Salesforce Docs Portal

Create a Report

Create reports to use in this Marketing Cloud Connect for Marketing Cloud Engagement tutorial for drip campaigns.

  1. In Sales or Service Cloud, go to Reports.
  2. Click New Report.
  3. Select Contacts & Accounts for Report Type.
  4. Click Create.
  5. Select My Contacts for Show.

    If Marketing Cloud Connect is configured as non-scope-by-user, select All Contacts.

  6. Select All Time for Created Date Range.
  7. Add a filter for Simulation Date equals today.
  8. Save the report as Day 1 Test.
  9. Repeat steps 1 through 7 with the filter set as Simulation Date equals 14 days ago.
  10. Save the report as Day 14 Test.
  11. Repeat steps 1 through 7 with the filter set as Simulation Date equals 27 days ago.
  12. Save the report as Day 27 Test.