Implementation Accelerators

Your account implementation accelerator is designed to get you up and running on Marketing Cloud within weeks. This initial setup will ensure your success with Salesforce Marketing Cloud both now and in the future.

Project Plan and Details

• Kickoff and business requirements discovery call

• Blueprint review and signoff

• Account and user configuration

• Sender Authentication Package (SAP) and basic reply mail management (RMM) configuration

• Data configuration and import

• User-acceptance testing

• Final deliverables demonstration and next steps

Price: $16,000

See full list of inclusions and exclusions

Prerequisites

• Pro, Corporate or Enterprise Marketing Cloud license (including Sender Authentication Package)

• Implemented domain for sending messages (ex: email.yourdomain.com)

• External data source & data layout

• Existing email content for QA testing

• Meeting times for Salesforce resources with your key business stakeholders

• Completed Sender Authentication Package (SAP) configuration, including:

a. Private domain

b. Dedicated IP address

c. Confirmed authentication - sender policy framework (SPF), sender ID, and domain keys/DKIM authentication

In-Scope Details

• Discovery and documentation of your marketing use-cases and contact profiles to guide implementation architecture

• Production-ready instance of Marketing Cloud, including:

• Verification that the account is provisioned properly

• Configuration of the following account settings, for 1 business unit:

a. Name

b. MID (auto assigned)

c. Physical mailing address

d. Time zone

e. Date format

f. Default sender email display (email display name)

g. Default sender email address (email reply address)

h. Default send classification

i. Configuration of 1 standard header and footer (includes View As Webpage and CAN-SPAM footer) (if applicable)

• Enable Marketing Cloud Subscriber Key setting as the unique identifier for contacts

• Create up to 5 user accounts, with details that include: Name, Email, Login Name, and Account Role

• Enable standard Reply Mail Management (RMM) setting: a mechanism to control the reply messages your team receives from its contacts

• Create 1 HTML paste email for testing purposes (existing creative only, design services excluded)

• Complete 1 test send demonstration of 1 static email for enablement purposes

• Import 1 data source to a single list or data extension (max of 25 fields)

Out of Scope Details

• Additional business unit setup (optional add-on)

• IP warming plan, send monitoring or reputation monitoring (optional add-on)

• Real-time triggered emails (optional add-on)

• Additional data configuration (import, extract, API)

• Any integrations with third party applications (e.g., CRM, web analytics) (optional add-on)

• Relational data design (optional add-on)

• Complex, custom-HTML email formats for test sends

• Dynamic content via Ampscript or SQL queries (optional add-on)

• Consultation or development of API code (optional add-on)

• Creation or configuration of email content or templates requiring HTML development

• Creation, configuration, or hosting of landing pages (optional add-on)

• Setup or configuration of custom sender profile, subscription center or preference center pages (optional add-on)

• Import of multiple data sources (optional add-on)

• Data transformation, cleansing, aggregation, or de-duplication of import or exports (optional add-on)

• Provisioning and configuration of a separate test (sandbox) environment within Salesforce Marketing Cloud

• Creative, design or user-experience services

• Development of a process to synchronize assets between QA and production environments

• Marketing Cloud application configuration (such as Data Studio, Journey Builder, etc.) (optional add-on)

• Salesforce Connector configuration (optional add-on)

• Journey Builder configuration (optional add-on with additional product license)

Your Journey Builder implementation accelerator is designed to get you up and running on Journey Builder within weeks. Set up your team for success with Salesforce Marketing Cloud both now and in the future.

Project Plan and Details

• Kick-off and business requirements discovery call

• Journey map session

• Blueprint review and signoff

• Build and demonstrate contact model

• Build and demonstrate journey

• QA testing of Contact Builder model and new journey

• User-acceptance testing

• Final deliverables demonstration and next steps

Price: $4,000 USD (20 hours delivered by your expert)

See full list of details and exclusions

Prerequisites

• Marketing Cloud account configuration complete

• Journey Builder is enabled on account

• Email channel is configured

• Contact insights with personal and segmentation rules are identified

• High-level diagram of data flows designed

• Journey email creative is created within Marketing Cloud

• All relevant journey data is loaded in data extensions

In-Scope Details

• Deploy 1 journey template of your choice: anniversary send, birthday journey with coupon, welcome journey, or welcome journey with engagement split

• Create 1 journey with up to 15 steps

• Create and test the journey's entry event trigger

• Update 1 pre-existing email to support personalization and dynamic content based on contacts' actions

• Solution walkthrough of completed Journey Builder configuration

• Configuration of contacts model with up to 3 data sources, including:

• Identify data extensions that will be used across journey

• Connect data extensions in Contact Builder to define table relationships

• Update configuration settings to determine email address priority

• Identify “root,” master data extension - contacts must exist in the root master data extension in order to be entered into a journey

Out of Scope Details

• Configuration of Marketing Cloud Connector integration

• Review of more than 3 data sources

• Review of more than 1 channel

• Coding of more than 1 email to support personalization and dynamic content

• Development of custom events or activities within Journey Builder

• Consultation or development of API code (optional add-on)

• Creation of custom extracts

• Uploading data and assets into the Marketing Cloud

data cleansing, appending and/or transformation of data

• Integrations with third party applications (e.g., CRM, web analytics)

• Setup or configuration of custom profile, subscription center or preference center pages (optional add-on)

• Creation or configuration of landing pages

• Creation of net new emails, templates, HTML coding or other creative and design services

The Salesforce Connector implementation accelerator is a necessity if you’re already using one of the other Salesforce clouds (Sales, Service, Financial Services, or Health Cloud) in conjunction with the Marketing Cloud. With this integration, you will have a complete view of your contacts' marketing interactions (such as email sends, opens and clicks) inside your Salesforce org. Within weeks, you’ll receive a powerful connection between Marketing Cloud and a single Salesforce org. You'll be setup for success both now and in the future.

Project Plan and Details

• Kickoff and business requirements discovery call

• Blueprint review signoff

• Implement Salesforce Connector integration

• Test and troubleshoot Salesforce Connector email sends from Marketing Cloud and Salesforce

• Confirm that Individual Email Results tracking data are passing to Salesforce

• User-acceptance testing

• Final deliverables demonstration and next steps

Price: $4,000 USD (20 hours delivered by your architect)

See full list of details and exceptions

Prerequisites

• Pro, Corporate, or Enterprise Marketing Cloud license

• Configured production Marketing Cloud business unit

• Identified business unit for connection

• Identified Salesforce org objects for synchronization

• Identified fields required for synchronization connector configuration & mapping

In-Scope Details

• 1 Marketing Cloud Enterprise connected to 1 Salesforce org (Sales, Service, Financial, or Health Cloud)

• 3 synchronized data extensions based on 3 core objects

• Maximum of 30 fields across data extensions

• 1 hour of consulting/troubleshooting assistance with client's Salesforce admin

Out of Scope Details

• More than 3 synchronized objects in Marketing Cloud Contact Builder

• More than 30 synchronized fields

• Additional Marketing Cloud application configuration

• Setup of Salesforce workflows or reports

• Data source integration with any system other than Salesforce

• Installation of configuration of other AppExchange package

• Setup and configuration of custom profile, subscription center or preference center pages

• Provisioning and configuration of a separate test (sandbox) environment within Marketing Cloud

• Consultation on or development of API code

• Integration between more than 1 Salesforce org and 1 Marketing Cloud account

• Integration with Salesforce custom objects

• Attribute mapping beyond Contact, Lead, Account and/or Person objects

• Integration with Salesforce custom objects outside of the Data Stream functionality