Day 84 - SFMC Learning Marathon
?? Maximizing Marketing Impact with Salesforce Data Extensions! ??
Are you leveraging the full power of Salesforce Data Extensions (SFDE) in Marketing Cloud Connect?
If not, you might be missing out on some game-changing opportunities to streamline your marketing efforts and supercharge your CRM integration.
Here's a quick dive into the benefits and best practices:
?? Seamless Data Flow: Push tracking data from Marketing Cloud Engagement back to your Sales or Service Cloud orgs. Whether it's emails sent to SFDE audiences or Salesforce Sends, your data seamlessly updates the Salesforce Contact or Lead records.
??? Advanced Segmentation: Utilize Engagement's powerful segmentation and filtering tools with SFDEs, just like you would with standard data extensions.
?? Retention Policy: Remember, data extensions from sends to reports or campaigns have a hard-coded retention policy of 5 days. Plan your data management accordingly.
?? Key Prerequisites:
Use the 18-digit Salesforce Contact or Lead ID for mapping to the subscriber key to avoid duplicates.
Ensure the email field is set to type 'email address' for proper import into an SFDE.
Avoid special characters like ? or % in field names.
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?? Importing SFDEs:
Use accessible Sales or Service Cloud reports for creating import activities.
Understand the difference between manual and automated imports: manual imports respect user-specific scoping, while automated imports execute as the Marketing Cloud API user, reflecting broader data access.
By connecting users to the CRM on their User Detail record in Engagement, you can unlock these functionalities and streamline your marketing processes.
Don't let data integration challenges hold you back!
Embrace the power of Salesforce Data Extensions and elevate your marketing game. ??
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