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Salesforce Marketing Cloud Guide

The document outlines the requirements for implementing Salesforce Marketing Cloud. It lists over 4 years of experience with Marketing Cloud and a Marketing Cloud certification as requirements. It also details experience implementing Marketing Cloud from scratch and integrating it with Salesforce CRM. Finally, it provides an extensive list of implementation tasks including setting up campaigns, journeys, email marketing, and analytics and reporting.

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unnati
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403 views2 pages

Salesforce Marketing Cloud Guide

The document outlines the requirements for implementing Salesforce Marketing Cloud. It lists over 4 years of experience with Marketing Cloud and a Marketing Cloud certification as requirements. It also details experience implementing Marketing Cloud from scratch and integrating it with Salesforce CRM. Finally, it provides an extensive list of implementation tasks including setting up campaigns, journeys, email marketing, and analytics and reporting.

Uploaded by

unnati
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Salesforce Marketing Cloud Implementation 12 December 2023

Salesforce Marketing Cloud Job Description

 4+ years of experience working with Marketing Cloud platform.


 Salesforce Marketing Cloud certification
 Experience in implementing Salesforce Marketing Cloud from scratch - technical and
functional expertise.

Salesforce Marketing Cloud Implementation Experience with below

 Integrating with Salesforce CRM


o Configure Marketing Cloud Connector to integrate Marketing Cloud with Salesforce
CRM.
o Synchronize data between Salesforce CRM and Marketing Cloud.

 Define & Integrate with existing Source Channels/Platforms


o Define your channels and platforms to get the lead/prospects information.
o Integrate Marketing Cloud with these channels/platforms.

 Setting Up Campaigns

o Create data extensions and import necessary data for targeting.


o Define and implement data relationships within Marketing Cloud.

 Subscriber Management

o Set up and configure subscriber lists.


o Implement subscription management and preference centres.
o Ensure compliance with data protection regulations (e.g., GDPR, CAN-SPAM).

 Email Marketing

o Design and customize email templates.


o Configure and personalize email content.
o Set up email sends, including scheduling and frequency controls.
o Implement A/B testing for subject lines, content, and sender details.

 Journey Builder

o Design customer journeys with multiple touchpoints.


o Configure entry and exit criteria for journeys.
o Implement decision splits and engagement activities.

 Social Studio Integration

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Salesforce Marketing Cloud Implementation 12 December 2023

o Connect Marketing Cloud with Social Studio.


o Plan and execute social media campaigns.
o Monitor and engage with social media interactions.

 Mobile Studio

o Set up and configure SMS and push notification campaigns.


o Integrate MobileConnect for SMS messaging.
o Design mobile-responsive email templates.

 Analytics and Reporting

o Configure tracking for email and campaign performance.


o Create custom reports and dashboards in Marketing Cloud.
o Utilize Marketing Cloud Connect to view email engagement data in Salesforce CRM.

 Testing

o Perform thorough testing of email sends, journeys, and automations.


o Validate data synchronization between Marketing Cloud and CRM.
o Conduct user acceptance testing (UAT) for all implemented features.

 Go-Live and Post-Implementation Support

o Plan and execute the go-live strategy.


o Monitor initial campaigns and journeys for any issues.
o Provide ongoing support for users and address any post-deployment issues
promptly.

 Optimization and Iteration

o Continuously monitor campaign performance and user feedback.


o Implement changes and optimizations based on analytics.
o Stay informed about new features and updates from Salesforce.

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