O'Reilly logo

Salesforce Marketing Cloud For Dummies by Mark Pollard, Chester Bullock

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 4

Dashboard Tools

IN THIS CHAPTER

check Seeing your past and future scheduled marketing activities

check Managing your marketing campaigns

check Evaluating your online marketing efforts

Although apps are powerful, flexible, and customizable components of functionality in Salesforce Marketing Cloud, they rely on the foundation of the Marketing Cloud platform. For users of Marketing Cloud, the dashboard tools make up the core functionality of the platform.

Calendar, Campaigns, and Playbooks are the dashboard tools. They are available in every Marketing Cloud account, regardless of which apps you've licensed. You access any one of these tools from any screen in Marketing Cloud by choosing its name from the toolbar.

In this chapter, we focus on the Calendar and Campaigns tools. Salesforce Marketing Cloud has added features to the Journey Builder app that make some of the functionality of Playbooks redundant. You can find more details about Journey Builder in Chapter 10.

Using the Calendar

The Calendar tool provides a view of your scheduled marketing activities. A calendar ribbon, including just the current week, appears on the dashboard, as shown in Figure 4-1.

FIGURE 4-1: The calendar ribbon ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required