August 8, 2020 - Esha Garg
Marketing Cloud Connect
Speakers: Zuzanna Jarczynska, Markus Slabina and Guilda Hilaire
Moderator: Genna Matson
Marketing Cloud Connect combines the digital marketing capabilities of the Marketing Cloud with data management, segmentation, and campaign management tools in Salesforce. Create unitary customer relationships with more data-driven, personalized conversations, and the ability to automate the customer journey.
Benefits of Marketing Cloud Connect
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Send Email Using CRM Data
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Automatically Synchronize Data from CRM to Marketing Cloud
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Connect Journey Builder with Sales, Service, and Community Cloud
Marketing Cloud Connect Resources
Trailhead module: Marketing Cloud Connect
Documentation: Connect the Clouds with Marketing Cloud Connect
Marketing Cloud Connect: Frequently Asked Questions
Community resources:
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https://markus.codes/2017/07/14/how-to-sync-email-changes-from-service-cloud-to-all-subscribers-list
Do's
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Only sync data you need for personalization and segmentation
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Carefully plan your connections if you consider going “Multi Org”
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Stop and archive old journeys which use the Salesforce Entry Event
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Set up a custom process for monitoring the Marketing Cloud Connect status
Don't
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Use anything except ContactId/LeadId/UserId as SubscriberKey
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Use Journey Builder for bulk sends, Salesforce data updates
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Use Salesforce AMPscript functions inside an email
Multi-Org Configuration
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Enterprise 2.0 account configuration
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Once activated, it cannot be turned off. There is no rollback!
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One Marketing Cloud Business Unit connects to a single Salesforce Org
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Best Practices:
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One dedicated API user per Salesforce Org
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Control All Subscribers Access
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Use custom profile center
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Carefully plan your setup!
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