Documentation and Training

Salesforce Guides

Resources from Salesforce to help you learn and understand Salesforce Marketing Cloud (SFMC).


  • Explore Salesforce products and start building your digital marketing strategy.

  • High-level Trailmix training to introduce SFMC and what it can do.

  • Craft one-to-one consumer experiences across email, mobile, social, advertising and the web.

  • Explore AMPscript for personalization, loyalty emails, data-driven emails, and more.

  • Overview of best practices for writing alternative text for images and graphics.

  • A centralized location to view and manage details about your Marketing Cloud account, with links to other information about Marketing Cloud.

Training and Webinars


  • This training covered the basics of using Marketing Cloud for SMU creators. 

  • We walk through using Journey Builder for Salesforce Marketing Cloud for SMU's Email Marketing Project Phase II group

 

Role Based Trainings and Trailheads

The following information is based on the out of the box roles provided in Marketing Cloud Engagement. While it is not required that all Trailheads be completed, all users should review the  regardless of their specific role/permissions in Marketing Cloud Engagement.

For a comprehensive trailhead specific to the Marketing Cloud Email Specialist, review the . It is not necessary to take the exam or receive the certificate to be a Marketing Cloud Email Specialist, but any user with the Marketing Cloud Email Specialist role assigned should have the general knowledge provided by the trailhead and resources.

Below has general information covering topics a Marketing Cloud Email Specialist should know.

  • Email Studio
    ()
    Learn how to create and send email campaigns, manage subscriber lists, and personalize content.
  • Content Builder
    ()
    Understand how to create and manage email templates and content blocks for consistent branding.
  • Accessible for Images
    ()
    Overview of best practices for writing alternative text for images and graphics.
  • Journey Builder
    ()
    Familiarize yourself with setting up triggered and automated email journeys for different segments.
  • Analytics Builder
    ()
    Learn how to analyze email performance metrics such as open rates, click-through rates, and conversion rates.

  •  Studio
    ()
    Gain proficiency in creating & managing email campaigns, A/B testing, and optimizing email deliverability.
  • Accessible for Images
    ()
    Overview of best practices for writing alternative text for images and graphics.
  • Journey Builder
    ()
    Collaborate with other team members to design cohesive customer journeys that span multiple channels, including email, social media, and advertising.
  • Marketing Cloud Advertising
    ()
    Learn how to create and manage digital advertising campaigns across various platforms such as Facebook, Google Ads, and LinkedIn.

  • Automation Studio
    ()
    Master the creation and management of automated marketing workflows, including setting up triggers, activities, and schedules.
  • Journey Builder
    ()
    Understand how to design complex multi-channel customer journeys that incorporate email, SMS, mobile push notifications, and more.
  • Audience Builder
    ()
    Learn how to build and segment audiences based on demographics, behavior, and interactions for targeted automation campaigns.
  • Audience Builder
    ()
    Explore advanced analytics and reporting features to measure the effectiveness of automation campaigns and identify areas for improvement.

  • Audience Builder 
    ()
    Master the creation of data extensions, data filters, and SQL queries for building and segmenting audiences based on customer data.
  •  Builder 
    ()
    Explore data visualization tools and reporting capabilities to analyze customer behavior, campaign performance, and ROI.
  • Marketing Cloud Personalization 
    ()
    Understand how to track and analyze customer interactions across different channels to personalize marketing efforts.
  • Einstein Analytics 
    ()
    Learn how to leverage AI-powered analytics for predictive modeling, customer segmentation, and churn analysis.

For a comprehensive trailhead specific to the Marketing Cloud Administrator role, review the . It is not necessary to take the exam or receive the certificate to be a Marketing Cloud Administrator, but any user with the Marketing Cloud Administrator role assigned should have the general knowledge provided by the trailhead and resources.

Below has general information covering topics a Marketing Cloud Email Specialist should know.

  • Automation Studio ()
    Gain expertise in setting up and managing marketing automation workflows, including data imports, file transfers, and data cleansing.
  • Journey Builder ()
    Collaborate with other team members to design and optimize customer journeys that align with the organization's marketing goals and objectives.
  • Audience Builder ()
    Work on data governance and data hygiene initiatives to ensure the accuracy and completeness of customer data used for segmentation and targeting.
  • Analytics Builder ()
    Analyze marketing performance metrics and KPIs to track the effectiveness of marketing campaigns and make data-driven decisions.