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Use Salesforce Help

Learning Objectives

After completing this unit, you’ll be able to:

  • Find Marketing Cloud Engagement documentation in Salesforce Help.
  • Search Marketing Cloud Engagement documentation.
  • Bookmark Marketing Cloud Engagement resources.

Marketing Cloud Engagement Documentation

Now that you have a general idea of available resources, let's shift our focus to documentation and other resources available for Marketing Cloud Engagement users.

Salesforce Help offers a central location for documentation and training about all of our products. Use Salesforce Help to locate topics, how-to instructions, release information, implementation guides, and general best practice content.

With so many products in the Salesforce ecosystem, we want to focus on how you can find Marketing Cloud Engagement content specifically. Let’s check it out together. 

Start at the Salesforce Help home page and choose Marketing (1).

In the Marketing Cloud Engagement docs section, topics are grouped by product areas, such as Marketing Cloud Engagement Data Management and Analytics.

Each product area breaks the topic down into small, specific content sections to help you easily find the information you need. You can also find related resources and recommended learning suggestions based on the topic you select. For example, under Marketing Cloud Engagement Data Management and Analytics, find topics like Google Analytics and Marketing Cloud Einstein.

Search Documentation

If you aren’t sure of the topic, you can use the magnifying glass icon in the navigation bar to do a topic search. 

Navigation with magnifying glass icon

Pro tip: search and then use the left-hand navigation to filter and narrow down your search. Let’s say you decide to type “email” in the search bar. Results include all content found in documentation with the word email. That’s where the filters come in handy. If you select the Topic Marketing Cloud Engagement after you search (1), your results immediately narrow. You can also narrow results by Content Type (2) and Experience (3).


Bonus: Help search results also include Trailhead module content.

Content to Bookmark

In addition to product-specific topics, Salesforce Help has additional resources that are...well, helpful. Things like:

And while we are talking resources, there are a few places outside of Salesforce Help that we think are worth bookmarking. 

  • Marketing Cloud Engagementcast. Soundcloud podcast for trailblazers interested in marketing.
  • Marketing Cloud Engagement Developer Center. The developer center is documentation designed for Marketing Cloud Engagement developers. It includes information about SDKs, APIs, and programmatic languages. Even if you aren’t a developer, it’s helpful to learn the lingo.

Now that you have a toolbelt of documentation resources to help you on your Marketing Cloud Engagement journey, let’s connect with some of your fellow trailblazers in the next unit. 


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