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Marketing Cloud Setup: Quick Look :    • Marketing Cloud Setup: Quick Look  

The features listed in the table are presented together in one Lightning Experience app for Salesforce. But behind the scenes, they reside in different parts of the Salesforce ecosystem. So before you can jump in, you need to complete some manual integration and configuration tasks.

Salesforce CRM sits at the center of Marketing Cloud. You can use Flow Builder to create automations, and you can organize information in sales records, such as campaigns, contacts, accounts, and opportunities. Einstein AI and Agentforce tools are also included.

Separately, Data Cloud provides critical data storage, harmonization, and segmentation functionality. It’s also where we store consent data. Data kits that connect CRM objects to their Data Cloud counterparts are provided with Marketing Cloud. You control the specific details for subsequent integration tasks by answering questions such as:

Where does your data come from?
How is your data modeled?
How do you plan to use the data you have?
When you create content, it’s stored in a marketing workspace in the Digital Experiences app. To allow users to draft, publish, and analyze content, an admin needs to add workspace contributors to the marketing workspace, and add site contributors to the default Experience Cloud site.

How Data Cloud Helps You
Data Cloud uses data mapping and a process called identity resolution to unify information about one person, even when it comes from different source systems with mismatched data models and formatting.

Consolidating lead and contact data creates a unified profile, which enables you to generate the right segments, personalize messages, and create dynamic content variations. You can add the resulting engagement and scoring data to Salesforce records, and use that information to optimize future campaigns