@ 32.09, When we can directly send email by selecting the CRM reports as audience(Contacts) then why are we creating the SFDE with that report attributes ( Contact ID, email, email optout) before and using it during the send process. Also what is the difference in sending the email with creation of SFDE first using source type as report and selecting it during send Vs using the salesforce report as direct audience? as sending to the report directly will also create a temporary SFDE to use for tracking. and if we send the email using the report in SF, is it that temporary SFDE created for everysend. in this case how can identify/differentiate the temporary DEs for multiple sends and for tracking. As this is a snapshot or standard DE of data from CRM without any refresh option, IF we initially create the SFDE, how will be the changes made in the CRM will be captured during the email send.
Hi Shibu, Your videos are quite useful in comprehending the MC as a whole. Do you conduct the classroom sessions on MC ? If yes i would like to attend them.
Thanks Prasad - as of now not having any classroom sessions planned - if we will have in future, will announce in linkedin / twitter. We do have frequest user group sessions though that you can attend
Hi Shibu,,How do validate the CRM and data in in MC(Sync DE) is latest or in Sync with source? Do we need to run any data validation reports or do the refresh button everytime before we move it to a Standard DE or use SF event in Automation/JB.
You can set the poll to as low as 15min to get latest data from CRM to MC. The Automation activity to pick data from Sync DE to regular DE will take the latest data available in the Sync DE when it runs - which may not contain any updates frm CRM since the last poll
Hello Shibu, As you said One CRM can connect to one MC account then how about Sandbox CRM to MC account?? will that be counted as 2 CRM's? or if we integrate a Single CRM to MC you also get sandbox with it? Sorry if its confusing
Each SF CRM org with an org id is a separate instance - so yes each Sandbox is treated as a separate instance as far as integration to SFMC is concerned.
if you have MC connect , 18 digit lead id/contactidd is used as subscriber key , Does this mean any new lead/contact has to always get uploaded to sales cloud first and let it sync to MC and not directly to marketing cloud (to generatee salesforce ids) ?
Yes that is correct Sreekumar - since SF CRM is the source of truth for the SF Lead / Contact Id, the record has to get created in CRM first. You can either create the record in CRM manually or some process on the CRM side and then have it flow into SFMC through the connector (Synch DE) - or the other option is to use AMPscript in a cloudpage (for e.g. if you have a lead / contact form) to create the record in SF CRM and then use the returned id of the newly created record to insert into your DE (or have it naturally flow into SFMC thru the synch process)
@@sfmctrailblazers Thanks for the response. so you mean for marketing cloud landing pages forms also ,we should create lead inside sales cloud first and let it flow instead of writing it to DE directly,?
@@sreekumarmenon Using any data other than the SF Contact/Lead ID is not recommended and not even possible in some situations. The Contact/Lead IDs are critical to supporting most of the cross cloud functionality.
Hi Priyanka - the organizers have expressed concerns in the MC Admin bootcamp videos being shared through this channel. They will be sharing the videos through the GTW links published as part of the bootcamp registration. Sorry for the inconvenience. This video is not part of the MC Admin bootcamp series - and was recorded as part of a session I did earlier this year.
From Trailhead : Marketing Cloud Connect requires a relationship between a single Marketing Cloud account and a Salesforce CRM org. "...It’s possible to connect a Marketing Cloud account to multiple Salesforce CRM orgs.." Can you explain your slide named "Not supported MC Configuration.."?
You can connect one Business Unit (BU) in an MC Org to one and only one SF CRM instance. However an MC Org can have multiple BUs - and if Multi-org is enabled in MC, then you can technically connect each BU to a different SF CRM instance. You can even have multiple BUs connecting to the same SF CRM instance.
You cannot directly move data from SFMC to CRM - the only data that gets sent back is Tracking data if you do Salesforce Send to a Lead / Contact ID. However you do have the option to create / update CRM objects from SFMC Journeys using the Salescloud / Service Cloud activities. Other option is to use the AMPscript functions to create / update Salesforce object records. If you are looking to send data in bulk to SF CRM, then you may need to use Bulk API load - tidbitsforu.com/send-sfmc-sfdc-using-ssjs-bulkapi2/
@@sfmctrailblazers 1. Is there any way to send data collected from cloud pages to Lead object in salesforce CRM? If yes is there any information available? 2. Cant we puch a Data extension from sfmc which has exact fields in Salesforce CRM?
Hi Shibu, I have a query, suppose we want to send emails from a custom object in our journey and not using leadId and contactId as sub key. Can we send the emails?
You should be able to bring in the data from the custom object into a Synchronized DE in Marketing Cloud. Sync DEs cannot be used directly in Email Sends or Journeys - so you will need to use filter / query activity to replicate to a regular DE and then use as entry source. When you map to a regular DE, the target DE should be a sendable one and have fields from the synch DE that correspond to a Subscriber Key and an Email address. In order to use the custom object directly as SF Data Entry source in a journey, there should be a field on the custom object that looks up to a Contact / Lead / User - and you need to choose this when configuring the journey entry source as the contact to be injected into the journey. You cannot select any random field that contains an email address / subkey from the custom object in this case.
Hi Shibu, Thank you for the helpful video! I have a question regarding syncing data from CRM into a Synchronized DE, if a CRM field has formula fields. (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-hVI7wSJTvPk.html) In your example here, you mentioned that if there are formulas and if those formulas are pulling from other objects then the latest data will not be synced, so in this example, what is the recommendation for syncing formula fields from CRM into SFMC?
help.salesforce.com/s/articleView?id=sf.mc_co_implement_synchronized_data_sources_best_practices.htm&type=5 Formula fields are updated when u open and save the record or make an update to another field. Hence if u make changes to another object, it may not automatically reflect in the syncing object - so u need to take into account when designing the integration. Theres no issue in bringing data in from a formula field into Sync DE as well. But do keep in mind, if you expect a field update on another object to change a formula field on the syncing object automatically and then causing the record to trigger an update over to MC Sync DE - then that wont work because formula fields dont automatically update in the background and hence cannot trigger an update to MC Sync DE. However if any other field on the syncing object gets updated then the record will automatically trigger for an update over to MC - including the updated formula field. Hope that helps
