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Marketing Platforms and CRM

Marketing Cloud Workshop(Mobile Studio) Session-1 [Video]

Salesforce Marketing Cloud is a marketing platform that has capabilities to support many facets of marketing including multi-channel campaign execution, dynamic customer journeys, pre- and post-campaign analytics including audience building and segmentation, social media engagement and advertising, and a data management platform. SFMC does this using components they call “Studios” and “Builders”.Details:Session 1: Mobile ConnectMobileConnect allows you to create SMS/MMS messages within the Salesforce Marketing Cloud’s Mobile Studio.

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Marketing Platforms and CRM

Salesforce Digital Experience – Improving Talks Series [Video]

Are you curious as to how Salesforce(SF) can be used other than a Sales customer relationship management (CRM) tool? SF provides CRM software and applications for not only for sales but also customer service, marketing automation, analytics, and application development. Specifically for Customer Service where SF allows the creation of a Portal or Digital Experience Site allowing external access to SF Resources. Join Marcus Vandenbent as he demo’s a fully functioning SF Digital Experience site with not just the ability to log or view a clients cases but also have the ability to use AI to retrieve recommended Wiki articles based on the content of a case or a search.About Marcus – Marcus Vandenbent is a consultant for Improving Atlanta (IA) for close to five years and specializes in explaining the needs of a business in how it relates to relevant technologies, specifically the Microsoft Office 365 platform. Marcus has over 25 years of experience in Information Technology, implementing everything from the architecture of both small and large data centers, to providing IT related training, to designing enterprise disaster recovery solutions, to creating small simple content management sites, to administering internal business management systems, and to implementing large scale/high volume cloud based sites.Prior to joining IA, Marcus was a Sr. SharePoint Architect for ATT where he focused on architecture, supporting and maintaining a hosted SharePoint enterprise environment. Marcus has experience with many types of businesses including Healthcare, Staffing, Credit Providers, Telecom, Marketing, and Facilities Management.

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Marketing Platforms and CRM

Get Started with Data Upload and Mapping in Marketing Cloud Intelligence [Video]

In this video, get expert guidance on the various ways you can bring data into the platform and how to map to the data model.In this video, we cover:- API Connectors- TotalConnect- LiteConnect- Data MappingPremier and Success Plan customers, request an individual follow-up with a Salesforce expert: https://help.salesforce.com/s/case-submission?supportType=Accelerator_Delivery_Request&spId=x0D3y000000wk2dEAATune into more expert coaching videos. Click here: https://sfdc.co/expertcoachingportfolio If you have questions, tap into the wisdom of our entire Trailblazer Community here: https://trailhead.salesforce.com/trailblazer-community/feed Need additional guidance? Search for live sessions, webinars and more here: https://cs.salesforce.com/events0:00 Introduction1:55 Chapter 1 – Run Your Business Better with Intelligence3:34 Chapter 2 – Connect Data with API Connectors5:19 Chapter 3 – API Demo11:20 Chapter 4 – Work with TotalConnect and LiteConnect12:01 Chapter 5 – TotalConnect Demo26:48 Chapter 6 – LiteConnect Demo30:20 Chapter 7 – Mapping and Harmonization Best Practices33:50 Chapter 8 – Next Steps and Resources34:48 Schedule Your Follow-UpSalesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.#Salesforce #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingSession #marketingcloud #datorama #marketingcloudintelligence #dataupload #data #dataanalytics #datamapping

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Marketing Platforms and CRM

Get Started with Data Model in Marketing Cloud Intelligence [Video]

Get expert guidance on understanding the Marketing Cloud Intelligence Data Model, powered by Datorama, and how you can ultimately save time with pre-set data models to understand the relationships between your marketing data.In this video, you will:- Understand how to set up your customer relationships within the data model- Be able to unify business insights from different sourcesPremier and Success Plan customers, request an individual follow-up with a Salesforce expert: https://help.salesforce.com/s/case-submission?supportType=Accelerator_Delivery_Request&spId=x0D3y000000wk2iEAATune into more expert coaching videos. Click here: https://sfdc.co/expertcoachingportfolio If you have questions, tap into the wisdom of our entire Trailblazer Community here: https://trailhead.salesforce.com/trailblazer-community/feed Need additional guidance? Search for live sessions, webinars and more here: https://cs.salesforce.com/events0:00 Introduction and Agenda2:38 Chapter 1 – Get to Know the Intelligence Data Model5:11 Chapter 2 – Data Stream Types10:10 Chapter 3 – Data Stream Demo14:35 Chapter 4 – The Data Model21:04 Chapter 5 – Entity Structure and Relationships29:09 Chapter 6 – Next Steps and Resources30:25 Schedule Your Follow-UpSalesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.#Salesforce #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingSession #marketingcloud #getstarted #marketingcloudintelligence #datorama #datamodeling #datamodel

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Marketing Platforms and CRM

Formula Fields in Salesforce Explained [Video]

Learn about formula fields in Salesforce.✏️ Want to learn more? View our Salesforce training courses: https://go.rotive.io/academy——————————————————-Rotive is an official Salesforce Partner that helps small businesses automate their processes.📍 Visit our website: https://go.rotive.io/homepage👍 Follow us on LinkedIn: https://go.rotive.io/LI——————————————————-📹 Edited using Descript: https://go.rotive.io/descript

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Marketing Platforms and CRM

Plan your Implementation in Marketing Cloud Intelligence [Video]

In this video, get to know Marketing Cloud Intelligence, powered by Datorama, and the steps required from your team for a successful, on-time build. We’ll also cover how Intelligence admins can bring value to their organization.Premier and Success Plan customers, request an individual follow-up with a Salesforce expert: https://help.salesforce.com/s/case-submission?supportType=Accelerator_Delivery_Request&spId=x0D3y000000wk2oEAATune into more expert coaching videos. Click here: https://sfdc.co/expertcoachingportfolio If you have questions, tap into the wisdom of our entire Trailblazer Community here: https://trailhead.salesforce.com/trailblazer-community/feed Need additional guidance? Search for live sessions, webinars and more here: https://cs.salesforce.com/events0:00 Introduction and Agenda2:44 Chapter 1 – Marketing Cloud Intelligence Overview3:54 Chapter 2 – Work with Intelligence10:10 Chapter 3 – Training Materials14:03 Chapter 4 – Demo15:46 Chapter 5 – Best Practices for a Successful Launch24:35 Chapter 6 – Next Steps and Resources26:21 Schedule Your Follow-UpSalesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.#Salesforce #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingSession #marketingcloud #marketingcloudintelligence #datorama #implementation #getstarted