{"id":20647,"date":"2020-06-25T18:47:16","date_gmt":"2020-06-25T13:17:16","guid":{"rendered":"https:\/\/email.uplers.com\/blog\/?p=20647"},"modified":"2023-08-18T20:25:50","modified_gmt":"2023-08-18T14:55:50","slug":"marketing-cloud-connect","status":"publish","type":"post","link":"https:\/\/email.uplers.com\/blog\/marketing-cloud-connect\/","title":{"rendered":"The Why & How of Marketing Cloud Connect"},"content":{"rendered":"\n\n\n\n

Marketing Cloud Connect is a package that integrates Salesforce CRM with Salesforce Marketing Cloud. It integrates Salesforce Marketing Cloud with Sales Cloud, Service Cloud and Community Cloud.<\/p>\n\n\n\n

Marketing Cloud Connect helps marketers to bring to life the CRM data stored in Salesforce <\/a>CRM and makes use of it for their benefit and eventually that of the end customers.<\/p>\n\n\n\n

Benefits of Integration <\/h2>\n\n\n\n

Let\u2019s look into the benefits of integrating Salesforce CRM with Salesforce Marketing Cloud:\u00a0<\/p>\n\n\n\n

1. Send Email configured in Marketing Cloud Connect using CRM Data<\/strong><\/p>\n\n\n\n

Email studio within Salesforce Marketing Cloud is used to create highly interactive & personalized emails and Salesforce CRM holds the data for the relevant subscribers. These two aspects can be combined to make marketers and CRM users\u2019 life easier.<\/p>\n\n\n\n

Marketers can use the CRM data in the form of reports and campaigns from Salesforce CRM within Salesforce Marketing Cloud. Marketers can use the customer data from reports & campaigns within marketing cloud to send highly interactive and personalized emails to their subscribers.<\/p>\n\n\n\n

Similarly, sales and service reps can send emails created in Salesforce Marketing Cloud \u2019s powerful email editor, \u2018Email studio\u2019 within the comfort of the Sales, Service, or Community Cloud. They can send emails as a single send as well as mass emails.<\/p>\n\n\n\n

Marketing Cloud Connect also helps sales and service reps by adding the rich engagement email data against the corresponding contacts. This feature helps the sales and service reps to understand the customer better and make use of this important information to make better decisions. This also improves the customer 360 degree view within the CRM.<\/p>\n\n\n

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2. Synchronize Data from CRM to Marketing Cloud<\/strong><\/p>\n\n\n\n

Marketing Cloud Connect can help synchronize CRM data from Salesforce to Salesforce Marketing Cloud automatically with the help of a feature called  Synchronized Data Sources. All the CRM\u2019s standard and custom objects [and their data] are synchronized with Salesforce Marketing Cloud. This synchronization happens at a predefined interval making sure users are able to view the current data. <\/p>\n\n\n\n

This feature can be used by marketers to target their subscribers residing in Salesforce CRM. They can create highly interactive & personalized emails<\/a> within the powerful email editor called Email studio and then use the synchronized data sources to pool the data from Salesforce CRM and send the emails. <\/p>\n\n\n\n

Marketers can also utilize the combinations of data from Marketing cloud and from Salesforce CRM to create a unique list of subscribers to target i.e. marketers can combine the data within the Marketing cloud e.g. \u2018abandonment cart\u2019 and couple it with the contact data from Salesforce CRM like \u2018do not contact\u2019 data checkbox of the contact. They can create email campaigns<\/a> using Journey builders and exclude the contacts who have been asked not to be contacted. <\/p>\n\n\n\n

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3. Connect Journey Builder with Salesforce CRM<\/strong><\/p>\n\n\n\n

Marketing Cloud Connect helps the Journey builder to listen to the various events in the Salesforce CRM and then make use of those events within Journey builder. This helps to inject subscribers within the journey and then target them for email\/SMS campaigns. These events can be of various types like closing a case, new users joining the customer\/partner community, etc.<\/p>\n\n\n\n

Once the subscriber has entered the journey, marketers can also update the records in Salesforce CRM with the help of activities within Journey builder. For example, if the case is closed in the service cloud then that customer can be injected in the journey since Journey builder can listen to the events in Salesforce CRM. They can launch a subscriber in the customer satisfaction survey journey and then use additional paths based on the response gathered. Response data can also be updated in the Salesforce CRM against the contact. A similar use case can also be found in the Community cloud. <\/p>\n\n\n\n

How to connect Salesforce CRM with Marketing cloud <\/h2>\n\n\n\n

Below are the high-level steps to integrate Salesforce Marketing Cloud with Salesforce CRM to avail above-mentioned benefits:<\/p>\n\n\n\n

Install the Managed Package in Salesforce<\/strong><\/p>\n\n\n\n

Install Marketing Cloud Connect within your Salesforce CRM org. Make sure that you are Admin in your Salesforce org and have Custom Platform Events enabled in your org. After that, install the latest version of Marketing Cloud Connect and install it as an Admin.<\/p>\n\n\n\n

Modify Page Layouts<\/strong><\/p>\n\n\n\n

After installing the Marketing cloud connector, please modify the page layout of the following pages in Salesforce CRM:<\/p>\n\n\n\n