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Transition from a Digital Asset Management system to Salesforce Marketing Cloud

This case study delves into the seamless process implemented between DAM and Salesforce Marketing Cloud (SFMC) to distribute assets while ensuring metadata integrity and organized storage.

The Brief

In the modern digital landscape, businesses rely heavily on robust DAM platforms for asset management and Salesforce Marketing Cloud for marketing operations. The challenge was to create a seamless bridge between these platforms to ensure assets' accurate distribution, consistent naming, and comprehensive metadata integration.


Ensure assets distributed from the DAM are accurately stored in SFMC. Maintain consistent asset naming conventions across platforms. Incorporate DAM metadata into SFMC for enhanced asset categorization and searchability. Upon initiating asset distribution from DAM to SFMC, a specific folder is designated in DAM’s order form. This ensures that all assets are systematically stored within the pre-defined SFMC folder, streamlining the asset retrieval process.

Industry

Finance

Location

UK

Involvement

Digital Migration

The Process

To avoid any naming discrepancies, the asset name provided in the DAM is mirrored in SFMC. In instances where duplicate names exist, SFMC intelligently appends a '(1)' to maintain uniqueness, eliminating potential naming conflicts. One of the critical success factors was the integration of metadata tags from DAM into SFMC. These metadata tags, originally associated with the assets in the DAM, are seamlessly transferred and added as image tags in SFMC. This integration ensures that assets retain their categorization and are easily searchable within the SFMC environment. Beyond basic metadata, the DAM’s additional parameters, including campaign details, audience specifications, and product categories, are embedded into the asset description within SFMC. This enriched description provides a holistic view of the asset's context, aiding marketers in strategic asset utilization.

The Outcome


Enhanced Efficiency: The streamlined process reduced manual interventions, minimizing errors, and accelerating asset distribution timelines.

Metadata Consistency: By maintaining metadata integrity across platforms, asset categorization and retrieval became more efficient within SFMC.

Improved Collaboration: The seamless integration fostered better collaboration between teams using the DAM and SFMC, enhancing overall marketing operations.

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