cnx16 - connecting the cloud: marketing cloud connect
TRANSCRIPT
#CNX16
Salesforce Connections 2016 Marketing Cloud Connect Connecting the Clouds
Joe Siebrase Success Specialist - Director
[email protected] @jsiebrase
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
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
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Data Stream
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Sending from Sales or Service Cloud Marketing Cloud Connect
MC Connect – Sending from Sales Cloud Send to a Sales / Service Cloud Report or Campaign
Service
Sales
MC Connect – Sending from Sales Cloud Send to a Sales / Service Cloud Report or Campaign
Service MC Connect
Sales
Marketing
MC Connect – Sending from Sales Cloud Send to a Sales / Service Cloud Report or Campaign
MC Connect – Sending from Sales Cloud A/B Testing in Send to a Sales / Service Cloud
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Send from Marketing Cloud Marketing Cloud Connect
MC Connect – Sending from Marketing Cloud Marketing Cloud is your preferred cloud to segment and send
Marketing
MC Connect – Sending from Marketing Cloud Marketing Cloud is your preferred cloud to segment and send
Service MC Connect
Sales
Marketing
MC Connect – Sending from Marketing Cloud Marketing Cloud is your preferred cloud to segment and send
Service MC Connect
Sales
Marketing
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
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Data Stream Marketing Cloud Connect
Data Stream
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
Data Stream – Data Sources Where do you configure the Data Sources feature? Configuration of Data Sources can be referenced in Contact Builder
Data Stream
Data Stream Detail – Create New Data Source List of Available Sales Cloud Objects
1
Data Stream
Data Stream Detail – Select Fields to Map List of Available Fields:
2
Data Stream
Data Stream Detail – Entity Added Configure the records collection by date and the Poll Schedule
3
Data Stream
Data Stream Detail – Entity Added Data Stream
Successful Synchronization and Synchronized Data Extension creation
Data Stream Detail – Schema Relationship Data Relationships for Streamed Sales Cloud Objects are automatically created
Data Stream
Sales/Service Cloud Schema Builder
Marketing Cloud Connect – Data Stream
Data Stream
Marketing Cloud Contact Builder
ServiceSales Marketing
Data Stream
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Journey Builder Integration Marketing Cloud Connect
MC Connect Journey Builder Activities - JBINT Individualized Transaction Data back to Sales/Service Cloud Native Sales and Service Cloud activities for Journey Builder
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
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Data Stream
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Questions?
Join Us For Dreamforce 2016 October 4-7, 2016 | San Francisco, CA
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