Once you integrate your Salesforce account with Salesforce Marketing Cloud
Salesforce Marketing Cloud
Salesforce Marketing Cloud is a provider of digital marketing automation and analytics software and services. It was founded in 2000 under the name ExactTarget. The company filed for an IPO in 2007, but withdrew its filing two years later and raised $145 million in funding. It acquired CoTweet, Par…
- In Marketing Cloud, go to Audience Builder > Contact Builder.
- Click Data Sources.
- Click the Synchronized tab.
- Select the data source.
- Click Set Up Object.
- Look in the Synchronize Entity dialog box with the list of objects that can sync.
How do I synchronize data between Sales Cloud and Salesforce?
First you select your Sales Cloud object. Then, you select the fields that you want to synchronize. Best practise here is to only bring over the data that you need for segmentation or to drive dynamic content. Finally, you configure the records connection and the poll interval.
How do I set up Sales Cloud in Marketing Cloud?
To set it up, you go the the Data Sources tab in Marketing Cloud. Then, you set up your object in three easy steps. First you select your Sales Cloud object. Then, you select the fields that you want to synchronize.
How do I synchronize object data in Marketing Cloud?
You can synchronize object data at any given time intervals and data can be updated as often as every 15 minutes. To set it up, you go the the Data Sources tab in Marketing Cloud. Then, you set up your object in three easy steps.
What is data stream in Salesforce?
So what is Data Stream in Salesforce? Data Stream allows you to stream raw object data from Sales and Service Cloud into Marketing Cloud. In that way you will be able to use that Service, Sales or CRM data for advanced customer segmentation.
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How do I add a Marketing Cloud in Salesforce?
Install the Marketing Cloud Connect Managed PackageInstall the most recent version of a supported web browser.After login, select who to install the package for.Click Install.If prompted, grant access to these third-party websites.Click Continue.
How do you share synchronized data extensions in Marketing Cloud?
To make synchronized data available at the business-unit level, use a query activity. Move information from a synchronized data source in the parent account into a shared data extension. Create the query activity that moves the data into a new data extension. Next, share that new data extension to the business unit.
What are synchronized data sources Marketing Cloud?
Use Synchronized Data Sources with Marketing Cloud Connect to access data from Sales and Service Clouds in Marketing Cloud for use in your marketing activities. As changes occur in the Sales or Service Clouds, the Marketing Cloud receives those updates.
Is Marketing Cloud part of Salesforce?
Salesforce Marketing Cloud (SFMC) is Salesforce's platform (or “Cloud”) in the area of marketing automation and customer engagement.
How does Marketing Cloud integrate with Sales Cloud?
Log into Marketing cloud => Navigate to email studio => Click on Email App=> click Admin tab=> click Salesforce Integration=> click Connect Account. Contact Marketing Cloud Support to enable and upgrade the Connected App button under the Salesforce Integration for secure data transfer between systems.
How frequently does the data extension sync with Salesforce?
every 30 secondsAccess Synchronized Data Sources Synchronized Data Sources displays row counts during the initial synchronization and refreshes every 30 seconds.
How is data synchronization done?
Data synchronization is the process of consolidating data across different sources and software applications, making sure that the data within all of your systems is consistent. Data synchronization is about keeping the data consistent over time too, so it's a continuous process that applies for existing and new data.
Which of the following are types of synchronization?
There are two types of synchronization: data synchronization and process synchronization: Process Synchronization: The simultaneous execution of multiple threads or processes to reach a handshake such that they commit a certain sequence of actions.
What is DB Sync?
DBSync is a complete on-demand integration and replication provider that empowers companies to connect any combination of SaaS, cloud and on-premise applications together without the burden of installing and maintaining software and appliances.
What's the difference between Salesforce and Salesforce Marketing Cloud?
Salesforce Marketing Cloud is built to identify leads and guide them toward your product or service, while Salesforce Sales Cloud is built to close deals and bring in revenue.
What comes under Marketing Cloud in Salesforce?
Marketing Cloud includes integrated solutions for customer journey management, email, mobile, social, web personalisation, advertising, content creation and management, and data analysis.
Can you use Marketing Cloud without Salesforce?
You can still use a code-free solution, but it requires a Salesforce Sales Cloud admin to design the “listener” in Process Builder rather than exclusively in Marketing Cloud. Alternative is entry about 1.5 hours after record change using scheduled automation, in which case all work can be done in Marketing Cloud.
Marketing Cloud Basics
Explore our powerful suite of products and start building your digital marketing strategy.
Marketing Cloud Connect Setup
Configure Salesforce CRM and Marketing Cloud to share key data across your clouds.
Connect Your Users in Sales or Service Cloud
In a separate window, login to your Sales or Service Cloud instance with your user
Considerations
If you receive an error saying "There was an error communicating with Salesforce, verify your connected app is set up properly and try again" after attempting to enter in your Salesforce.com Username in Marketing Cloud, then your Salesforce user is likely not configured for authentication with Marketing Cloud Connect.
How to set up Sales Cloud?
Then, you set up your object in three easy steps. First you select your Sales Cloud object. Then, you select the fields that you want to synchronize.
How often can you update CRM data?
You can synchronize object data at any given time intervals and data can be updated as often as every 15 minutes. To set it up, you go the the Data Sources tab in Marketing Cloud.
What is marketing cloud connect?
Marketing Cloud Connect excels at getting data into Marketing Cloud from Sales Cloud or Service Cloud, but is limited in what it automatically syncs back to them. By utilizing some of the more advanced tools in the Marketing Cloud Connect toolbox, you can sync back whatever data you want from Marketing Cloud to Sales or Service Cloud. This means your organization can see whatever information in Sales or Service Cloud that best fits you.
Who is Nathan from Salesforce?
Nathan is a Certified FileMaker Developer and Salesforce consultant with a warm and accommodating approach to delivering high quality results. Personable and empathetic, he is dedicated to being a supportive team member to both clients and colleagues.
Prerequisites
Before you get started with Salesforce data extensions (SFDEs), check the subscriber key, Email field, and field names.
Importing Salesforce Data Extensions
Import Salesforce data extensions into the Marketing Cloud through Interactions. Create import activities with accessible Sales or Service Cloud reports. For example, if you can’t access a report in Marketing Cloud, you can’t access it in the Marketing Cloud Admin folder of Sales or Service Cloud.
Subscriber Relationship of Data Extension
The field you set as the Send Relationship of the Data Extension is key to ensuring the right Subscriber (and EmailAddress) is sent to within your Marketing Cloud Sends. The value of this field is used to look up the All Subscribers List and find the EmailAddress of the Subscriber.
Subscriber Status
To check a Subscriber Status, note down the SubscriberKey of the record and follow these steps.
Exclusion and Suppression List
When an Exclusion and Suppression List is applied, Subscribers who are in your audience and an Exclusion or Suppression List aren’t sent the email. To review if the Send excluded a Subscriber, you can check the Tracking information for the Job.
Auto-Suppression List
An Auto-Suppression List is different from an Exclusion and Suppression List because it’s automatically applied to a Marketing Cloud send without user intervention. A Subscriber excluded from a Send because they're part of an Auto-Suppression List appears in the Tracking Summary for the Send.
List Detective
List Detective is applied at send time for Emails sent to Data Extensions, and Subscribers are excluded from the audience when sending the email. You can use the NotSent Data Extract to review any Subscribers that were excluded from a send.
EmailAddress DataType Field
If Subscribers within a Data Extension don’t exist in the All Subscribers List, they’re added to the All Subscribers List at send time. In order for the system to add the Subscriber, the Data Extension must be sendable and have a field linking back to the All Subscribers List, AND it must have an EmailAddress DataType field.
RaiseError Function
The RaiseError function excludes small numbers of Subscribers that meet rare evaluations within your Code and not exclude large groups of Subscribers. Depending on how your AMPscript is written, there are a couple of ways in which you can see if RaiseError has caused a Subscriber not to be sent an Email.