Documentation and Training
Salesforce Guides
Resources from Salesforce to help you learn and understand Salesforce Marketing Cloud (SFMC).
- Marketing Cloud Basics | Salesforce Trailhead
Explore Salesforce products and start building your digital marketing strategy. - Getting Started with Marketing Cloud Trailmix | Salesforce
High-level Trailmix training to introduce SFMC and what it can do. - Get to Know Marketing Cloud | Salesforce Trailhead
Craft one-to-one consumer experiences across email, mobile, social, advertising and the web. - Marketing Cloud Setup
A centralized location to view and manage details about your Marketing Cloud account, with links to other information about Marketing Cloud. - Marketing Cloud Glossary
Role Based Trainings and Trailheads
The following information is based on the out of the box roles provided in Marketing Cloud Engagement. While it is not required that all Trailheads be completed, all users should review the Trailhead | Intro to Marketing Cloud regardless of their specific role/permissions in Marketing Cloud Engagement.
For a comprehensive trailhead specific to the Marketing Cloud Email Specialist, review the Trailhead | Prepare for your Marketing Cloud Email Specialist Credential. It is not necessary to take the exam or receive the certificate to be a Marketing Cloud Email Specialist, but any user with the Marketing Cloud Email Specialist role assigned should have the general knowledge provided by the trailhead and resources.
Below has general information covering topics a Marketing Cloud Email Specialist should know.
- Email Studio
(Salesforce Help | Email Studio)
Learn how to create and send email campaigns, manage subscriber lists, and personalize content. - Content Builder
(Trailhead | Create and Send Targeted Emails)
Understand how to create and manage email templates and content blocks for consistent branding. - Journey Builder
(Salesforce Help | Journey Builder Activities)
Familiarize yourself with setting up triggered and automated email journeys for different segments. - Analytics Builder
(Salesforce Help | Use Standard Reports for Data Management & Analytics)
Learn how to analyze email performance metrics such as open rates, click-through rates, and conversion rates.
Trailhead | Digital Marketing TTU
- Email Studio
(Salesforce Help | Email Studio)
Gain proficiency in creating & managing email campaigns, A/B testing, and optimizing email deliverability. - Journey Builder
(Salesforce Help | Journey Builder Activities)
Collaborate with other team members to design cohesive customer journeys that span multiple channels, including email, social media, and advertising. - Marketing Cloud Advertising
(Trailhead | Marketing Cloud Advertising Implementation)
Learn how to create and manage digital advertising campaigns across various platforms such as Facebook, Google Ads, and LinkedIn.
Trailhead | Marketing Automation Strategies
- Automation Studio
(Trailhead | Marketing Automation Strategies)
Master the creation and management of automated marketing workflows, including setting up triggers, activities, and schedules. - Journey Builder
(Salesforce Help | Journey Builder Activities)
Understand how to design complex multi-channel customer journeys that incorporate email, SMS, mobile push notifications, and more. - Audience Builder
(Trailhead | Audience Segmentation)
Learn how to build and segment audiences based on demographics, behavior, and interactions for targeted automation campaigns. - Audience Builder
(Salesforce Help | Use Standard Reports for Data Management & Analytics)
Explore advanced analytics and reporting features to measure the effectiveness of automation campaigns and identify areas for improvement.
- Audience Builder
(Trailhead | Audience Segmentation)
Master the creation of data extensions, data filters, and SQL queries for building and segmenting audiences based on customer data. - Analytics Builder
(Salesforce Help | Use Standard Reports for Data Management & Analytics)
Explore data visualization tools and reporting capabilities to analyze customer behavior, campaign performance, and ROI. - Marketing Cloud Personalization
(Salesforce Help | Introduction to Personalization)
Understand how to track and analyze customer interactions across different channels to personalize marketing efforts. - Einstein Analytics
(Trailhead | Use Einstein Features in Marketing Cloud Engagement)
Learn how to leverage AI-powered analytics for predictive modeling, customer segmentation, and churn analysis.
For a comprehensive trailhead specific to the Marketing Cloud Administrator role, review the Trailhead | Study for the Marketing Cloud Administrator Exam. It is not necessary to take the exam or receive the certificate to be a Marketing Cloud Administrator, but any user with the Marketing Cloud Administrator role assigned should have the general knowledge provided by the trailhead and resources.
Below has general information covering topics a Marketing Cloud Email Specialist should know.
- Automation Studio (Trailhead | Marketing Automation Strategies)
Gain expertise in setting up and managing marketing automation workflows, including data imports, file transfers, and data cleansing. - Journey Builder (Salesforce Help | Journey Builder Activities)
Collaborate with other team members to design and optimize customer journeys that align with the organization's marketing goals and objectives. - Audience Builder (Trailhead | Audience Segmentation)
Work on data governance and data hygiene initiatives to ensure the accuracy and completeness of customer data used for segmentation and targeting. - Analytics Builder (Salesforce Help | Use Standard Reports for Data Management & Analytics)
Analyze marketing performance metrics and KPIs to track the effectiveness of marketing campaigns and make data-driven decisions.