Salesforce Data in MCE Journey Builder
Learn how to integrate and use Salesforce CRM data with Marketing Cloud Engagement (MCE) Journey Builder. In both ways. The right way.
Table of Contents
- Salesforce Data Entry (3:29)
- Salesforce Data Bindings (24:54)
- Synchronized Data Extensions (29:40)
- Salesforce Data through API (34:31)
- Salesforce AMPScript functions (37:11)
- Salesforce Journey Builder Activities (41:31)
Video
You Should Know
During the webinar I mentioned the surprising behaviour of Salesforce Data Entry in terms of injection to a Journey based on this Knowledge Article.
The actual logic for records that are not yet in the Salesforce Marketing Cloud Engagement is a bit more complex:
| Email Opt Out | Email IS NULL | Email fails List Detective | Result |
|---|---|---|---|
| False | False | False | Added to Journey, All Contacts and All Subscribers |
| False | True | False | Added to Journey and All Contacts (source = unspecified), but not to All Subscribers |
| False | False | True | Added to Journey and All Contacts (source = unspecified), but not to All Subscribers |
| True | False | False | Added to Journey, All Contacts and All Subscriber with Unsubscribed Status |
| True | True | False | Not added to MCE |
| True | False | True | Not added to MCE |
Materials
| 10 September 2024 | Salesforce Data in Journey Builder with Marketing Cloud Connect |
|---|---|
| Recording | YouTube |
| Slides | |
| Articles | MCE MCC Integration Patterns Tim Ziter on Salesforce Data Entry Salesforce on Salesforce Journey Builder Activities Rafał Wolsztyniak on Data Bindings |