Salesforce Data in SFMC Journey Builder
Learn how to integrate and use Salesforce CRM data with SFMC 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 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 SFMC |
| True | False | True | Not added to SFMC |
Materials
| 10 September 2024 | Salesforce Data in Journey Builder with Marketing Cloud Connect |
|---|---|
| Recording | YouTube |
| Slides | |
| Articles | SFMC MCC Integration Patterns Tim Ziter on Salesforce Data Entry Salesforce on Salesforce Journey Builder Activities Rafał Wolsztyniak on Data Bindings |