Salesforce Marketing Cloud Implementation Guide

Salesforce Marketing Cloud is the world’s most influential digital marketing platform, allowing you to plan, personalize, and optimize 1:1 customer journeys. It enables you to communicate with customers through various ways, including Journey Management, Email, Mobile, Social, Ads, Network, Predictive Intelligence, Content & Messaging, and Customer Data platforms.

It is the best resolution for your organization because it allows you to reach out to your consumers with the right offer at the right time and in the right place.

Salesforce marketing cloud services include a solution for every marketing channel you use to communicate with your prospects and clients. The utter volume of options available to you can often be overwhelming, leaving you unsure where to begin.

In this Marketing Cloud Implementation Guide, we’ll look at:

1. Who is responsible for what?

Please make the following people aware of their roles, depending on the size of your company:

Marketers: These are platform users who will create campaigns, marketing strategies and manage prospects engagement using Marketing Cloud’s various apps (Journey builder, automation tools, contact builder, email studio, etc.)

Webmaster: The webmaster will be responsible for implementing the platform’s various apps (Journey builder, automation tools, contact builder, email studio, etc.)

Because the purpose of the Marketing Cloud Implementation is to convert prospects into qualified leads, addressing marketing strategy, and construct journeys to boost efficiency.

Management: It’s good to keep control informed about the cloud implementation because they could wish to produce reports and dashboards to track the platform’s metrics changes.

2. Account configuration Business Units Roles:

Retailing Cloud uses a graded administration organization called Business Units to govern access to information and information exchange.

SAP / Private IP: The Send Authentication Package (CAP) was created to improve deliverability and reputation while sending emails. Its services are the private area, dedicated IP, RMM (Reply Mail Management), and account branding tool.

Reply Mail Management is a solution that automates auto-responder (OOO) responses and unsubscribes requests. One must configure the reply emails to be sent to the Reply-To address that will act on messages.

Send Management: One can save time and effort by using this option. It allows you to build a send classification in a central location for email jobs that can be reused for many emails send definitions by combining these parameters: Sender profile, CAN-SPAM priority, and Delivery Profile.

File Transfer Locations: Each implementation is assigned one Enhanced FTP, a safe and versatile file transfer protocol. It must be configured for you to be able to import and export files, as well as run reports on your computer.

3. Data Management

Data management: It is critical for a variety of reasons. Data is gathered from various sources, including CRM, websites, apps, and file import. To accommodate these multiple data segmentation demands, the following data management features are available.

Lists: The Marketing Cloud Email Application’s default method of storing data in an index. It only necessitates a minimal amount of setting and setup. Emails are sent to your subscribers using lists. When you join a new subscriber to your list, they will automatically be added to All Subscribers (Master database for your account).

Data Extension: Because lists have limits and can only be used to add subscribers, data extension addresses this by allowing you to construct custom databases for your subscribers as well as any other form of data.

Product Catalogue, Activities Tracked, business, store information, Warehouse, and Product SKUs are a few examples. Make a sendable data extension related to All Subscribers when creating a data extension to store subscribers.

Contact Builder: It is a fantastic program that comes with various tools that provide you access to your account’s contact data. The contact builder allows you to manage and link data from external sources. It also gives you a unified view of your customer’s interactions with your company.

This can help you better recognize your client’s behaviour and wants, allowing you to improve and personalize customer encounters depending on the data you’ve gathered.

4. Creating Templates, Forms, Landing Pages, and Microsites

One has two options for creating an email, a form, or a landing page:
Use Marketing Cloud’s tools or paste HTML code. If you want to alter the code or use the AMP script in either scenario, you may need IT assistance. This can help you boost engagement by allowing you to use advanced personalization and dynamic content.

You’ll also need the assistance of a webmaster to embed the Web Collect (form) code into your webpage. Cloud implementation capabilities can automate repetitive processes (such as emails, social media, and other website actions) to make your marketing team’s job easier. It will allow them to be more productive and concentrate on the essential things.


This is a three-part Welcome series program that your new subscribers signed up for. The first email will be sent, followed by the second and third emails, sent to the subscriber when a certain amount of time has passed.

Create three email messages, a subscriber list or data extension as a subscriber source, and an attribute or field that contains the date indicating when the subscriber enrolled in the list or data extension to run this program.

During the customer lifecycle, the Welcome series playbook has the highest open and click-through rates. It would help if you made a lasting impression on your customer so that they will want to come back for more.

Automation Studio:
Using this drag-and-drop interface, you may automate various tasks by creating a workflow and setting a timetable. You can create a workflow to unzip a file, transfer tracking data, or filter data to deliver targeted and relevant messages, for example.


Salesforce Marketing Cloud is a dynamic environment. You (and your team) will be familiar with the basic features once you’ve successfully implemented the Marketing Cloud as your primary marketing tool.

The platform’s advanced capabilities so that you can stay current with marketing developments. Thankfully, unravelling the Salesforce Marketing Cloud (SFMC) deployment strategy is as simple as wearing a ball of yarn once you have the starting point.

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