ I send push notifications
○ I have more and more CloudPage
impressions

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
Mobile Preview
Cloud Sync
Commercial
Threshold
Lead
Scoring
1
2
3
4
6
Super Message
Usage
5

#CD22
Lead Scoring
Bring a bit of Pardot into Marketing Cloud
Workaround
▪ Implement basic custom scoring with
Marketing Cloud Connect and Process
Builder
▪ Use Customer Journey to feed a Data
Extension for each interaction on Email
and CloudPages
▪ Implement Saleswings for Lead Scoring
& Website Tracking: saleswingsapp.com
▪ Upvote this idea: http://bit.do/CD22-idea6
Context
▪ How can I score my subscribers?
▪ I saw that Pardot got Lead
Scoring, where do I find this
option for Marketing Cloud?

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
Mobile Preview
Cloud Sync
Commercial
Threshold
Lead
Scoring
1
2
3
4
6
Social Media
Management
7
Super Message
Usage
5

#CD22
Social Media Management
Has someone seen Social Studio?
Workaround
▪ Social Studio can still work if you already
have purchased it… until… is retirement!
▪ You can wait for Salesforce to buy
another solution
▪ I would not bet on this one… but we never
know
▪ Have a look on solutions like Sprinklr,
Sprout Social or Hootsuite that
integrate with Salesforce
Context
▪ If Marketing Cloud is
omnichannel, how do I
management the social media?
▪ I heard about Social Studio, how
do I activate it on my org?

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
Mobile Preview
Cloud Sync
Commercial
Threshold
Lead
Scoring
1
2
3
4
6
Social Media
Management
BONUS
8
7
Super Message
Usage
5

#CD22
BONUS
Yep… the more you work with Marketing Cloud, the more you may face limitations
Workaround
1. Use a daily refresh table in the Data Model
to associate date and contact then use in a
decision split in the journey
2. Default is CST… so recalculate dates AT
TIME ZONE 'Eastern Standard Time' or
'Central European Standard Time'
3. It can be done via API shortener API call or
via custom Script activity
4. Build a DE for clickers via an SQL request
in data views, and use it in decision split
Context
1. For legal constraint or respect, how
do we ensure not to send SMS on
sundays in a journey?
2. Some dates are getting crazy while
synchronized in SFMC from
SFDC…
3. I know that I can shorten URL in
email; what about in SMS?
4. I would like to split journey based
on click for CloudPages but I can’t
see my parameters in URL.

#CD22
Known and unknown Marketing Cloud limitations
And some workarounds ;-)
Sandbox
Mobile Preview
Cloud Sync
Commercial
Threshold
Lead
Scoring
1
2
3
4
6
Social Media
Management
BONUS
8
7
Super Message
Usage
5
SUCCESS
QUEST

#CD22
Duplicate Landing Pages
Use same landing page template for different pages
Workaround
▪ Build, manage and customize contact
forms with FormAssembly:
https://help.formassembly.com/help/sfmc
-exacttarget
▪ Not possible to copy a landing pages
created with CloudPages
▪ All content must be recreated manually
▪ Released!
▪ June ‘20: CloudPages Experience Preview
Context
▪ Can I duplicate a landing page to
reuse it with some modification?
▪ Can I clone an existing landing
page as a template?

#CD22
Duplicate Customer Journeys
Deploy a Journey from a Business Unit to another
Workaround
▪ You can share assets, emails, templates
within the Business Units using the
« Shared » folder
▪ To share a Journey to another Business
Unit, no workaround! Just rebuild it!
▪ Released!
▪ AppExchange: Deployment Manager for
Marketing Cloud
▪ Still need to recreate the Salesforce Data
Entry Source
Context
▪ I have tested a Journey on my
‘Sandbox’ Business Unit, how do I
deploy it to other Business Units?
▪ How do share existing journeys
between Business Units?

#CD22
Anyone to share his top tips?
How did you solve a limitation you faced during a project?

Thank you! #CD22