Installing and Managing Salesforce Marketing Cloud Connect

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Zuzanna Jarczynska

56:26

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01. Course Overview

01. Course Overview.mp4

01:51

02. Understand Marketing Cloud Connect

02. Marketing Cloud Connect Overview.mp4

02:04

03. Course Goals and Prerequisites.mp4

03:05

04. Prerequisites for Installing Marketing Cloud Connect.mp4

04:24

05. Marketing Cloud Connect Users.mp4

04:58

03. Install the Managed Package and Configure Salesforce CRM

06. Install the Managed Package in Salesforce CRM.mp4

01:55

07. Configure Salesforce CRM Settings.mp4

04:59

08. Set up the Salesforce System User.mp4

01:36

09. Create Permission Sets in Salesforce CRM.mp4

01:57

04. Connect Marketing Cloud with the Salesforce CRM

10. Set up the Marketing Cloud API User and Connect to Salesforce CRM.mp4

06:00

11. Finalize the Configuration in Salesforce CRM .mp4

09:19

12. Test the Connection.mp4

02:51

05. Explore Marketing Cloud Connect Setup Options

13. Multi Org Account Configuration Overview.mp4

02:41

14. Multi Org Account and User Configuration.mp4

04:42

15. Multi Org Account Configuration Best Practices.mp4

04:04

Description

This course will give you an overview of Marketing Cloud Connect and it’s features. After completing this course, you will be able to install and configure Marketing Cloud Connect and connect your Salesforce CRM instance with Marketing Cloud.

What You'll Learn?

Using Marketing Cloud Connect enables marketers to combine the marketing automation tools available in Salesforce Marketing Cloud with the customer relationship and campaign management capabilities of Salesforce. In this course, Installing and Managing Salesforce Marketing Cloud Connect, you will learn how to use Marketing Cloud Connect to integrate Marketing Cloud with Salesforce CRM. First, you’ll explore the use cases and prerequisites for using Marketing Cloud Connect. Next, you’ll learn how to install the Marketing Cloud Connect managed package, configure both Salesforce CRM and Marketing Cloud, and establish the connection. Finally, you’ll discover the different account and user configuration possibilities. When you’re finished with this course, you’ll have the skills and knowledge needed to set up the integration between Salesforce Marketing Cloud and Salesforce CRM.

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Salesforce Lightning

Salesforce Development

Salesforce

Zuzanna Jarczynska

Instructor's Courses

Zuzanna Jarczynska is a recognized Salesforce Marketing Cloud expert, a Salesforce MVP and a Salesforce Marketing Champion. Zuzanna is the author of sfmarketing.cloud, a technical blog dedicated to Salesforce Marketing Cloud development and ampscript.io, an online AMPscript code editor. Zuzana regularly participates as an expert in technical webinars, speaks at community-driven events and leads a local Salesforce community group. Zuzanna actively supports various women in technology initiatives and runs an international group for women working in the Salesforce Marketing Cloud environment.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.