Resources

How-Tos

Who can I contact with help on DMS Data Extensions? Contact the person who submitted the request for a DMS Data Extension.
Student CRM communicates with Peoplesoft, but not automatically. When a student emails from their UMN Email address the Contact is automatically associated with the Peoplesoft record.
First Login When your account gets created you will get an email from Salesforce titled Finish resetting your Salesforce 
After consulting with the Salesforce Marketing Cloud Users Group, email [email protected] for technical issues.
When importing contacts into a data extension or list, you will be required to specify a unique subscriber key to identify the recipient within Salesforce Marketing Cloud.
Each University of Minnesota business unit that uses Salesforce Marketing Cloud has designated a key person.   If you already use Salesforce Marketing Cloud and you want access to another
Tracked links in your Salesforce Marketing Cloud (SMC) emails go to SMC, and are redirected to your intended URL. These SMC links will eventually expire, after which they will redirect to a specified Redirect URL.
Go to http://z.umn.edu/SMClogin. Log in with your Internet ID
If you see the following error when trying to login into Salesforce Marketing Cloud,
To help you conform with legal and policy requirements and save you time, University Relations has created footers and shared them with you in Salesforce Marketing Cloud.
In This Page Text Wrapping around an image in a Free Form block <

Resources

This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
A Salesforce article outlining Knowledge Documentation
A Salesforce article giving an overview of terms and definitions when using Salesforce Knowledge features and functionality.
A Salesforce article outlining how to @mention individual people or a group to keep them informed when you're discussing something relevant to them.
A Salesforce article giving an overview of using Group functionality for Chatter.
This 5min 48s video from Salesforce walks you through how group owners, managers and members all contribute to making a group's success.
A Salesforce article about different report formats.
A Salesforce article about choosing a Report type.
A link to Conga Composer's Learn About Conga Apps page where you are able to choose from a variety of resources.
A Salesforce article going over considerations and specifications for using merge fields within email templates.
An article from Salesforce on how to create a report, with links to other relevant actions one may take in regards to Reports.
An article on how to Create a Dashboard in Salesforce Classic.
A Salesforce article on how to create a custom email template without letterhead.
A Salesforce article on how to create email templates using letterhead.
A Salesforce article on creating plain text email templates.
A Salesforce article on how to update your page display settings.
A Salesforce article about how to modify the display of your Tabs within Salesforce Apps.
A Salesforce article on using the Report Builder to customize reports.
A Salesforce Help article covering the use of cross filters in reports.
A reference document from Salesforce on available Filter Operators.
A Salesforce article on how to filter report data.
A Salesforce article on how to navigate to and update your personal settings in Salesforce Classic.
A Salesforce article that tells you how to follow records so you can see updates in your Chatter feed, including field changes, posts, tasks, and comments on record
A 2min 31s video showing how to use Salesforce Chatter to create posts, polls, and bookmarks to collaborate effectively with your coworkers in Chatter.
A Salesforce article on Getting the Most out of Filter Logic.
A Salesforce article on how to Group data in columns or rows in summary, matrix, and joined reports to display meaningful information.
A Salesforce article outlining actions you can perform while your Report Preview loads.
A Salesforce article with basic information on logging in for the first time.
A Salesforce article on creating, accessing, and reviewing email templates.
A Salesforce article with basic information on merge fields for use with email templates.
A Salesforce article describing basic navigation in Salesforce with Tabs and the basic setup of Object Home Tabs outlined.
A Salesforce article including a table outlining where you can post and where your post will display.
How-to article from Salesforce describing how to reply to Chatter Email Notifications and outlines for what to put in certain types of responses you may want to use to complete actions within Salesforce with your emai
An article from Salesforce about Report Fields. The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which
A Salesforce article about Saving and different Save options for reports.
A How-To article from Salesforce on updating information in your Chatter Profile.
An external link to Silverpop's Training Portal. Silverpop Login information will be required.
A Salesforce article indicating how to set criteria to be notified of and get report notifications based on this criteria.
A Salesforce article on using fields to summarize your report data.
A Salesforce article with Tips for New Users.
A Salesforce article with basic information on troubleshooting issues with logging in.
A link to a group of external resources for using Cirrus Insight with Salesforce.
Both inline editing and enhanced lists are enabled for UMN Recruitment, which means you can edit records directly in a list.
A PDF guide from Salesforce on using the Drag-and-Drop Report Builder.
A Salesforce article that tells you how to view the Chatter feed associated with a record you follow to see updates about the record.
A Salesforce article on how to use formulas in reports to get customized summary data.
Salesforce Marketing Cloud Classic Content starts its end of support plan in the first half of 2019.
The University of Minnesota Marketing Cloud Users Google Group is a systemwide resource for anyone using Salesforce Marketing Cloud (SMC) at the University of Minnesota.
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when you need to import subscriber data from a spreadsheet document (E
Login to Salesforce Marketing Cloud (SMC), formerly known as ExactTarget.This is not Salesforce CRM.
Publication lists can provide more control over opt-out (unsubscribe) requests in Salesforce Marketing Cloud (SMC).
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when utilizing Donor Management System (DMS) data extensions from the Univer
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud to a UMN internal LISTSERV mailing list.

Self-Help Guides

This Self-Help Guide may change as more users onboard to the Enterprise CRM platform.
This Self-Help Guide is intended for departments using the Service Console functionality within Enterprise CRM.
This Self-Help Guide is intended for Campuses using Prospect Management functionality.
Salesforce Marketing Cloud (SMC) is the enterprise-supported tool for sending mass email communications to both internal and external audiences at the University. This guide shows how to use the