Synchronized and Salesforce Data Extensions in SFMC

 

In the Salesforce Marketing Cloud (SFMC), there are distinct dissimilarities between Synchronized Data Extensions and Salesforce Data Extensions. This article aims to shed light on these disparities and provide a comprehensive understanding of their functionalities.

Synchronized Data Extensions

Synchronized Data Extensions in SFMC serve as a bridge that facilitates the integration of data between Salesforce CRM and SFMC. These data extensions are established using a synchronized data source within the Marketing Cloud Connect framework. By configuring the required synchronization settings, valuable customer data from Salesforce CRM is efficiently replicated in the synchronized data extensions.

Key Features:

Seamless integration: Synchronized Data Extensions enable real-time synchronization of contact data between Salesforce CRM and SFMC, ensuring consistency across both platforms.

Bi-directional communication: Changes made in either Salesforce CRM or SFMC are synchronized, enabling a unified view of customer interactions across the platforms.

Convenient segmentation: Synchronized Data Extensions allow marketers to create targeted audience segments by utilizing Salesforce CRM attributes within the Marketing Cloud.

Salesforce Data Extensions

On the other hand, Salesforce Data Extensions within SFMC serve as repositories for storing data primarily acquired and managed within the Marketing Cloud. These data extensions are created directly in SFMC and provide marketers with a flexible environment to organize and manipulate data specific to their campaigns.

Key Features:

Autonomy within SFMC: Salesforce Data Extensions are not linked to Salesforce CRM and function independently within the Marketing Cloud, allowing marketers to maintain a separate database specifically tailored to campaign requirements.

Enhanced personalization: By leveraging data captured within SFMC, marketers can create highly personalized and targeted campaigns using dynamic content and segmentation strategies specific to Marketing Cloud activities.

Data enrichment possibilities: Salesforce Data Extensions enable the enhancement of existing data with additional attributes captured from various SFMC activities such as email sends, opens, clicks, and more. 

Read More Info about Data Extension @ Explore Synchronized Data Sources Unit | Salesforce Trailhead 

Follow SFMC Blog @ Welcome To SFMC Universe Blog

Basic List we require for Campaign or Journey Setup in Marketing Cloud

 

Some Important List we require from Client for Campaign or Journey Setup in Marketing Cloud and they are as Follows :  

General Requirements : 

1. Campaign Name : (Don't Use More than 150 Characters long ).

2. Campaign Owner (Not Compulsory): The Name of the Campaign Owner should be added in SFMC account. 

3. Franchise / Business Unit / Product Name: (Not Compulsory)

4. Go-Live Date : (Campaign Schedule on Date and Time)

5. Data Extension (Target DE / Non-Target DE, Exclusion Script, Filtered, etc.)

Email Overview :  Content Builder

1. Email Name / Taxonomy / Subject Line / Preheader  
Note : If we are targeting more than 2 Email then We can Choose Email with Subject Line2 , Preheader2, so on.

2. Images should be relevant to the Product and Email Overview.

3. Add UTM Parameter for Tracking purpose. 

Automation Studio Overview : 

1. Automation Name

2. Select Starting Source : Schedule, File Drop, Trigger 

3. Choose Activities based on the requirement : Data Extract, SQL, Filter, Import, File Transfer, Send SMS, Verification, Wait, etc.  

Journey Setup Overview : 

1. Choose Multi-Send Journey (Allows you to send multiple emails to the same contact as they progress through the journey.) 

2. Select Entry Source : Data Extension, Event, Salesforce Data, Cloud Pages, API Event, etc.

3. Journey Name. 

4. Choose Flow Control Activities based on the requirement : Decision Split, Join, Engagement Split, STO, Random Split, Path Optimizer, Wait Activities, etc.  

5. Sender Profile.

6. Publication List.  

The Features of Contact Builder in SFMC

 Contact Builder is a Marketing Cloud app which is used to manage data about all contacts. By consolidating data from various sources, this platform is designed to help marketers create a unified view of their customers. This means that instead of having fragmented and scattered information about their customer base, marketers can have a comprehensive and centralized understanding of their audience.

Marketing Cloud's Contact Builder is a powerful tool that allows businesses to create a unified view of their customers by consolidating data from various sources. This enables businesses to better understand their customers and create more targeted and personalized marketing campaigns. In this article, we will explore the key features of Contact Builder and how it can help with campaign optimization and data integration.

Data Sources

One of the main features of Contact Builder is its ability to integrate data from multiple sources. This includes data from CRM systems, e-commerce platforms, social media, and more. By bringing all this data together, businesses can get a comprehensive view of their customers and their interactions with the brand. This allows for more accurate segmentation and targeting, leading to more effective marketing campaigns.

Data Management

Contact Builder also offers robust data management capabilities. This includes the ability to create custom data models, define relationships between data, and manage data privacy and security. With these features, businesses can ensure that their data is organized and easily accessible for marketing purposes. They can also control who has access to the data and how it is used, ensuring compliance with privacy regulations.

Audience Segmentation

With Contact Builder, businesses can create highly targeted audience segments based on various criteria such as demographics, behavior, and preferences. This allows for more personalized and relevant messaging, which can lead to higher engagement and conversions. Additionally, businesses can use these segments to optimize their campaigns by testing different messaging and offers for each segment.

Journey Builder Integration

Contact Builder seamlessly integrates with Journey Builder, another powerful tool in Marketing Cloud. This allows businesses to use the data and segments created in Contact Builder to create personalized customer journeys. By mapping out the customer journey and automating touchpoints, businesses can ensure a consistent and relevant experience for their customers, leading to higher satisfaction and loyalty.

Predictive Intelligence

Another key feature of Contact Builder is its predictive intelligence capabilities. By analyzing customer data and behavior, Contact Builder can provide insights and predictions on customer preferences and behaviors. This allows businesses to anticipate customer needs and tailor their campaigns accordingly, leading to higher conversions and ROI.

Real-Time Data Updates

Contact Builder also offers real-time data updates, ensuring that businesses have the most up-to-date information on their customers. This is especially useful for businesses that have frequent interactions with their customers, such as e-commerce companies. With real-time data, businesses can ensure that their campaigns are always based on the most accurate and current information.

In conclusion, Contact Builder in Marketing Cloud offers a wide range of features that can greatly benefit businesses in their marketing efforts. From data integration and management to audience segmentation and predictive intelligence, Contact Builder provides the tools necessary for effective campaign optimization and data-driven decision making. If you're looking to take your marketing to the next level, Contact Builder is definitely a tool worth considering.