Salesforce Marketing Cloud Sync Capabilities

1. Salesforce Marketing Cloud Sync Capabilities TM info@cloudanalogy.com +1(415)830-3899 cloud.analogy

2. What is Marketing Cloud Connect? This is forintegration of Salesforce Marketing Cloud Instance with the Sales Cloud. It brings immense benefits for the sales rep and more for the clients and all this is made possible with easy-to-configure functionalities. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

3. Automatic Synchronization of Data between Marketing Cloud and CRM The role played by the synchronized Data Sources. You just need to use point and click, with no need to import data or even schedule automations. There is an automatic synchronization of data and all the CRM data, in the form of standard or customized objects is now made available in Marketing Cloud. This makes your life easier as it enables you to send personalized messages – based on current information on the customers. We will now cover Data Stream for synchronization of data with Sales and Marketing Cloud. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

4. What is Data Stream? It helps to stream raw object data from Sales or Service Cloud and puts that in a custom object. This is brought to the Marketing Cloud by configuration of the data. This rich data set is then utilized for advanced level segmentation. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

5. Steps to Configure the Data Source Step 1: Firstly, the end-user selects the data source and subsequently the fields to be synchronized as well as the poll schedule and the record selection. Step 2: After the synchronization is over, we need to create a table with the same data types as well as similar column names – for the entities that are chosen for the purpose of synchronization. Step 3: Additionally, a data schema is built for mapping all the relations. This way all the relations between the entities are automatically available to the end user. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

6. How to Create a New Synchronized Data Source? Once you integrate your Salesforce account withSalesforce Marketing CloudConnect the Data Source that needs to be synchronized appears. We need to use the Contact Builder here. Navigate to the Data Designer in Contact Builder>>Select Data Sources>>Synchronize info@cloudanalogy.com +1(415)830-3899 cloud.analogy

7. How to Use the Marketing Cloud Connector with MS Dynamics CRM? • Creating & sending email marketing campaigns within the CRM. • Tracking email marketing campaigns. • Keep track of how your clients interact with the business communications. The Connector actually helps to extend the advanced email marketing capabilities of the Marketing Cloud application to the Microsoft Dynamics CRM. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

8. Conclusion When we need to sync data between Marketing Cloud and Sales Cloud as well as MS Dynamics through Marketing Cloud Connector. It has easy-to-configure functionalities and is beneficial not only for the sales and marketing reps but also for your clients. The most important benefit of the Marketing Cloud Connector is the automatic synchronization of data between marketing Cloud and Sales Cloud. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

9. Thank You info@cloudanalogy.com +1(415)830-3899 cloud.analogy