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

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Safe Harbor

The Lines are Blurring

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

Email

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.

Marketing Cloud Connect Demo Single view, one relationship, across your entire business

thank y u

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