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Salesforce: Data using Marketing Cloud Connect Certification Training
Master the art of unifying and analysing Salesforce data with Vinsys!
This instructor-led course enables you to easily integrate the Marketing, the Sales, and the Service Clouds. You will learn to build one-to-one marketing initiatives and set up customer journeys and engagement. The
Salesforce: Data using Marketing Cloud Connect Certification Training
Choose from instructor-led virtual training or customised corporate sessions tailored to individual or business needs.
Learn from authorised courseware, ensuring credibility and alignment with Salesforce's best practices.
Adapt the program to suit organisational objectives, helping teams achieve maximum ROI and skill development.
Course Overview
The Salesforce: Data Using Marketing Cloud Connect Certification Training (MCC201) is a comprehensive programme designed to enhance your ability to integrate Salesforce data with Marketing Cloud. This course equips participants to easily link Marketing, Sales, and Service Clouds to ensure customers are engaged with through relevant, customised messages.
Participants will be able to learn how to use data from Salesforce CRM to produce compelling content, manage sophisticated processes, and enhance customer experiences through Automation Studio and Journey Builder. The course also includes topics such as the segmentation, data management in CRM system, and generation of actionable insights using tailored analytics and dashboards.
Provided by professional instructors, this programme focuses on practical application of skills in up-to-date cloud simulations, so the learner acquires both theoretical and practical experience. No matter if you are a digital marketer who wants to enhance your knowledge of e-mail marketing or a Salesforce administrator who will be charged with integration, this training offers all the necessary tools and the boost of confidence.
By the end of the course, attendees will be equipped to drive customer engagement, track performance across multiple platforms, and deliver seamless user experiences that boost business outcomes. Transform your marketing approach with this tailored Salesforce training!
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Course Objectives
By the end of this course, participants will have the knowledge and skills to:
- Describe the purpose and advantage of using Marketing Cloud Connect in order to integrate with Salesforce orgs.
- Configure Marketing Cloud accounts to automatically feed data into Salesforce CRM for effective marketing campaign.
- Develop customised content blocks based on the Salesforce CRM data as well as the dynamic content and personalisation strings.
- Automate the emails using Automation Studio, Journey Builder and Triggered Email.
- Analyse tracking data in the Marketing, Sales, and Service Clouds to assess campaign effectiveness and optimise approaches.
- Create your own analytics reports and use Marketing Cloud and Salesforce to create an intuitive dashboard.
- Maximise audience targeting and engagement by segmenting Salesforce data using philtres, reports, and query activities.
Audience
This course is tailored for professionals looking to enhance their expertise in Salesforce Marketing Cloud Connect. It is ideal for:
- Email Digital Marketers managing email campaigns and channels for their organisations.
- Salesforce Administrators responsible for supporting users and maintaining Marketing Cloud Connect installations.
- Marketing Professionals seeking to leverage Salesforce data for personalised and targeted customer engagements.
- IT Professionals involved in integrating Salesforce orgs with Marketing Cloud systems.
- CRM Specialists aiming to optimise data synchronisation and segmentation for better customer insights.
- Business Owners and Decision-Makers looking to drive automated customer journeys and improve marketing ROI.
- New Salesforce Users or Customers planning to connect their Salesforce org with Marketing Cloud for enhanced data-driven strategies.
Eligibility Criteria
The course is open to professionals irrespective of their work experience. It does not have specific prerequisites, and is suitable for beginners and experienced individuals in the field. Please contact us for more details concerning the eligibility criteria.
Course Outline
Module 1: Salesforce Marketing Cloud Overview
- Reviewing the Customer Success Platform.
- Getting to Know Marketing Cloud.
Module 2: Marketing Cloud Connect
- Reviewing Marketing Cloud Connect.
- Reviewing Various Ways to Connect the Clouds.
Module 3: Marketing Cloud Connect Configuration
- Exploring Connecting Clouds.
- Reviewing the Prerequisites for Marketing Cloud Connect.
- Reviewing the Salesforce Terminology.
- Connecting a Marketing Cloud Account to a Salesforce Org.
- Reviewing the Prework.
Module 4: Personalized Digital Marketing
- Reviewing the Functionality that can be Accomplished in Every Cloud.
- Creating a Personalized Email Leveraging Salesforce CRM Data Using Content Builder.
- Using Testing Tools.
- Sending a Marketing Cloud Email Manually to Lead, Contact, Report & Campaign.
- Automating the Sending of an Email via a Triggered Email, Automation Studio & Journey Builder.
- Understanding What Happens When an Email is Sent.
- Understanding Subscriber Statuses.
Module 5: Synchronized CRM Data
- Explaining the How/Why of Bringing Salesforce CRM Data into the Marketing Cloud.
- Synchronizing Data Sources in Contact Builder.
- Creating Segments Utilizing Filters & the Query Activity.
- Creating a Salesforce Data Extension for Sending.
- Creating a Journey Using Synchronized Data Sources.
- Testing the Journey.
Module 6: Journey Builder
- Describing Sales & Service Cloud Activities.
- Creating a Journey Using Sales/Service Cloud Activities Tracking & Reporting.
- Understanding Tracking Data Available in the Marketing Cloud.
- Creating/Automating Tracking Reports in the Marketing Cloud.
- Understanding the Tracking Data Available in Sales/Service Cloud.
- Creating/Customizing Marketing Cloud Reports in the Sales & Service Cloud.
- Creating a Dashboard for Marketing Cloud Tracking Reports.
Choose Your Preferred Mode
Online Training
- Learners can access the training materials anytime, anywhere, making it ideal for those with busy schedules.
- Eliminates travel and accommodation costs, making it an economical option for individuals and organisations.
- Available to a global audience, allowing diverse participation across geographies.
- Online forums, chatbots, or live Q&A sessions provide instant clarification of doubts.
Corporate Training
- Courses are customised to align with the organisation’s specific goals, culture, and challenges.
- Encourages teamwork and fosters collaboration among employees, enhancing group dynamics.
- Trains multiple teams or departments across different locations simultaneously.
- Designed to deliver measurable results such as improved productivity or enhanced skillsets.
FAQ’s
Why should I choose Vinsys for this course?
Vinsys offers experienced trainers, authorised courseware, hands-on cloud labs, and post-training support to ensure comprehensive learning. Our flexible training formats and customisable corporate solutions make us the ideal partner for professional development.
What practical skills will I gain from this course?
You will learn to connect Salesforce CRM with Marketing Cloud, create personalised campaigns, automate workflows, and generate detailed analytics and dashboards for actionable insights.
How does this course help with automating customer journeys?
The course covers tools like Automation Studio, Journey Builder, and Triggered Email, enabling participants to design and implement automated workflows for seamless customer engagement.
Are there any pre-course preparations required?
While no specific prerequisites are needed, participants are encouraged to explore Salesforce foundational insights into Marketing Cloud Connect.
What tools will I use during the training?
You will gain hands-on experience with Salesforce Marketing Cloud tools such as Content Builder, Automation Studio, Journey Builder, and Query Activity.
Is this course suitable for beginners with no Salesforce experience?
Yes, this beginner-level course requires no prior Salesforce experience and provides foundational knowledge alongside practical skills.
Will I receive certification after completing the course?
Yes, participants will receive a certification of completion, validating their proficiency in Salesforce Marketing Cloud Connect.
Does the course include real-world use cases?
Absolutely! The training integrates real-world scenarios to ensure participants can apply their skills effectively in professional settings.
How will this course improve my organisation’s marketing efforts?
By mastering data synchronisation, segmentation, and automation, you can create more personalised campaigns, streamline workflows, and enhance customer engagement and ROI.
How does the course address data security and compliance?
The training emphasises best practices for handling CRM data within Salesforce Marketing Cloud, ensuring secure data synchronisation and compliance with organisational policies.
Why Vinsys
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Authorized Courseware
3,000+ Courses & 2,000+ Modules
In Synch with Tech-advancements
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Reviews
This course has helped me as a digital marketer in a very big way. The best practises on how to integrate Salesforce CRM with Marketing Cloud enabled me to create customised campaigns. It was great to work with the trainers and the labs available made the learning process easy.
Vinay SinghEmail Digital Marketer
Vinsys offered a structured training programme as it was evident from the case study. I now feel equipped to configure the Marketing Cloud Connect and also set up some of the automation processes. The case-studies and follow-up assistance provided were beneficial in applying the concepts learned.
Dhanpal ChembianSalesforce Administrator
In my opinion, anyone seeking to improve their marketing skills should consider taking this course. The content was comprehensive, and tools such as Automation Studio and Journey Builder have changed the way I think about customer engagement strategies.
Tanya SarinBusiness Stakeholder
Taking this course was the best decision that I have made. The instructors were professional and the live demonstration on data synchronisation and analytics creation was excellent. I have already incorporated these skills in enhancing our email marketing strategies.
Hemant T.Senior Project Manager
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