Case studies & blueprints
Reference architectures and delivery write-ups. Illustrative blueprints are always labelled as such.
Case studies & blueprints list
Abandoned Cart Recovery Blueprint
Reference architecture for cart recovery with Marketing Cloud: data flow, journey design, consent, testing and measurement.
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Agentforce Service Agent With Human Handoff Blueprint
How we would design a customer-facing Agentforce service agent that answers from approved knowledge and escalates to a human with full context.
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Order-to-Cash Integration With MuleSoft Blueprint
How we would connect Salesforce and an ERP with MuleSoft so orders, invoices and payment status move reliably, with errors that people can see and fix.
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Welcome and Onboarding Lifecycle Journey
How to design a welcome and onboarding journey that reacts to what new customers do, from entry rules and branching to consent, testing and honest measurement.
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Unified Customer Profile with Data Cloud
A step-by-step reference design for unifying CRM, commerce and marketing data into one customer profile in Data Cloud, with match rules, consent and testing.
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Consent Synchronisation Across CRM and Marketing
How to keep opt-outs and subscription preferences consistent across Salesforce CRM and marketing platforms, so an unsubscribe in one place is honoured everywhe…
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B2B Lead Nurturing with Account Engagement
A reference design for B2B nurture programmes in Account Engagement (formerly Pardot), from track design and scoring to a clean, measurable hand-off to sales.
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CRM to Marketing Cloud Data Synchronisation
How to move Salesforce CRM data into Marketing Cloud Engagement reliably, with the right subscriber key, synchronised data extensions, SQL staging and monitori…
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Activating Data Cloud Segments in Journeys
A reference design for turning Data Cloud segments into Journey Builder audiences, covering identifiers, activation, staging, journey entry, consent and testin…
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Self-Service Preference Center
A reference design for a preference centre that lets people choose topics and frequency instead of unsubscribing from everything, built on CloudPages and AMPsc…
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Re-engagement and Win-back Programme
How to define inactivity, bring lapsed subscribers and customers back with a focused journey, and retire the ones who will not return, without hurting delivera…
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Event Registration and Reminder Journey
A reference design for registration confirmations, timed reminders and attended or missed follow-ups for webinars and in-person events, using Journey Builder.
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