Journey Builder allows marketers to create multi-step customer journeys. It has a user interface for designing journeys with various entry sources, activities like emails, and journey types including single send and multi-step. Journeys need to be validated, tested, then activated for audiences to begin entering. Journey versions can be edited while draft or running, but not when finished or stopped.

1. Ace with
Journey Builder (Part 1)
Esha Garg
@TrailblazerEsha
@SuratWIT_SFUG

2. Speaker name
Speaker short bio
Sikha Baid
@SuratWIT_SFUG #FunLearn
@sikhabaid
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3. Agenda
● What is Journey Builder?
● Journey Builder UI
● Journey Types
● Single Send - Email Journey
● Intro to Multi-Step Journey
● Validating & Testing a Journey
● Journey Versioning
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4. What is Journey Builder?
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5. Click to add title
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6. @SuratWIT_SFUG

7. Journey Builder UI
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8. @SuratWIT_SFUG

9. There are a range of entry sources available to Journey
Builder.
The ones available to you are dependent upon your
edition and any additional functionality purchased for
your org.
Most commonly used:
•Data Extension
•Salesforce Data
Journey Builder UI - Entry Sources
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10. @SuratWIT_SFUG

11. Single Send Journey for Email - Scenario
As a marketer, I have produced my campaign audience entirely outside of
Journey Builder and I wish to send a single email to that audience.
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12. Multi-Step Journey - Email Activity
● Select pre-built email or create message within Journey Builder UI
● Select sender profile & classification
● Update Subject Line for that instance of email activity
●
Can update the activity description, message definition (select a different
email), message configuration, and message delivery post activation
● Activity name cannot be changed post activation, that would require new
version
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13. Validate and Test
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14. Activation
After activation, Journey Builder
creates a snapshot of the activities
in the canvas (including email
assets and SMS content!) and
begins to allow entry based on
your schedule.
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15. Journey Statuses & Versioning
Status Editable Active Allowing Entry Can have audience
Draft yes No No no
Running only swapping
messages within
existing activities
yes Yes yes
Finishing only swapping
messages within
existing activities
yes No yes
Stopped no no No no
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16. @SuratWIT_SFUG

17. ● This is an official channel exclusively for developers in
India run by Salesforce Developer Relations.
● Install Telegram on desktop/mobile and open the link in
desktop/mobile.
t.me/salesforcedevsindia
SUBSCRIBE TO THE TELEGRAM CHANNEL
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18. @SuratWIT_SFUG