Salesforce is at the heart of eComm, but it would be nothing without other systems across CU. Most of eComm's Salesforce Contacts come from a nightly updated source system, enriched with engagement data from eComm's other applications (Marketing Cloud & Cvent), constituents, and eComm Specialists.
Did you and your team create an awesome email that you want to share with another unit at CU? With Marketing Cloud there is no need to re-invent the wheel. Provide a few key pieces of information to your eComm specialist and they can share the email between the two units.
With eComm, a Cvent event can be configured to collect money for an event that will later be deposited to your speedtype. Users who host paid events must complete the Payment Card Industry (PCI) SkillSoft course annually and have an understanding of financial processes.
Transferring a license? Adding a new user to an existing team? eComm specialists (by way of having access to all Cvent events) can create a Cross-Event Report of the events created by a particular user. They can navigate to each event and share it with the new user so they can hit the ground running.
Learn all about Reporting in eComm's instance of Salesforce, primarily to create audiences for communications sent through Marketing Cloud. Find templates of common populations available to clone with the option of further customizing and familiarize yourself with eComm's data dictionary to better understand the 500+ data points that can be leveraged.
