Post on 12-Apr-2017
Marketing Cloud Connector Partner Enablement November 2, 2015
Karalee Slayton Principal Product Marketing Manager
kslayton@salesforce.com @cablemaven
Laura Davis Senior Product Manager
ldavis@salesforce.com
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
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Safe Harbor
New Cross Cloud Capabilities With Marketing Cloud Connector
Create a 1-to-1 customer journey across the Customer Success Platform
Point and Click Integration Integrate in just a few clicks
Continuous Data Refresh Keep any standard or custom objects connected to Marketing Cloud
Cross-Cloud Engagement Start journeys and trigger activities that connect interactions across Clouds, natively from Marketing Cloud
Build Journeys Across Clouds Sales journeys, service journeys, any journey
Social
Advertising
Website
Mobile
Devices
• Improved, guided first time user experience
• Automated configuration steps to reduce manual efforts
- Automated IP whitelisting
- Automated workflow creation
- Automated custom domain setup
• Automated configuration steps to reduce manual efforts
NOTES:
- Customers upgrading v5 versions will not see changes
- v3 clients have an existing migration path that may or may not expose them to the new UI. A migration path for v2 clients is in process
- Automated custom domain setup will not work for <Government Cloud Domains>, or <cloud pages>
Simplified User Configuration
Data Stream is now Available in the Marketing Cloud Connector
Integrated Data
Shared Platform Services
Continuous Innovation
Connecting the Clouds Just Got Easier
Select all the Salesforce data you want available in Marketing Cloud
INCLUDING CUSTOM OBJECTS
Continuous data refresh keeps the Marketing Cloud
up to date
Use all your Salesforce Data in any Marketing Cloud
application
Benefits of Data Stream
• This new feature will allow marketers to have complete access to all of their Salesforce Data from within the Marketing Cloud.
• Simply select the Salesforce data you want in the Marketing Cloud (including custom objects)
• Import once, and then only sync deltas
• It’s fast, no more waiting hours to update information
• Access to the entire data relationship, not just a flat import file. • No more exporting and importing reports or campaigns
• No more uploading to an FTP site
• No more mapping every field from SF into MC
• No more scheduling uploads into Automation studio
Connected App Authentication
• Greater security and control connecting to the Sale Cloud and Service Cloud
• API limits lifted as REST and SOAP restriction are removed
• Mapping to Sales Cloud and Service Cloud will no longer require passwords
- Password Expiration no longer an issue
CONTROLLED BETA
Controlled Beta
Multi-org Integration ROADMAP Marketing Cloud Connector – Enterprise Setup
Salesforce Org Enterprise 2.0
Business Units
Salesforce Org
Salesforce Org
BETA
Journey Builder Salesforce Sales and Service Events & Activities
• Entry Events – Listens for triggers like Service Case Closed, or changes that occur in the Sales or Service Cloud to launch customers customers into a Journey
• Activities – Create or update records within the Sales Cloud & Service Cloud during a Journey. Create Lead, Contact, Account, Task, Case, Add/update Campaign Member
• Engagement Data – Emails sent through Journey Builder will return tracking to the Sales Cloud & Service Cloud
BETA
Connecting the Clouds Feature Clarification Descriptions
Marketing Cloud Connect (Dreamforce Message)
The Umbrella launch message from Dreamforce used to package the new features of the Marketing Cloud Connector and the new cross-cloud capabilities it provides in Journey Builder
Marketing Cloud Connector (aka v5) The packaged app used to connect, communicate and interact with the Sales & Service Clouds.
Data Stream (formerly know as Data Connector or Data Sync) Imports replacement
A new feature in the Marketing Cloud Connector that will allow customer to set up a one direction sync process from Salesforce Objects TO Marketing Cloud. This will be the best practice method for sending large sets of data from Salesforce to the Marketing Cloud going forward
No more Soap and Rest API limits & (Connected App for Marketing Cloud Connector)
A New method of Security and Authentication for Marketing Cloud Connector. This will lift the SOAP and REST API limits for Marketing Cloud Connector and alleviate password expiration problems of the past, since no Sales or Service Cloud Passwords will be stored in the Marketing Cloud during configuration.
Journey Builder Sales & Service Activities
New Journey Builder Activities (that Journey Builder customers get with the Marketing Cloud Connector), that interact directly with Salesforce information like converting a lead or creating a task
Journey Builder Sales & Service Entry Events
New Journey Builder Entry Events (that Journey Builder customers get with the Marketing Cloud Connector), that interact directly with Salesforce information like the closure of a Service Cloud Case
“Real-time data is crucial to providing the right message at the right time.”
Needed solution for marketing, sales, and service collaboration to improve customer experience
Leverages Salesforce from the sales cycle to onboarding customers to service needs, creating a 360-degree view of customers
Sends personalized emails based on previous behavior and identified interests
Seeing increases in productivity and customer satisfaction
FLEETCOR Fuels Integrated Customer Journeys
Pamela Coan, Director of Customer Marketing, FLEETCOR
Pricing & Availability
The Marketing Cloud Connector is free in every edition of the Marketing Cloud. Most features released in October 2015. Journey Builder integration will available
beginning in the Corporate edition early next year.
Connecting the Clouds Release Schedule for features introduced at Dreamforce
2015-06 2015-07 2016-01
JB Sales & Service Activities / Events BETA
JB Sales & Service Activities / Events BETA
JB Sales & Service Activities / Events GA
Data Sync BETA Data Sync GA
New Config Wizard BETA New Config Wizard GA
Connected App PILOT Connected App Authentication Controlled GA
Connected App Authentication GA
Alternate Keystore PILOT Alternate Keystore BETA Alternate Keystore GA
Multi-Org Pilot Multi-Org Pilot Multi-Org Pilot
Journey Maps BETA Journey Maps BETA Journey Maps TBD GA
Wait Until Activity PILOT Wait Until Activity PILOT Wait Until Activity TBD GA