Salesforce Marketing Cloud

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Overview

Welcome to the technical documentation for our Salesforce Marketing Cloud Integration. This comprehensive guide is designed to assist users in seamlessly integrating Marketing Cloud with Relay Network.

Intended Purpose

The primary goal of the Salesforce Marketing Cloud Package is to establish a bidirectional data exchange between Marketing Cloud and Relay Network. The installation of the Marketing Cloud package allows users to embed Marketing Cloud journeys with a custom Relay widget.

Key objectives of the integration package:

  1. Data Synchronization: Enable real-time and batch data synchronization between Salesforce Marketing Cloud and Relay Network, ensuring consistency and accuracy of shared information.

  2. Embedded User Experience: Provide a seamless and intuitive user experience within the Marketing Cloud interface, allowing the custom Relay widget to be be dragged and dropped into Marketing Cloud’s journey builder.

  3. Automation and Customization: Leverage custom integrations and SQL queries to manage data within Marketing Cloud data extensions, connect to Salesforce.com CRM or other 3rd party applications.

How to Use This Guide

This documentation is structured to guide both developers and administrators through the integration process. Here's a breakdown of the sections:

  • Getting Started: Begin with an introduction to the integration package, including prerequisites and system requirements.

  • Installation: Walk through the installation process, detailing the necessary steps to deploy the package within your Salesforce Marketing Cloud instance.

  • Configuration: Explore configuration options, including how to set up and customize the integration based on your organization's specific business use cases.

  • Best Practices: Gain insights into best practices for maintaining and optimizing the integration for long-term success.

  • FAQs: Find guidance on identifying and resolving common issues that may arise during the integration process.