Journeys Through Search

Salesforce Marketing Cloud implementationEmail and journeys that run on your Salesforce data and respect every opt-out.

We implement Marketing Cloud Engagement and Marketing Cloud Account Engagement, the product once called Pardot. Your Salesforce records feed the audiences, journeys send the right message at the right step, and consent is checked before anything goes out.

  • Marketing Cloud Engagement and Account Engagement (Pardot)
  • Salesforce data connected to your audiences
  • Journeys, email templates and automations
  • Consent and opt-outs enforced

900+ integrations completed · Salesforce partner · We sign BAAs

How the data moves

  1. 1
    Salesforce records

    Leads, contacts, campaigns and the fields that segment them

  2. 2
    Audiences

    Synced into Marketing Cloud or Account Engagement, filtered by consent

  3. 3
    Journeys

    Emails and steps triggered by what a person does or what changes on the record

  4. 4
    Back to Salesforce

    Opens, clicks, form fills and opt-outs on the record for your team

Implementing Salesforce Marketing Cloud

Salesforce sells two marketing products. Marketing Cloud Engagement is built for business-to-consumer messaging at volume, with Journey Builder, Email Studio and Contact Builder. Account Engagement, once called Pardot, is built for business-to-business marketing, with prospects, forms, landing pages, scoring and grading. On the free call we look at how you sell and which one fits.

Discovery comes first: your audiences, the messages you send today, the fields that decide who gets what, and where consent is recorded. Then we design the data model. For Marketing Cloud Engagement, that is Marketing Cloud Connect and data extensions fed from Salesforce. For Account Engagement, that is the Salesforce connector, field sync rules and campaign setup.

The build covers the sending setup, templates, journeys or Engagement Studio programs, forms and the automations that update Salesforce. Each journey is tested with test records before it sends to real people.

Consent is part of the design, not an afterthought. Opt-outs and unsubscribes sync both ways, and audiences are filtered on your consent fields before a journey sends.

What's included

What Salesforce Marketing Cloud implementation includes

Product fit

A clear view of whether Marketing Cloud Engagement or Account Engagement fits how you sell.

Salesforce connection

Marketing Cloud Connect or the Account Engagement connector set up, with field sync rules written down.

Audiences and segments

Data extensions, lists and segments built from your Salesforce fields.

Journeys and programs

Journey Builder journeys or Engagement Studio programs triggered by actions and record changes.

Email templates

Branded templates and content blocks your marketing team can reuse.

Forms and landing pages

Account Engagement forms and landing pages that create or update records in Salesforce.

Scoring and grading

Prospect scoring and grading in Account Engagement, so sales sees who is ready.

Consent and opt-outs

Unsubscribes and opt-outs synced with Salesforce, and audiences filtered on consent before sending.

Sending setup

Sender profiles, authenticated sending domains and reply handling.

Reporting

Campaign results in Salesforce, next to the leads and opportunities they touched.

Training and support

Your marketers trained on building and sending, and support after launch.

Works with

All Salesforce integrations

Every system we connect to Salesforce, in one list

Call tracking

CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead

Web forms

Gravity Forms, Jotform and Typeform fills create leads with tracking attached

Chat and texting

LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead

EMR

Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step

Billing and financial

CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient

Payments

Stripe, PayTrace and PayPal payments recorded on the opportunity

Ad platforms

Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out

Email marketing

ActiveCampaign lists and automations that follow Salesforce

Single sign-on

Open other systems from the Salesforce record with SSO

Reporting

Salesforce data in Google Sheets, BigQuery and Looker Studio

Anything with an API

No app for it? We build the connection with Apex and the APIs

Planning a Marketing Cloud or Pardot implementation?

Book a free call. We look at your audiences, your Salesforce data and your consent rules, and show you how the setup would work.

Book a free call →

What clients say

900+ integrations completed
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
Jason Landver
CEO, Recovery Beach
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
Mike Kwak
On-Site Adjusting
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
Tarra Boggs
EHS & Compliance Operations Manager

How it works

How Salesforce Marketing Cloud implementation works

  1. 01

    Free call

    How you market today, the data you have in Salesforce, and which product fits.

  2. 02

    Project quote

    Priced by project, not by the hour. You approve the scope before we start.

  3. 03

    Build and test

    Connection, audiences, templates and journeys built and tested with test records.

  4. 04

    Launch and support

    Your first journeys live, your team trained, and support after launch.

Working with us

Salesforce Marketing Cloud implementation FAQ

What is the difference between Marketing Cloud and Pardot?

Pardot is now called Marketing Cloud Account Engagement and is built for business-to-business marketing. Marketing Cloud Engagement is built for business-to-consumer messaging. Both connect to Salesforce.

Can you work as our Pardot consultant on an account we already have?

Yes. We review the connector, the field sync, your forms and programs, fix what is broken and build from there.

How does Salesforce data get into Marketing Cloud?

Through Marketing Cloud Connect for Marketing Cloud Engagement, or the Salesforce connector for Account Engagement. We set up which objects and fields sync, and how.

How do you handle consent?

Opt-outs and unsubscribes are synced with Salesforce, and audiences are filtered on your consent fields before any journey sends.

Can campaign results show on the Salesforce record?

Yes. Email activity, form fills and campaign membership show in Salesforce, so sales sees what a lead has engaged with.

Can you help with the license cost?

Yes. We work out which edition and add-ons your team needs, and we work with Salesforce reps directly to get you the best price we can.

Are you a Salesforce partner?

Yes. Journeys Through Search is a Salesforce partner.

How is it priced?

By project, not by the hour. The first call is free, and you get a project quote after it.

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