Integration between the Salesforce CRM and Salesforce Marketing Cloud is a broad and ambitious subject that deserves attention. It’s also a very practical subject that if mastered benefits in out of the box features for data-driven, engaging campaigns. There is already a complete set of documentation for the Marketing Cloud Connect (MCC), integration guides, blog posts. Here are a few quick ones from the Trailblazer Community topic.
A List of Loose Implementation Best Practices For MCC
- Clean up and organize you CRM data
- Plan data import and usage with privacy regulations in mind (GDPR)
- Use the SF ContactID as the ContactKey for SFMC.
- Synchronized Contacts add up to billable records in SFMC
- Set custom boolean fields on the Contact object and sync only relevant Contacts
- To synchronize data between multiple BUs using a single-org Connector, use shared data extensions refreshed with automations
- Use events to trigger Journey Builder entries based on changes in CRM
- Invest in skills
- Maintain internal documentation