About the training
This two-day interactive course provides practical skills for integrating, analysing, and visualising data in Salesforce Marketing Cloud Intelligence (former Datorama). After completing this course, you will be able to create data streams, harmonise data, and create powerful reports and dashboards.
Basics and core functions
Day 1 provides a basic introduction to Salesforce Marketing Cloud Intelligence and its capabilities.
Explore how you can improve your marketing strategies with data-driven insights.
Learn about Marketing Cloud Intelligence, its purpose, and how it solves challenges such as data consolidation, automated reporting, and performance measurement.
Navigate through the platform and familiarise yourself with the user interface and key features.
Learn how to configure key settings for user administration, data management and system customisation.
Connect and manage data
The afternoon will focus on integrating, structuring and harmonising data within Marketing Cloud Intelligence to ensure consistency and accuracy in reporting.
Data streams (API, Total Connect, Lite Connect): Connecting and configuring different data sources, including stream settings and templates.
Data Model & Data Stream Types: Efficient data structuring and understanding of different stream types.
Naming conventions & data classification: Standardise data organisation for ease of use.
Data Harmonisation: Aligning and standardising data from different sources to ensure consistency.
Patterns & Data Processing: Using calculated dimensions, measures and filtered measures to refine data.
Data fusion: Bringing together multiple data sources to create a comprehensive view of the data.
Analyse data and derive insights
In the afternoon, learn how to effectively analyse data and gain insights for your marketing. This session will give you the tools to turn data into actionable strategies and optimise marketing performance.
Reports: Create and customise reports for clear data visualisation.
Pivot tables: Organise and summarise data for in-depth analysis.
Einstein Marketing Insights: Leverage AI-powered insights for informed decision making.
Activation Centre: Act on insights by triggering marketing actions and automations.
Visualise data clearly
In the afternoon, you will learn how to create engaging and informative dashboards using the visualisation tools in Marketing Cloud Intelligence. You will learn how to create visually appealing and informative dashboards for easier data interpretation and decision making.
Widgets: Understand and use all available widgets for data visualisation.
Dashboard creation: Create effective and interactive dashboards.
Customisation: Improve dashboard aesthetics through custom layouts and designs.
By the end of this course, you will be able to effectively connect, analyse and present data and use real-world use cases to optimise marketing performance.