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.  

Learn about the Salesforce Marketing Cloud Universe

 

The Salesforce Marketing Cloud Universe is a comprehensive suite of cloud-based tools and services designed to help businesses maximize the impact of their marketing efforts. From digital advertising to customer segmentation, the Salesforce Marketing Cloud Universe gives businesses the power to create highly targeted campaigns and measure their success. 

Salesforce Marketing Cloud universe : we explore the key components, features, and benefits that make it an indispensable tool for marketers worldwide.

Understanding Salesforce Marketing Cloud:

Salesforce Marketing Cloud is a cloud-based platform that empowers businesses to connect with their audience across various channels, delivering personalized and targeted experiences. It goes beyond traditional marketing automation, offering a comprehensive set of tools for email marketing, social media management, customer journey mapping, and more.

Key Components:

1. Email Studio: Dive into the heart of email marketing with Email Studio. Learn how to create engaging email campaigns, segment audiences, and track performance metrics to optimize future strategies.

2. Social Studio: Explore the social media landscape with Social Studio. Discover how to schedule posts, engage with your audience, and measure the impact of your social campaigns.

3. Journey Builder: Uncover the power of Journey Builder in orchestrating seamless customer journeys. Learn how to map out interactions across various touchpoints, ensuring a cohesive and personalized experience for every customer.

4. Advertising Studio: Delve into the world of targeted advertising. Understand how Advertising Studio enables marketers to create and manage highly targeted advertising campaigns across different channels.

5. Analytics Builder: Explore the insights-driven approach with Analytics Builder. Learn how to gather and analyze data to make informed decisions and optimize your marketing strategies. 

6. Automation Studio: In Automation Studio, activities perform specific actions like transferring or extracting data, or sending an email. Activities are the building blocks of an automation.

Personalization and Automation:

Discover how Salesforce Marketing Cloud enables marketers to create personalized experiences by leveraging customer data.

Explore the role of automation in streamlining marketing processes, from email campaigns to social media posts.

Integration Capabilities:

Understand how Salesforce Marketing Cloud seamlessly integrates with other Salesforce products and third-party applications, creating a unified marketing ecosystem.

Explore the benefits of integration in terms of data synchronization, campaign efficiency, and a holistic view of customer interactions. 

For More, You can explore the SFMC related topics on: https://help.salesforce.com

SFMC - Salesforce Marketing Cloud Overview

SFMC A Beginner's Guide to Salesforce Marketing Cloud

  

• Salesforce Marketing Cloud is a most powerful automation platform tool for engaging customer with bussiness.  Using SFMC we can easily create and manage personalized customer journey across various channels like SMS, Email, Social and Marketing.  
  
  
• Salesforce Marketing Cloud support businesses to build stronger relationships with their customers by delivering the right message at the right time through the right channels.

  SFMC - Salesforce Marketing Cloud
  CRM - Customer Relationship Management

 A : A/B Testing, Automation Studio, Audiences

 B : Builders, Business Unit 

 C : Content Builder, Contact Builder, Cloud Pages, Content Blocks - Buttons, A/B Testing, Forms, Dynamic Content, Enhanced Dynamic Content, HTML, Image Carousal, Text, Social Share, Etc.

 D : Data Extension, Dynamic Content,  Data Relationship, Data Filters, Data Extract, Data Factory Utility

 E : Email Studio, Einstein 

 F : File Activity, File Transfer Activity, Filter Activity

 G : Groups

 I : Interactions, Import Activity

 J : Journey Builder

 L : List

 M : Mobile Studio, Measures

 P : Publication List, Profile and Preference Management

 Q : Query

 R : Reports, Refresh Count

 S : Script, Subscriber List, Subscriber, Social Studio, Suppression List

 T : Triggered Emails, Tracking

 U : User-Initiated Email

 W : Web Studio