Marketing Cloud

Recommendation
Map
Follow this path to achieve
your goals

Last update: October 2022

Your Success Starts Here

This document provides a step-by-step

guide of recommended resources that
lead you from a beginner to advanced
Salesforce user. Follow the suggested
path of resources to learn how to
implement, realize value, grow, and go
further with Salesforce.

Welcome and good luck on your journey.

Implement: Get Started
Begin your journey to success
Implement: Get Started
VIDEO COMMUNITY WEBSITE

Welcome to
1 Welcome to Marketing Join the Marketing Meet Salesforce
Marketing Cloud
Cloud Cloud Trailblazer Marketing Cloud
Community

Get to know the basics in this

1-min video covering Setup Assistant Engage with customers and experts product overview page for Marketing
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and getting started resources. on any Marketing Cloud topic. Cloud.

TRAILHEAD VIDEO ARTICLE TRAILHEAD WEBSITE

Getting Started:
2 Get to Know Feature Overview Marketing Cloud Succeed as a Marketer Getting More with
Marketing Cloud
Marketing Cloud From Anywhere Automated Email
Marketing Services

Explore our powerful suite of Explore Marketing Cloud's studios, Explore a curated list of best
products and start building your builders, and more. Get health check Access this overview of Help & practices for collaborating online, Get an introduction to email
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digital marketing strategy. tips for features already in use. Training articles for Marketing Cloud. wellness, and tools for productivity. marketing automation.

TRAILHEAD DOCUMENTATION INDIVIDUAL COACHING SESSION

Assess Your
3 Digital Marketing State of Marketing Design & Strategy for
Marketing
Roadmap Report Email Marketing
Strategy Development
From KPIs to ROI, assess your Gain insights and discover trends Get guidance and email marketing
program and digital maturity as you from over 8,200 marketing leaders best practices across the subscriber
Follow This Trailmix worldwide. lifecycle.
develop your marketing roadmap.

Requires Premier or Signature Success Plan Additional Investment

Implement: Get Started, cont.
TRAILHEAD GUIDE ARTICLE WEBINAR VIDEO

Admin & Security

4 Marketing Cloud
Setup
Set up your Marketing Cloud
Account, add users, send emails, and
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track results.
Marketing Cloud
Implementation
Guides
Use these implementation guides to
set up and administer Marketing
Cloud features and applications.
Marketing Cloud Getting Started: Getting Started:
Setup Help Articles Admin + Deliverability Marketing Cloud:
Admin + Deliverability
Access this overview of Help & Learn basic account configuration Learn basic account configuration
Training articles for Marketing Cloud along with deliverability along with deliverability
setup. fundamentals. fundamentals.

VIDEO TRAILHEAD GUIDE ARTICLE

Multi-Factor Marketing Cloud Trust Security Marketing Cloud

Authentication for Site Implementation Guide Advisory Services
Marketing Cloud
Learn MFA basics and how MFA adds Use the Status site to check Use this implementation guide and Work with a dedicated team of
another layer of account access performance and security of your configure Marketing Cloud security Marketing Cloud experts to achieve
security. Marketing Cloud instance. tools. your goals.

ARTICLE WEBINAR VIDEO TRAILHEAD TRAILHEAD

Deliverability &
5 Intro to Email Getting Started: Video: Getting Started: Email Deliverability Learn Privacy and Data
Consent
Deliverability Admin + Deliverability Admin + Deliverability Concepts Protection Law

Key terms, tips to maintain

Learn basic account configuration Learn basic account configuration deliverability and IP reputation. Learn about laws and regulations for
Learn about email deliverability along with deliverability along with deliverability (Related: Improve Email collecting personal data, using it,
Follow This Trailmix
within Email Studio. fundamentals. fundamentals. Deliverability) and protecting privacy.

Requires Premier or Signature Success Plan Additional Investment

Implement: Drive Use
Learn to leverage key functionality and
increase user adoption
Implement: Drive Use
TRAILHEAD
Data
1 Marketing Cloud Data
Management
Management
Create a data model and organize
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your data in Marketing Cloud.
WEBINAR
How to: Manage Your
Data and Contacts
Get expert guidance and learn best
practices for data structure design
and optimization.
TRAILHEAD
Create
2 Compelling Content
Compelling
with Content Builder
Content
Learn how Content Builder helps
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drive customer engagement.
Requires Premier or Signature Success Plan Additional Investment
WEBINAR VIDEO TRAILHEAD ARTICLE
Data and Video: Data and Marketing Cloud How to Monitor
Segmentation Basics Segmentation Basics Contact Management Contacts Utilization
Access the Contact Count report that
Learn how subscriber data is stored Learn how subscriber data is stored contains information on the total
and how to get started to segment and how to get started to segment Use Contact Builder to manage your number of contacts in an account
your data in Marketing Cloud. your data in Marketing Cloud. Marketing Cloud contacts. and runs weekly.
VIDEO GUIDE
Video: How to: Contact Builder
Manage Your Data and Implementation Guide
Contacts
Learn best practices for data Use this admin guide to implement
structure design and optimization. and configure Contact Builder.
WEBSITE INDIVIDUAL COACHING SESSION GUIDE WEBSITE
Intro to Content Getting Started: 50 Best Practices for Email Marketing Best
Builder Design & Strategy for Email Marketers Practices
Email Marketing (Ebook)
Consolidate images, documents, and Get guidance and email marketing Review this list of curated resources
content in a single location for use in best practices across the subscriber Get tips for successful email to take your program from good to
Marketing Cloud. lifecycle. marketing. great.
Implement: Drive Use, cont.
TRAILHEAD ARTICLE WEBINAR VIDEO WEBINAR

Automate
3 Manage Campaigns Intro to Journeys and Journey Strategy Video: Journey How To: Journey
Customer
with Journey Builder Messages Strategy Builder: Set up a
Journeys Journey
Use this powerful Marketing Cloud Review this collection of articles to
tool to automate and optimize help users begin to create journeys, Learn how to develop your journey Learn how to develop your journey Build a customer journey in Journey
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customer interactions. add activities, and more. strategy. strategy. Builder with guidance from experts.

VIDEO ARTICLE TRAILHEAD ACADEMY ARTICLE ARTICLE

How To: Journey Marketing Cloud Build & Analyze Split and Join Decision Splits, Other
Builder: Set up a Journey Builder Customer Journeys Activities Filter-Based Activities
Journey Implementation Guide using MC (MKT101) in Journey Builder
In this 5-day, expert-led class, learn Customize a contact’s path through a Learn how Data Designer and other
Build a customer journey in Journey Use this admin guide to implement how to build customer journeys in journey and bring contacts from two features impact your ability to use
Builder with guidance from experts. and configure Journey Builder. Marketing Cloud. or more paths into a single path. filters, decision splits, and more.

ARTICLE TRAILHEAD TRAILHEAD

Behavioral Triggers Path Optimizer in Combine Journey

Reach customers who abandon
unpurchased items or services.
Journey Builder
Identify the most effective journey
for your customers with Path
Optimizer.
Builder and
Advertising Studio
Learn how to use Ad Audiences and
Ad Campaigns with Journey Builder.

WEBSITE TRAILHEAD ARTICLE WEBINAR VIDEO

Build, Test, &

4 Meet Email Studio Create and Send Email Studio Help Getting Started: Getting Started:
Send Email
Targeted Emails Articles Marketing Cloud: Marketing Cloud:
Build, Test, and Send Build, Test, and Send
Build and deliver personalized emails Get started with this overview of
Email Email
Learn about Email Studio in this that create lasting customer Help & Training articles for Email Use Email Studio to build, test, and Use Email Studio to build, test, and
Follow This Trailmix
product overview. relationships. Studio. send emails send emails.

Requires Premier or Signature Success Plan Additional Investment

Implement: Drive Use, cont.
INDIVIDUAL COACHING SESSION INDIVIDUAL COACHING SESSION

Getting Started:
5 How to: Email Studio: Getting Started:
Email Studio
Automate Email Design & Strategy for
Segmentation Email Marketing
Get expert guidance and best
Boost campaign success with practices for email marketing and
Follow This Trailmix
automated segmentation. design.

TRAILHEAD WEBSITE WEBSITE VIDEO

Best Practices:
6 Personalized Email How to Create an 50 Best Practices for 20 Email Best Practices
Email
Marketing Email Marketing Email Marketers to Implement from
Campaign from Home
Scratch
Manage preferences, create Watch this 2020 Leading Through
personalized content, and test your Consider these 10 steps in planning Get tips for successful email Change webinar on email best
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emails. your email marketing strategy. marketing. practices.

TRAILHEAD WEBINAR VIDEO TRAILHEAD TRAILHEAD

Personalize &
7 Audience Getting Started: Email Getting Started: Email Advance Your Personalize
Segment
Segmentation Studio: Email Studio: Email Marketing Strategy Interactions with
Campaigns Personalization Basics Personalization Basics Einstein for MC
Segment your audience and deliver Go beyond the basics of Marketing Learn how artificial intelligence can
the right message to the right person Learn to personalize emails with Learn to personalize emails with Cloud with email personalization, be used to personalize interactions
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at the right time. Marketing Cloud. Marketing Cloud. reporting, and design. with Einstein.

TRAILHEAD WEBINAR VIDEO

Interactive Content How To: Marketing How To: Marketing

Using AMP For Email Cloud: Einstein Cloud: Einstein
Feature Overview Feature Overview
Explore use cases where marketers Explore use cases where marketers
Add interactivity and real-time benefit from using artificial benefit from using artificial
updates to emails using AMP code. intelligence. intelligence.

Requires Premier or Signature Success Plan Additional Investment

Implement: Drive Use, cont.
TRAILHEAD
Grow Your
8 Learn Marketing Best
Customer Base
Practices
Discover best practices for
optimizing your marketing strategy
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by channel.
TRAILHEAD
Automate Your
9 Marketing Automation
Processes
Strategies
Scale your efforts using data,
Follow This Trailmix
templates, and automations.
ARTICLE
Maximize Your
10 Marketing Cloud Data
Reporting
Management and
Analytics
Get an overview of Marketing Cloud
reporting options, from standard
Follow This Trailmix
reports to Datorama.
APPEXCHANGE
Dashboard Pack for
Sales, Service, and
Marketing
Free dashboards consolidated for
one-time install. Sales, marketing,
support, adoption, Usage and more.
Requires Premier or Signature Success Plan Additional Investment
WEBSITE TRAILHEAD WEBINAR VIDEO
Tips to Grow Your Optimize Data, Getting Started: Getting Started:
Email Subscriber Base Audiences, & Digital Marketing Cloud: Marketing Cloud:
Advertising Advertising Studio Advertising Studio
Review this infographic of easy, Learn how ad solutions help reveal Learn how to get up and running Learn how to get up and running
healthy ways to grow your email new customers, reach audiences, faster with Ad Studio and Ad faster with Ad Studio and Ad
subscriber base. and improve ad spend. Audiences. Audiences.
WEBSITE INDIVIDUAL COACHING SESSION INDIVIDUAL COACHING SESSION GUIDE
Automation Studio How To: Marketing How To: Email Studio: Marketing Cloud
Automation Studio
Help Articles Cloud: Automate Data Automate Email
Imports Segmentation Implementation Guide
Get an overview of Automation Use Automation Studio to import Get expert guidance on how to drive
Studio with these Help & Training data into Marketing Cloud with effective marketing campaigns with Use this admin guide to implement
and configure Automation Studio.
articles. guidance from our experts. automation and segmentation.
TRAILHEAD TRAILHEAD TRAILHEAD ARTICLE
Run Reports and Track Measure Your Journey Campaign Analyze Emails and
Results Marketing Impact Analytics and Journeys with
Optimization Datorama Reports
Discover how to track end-to-end Learn about seamless marketing
Learn about standard Marketing marketing effectiveness and take Improve your journey campaigns analytics for messaging and
journeys.
Cloud reports and tracking. action on insights. and measure their performance.
WEBINAR VIDEO
Insights: Marketing Insights: Marketing
Cloud: Email Reporting Cloud: Email Reporting
and Tracking and Tracking
Learn to navigate and use Marketing Learn to navigate and use Marketing
Cloud email reports and Datorama Cloud email reports and Datorama
with guidance from our experts. with guidance from our experts.
Realize Value
Achieve peak performance
Realize Value
VIDEO WEBINAR INDIVIDUAL COACHING SESSION

Optimize Use
1 Getting Started: Ask a Marketing Cloud Review: Marketing
Marketing Cloud: Expert Cloud: Health
Feature Overview
Explore Marketing Cloud's studios Get answers to your best practice or
and builders, and get health check strategy questions from a Marketing Audit and optimize your Marketing
Follow This Trailmix
tips for features already in use. Cloud expert. Cloud usage.

WEBSITE TRAILHEAD

Enhance Your Datorama

2 Meet Google Analytics Google Analytics 360
Analytics Recommendation
360 Partnership Integration for
Marketing Cloud
Map
Learn how Google and Salesforce Get better insights from your data
work together to help you drive and build deeper relationships with
Follow This Trailmix
smarter engagement. your customers. Learn About Datorama

ARTICLE TRAILHEAD WEBINAR VIDEO TRAILHEAD ACADEMY

Connect the
3 Intro to Marketing Use Marketing Cloud How to: Marketing How to: Marketing Link Your Salesforce
Clouds
Cloud Connect Connect to Integrate Cloud: Use Marketing Cloud: Use Marketing Data using MC
with Salesforce CRM Cloud Connect Cloud Connect Connect (MCC201)
Get an overview of how to use Configure Salesforce CRM and Get expert guidance and learn how Get expert guidance and learn how Learn to link your Marketing, Sales,
Marketing Cloud Connect with Sales Marketing Cloud to share key data to connect Marketing Cloud to your to connect Marketing Cloud to your and Service Clouds in this four-day
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Cloud or Service Cloud. across your clouds. CRM data. CRM data. class.

ARTICLE TRAILHEAD

Distributed Marketing Get Started with

Distributed Marketing

Bridge the gap between corporate

Get an overview of how Distributed marketing, employees, channel
Marketing works across networks.. partners, and your brand.

Requires Premier or Signature Success Plan Additional Investment

Realize Value, cont.
TRAILHEAD TRAILHEAD TRAILHEAD VIDEO TRAILHEAD

Go Cross-Channel
4 Marketing Cloud Learn Marketing Best Develop Mobile Getting Started: Advertising Studio
Products Practices Strategies in Mobile Studio Implementation
Marketing Cloud
Explore Marketing Cloud tools for Discover best practices for
messaging, ads, social, analytics, and optimizing your marketing strategy Learn how use mobile messaging in Unite marketing, sales, and service Learn how to set up and start using
Follow This Trailmix
more. by channel. your digital marketing.. via social channels Advertising Studio functionality.

TRAILHEAD

Conversations Using
WhatsApp in Journey
Builder
Communicate with customers using
WhatsApp messaging in your
journeys.

TRAILHEAD ARTICLE APPEXCHANGE WEBSITE GUIDE

Extend Marketing
5 Develop for Marketing Create and Send Query Studio for Marketing Cloud Marketing Cloud
Cloud with Implementation
Cloud AMP-Powered Emails Marketing Cloud Developer Tools
Developer Tools in Marketing Cloud
Guides
Quickly run queries in Marketing
From APIs to SDKs, expand your Learn how AMP offers interactive, Cloud with a similar experience to Use these implementation guides to
developer skills to unlock the power real-time content and data at open SQL Server Studio or MySQL Explore this hub of developer set up and administer Marketing
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of Marketing Cloud tools. time. workbench. resources and forums.

APPEXCHANGE

Do More With
Marketing Cloud

Explore apps built by and for

Marketing Cloud users on the
AppExchange.

Requires Premier or Signature Success Plan Additional Investment

Grow and Go
Further
Achieve greater success using
advanced features
Grow and Go Further
TRAILHEAD WEBSITE TRAILHEAD VIDEO COMMUNITY

Unify Customer
1 Optimize Data, Meet Salesforce CDP Explore Salesforce Getting Started: CDP: Join the Salesforce
Data
Audiences, and Digital CDP Prepare for CDP Community
Advertising Implementation

Discover new customers, reach the Capture, unify, and activate your Learn how to implement and use key Get the most out of your Customer
right audiences, and improve ad audience data to deliver features of Salesforce's customer Data Platform (CDP) Engage with customers and experts
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spend. personalized customer experiences. data platform. implementation. on any Salesforce CDP topic.

Real-Time Interaction Studio

2
Interaction Recommendation
Management Map

Follow This Trailmix

Learn About Interaction Studio

WEBSITE TRAILHEAD WEBSITE DOCUMENTATION

Add AI to Your
3 An Introduction to Evolve Your Marketing Marketing Cloud MC Personalization
Marketing Efforts
Salesforce Einstein Strategy with AI Einstein Builder and Einstein
Recommendations
Imp Guide
Take digital marketing to the next Get an overview of how to use AI to
Learn about Einstein for Marketing in level with Einstein for Marketing understand customer behavior and Use this guide to learn how to set up
Follow This Trailmix
this interactive product tour. Cloud. personalize interactions. Einstein for Marketing Cloud.

ARTICLE TRAILHEAD ACADEMY TRAILHEAD ACADEMY TRAILHEAD ACADEMY

Advance Your
4 Become a Salesforce Trailhead Academy Salesforce Marketing Prepare for Your MC
Career
Marketing Cloud Certifications Consultant Exam
Champion (CRT550)

Tell your Salesforce story, elevate Experience in-person and virtual Grow your resume and prove your Boost your exam readiness in this
your career, and empower the learning and develop your Salesforce hands-on experience with globally one-day class including resources
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Trailblazer Community. skill set. recognized credentials. and practice questions.

Requires Premier or Signature Success Plan Additional Investment

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INTERNAL ONLY

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K
TO
M
SEE NEXT SLIDE FOR CUSTOMER-FACING VERSION.

AS
TE
R
Reach the Summit of Success
Get more resources to help you meet your goals. Explore Recommendation Maps for additional clouds.

B2B Commerce B2C Commerce Consumer Goods Datorama Education

Financial Services Health Interaction Studio Manufacturing Marketing

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Reach the Summit of Success
Get more resources to help you meet your goals. Explore Recommendation Maps for additional clouds.

B2B Commerce B2C Commerce Consumer Goods Datorama Education

Financial Services Health Interaction Studio Manufacturing Marketing

Mulesoft Composer Nonprofit Pardot Platform Quip

Sales Salesforce Scheduler Service Tableau

Thank You