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Marketing Cloud Overview for
Admins and Developers
May 18, 2018 | 11:00 am IST
Vishwa Vikas Dagala
Developer Advocate
Engineer, Salesforce
@ittuvikas
vdagala@salesforce.com
Aditya Naag Topalli
Salesforce Technical
Lead, Persistent
@adityanaag
adityanaag@gmail.com
Sainath Penuguduru
Senior Software
Developer, Persistent
@vassainath
vassainath@gmail.com
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or
implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking,
including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements
regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded
services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality
for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results
and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated
with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history,
our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer
deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further
information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for
the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing
important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Go Social!
Salesforce Developers
Salesforce Developers
Salesforce Developers
The video will be posted to YouTube & the
webinar recap page (same URL as registration).This webinar is being recorded!
@salesforcedevs
Have Questions?
 Don’t wait until the end to ask your question!
 Technical support will answer questions starting now.
 Respect Q&A etiquette
 Please don’t repeat questions. The support team is working their
way down the queue.
 Stick around for live Q&A at the end
 Speakers will tackle more questions at the end, time-allowing
 Head to Developer Forums
 More questions? Visit developer.salesforce.com/forums
Agenda
 Basics of Marketing Cloud
 Data Design
 Integration with Salesforce
 CAN-SPAM and GDPR Compliance
What is Marketing Cloud?
Mobile
Studio
Email
Studio
Contact
Builder
Personalization
Builder
Analytics
Builder
Social
Studio
Web
Studio
Advertising
Studio
Content
Builder
Journey
Builder
Data Design
Lists
A list is a collection of
subscribers that receive your
communications
Contacts
An individual within Marketing
Cloud, with fields across different
studios
Data Extensions
A table that contains your
subscriber data
(sendable and non-sendable)
Publication & Suppression Lists - To manage opt-ins from your Email account
Subscribers
When to use what
 List Model
 Limited Field Types
 Less than 500,000 subscribers
 Data Extension Model
 More than 500,000 subscribers
 Complex Relationships
 Triggered Sends
 SOAP and REST APIs
 More Field Types
Demo Time
Importing Data into Marketing Cloud
 External Systems
 Manual
 Via SOAP and REST APIs
 Import files from FTP
 Salesforce - using Marketing Cloud Connect
 Triggered Sends
 Synchronized Data Extensions
 Salesforce Data Extensions
 Salesforce Data in Journeys
Automations
 Automation Studio
 Background processes at a given time of day
 Example: Import Data of Riders who took the ride for last 10 days from Report
as Data Extensions and automate them every day and this automation can be
used in journey
 Journeys
 Define a path each contact takes in response to their actions
 Example: Send Voucher code if the rider didn’t book a ride in the last 10 days.
Demo Time
CAN-SPAM Compliance
 Accurately identify the sender in the header information.
 Use a subject line that accurately represents the content of the email.
 Identify the message as an advertisement
 Include your physical mailing address.
 Provide a mechanism to opt out and Honor opt-out requests promptly.
GDPR
 Right to be forgotten
 Contact Deletion Framework
 Data Retention Settings
 Data Portability
 Extract Activities
 Tools in UI and APIs
 Consent
 Profile and Preference Center
 Do not Track Preference Attribute
Recommended Resources
 Marketing Cloud Basics Trailhead
https://trailhead.salesforce.com/trails/personalize_customer_journeys_marketing
_cloud/modules/mrkt_cloud_basics
 Marketing Cloud Recipes - https://github.com/sfmcdg/Salesforce-Marketing-
Cloud-Developer-Edition-Recipes
 YouTube Channel - https://www.youtube.com/watch?v=zvUuUuHZ2M8
Survey
Your feedback is crucial to the success of our
webinar programs. Please fill out the survey at
the end of the webinar. Thank you!
Q & A
Try Trailhead: trailhead.salesforce.com
Join the conversation: @salesforcedevs
Marketing Cloud Overview for Admins and Developers

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Marketing Cloud Overview for Admins and Developers

  • 1. Marketing Cloud Overview for Admins and Developers May 18, 2018 | 11:00 am IST Vishwa Vikas Dagala Developer Advocate Engineer, Salesforce @ittuvikas vdagala@salesforce.com Aditya Naag Topalli Salesforce Technical Lead, Persistent @adityanaag adityanaag@gmail.com Sainath Penuguduru Senior Software Developer, Persistent @vassainath vassainath@gmail.com
  • 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Go Social! Salesforce Developers Salesforce Developers Salesforce Developers The video will be posted to YouTube & the webinar recap page (same URL as registration).This webinar is being recorded! @salesforcedevs
  • 4. Have Questions?  Don’t wait until the end to ask your question!  Technical support will answer questions starting now.  Respect Q&A etiquette  Please don’t repeat questions. The support team is working their way down the queue.  Stick around for live Q&A at the end  Speakers will tackle more questions at the end, time-allowing  Head to Developer Forums  More questions? Visit developer.salesforce.com/forums
  • 5. Agenda  Basics of Marketing Cloud  Data Design  Integration with Salesforce  CAN-SPAM and GDPR Compliance
  • 6. What is Marketing Cloud? Mobile Studio Email Studio Contact Builder Personalization Builder Analytics Builder Social Studio Web Studio Advertising Studio Content Builder Journey Builder
  • 7. Data Design Lists A list is a collection of subscribers that receive your communications Contacts An individual within Marketing Cloud, with fields across different studios Data Extensions A table that contains your subscriber data (sendable and non-sendable) Publication & Suppression Lists - To manage opt-ins from your Email account Subscribers
  • 8. When to use what  List Model  Limited Field Types  Less than 500,000 subscribers  Data Extension Model  More than 500,000 subscribers  Complex Relationships  Triggered Sends  SOAP and REST APIs  More Field Types
  • 10. Importing Data into Marketing Cloud  External Systems  Manual  Via SOAP and REST APIs  Import files from FTP  Salesforce - using Marketing Cloud Connect  Triggered Sends  Synchronized Data Extensions  Salesforce Data Extensions  Salesforce Data in Journeys
  • 11. Automations  Automation Studio  Background processes at a given time of day  Example: Import Data of Riders who took the ride for last 10 days from Report as Data Extensions and automate them every day and this automation can be used in journey  Journeys  Define a path each contact takes in response to their actions  Example: Send Voucher code if the rider didn’t book a ride in the last 10 days.
  • 13. CAN-SPAM Compliance  Accurately identify the sender in the header information.  Use a subject line that accurately represents the content of the email.  Identify the message as an advertisement  Include your physical mailing address.  Provide a mechanism to opt out and Honor opt-out requests promptly.
  • 14. GDPR  Right to be forgotten  Contact Deletion Framework  Data Retention Settings  Data Portability  Extract Activities  Tools in UI and APIs  Consent  Profile and Preference Center  Do not Track Preference Attribute
  • 15. Recommended Resources  Marketing Cloud Basics Trailhead https://trailhead.salesforce.com/trails/personalize_customer_journeys_marketing _cloud/modules/mrkt_cloud_basics  Marketing Cloud Recipes - https://github.com/sfmcdg/Salesforce-Marketing- Cloud-Developer-Edition-Recipes  YouTube Channel - https://www.youtube.com/watch?v=zvUuUuHZ2M8
  • 16. Survey Your feedback is crucial to the success of our webinar programs. Please fill out the survey at the end of the webinar. Thank you!
  • 17. Q & A Try Trailhead: trailhead.salesforce.com Join the conversation: @salesforcedevs

Notes de l'éditeur

  1. Basic Navigation of Email Studio Administration Settings Contact Builder – Create DE, Link 2 DE.s together
  2. Show how Salesforce and Marketing Cloud are connected together Import a pre-created report in Salesforce to Marketing Cloud, and let them know that tracking data is synced back to Salesforce Create Synchronized Data Extensions Add the import activity created in previous step to an automation 2. Show a pre-created journey with engagement split, decision split (template based) 3. Talk through Einstein split