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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

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Marketing Platforms and CRM

Integrate OpenWater with Salesforce (Fonteva/Nimble) in 15 Minutes [Video]

In this video I walk you through our integration with Salesforce. This includes single sign on with Salesforce Digital Experiences (Fonteva or Nimble) in under 2 minutes. I continue to show a lookup so you can pull salesforce data and pre-fill OpenWater. Finally I demonstrate pushback, which can include some or all OpenWater fields. You can learn how to do this all yourself. Visit learn.openwater.com for hands on training.

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Marketing Platforms and CRM

Exploring Careers with Slack [Video]

🔔 Exploring Careers with Slack📢 Military Trailblazer (Career/Branding) Office Hours is a live forum to gather with Military Trailblazers and Allies to discuss career paths within the Salesforce ecosystem, best practices for exam study, personal branding strategies, marketing yourself on social media, etc.This session featured Slack Panel Co-Hosts:⭐ Frank Hesson, Senior Account Executive ⭐ Rebecca Cormier, Senior Solution Engineer ⭐ Jaclyn Figueroa, Lead Solution Engineer📍 Session Panel: Exploring Careers with Slack🔗 Links and Resources from the Session: https://bit.ly/resources-2022-08-03🕔 Time-Stamps 🕔WELCOME | CO-HOSTS | PURPOSE 00:00 Introduction00:41 Topic: Exploring Careers with Slack01:39 Co-host introductions: Frank Hesson, Rebecca Cormier, and Jaclyn Figueroa03:16 Frank Hesson’s Trailblazer Journey06:08 Rebecca Cormier’s Trailblazer Journey07:43 Jaclyn Figueroa’s Trailblazer Journey10:49 Purpose of Military Trailblazer Office HoursQUESTION | INSIGHTS10:33 Question 1: What soft skills are essential in your current role?16:30 Question 2: How did you transition into a sales role? 21:21 Question 3: How did you transition into a Solution Engineer role?28:19 Question 4: What challenges do you face as an Account Executive?32:16 Question 5: What challenges do you face as a Solution Engineer? 35:20 Question 6: How does SLACK differ from chatter?39:49 Frank’s insight: Single pane of glass41:36 Question 7: What does the SLACK acronym stand for? 43:19 Question 8: What is your favorite feature from the free out-of-the-box SLACK?48:48 Question 9: Does SLACK offer resources to students to skill up? 52:48 Gratitude and closing54:10 Reminder: Summer break for next 2 weeks. See you again August 📅 When: Wednesday, 5:00-6:00 PM EST 🌟 Where: https://lnkd.in/eyjt2F4 🌟(Select the Career/Branding focused session)⏯ If you can’t make the live session, subscribe to my YouTube channel for access to all of the recorded sessions: https://lnkd.in/ea9B8_Ti#salesforce #slack #trailblazers