The Data Connection
Connecting your Salesforce Marketing Cloud to ChannelMix uses a secure authentication that requires your Salesforce username and password. Connecting can be setup in the ChannelMix Control Center.
The Data Details
There are many data set options using Salesforce data. Our recommendation is that you determine the type of questions you are trying to answer about your campaigns, organizations, and customers and then work with your data strategist to configure the data sets that will be right for you. Here are a couple examples of reports that have been requested by ChannelMix users:
Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).
Represents and tracks a marketing campaign, such as a direct mail promotion, webinar, or trade show.
Represents an opportunity, which is a sale or pending deal.
Represents a user in your organization.
Custom fields and custom reports that are built within the platform can also be automated into ChannelMix.