Learn how you can promote enhanced collaboration between sales and marketing within your organization using the many tools of Salesforce!
As Salesforce and Pardot continue to merge closer to a single platform, the days of Pardot administrators only working in Pardot are quickly coming to a close. Salesforce skills are becoming essential for all digital marketers.
We'll delve into key Salesforce topics such as data architecture, security, sales processes, reports, dashboards, and successful integration between Salesforce and Pardot. Through live instruction and hands-on exercises, you’ll build your skills and come away with a solid understanding of how they can be leveraged to drastically improve your digital marketing efforts.
1. The Who's Who of Salesforce
Get to know the Salesforce's ecosystem and the many creatures that dwell within! We'll study Standard and Custom Objects and Fields, plus the differences between Leads, Contacts, Accounts, and Opportunities and how they can work together to do your bidding.
Focus Areas: Custom Salesforce Fields, Leads, and Accounts.
2. Syncing with Pardot
Discover the many ways Salesforce and Pardot can communicate with one another, as well as the ways they can't! We'll talk about the difference between Salesforce and Pardot campaigns, triggering syncing behavior, useful workarounds, and more!
Focus Areas: Connected Campaigns, Prospect to Contact Conversion, Account Management
3. Dashboards and Reporting
See real examples of Salesforce dashboards and reports built by experts around the world, learn how to maneuver around Salesforce from a Marketing perspective.
Focus Areas: Standard Sales Reports, Custom Dashboards, Reporting on Pardot Data in Salesforce
4. Influence and Automation
Small group sessions will be provided for 1:1 assistance on digging deeper into your current Pardot-Salesforce connector and optimization opportunities.
Learn how to set yourself up for success using our attribution best practices, measure your influence on each conversion, and harness the power of automation to connect all the dots in the background while you focus on developing your next campaign!