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

1. #CNX16
Salesforce Connections 2016
Marketing Cloud Connect
Connecting the Clouds
Joe Siebrase
Success Specialist - Director
jsiebrase@salesforce.com
@jsiebrase

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. 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

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Sending from Sales or
Service Cloud
Marketing Cloud Connect

5. MC Connect – Sending from Sales Cloud
​ Send to a Sales / Service Cloud Report or Campaign
Service
Sales

6. MC Connect – Sending from Sales Cloud
​ Send to a Sales / Service Cloud Report or Campaign
Service MC Connect
Sales
Marketing

7. MC Connect – Sending from Sales Cloud
​ Send to a Sales / Service Cloud Report or Campaign

8. MC Connect – Sending from Sales Cloud
​ A/B Testing in Send to a Sales / Service Cloud

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Send from Marketing Cloud
Marketing Cloud Connect

10. MC Connect – Sending from Marketing Cloud
​ Marketing Cloud is your preferred cloud to segment and send
Marketing

11. MC Connect – Sending from Marketing Cloud
​ Marketing Cloud is your preferred cloud to segment and send
Service MC Connect
Sales
Marketing

12. MC Connect – Sending from Marketing Cloud
​ Marketing Cloud is your preferred cloud to segment and send
Service MC Connect
Sales
Marketing

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

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Data Stream
Marketing Cloud Connect
Data Stream

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. 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. Data Stream Detail – Create New
Data Source
​ List of Available Sales Cloud Objects
1
Data Stream

18. Data Stream Detail – Select Fields to Map
​ List of Available Fields:
2
Data Stream

19. Data Stream Detail – Entity Added
​ Configure the records collection by date and the Poll Schedule
3
Data Stream

20. Data Stream Detail – Entity Added
Data Stream
​ Successful Synchronization and Synchronized Data Extension creation

21. Data Stream Detail – Schema Relationship
​ Data Relationships for Streamed Sales Cloud Objects are automatically created
Data Stream

22. Sales/Service Cloud Schema Builder
Marketing Cloud Connect – Data Stream
Data
Stream
Marketing Cloud Contact Builder
ServiceSales Marketing
Data Stream

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Journey Builder Integration
Marketing Cloud Connect

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. 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

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Questions?

27. Join Us For Dreamforce 2016
October 4-7, 2016 | San Francisco, CA