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Marketing Cloud Connect Essentials

  • Tuition USD $2,400 GSA  $2,176.32
  • Reviews star_rate star_rate star_rate star_rate star_half 4749 Ratings
  • Course Code MCC-201
  • Duration 4 days
  • Available Formats Classroom, Virtual

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.

Skills Gained

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.

Who Can Benefit

This course is designed for:

  • Customers who will be connecting their Salesforce org to the Marketing Cloud using Marketing Cloud Connect.
  • The email digital marketer who will manage the email channel for their organization and who needs to know how to best leverage their Salesforce CRM data.
  • The Salesforce Administrator who is responsible for supporting users when Marketing Cloud Connect is installed.

Course Details

Lessons and Topics

Salesforce Marketing Cloud Overview

  • Overview of the Customer Success Platform
  • Overview of the Marketing Cloud

Marketing Cloud Connect

  • Marketing Cloud Connect Overview
  • Review of various ways to connect the Clouds

Connecting the Clouds

  • Review of steps to connect the Clouds
  • Review of the pre-requisites for Marketing Cloud Connect
  • Review of Salesforce terminology
  • Connect a Marketing Cloud account to a Salesforce org
  • Review of pre-work

Personalized Digital Marketing

  • Review of what functionality can be accomplished in each cloud
  • Create a personalized email leveraging Salesforce CRM data using Content Builder
  • How to use Testing Tools
  • How to manually send a Marketing Cloud Email to a Lead/ Contact, Report, and Campaign
  • How to automate the sending of an email via a Triggered Email, Automation Studio, and Journey Builder
  • Understand what happens when an email is sent
  • Understand subscriber statuses

Synchronized CRM Data

  • Explain how and why to bring Salesforce CRM data into the Marketing Cloud
  • How to synchronized data sources in Contact Builder
  • How to create segments using Filters and the Query Activity
  • How to create a Salesforce Data Extension for sending
  • How to create a journey using synchronized data sources
  • How to test a journey

Journey Builder

  • Explain each of the Sales and Service Cloud Activites
  • How to create a journey using Sales and Service Cloud Activities Tracking and Reporting
  • Understand the tracking data available in the Marketing Cloud
  • How to create and automate tracking reports in the Marketing Cloud
  • Understand the tracking data available in the Sales / Service Cloud
  • How to create and customize Marketing Cloud reports in the Sales / Service Cloud
  • How to create a dashboard for Marketing Cloud tracking reports

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact Edu_customerexperience@techdata.com

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

The class was very vast paced however the teacher was very good at checking in on us while giving us time to complete the labs.

Thank Tech Data for sponsoring this course you really take care of your partners.

Instructor was great, course was mostly very good except for too much focus on pricing

I thought the course was informative and the tools to go over the material were very nice.

I liked the pace of the course. I like that I have more than instance to use the lab.

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