Full Access Salesforce Marketing-Cloud-Consultant Tutorials

To send SMS and push notifications together with emails as part of a new customer onboarding journey, Northern Trail Outfitters should use a GUID or another generated ID for Contact Key. A Contact Key is a unique identifier for each contact in Marketing Cloud across different channels and platforms. A GUID or another generated ID is recommended as a Contact Key because it is persistent, consistent, and channel-agnostic. References: https://help.salesforce.com/s/articleView?id=sf.mc_co_subscriber_key.htm &type=5

Two options that would prevent the customer from duplicating records when implementing a Sales Cloud instance are:

• Get existing records updated with new Keys sourced from Sales Cloud instance. This option will allow the customer to update their existing records in Marketing Cloud with new keys that match their Sales Cloud records, such as Contact ID or Lead ID. This will ensure data consistency and avoid duplication across both systems.
• Continue as normal, as Marketing Cloud Contact Models will dedupe keys by Email Address. This option will allow the customer to continue using Email Address as their primary key in Marketing Cloud, and rely on Marketing Cloud Contact Models to dedupe keys by Email Address when syncing data from Sales Cloud. This will ensure data accuracy and avoid duplication within Marketing Cloud.

Uploading CSV with Migrated Subscriber Keys to All Subscribers will not prevent duplication, as it will create new records in Marketing Cloud with different keys than the existing records. Purging the current records and carrying on with new keys sourced from Sales Cloud will result in data loss and potential compliance issues. References: https://help.salesforce.com/s/articleView?id=sf.mc_co_subscriber_key.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_co_contact_key.htm &type=5

This allows you to specify the exact name of the file when running the automation. The File Drop Starting Source is an automation activity that allows you to specify the source of the File Drop as either a Scheduled or Manual event. This allows you to control when the data is imported from the Enhanced FTP file.

To set up their automation to import the data from the file on a nightly basis, Northern Trail Outfitters should use two ways to start their automation:

• File Drop Starting Source. This is a trigger that starts an automation when a file is dropped in an Enhanced FTP folder or an external SFTP location.
• Scheduled Starting Source. This is a trigger that starts an automation at a specified date and time or at recurring intervals.

%%BASEFILENAME_FROM_TRIGGER%% and %%BASEFILENAME_FROM_FILEDROP%% are not starting sources, but variables that can be used in file transfer or import activities to reference file names. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_automation_studio_triggers.htm &type=5

Performing large-scale segmentation in Automation Studio before admitting contacts into Journey Builder can help reduce the amount of contacts admitted into the journey, thereby increasing the performance of the journey.

Creating prefiltered, sendable copies of data extensions for each journey instead of using the same entry source can also help optimize journey performance as it reduces the number of contacts that have to be processed for each journey. This can help with performance as the data extension is already filtered and therefore the journey has to do less work in terms of filtering the participants. For more information, see the Salesforce Certified Marketing Cloud Consultant Exam Study Guide[1] or the Salesforce documentation on Journey Performance[2].

[1] https://trailhead.salesforce.com/content/learn/certifications/marketing-cloud-consultant/marketing-cloud-consultant-exam-study-guide  [2] https://help.salesforce.com/articleView?id=mc_jb_improve_journey_performance.htm &type=5