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Navigating Salesforce Marketing Cloud: {A Beginner’s Guide}

From the laptop 💻 of Kaelan Moss


RE: How to get started in Salesforce Marketing Cloud.


Mastering Salesforce Marketing Cloud: A Beginner's Guide

Do you know why people don't learn Marketing Cloud?


They don't know where to start.


Here's the problem:


It's tough to learn Marketing Cloud if you don't know where to start.


Which means you won't land a high-paying Marketing Cloud job.


That's why I made something for you.


Let me introduce you to...


Mastering Marketing Cloud

{A Beginner's Guide}

 

Learn the Basics: An illustration of a person sitting at a desk, engaged in online learning, using Salesforce Trailhead modules for SFMC basics.

This Salesforce Marketing Cloud Beginner Guide includes five tips to help you navigate (SFMC) so you can:

  1. Learn the Basics

  2. Understand Data Management

  3. Explore the Studios

  4. Learn Automation Studio and Journey Builder

  5. Stay Updated and Embrace the Community




Step 1 - Learn the Basics


Before diving deep into Marketing Cloud, it's crucial to get a good grasp of the basics.


Salesforce Offers a Ton of Resources:


# 1 - Trailhead:

For Exam Prep, Try These Custom Trailhead Trailmixes:



# 2 - SFMC Documentation:

  • Salesforce help docs give you the details for each part of the Marketing Cloud. I use Help Docs ALL the time.

  • It's a great way to verify that you're building the right thing (based on best practices).



# 3 - Community Forums:


 

You can also learn from Marketing Cloud experts:



Understand Data Management: An image showing a diverse group of professionals collaboratively working on data management tools in SFMC.

 

Step 2 - Understand Data Management


Data powers EVERYTHING in Marketing Cloud.


Understand how to manage data, and you'll be valuable to companies.


Companies will pay bank 💰 if you know how to:


Here are 3 data management principles that will give you the most bang for your buck.


# 1 - Data Extensions:


# 2 - Import and Segmentation:

  • Practice importing data and creating segmented lists for targeted marketing campaigns.

  • Data Filters & SQL Queries are the two segmentation tools in Marketing Cloud.

  • You can learn SQL here.

  • Knowing SQL will put you ahead of so many people.


# 3 - Personalization


Companies LOVE people who know how to personalize emails & text messages.


A common job interview question is:


"What is your AMPscript experience?"

Another common job interview question is:


How much experience do you have building personalized emails in Content Builder?

Don't forget about personalization in Marketing Cloud.


You need to put your data to good use when you're sending


  • Emails

  • Texts

  • Mobile Push Messages

  • And Building Landing Pages.


Here are Message Personalization Resources:



# 4 - Extract & Visualize:

  • Learn how to extract data from Marketing Cloud

  • Learn how to visualize and report on your marketing campaigns.

  • Every company needs to understand their metrics.

  • That's where you come in.

  • The more you know about reporting, the more valuable you'll be in meetings.


Explore the Studios: A scene of a professional working in Email Studio, part of SFMC, focused on designing an email campaign.

 

Step 3 - Explore the Studios


Marketing Cloud comes with various studios and builders, each designed for specific marketing functions:


  • Email Studio helps you design and send emails.

  • Become an expert at building & testing personalized emails.


  • Learn how to automate all of your data processes in Marketing Cloud.


  • Explore how to use Mobile Studio for text message (SMS) marketing.

  • This is a fast-growing field in the world of digital marketing.

  • Which means companies want people who know Mobile Studio.


Learn Automation Studio and Journey Builder: A tech workspace depicting the use of Automation Studio and Journey Builder in SFMC.

 

Step 4 - Learn Automation Studio and Journey Builder


Automation is the ultimate goal in Marketing Cloud.


Companies want to remove every manual process (if they can).


If a mistake can be made by a human, companies want to get rid of it.


That's why companies are moving towards automation in every part of their business.


Here are the...


2 Marketing Cloud Automation Tools

Stay Updated and Embrace the Community: An image of a virtual SFMC community event, with participants engaging in a webinar on the latest updates and best practices.



 

Step 5 - Stay Updated and Embrace the Community

Collage of SFMC updates: webinar session, support chat, and a user studying, highlighting continuous learning.

Finally, in a platform that evolves rapidly, staying updated is vital:


Here's how to...


Stay updated with Marketing Cloud.




Join in on Salesforce webinars and workshops to stay updated with the latest features and best practices.


These are led by Salesforce experts, so it's legit.




If you work for a company that's just starting to use Salesforce Marketing Cloud, reach out to Salesforce support for help when you're stuck.


It's their job to make sure you're successful.




Dedicate time to learn.


Marketing Cloud is always evolving.


There's always more money to be made.


Don't fall behind.


Keep learning.


These are great resources to keep learning:

 

Conclusion:

journey in Salesforce Marketing Cloud, capturing the essence of continuous learning and growth in the SFMC world.

5 tips to help you...

"Navigate Salesforce Marketing Cloud"

(So you can make the most of it)


  1. Learn the Basics

  2. Understand Data Management

  3. Explore the Studios

  4. Learn Automation Studio and Journey Builder

  5. Stay Updated and Embrace the Community


By following these 5 steps...


You'll build a strong foundation in Marketing Cloud.


Remember, the journey in Marketing Cloud is always evolving.


Embrace the process, and you'll be a Marketing Cloud pro in no time.


Welcome to the world of Marketing Cloud, where every click opens a new horizon of possibilities! ☀️


Kaelan Moss - MinuteAdmin Out ✌🏽

 

BONUS

Because you read this far...


I've got something special just for you 🤫


Here are the best resources to help you kickstart your Marketing Cloud journey.

Opmerkingen


When You're Ready,
Here's How I Can Help
You:

3 Day Challenge

Goals are important. If you want help reverse engineering Marketing Cloud success into bite-size goals and tasks - start the 3 day challenge for free.

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Ace Your Marketing Cloud Interview!

Book a one-hour prep session with an interview coach.

Transform your interview skills to land your next Marketing Cloud job. 

Spots are limited — schedule your expert session now!

Work Less. Earn More. Enjoy Life.

Join 2,000+ subscribers to the MinuteAdmin Newsletter. Every Friday morning, you'll get actionable tips to grow and thrive in Salesforce Marketing Cloud.

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