Salesforce Marketing Cloud Implementation Checklist and Best Practices Course Curriculum
Course Overview This comprehensive course is designed to provide participants with a thorough understanding of Salesforce Marketing Cloud implementation best practices and a detailed checklist to ensure successful deployment. Upon completion, participants will receive a certificate issued by The Art of Service.
Course Outline Module 1: Introduction to Salesforce Marketing Cloud
- Overview of Salesforce Marketing Cloud
- Key Features and Benefits
- Understanding the Marketing Cloud Ecosystem
- Setting up a Marketing Cloud Account
Module 2: Pre-Implementation Planning
- Defining Business Requirements
- Identifying Key Stakeholders
- Establishing Project Goals and Objectives
- Creating a Project Timeline and Milestones
- Conducting a Gap Analysis
Module 3: Data Management and Integration
- Understanding Data Management in Marketing Cloud
- Data Import and Export Options
- Configuring Data Extensions and Lists
- Integrating with Salesforce CRM and Other Systems
- Data Quality and Validation Best Practices
Module 4: Email Studio and Content Creation
- Introduction to Email Studio
- Creating and Managing Email Content
- Using Templates and Content Blocks
- Personalization and Dynamic Content
- Email Testing and Validation
Module 5: Automation and Journey Builder
- Introduction to Automation Studio
- Creating and Managing Automated Campaigns
- Using Journey Builder for Customer Journeys
- Configuring Triggers and Activities
- Monitoring and Optimizing Automated Campaigns
Module 6: Mobile Studio and Push Notifications
- Introduction to Mobile Studio
- Configuring Mobile Push Notifications
- Creating and Managing Mobile Messages
- Using Mobile Analytics
- Best Practices for Mobile Marketing
Module 7: Social Studio and Social Media Management
- Introduction to Social Studio
- Configuring Social Media Accounts
- Creating and Scheduling Social Content
- Monitoring and Responding to Social Conversations
- Using Social Analytics
Module 8: Advertising Studio and Advertising Management
- Introduction to Advertising Studio
- Configuring Advertising Accounts
- Creating and Managing Ad Campaigns
- Using Advertising Analytics
- Best Practices for Advertising in Marketing Cloud
Module 9: Analytics and Reporting
- Introduction to Marketing Cloud Analytics
- Using Einstein Analytics
- Creating and Managing Custom Reports
- Using Data Views and Data Extracts
- Best Practices for Analytics and Reporting
Module 10: Security and Compliance
- Understanding Marketing Cloud Security
- Configuring User Roles and Permissions
- Data Encryption and Protection
- Compliance with Data Protection Regulations
- Best Practices for Security and Compliance
Module 11: Implementation and Deployment
- Creating an Implementation Plan
- Configuring and Testing Marketing Cloud
- Deploying Marketing Cloud to Production
- Monitoring and Optimizing Marketing Cloud
- Best Practices for Implementation and Deployment
Module 12: Ongoing Optimization and Maintenance
- Monitoring and Analyzing Performance
- Identifying Areas for Improvement
- Optimizing and Refining Marketing Cloud
- Staying Up-to-Date with Marketing Cloud Releases
- Best Practices for Ongoing Optimization and Maintenance
Course Features - Interactive and Engaging: Learn through a combination of video lessons, interactive quizzes, and hands-on projects
- Comprehensive and Up-to-Date: Stay current with the latest Marketing Cloud features and best practices
- Personalized Learning: Learn at your own pace and track your progress
- Practical and Real-World Applications: Apply your knowledge to real-world scenarios and projects
- Expert Instructors: Learn from experienced Marketing Cloud professionals
- Certificate upon Completion: Receive a certificate issued by The Art of Service
- Flexible Learning: Access the course from anywhere, on any device
- User-Friendly and Mobile-Accessible: Learn on-the-go, with a mobile-friendly course platform
- Community-Driven: Join a community of Marketing Cloud professionals and learners
- Actionable Insights and Hands-on Projects: Apply your knowledge to real-world projects and scenarios
- Bite-Sized Lessons: Learn in manageable chunks, with lessons designed to be completed in a short amount of time
- Lifetime Access: Access the course materials for a lifetime
- Gamification and Progress Tracking: Track your progress and earn rewards for completing lessons and achieving milestones
What You'll Receive - A comprehensive understanding of Salesforce Marketing Cloud implementation best practices
- A detailed checklist for successful Marketing Cloud deployment
- A certificate issued by The Art of Service upon completion
- Lifetime access to the course materials
- Ongoing support and community engagement
,
Module 1: Introduction to Salesforce Marketing Cloud
- Overview of Salesforce Marketing Cloud
- Key Features and Benefits
- Understanding the Marketing Cloud Ecosystem
- Setting up a Marketing Cloud Account
Module 2: Pre-Implementation Planning
- Defining Business Requirements
- Identifying Key Stakeholders
- Establishing Project Goals and Objectives
- Creating a Project Timeline and Milestones
- Conducting a Gap Analysis
Module 3: Data Management and Integration
- Understanding Data Management in Marketing Cloud
- Data Import and Export Options
- Configuring Data Extensions and Lists
- Integrating with Salesforce CRM and Other Systems
- Data Quality and Validation Best Practices
Module 4: Email Studio and Content Creation
- Introduction to Email Studio
- Creating and Managing Email Content
- Using Templates and Content Blocks
- Personalization and Dynamic Content
- Email Testing and Validation
Module 5: Automation and Journey Builder
- Introduction to Automation Studio
- Creating and Managing Automated Campaigns
- Using Journey Builder for Customer Journeys
- Configuring Triggers and Activities
- Monitoring and Optimizing Automated Campaigns
Module 6: Mobile Studio and Push Notifications
- Introduction to Mobile Studio
- Configuring Mobile Push Notifications
- Creating and Managing Mobile Messages
- Using Mobile Analytics
- Best Practices for Mobile Marketing
Module 7: Social Studio and Social Media Management
- Introduction to Social Studio
- Configuring Social Media Accounts
- Creating and Scheduling Social Content
- Monitoring and Responding to Social Conversations
- Using Social Analytics
Module 8: Advertising Studio and Advertising Management
- Introduction to Advertising Studio
- Configuring Advertising Accounts
- Creating and Managing Ad Campaigns
- Using Advertising Analytics
- Best Practices for Advertising in Marketing Cloud
Module 9: Analytics and Reporting
- Introduction to Marketing Cloud Analytics
- Using Einstein Analytics
- Creating and Managing Custom Reports
- Using Data Views and Data Extracts
- Best Practices for Analytics and Reporting
Module 10: Security and Compliance
- Understanding Marketing Cloud Security
- Configuring User Roles and Permissions
- Data Encryption and Protection
- Compliance with Data Protection Regulations
- Best Practices for Security and Compliance
Module 11: Implementation and Deployment
- Creating an Implementation Plan
- Configuring and Testing Marketing Cloud
- Deploying Marketing Cloud to Production
- Monitoring and Optimizing Marketing Cloud
- Best Practices for Implementation and Deployment
Module 12: Ongoing Optimization and Maintenance
- Monitoring and Analyzing Performance
- Identifying Areas for Improvement
- Optimizing and Refining Marketing Cloud
- Staying Up-to-Date with Marketing Cloud Releases
- Best Practices for Ongoing Optimization and Maintenance
Course Features - Interactive and Engaging: Learn through a combination of video lessons, interactive quizzes, and hands-on projects
- Comprehensive and Up-to-Date: Stay current with the latest Marketing Cloud features and best practices
- Personalized Learning: Learn at your own pace and track your progress
- Practical and Real-World Applications: Apply your knowledge to real-world scenarios and projects
- Expert Instructors: Learn from experienced Marketing Cloud professionals
- Certificate upon Completion: Receive a certificate issued by The Art of Service
- Flexible Learning: Access the course from anywhere, on any device
- User-Friendly and Mobile-Accessible: Learn on-the-go, with a mobile-friendly course platform
- Community-Driven: Join a community of Marketing Cloud professionals and learners
- Actionable Insights and Hands-on Projects: Apply your knowledge to real-world projects and scenarios
- Bite-Sized Lessons: Learn in manageable chunks, with lessons designed to be completed in a short amount of time
- Lifetime Access: Access the course materials for a lifetime
- Gamification and Progress Tracking: Track your progress and earn rewards for completing lessons and achieving milestones
What You'll Receive - A comprehensive understanding of Salesforce Marketing Cloud implementation best practices
- A detailed checklist for successful Marketing Cloud deployment
- A certificate issued by The Art of Service upon completion
- Lifetime access to the course materials
- Ongoing support and community engagement
,
- A comprehensive understanding of Salesforce Marketing Cloud implementation best practices
- A detailed checklist for successful Marketing Cloud deployment
- A certificate issued by The Art of Service upon completion
- Lifetime access to the course materials
- Ongoing support and community engagement