Salesforce Marketing Cloud Developer

Paths

Salesforce Marketing Cloud Developer

Authors: Zuzanna Jarczynska, Shane Smyth, Baneen Qazi, Ines Garcia, Justin Zucker, Salina Popova, Eliot Harper

Salesforce Marketing Cloud is an enterprise-grade digital marketing platform that includes a comprehensive API for platform integration, SQL support for data transformation and... Read more

Related topics

Salesforce Marketing Cloud Email Specialist Introduction to SQL Postman Fundamentals

What you will learn

  • Create an installed package & trigger an email from the API
  • Develop an email that uses AMPscript for personalization
  • Develop a content block that utilizes AMPscript to pull in related content
  • Apply SQL (queries) to manage and manipulate data
  • Understand the use of data views and query data out
  • Manage FTP and Data Imports
  • Configure an email template and email based on the template
  • Develop a landing page that utilizes AMPscript
  • Create and manage attribute groups for journey data models
  • Create and utilize send logs in your email process
  • Utilize SSJS to interact with data
  • Create flexible emails with Guide Template Language (GTL)
  • Delete and Restrict Contacts in Marketing Cloud
  • Work with data in the SOAP API
  • Create Sophisticated Content Personalization using AMPscript
  • Use AMPscript for programmable content

Pre-requisites

No prior scripting or development experience is required, however an understanding of HTML and CSS is recommended.

Path Courses

This path introduces the platforms’ APIs, data models and scripting languages, so developers can integrate Marketing Cloud with other platforms in a marketing technology stack, perform Extract, Transform and Load (ETL) processes on data and create sophisticated content personalization.

Using the REST API in Salesforce Marketing Cloud

by Zuzanna Jarczynska

Mar 2, 2021 / 55m

55m

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Description

Salesforce Marketing Cloud is the #1 marketing automation software for consumer engagement at scale and it offers a robust set of APIs that developers can use to connect external systems and applications to Marketing Cloud. In this course, Using the REST API in Salesforce Marketing Cloud, you'll get a kick-start into using the REST API in Salesforce Marketing Cloud and learn to build sustainable and scalable integrations.. First, you’ll explore the use cases for REST API in Salesforce Marketing Cloud. Next, you’ll discover the setup required for making and authenticating your API calls. Finally, you’ll learn how to make a simple API request based on a given scenario. When you’re finished with this course, you’ll have the skills and knowledge of working with Salesforce Marketing Cloud's REST API needed to interact with Marketing Cloud from external systems and applications.

Table of contents
  1. Course Overview
  2. Understand the Use Cases for REST API in Salesforce Marketing Cloud
  3. Creating a Salesforce Marketing Cloud Package and Authenticating through OAuth
  4. Utilizing Salesforce Marketing Cloud REST API to Trigger an Email
  5. Follow Salesforce Marketing Cloud REST API Best Practices

Developing Personalized Emails in Salesforce Marketing Cloud

by Shane Smyth

Jul 29, 2020 / 39m

39m

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Description

Personalized emails enable you to move from mass marketing to one-to-one communication. This allows your customers to receive the content they want, when they want it.

In this course, Developing Personalized Emails in Salesforce Marketing Cloud, you’ll learn how to set up personalized emails using AMPscript.

First, you’ll explore the basics of emails in Salesforce Marketing Cloud and how the components add up to make a templated email.

Next, you’ll discover exactly what data it takes to embark on sending personalized emails.

Finally, you’ll learn how to build personalization using AMPscript and get into the nuts and bolts of what’s possible in Salesforce Marketing Cloud.

When you’re finished with this course, you’ll have the skills and knowledge needed to use AMPscript for building and testing personalized emails in Salesforce Marketing Cloud.

Table of contents
  1. Course Overview
  2. Understanding Emails in Marketing Cloud
  3. Assessing and Preparing Data for Salesforce Emails
  4. Send a Personalized Email with AMPscript

Advanced Personalization with AMPscript in Salesforce Marketing Cloud

by Shane Smyth

Feb 18, 2021 / 45m

45m

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Description

Personalization results in higher open rates, as well as higher click-through rates. In this course, Advanced Personalization with AMPscript with Salesforce Marketing Cloud, you will gain a working knowledge of how to develop AMPscript in Marketing Cloud that will allow you to build advanced personalization use cases.

First, you’ll explore the type of personalization that is possible with advanced AMPscript.

Next, you’ll dive into a use case of developing a product recommendation with AMPscript.

Finally, you’ll learn how to develop a coupon selection use case with AMPscript.

When you’re finished with this course, you’ll have the skills and knowledge of developing advanced AMPscript personalized.

Table of contents
  1. Course Overview
  2. Personalization using AMPscript
  3. Demo: Building a Product Recommendation Using AMPscript
  4. Demo: Building a Coupon Selection Using AMPscript

SQL Fundamentals in Salesforce Marketing Cloud

by Baneen Qazi

Oct 2, 2020 / 50m

50m

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Description

Salesforce Marketing Cloud is a powerful tool that allows you to understand your customers better and personalize their experience of your brand. Knowledge of SQL is essential in automating segmentation so you can send the right message at the right time, to the right people. In this course, SQL Fundamentals in Salesforce Marketing Cloud, you’ll learn to segment your data to create a highly targeted subset of data. First, you’ll explore how to import your data from the secure FTP. Next, you’ll discover writing SQL queries. Then, you’ll learn about the different joins and what they do, how to write a case statement, as well as what data views that are available in Salesforce Marketing Cloud. Finally, you’ll learn how to automate your SQL queries so you don’t have to run them manually. When you’re finished with this course, you’ll have the skills and knowledge of SQL Fundamentals in Salesforce Marketing Cloud needed to manage customer data and create highly targeted segments.

Table of contents
  1. Course Overview
  2. Importing Data from the FTP
  3. Segmenting Data with SQL
  4. Querying Data Views with SQL
  5. Automating Data Segmentation

Creating Email Templates and Emails in Salesforce Marketing Cloud

by Ines Garcia

Aug 4, 2020 / 27m

27m

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Description

Knowing how to compose and personalize effective emails can be key, and Salesforce Marketing Cloud is the perfect place to start.

In this course, Creating Email Templates and Emails in Salesforce Marketing Cloud, you’ll learn the best practices for building, editing, and sending email templates with Salesforce Marketing Cloud Content Builder.

  • Explore Salesforce Marketing Cloud template basics
  • Learn how to personalize an email using Content Builder
  • Discover how to navigate around Content Builder and standard templates
When you’re finished with this course, you’ll have the skills and knowledge needed to efficiently create, personalize, test, and send templated emails in Salesforce Marketing Cloud.

Table of contents
  1. Course Overview
  2. Best Practices for Email Templates in Salesforce Marketing Cloud
  3. Using Content Builder to Create Personalized Email Templates

Using AMPscript in CloudPages in Salesforce Marketing Cloud

by Justin Zucker

Jan 19, 2021 / 1h 37m

1h 37m

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Description

Creating CloudPages does not need to be intimidating. In this course, Using AMPscript in CloudPages in Salesforce Marketing Cloud, you will learn how to use AMPscript to interact with your Marketing Cloud Data and contacts, and be able to perform interactions from within CloudPages. First, you will learn AMPscript functions and methods that are exclusively used with CloudPages. Next, you will explore common AMPscript functions to do CMS versioning. Finally, you will discover the SOAP API, error handling, adding/updating Salesforce data and utilizing dynamic content. When you are finished with this course, you will have the knowledge needed to build a custom preference center for your account that can interact with your Salesforce CRM records.

Table of contents
  1. Course Overview
  2. Creating a Personalized, Dynamic Landing Page
  3. Creating a Custom Subscription Center Part 1: Landing Page Form
  4. Creating a Custom Subscription Center Part 2: Backend Processing
  5. Create a Custom Subscription Center Part 3: Interacting with the SOAP API

Creating and Managing Salesforce Marketing Cloud Attribute Groups in Contact Builder

by Shane Smyth

Nov 18, 2020 / 1h 58s

1h 58s

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Description

Don't allow managing Salesforce marking to become overwhelming. In this course, Creating and Managing Salesforce Marketing Cloud Attribute Groups in Contact Builder, you’ll learn how to set up attribute groups and utilize them in journey builder. Attribute groups enable you to move from a static data extension for your journey communication, to creating relationships that can be utilized for powerful journeys. First, you’ll explore the basics of contact builder in Salesforce Marketing Cloud and how you can combine data sources into relationships with attribute groups. Next, you’ll discover how to set up attribute groups and the best practices for using them at an enterprise scale. Finally, you’ll learn how to connect these relational data to Journey Builder to drive better segmentation and relevance. When you’re finished with this course, you’ll have the skills and knowledge needed to use Contact Builder for attribute creation and journey sends.

Table of contents
  1. Course Overview
  2. Understanding Contact Builder
  3. Attribute Groups in Marketing Cloud
  4. Using Relational Data in Journey Builder

Creating Send Logs in Salesforce Marketing Cloud

by Salina Popova

Nov 11, 2020 / 45m

45m

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Description

In this course, Creating Send Logs in Salesforce Marketing Cloud, you’ll learn to utilize send logs in response to reporting briefs. First you will explore what sendlogs are including available templates and supported types of sends. You will have the opportunity to create a simple sendlog from a template. Next, you will discover the available fields and how to add custom fields to your send logs to pass extra data. Finally, you will explore passing values on email sends and how to use this in practice. When you’re finished with this course, you will have the skills and knowledge to instantly determine when send logs are required and use them effectively to enhance reporting capabilities for your business.

Table of contents
  1. Course Overview
  2. Generating Send Logs in Salesforce Marketing Cloud
  3. Defining Fields and Customization with Salesforce Marketing Cloud

GDPR and Privacy Compliance in Salesforce Marketing Cloud

by Baneen Qazi

Mar 20, 2021 / 46m

46m

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Description

The EU General Data Protection Regulation (GDPR) went into effect in 2018, and is the toughest privacy and security law in the world. The GDPR gives individuals the right to request deletion of their personal data - also known as the ‘right to be forgotten.’

The GDPR has set a new standard for data privacy and is often used as a guideline, even for organizations operating outside of the EU.

In this course, GDPR and Privacy Compliance with Salesforce Marketing Cloud, you’ll learn how to implement best practices for managing customer data. First, you’ll explore the laws and regulations that govern the use of data in Salesforce Marketing Cloud. Next, you’ll discover how to manage consent and limit data retention through the use of send classifications, unsubscribe functionality and data retention policies. Finally, you’ll learn how to restrict and delete contacts from Salesforce Marketing Cloud. When you’re finished with this course, you’ll have the skills and knowledge needed to manage contacts in Marketing Cloud for compliance with the strictest data privacy regulations.

Table of contents
  1. Course Overview
  2. Understanding Privacy Regulations
  3. Managing Consent in Salesforce Marketing Cloud
  4. Limiting Data Retention in Salesforce Marketing Cloud
  5. Preparing for Contact Restriction and Deletion
  6. Deleting and Restricting Contacts from Marketing Cloud

Creating Sophisticated Content Personalization Using AMPscript in Salesforce Marketing Cloud

by Eliot Harper

Sep 24, 2020 / 1h 15m

1h 15m

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Description

In this course, Creating Sophisticated Content Personalization Using AMPscript in Salesforce Marketing Cloud, you’ll learn to build dynamic content in Salesforce Marketing Cloud. First, you’ll explore the language syntax and fundamentals. Next, you’ll discover how to use functions to retrieve and format customer data. Finally, you’ll learn how to integrate with external platforms and leverage advanced language features. When you’re finished with this course, you’ll have the skills and knowledge of AMPscript needed to create sophisticated content personalization in Salesforce Marketing Cloud and integrate with external platforms.

Table of contents
  1. Course Overview
  2. Understanding AMPscript Language Fundamentals
  3. Using AMPscript Functions
  4. Using AMPscript to Integrate with External Platforms
  5. Dynamic Content Tracking and Exclusions
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