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
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
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
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
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