The Great Resignation: Filling Gaps on the Marketing Team

The Great Resignation has impacted businesses throughout the US for the last two years and more specifically, it has created a talent gap for many departments. Marketing teams in particular seem to be taking a big hit, mainly when it comes to specialty roles like digital marketing and marketing operations/technology. 

One theory behind the Great Resignation is that it can be traced to the earlier part of the Covid-19 pandemic; workers reevaluated their current employment and determined if their role at said company was still in alignment with their needs and wants. Whether that was tied to company policies around PTO, working from home or their level of pay, workers started to seek out new opportunities and leave their sometimes long-held positions.

Whatever the impetus behind the Great Resignation, it has caused many business leaders to take pause and evaluate both how they retain and hire top talent. 

Retaining and hiring marketers in the Great Resignation

Retention often means understanding what your current marketers want and need in their job to stay satisfied. It’s time to break down some of the old traditions of once a year, one-sided evaluations as an indicator of worker satisfaction. Do those evaluations fully articulate satisfaction anyway? Probably not. Internal surveys, informal check-ins and reverse evaluations can offer both qualitative and quantitative  insight. 

When hiring is the next feasible option, your company’s reputation, training and benefits are what will be of most import to the job seeker. If resourcing becomes more critical in terms of immediate need, there are additional options to consider and supplement until top talent can be brought in or even in lieu of onboarding new employees. 

Use your company website as a talent pipeline

A company career page isn’t solely a place to post job descriptions, it also provides insight into the culture and values that a particular company holds. This can be articulated through mission statements and core values, but also pictures of team building trips and activities. First impressions hold true in many circumstances, but especially for potential candidates searching your site for a glimpse into your company’s culture and overall vibe. 

Since review sites like Glassdoor.com exist and often display as a top search result, establishing your company’s image first can make a significant difference when it comes to reputation management and drawing in the top candidates you seek. 

On this career page, within job descriptions themselves, you have another opportunity to snag the attention of top marketing candidates. Give the job description a broader appeal and provide a vision of what the position’s “day in the life” can be like. 

Crafting a story within the job description can help job seekers envision themselves in that role with greater ease and get a better understanding of expectations and cross departmental functionalities. Here’s an example from the Sercante website.

Another way to capture the attention of the ideal marketing technology candidate is to include a pay range within the position description. This can make your company stand out and create good faith moving forward, especially for previously underpaid demographics.  Pay transparency is the new unlimited PTO. 

Train marketing talent from within 

Instead of looking outside the company for the ideal marketing ops candidate, empower existing team members to learn something new by offering training opportunities

Many “traditional” marketers can feel pigeonholed and often want to learn a new skill to expand their expertise. For example, a PR professional might be tired of writing press releases and want to delve into the social media world, or content writers might wonder how their email copy is being used within a particular marketing automation platform. 

Giving your internal team members the time to learn on the clock can be a major confidence booster. Assign a task in Asana (or other project management tool) with 3-5 hours per week to team members open to learning new technology. 

Allowing company time for learning and growth opportunities may help build toward a positive impression with your current employees. Salesforce Trailhead is one of the best platforms to turn marketing-minded individuals into marketing technology powerhouses. Likewise, HubSpot offers free marketing certifications. Take it one step further by paying for certification tests and/or tying certification completions to additional bonuses. 

To supplement self-guided training, setting up a company catered Lunch & Learns results in a pro-learning environment and is a beneficial team building tool. When the training models are checked off and certificates produced, the next step is aligning team members on openings and evaluating opportunities for advancement in title and pay. 

Offer solid benefits + competitive pay to stand out 

Competitive pay will often be the number one indicator of a company’s ability to obtain top talent. In addition to pay though, a generous and even unique benefits package can help your company stand out among competitors. 

The standard (or expected) benefits such as a tech stipend, retirement investment account, healthcare and PTO are now considered the bare minimum. Here are additional benefits that businesses have recently started offering:

  • Fitness reimbursement 
  • eBook subscriptions
  • At home office stipend
  • Meditation app subscriptions
  • Nap pods 
  • Food delivery/meal prep service discounts 
  • Unlimited or extra PTO

As family structures change, more forward-thinking companies are aligning to different parental leave benefits or PTO for recent adoptions or foster care placement. Perhaps some of the more sought after benefits aren’t just tangible, they are about breaking down the very structure of how folks are seeking to work such as 100% remote workplaces or even 4-day work weeks. 

Leverage external resource for team expansion 

So you’ve tackled your reputation, finessed the job descriptions and looked internally for resources but have a gap and have an immediate resource need. After all those emails won’t trigger themselves and that landing page won’t magically layout on its own. For some companies, the immediate need for marketing technology individuals can hold up business processes and slow down the marketing to sales pipeline if not fulfilled. 

So who can you turn to when looking to supplement your internal team? This is where hiring managers can tap into freelance marketing professionals or consultant agencies. Agencies, like Sercante can act as an extension of the team, function on a project basis lending expertise or fill in for someone on health leave. Sometimes you can even have a fully trained team but too many projects that are all priorities. This is where the external support can assist with minimal ramp-up time.  

The Sercante motto is we make marketers wildly successful with the Salesforce platform. This means we share our expertise for all things automation and Sales Cloud and training teams to use the tools themselves. 

Looking toward the Great Resignation bright side 

One of the benefits of the Great Resignation is opportunity for realignment both inside companies and for the new job seeker. 

The last two years have shown us that workers want to feel valued and seen for their contributions and companies are starting to see the importance of finding the right talent or resources to assist with marketing technology projects. 

Are you looking to become or obtain top marketing talent within the Salesforce ecosystem? Feel free to check out the Pardot & Marketing Cloud Job Hub.

Original article: The Great Resignation: Filling Gaps on the Marketing Team

©2022 The Spot. All Rights Reserved.

The post The Great Resignation: Filling Gaps on the Marketing Team appeared first on The Spot.

By |2022-06-17T15:07:00+00:00June 17th, 2022|Categories: Career Development, Community, Real Talk, revive|

The Great Resignation: Filling Gaps on the Marketing Team

The Great Resignation has impacted businesses throughout the US for the last two years and more specifically, it has created a talent gap for many departments. Marketing teams in particular seem to be taking a big hit, mainly when it comes to specialty roles like digital marketing and marketing operations/technology. 

One theory behind the Great Resignation is that it can be traced to the earlier part of the Covid-19 pandemic; workers reevaluated their current employment and determined if their role at said company was still in alignment with their needs and wants. Whether that was tied to company policies around PTO, working from home or their level of pay, workers started to seek out new opportunities and leave their sometimes long-held positions.

Whatever the impetus behind the Great Resignation, it has caused many business leaders to take pause and evaluate both how they retain and hire top talent. 

Retaining and hiring marketers in the Great Resignation

Retention often means understanding what your current marketers want and need in their job to stay satisfied. It’s time to break down some of the old traditions of once a year, one-sided evaluations as an indicator of worker satisfaction. Do those evaluations fully articulate satisfaction anyway? Probably not. Internal surveys, informal check-ins and reverse evaluations can offer both qualitative and quantitative  insight. 

When hiring is the next feasible option, your company’s reputation, training and benefits are what will be of most import to the job seeker. If resourcing becomes more critical in terms of immediate need, there are additional options to consider and supplement until top talent can be brought in or even in lieu of onboarding new employees. 

Use your company website as a talent pipeline

A company career page isn’t solely a place to post job descriptions, it also provides insight into the culture and values that a particular company holds. This can be articulated through mission statements and core values, but also pictures of team building trips and activities. First impressions hold true in many circumstances, but especially for potential candidates searching your site for a glimpse into your company’s culture and overall vibe. 

Since review sites like Glassdoor.com exist and often display as a top search result, establishing your company’s image first can make a significant difference when it comes to reputation management and drawing in the top candidates you seek. 

On this career page, within job descriptions themselves, you have another opportunity to snag the attention of top marketing candidates. Give the job description a broader appeal and provide a vision of what the position’s “day in the life” can be like. 

Crafting a story within the job description can help job seekers envision themselves in that role with greater ease and get a better understanding of expectations and cross departmental functionalities. Here’s an example from the Sercante website.

Another way to capture the attention of the ideal marketing technology candidate is to include a pay range within the position description. This can make your company stand out and create good faith moving forward, especially for previously underpaid demographics.  Pay transparency is the new unlimited PTO. 

Train marketing talent from within 

Instead of looking outside the company for the ideal marketing ops candidate, empower existing team members to learn something new by offering training opportunities

Many “traditional” marketers can feel pigeonholed and often want to learn a new skill to expand their expertise. For example, a PR professional might be tired of writing press releases and want to delve into the social media world, or content writers might wonder how their email copy is being used within a particular marketing automation platform. 

Giving your internal team members the time to learn on the clock can be a major confidence booster. Assign a task in Asana (or other project management tool) with 3-5 hours per week to team members open to learning new technology. 

Allowing company time for learning and growth opportunities may help build toward a positive impression with your current employees. Salesforce Trailhead is one of the best platforms to turn marketing-minded individuals into marketing technology powerhouses. Likewise, HubSpot offers free marketing certifications. Take it one step further by paying for certification tests and/or tying certification completions to additional bonuses. 

To supplement self-guided training, setting up a company catered Lunch & Learns results in a pro-learning environment and is a beneficial team building tool. When the training models are checked off and certificates produced, the next step is aligning team members on openings and evaluating opportunities for advancement in title and pay. 

Offer solid benefits + competitive pay to stand out 

Competitive pay will often be the number one indicator of a company’s ability to obtain top talent. In addition to pay though, a generous and even unique benefits package can help your company stand out among competitors. 

The standard (or expected) benefits such as a tech stipend, retirement investment account, healthcare and PTO are now considered the bare minimum. Here are additional benefits that businesses have recently started offering:

  • Fitness reimbursement 
  • eBook subscriptions
  • At home office stipend
  • Meditation app subscriptions
  • Nap pods 
  • Food delivery/meal prep service discounts 
  • Unlimited or extra PTO

As family structures change, more forward-thinking companies are aligning to different parental leave benefits or PTO for recent adoptions or foster care placement. Perhaps some of the more sought after benefits aren’t just tangible, they are about breaking down the very structure of how folks are seeking to work such as 100% remote workplaces or even 4-day work weeks. 

Leverage external resource for team expansion 

So you’ve tackled your reputation, finessed the job descriptions and looked internally for resources but have a gap and have an immediate resource need. After all those emails won’t trigger themselves and that landing page won’t magically layout on its own. For some companies, the immediate need for marketing technology individuals can hold up business processes and slow down the marketing to sales pipeline if not fulfilled. 

So who can you turn to when looking to supplement your internal team? This is where hiring managers can tap into freelance marketing professionals or consultant agencies. Agencies, like Sercante can act as an extension of the team, function on a project basis lending expertise or fill in for someone on health leave. Sometimes you can even have a fully trained team but too many projects that are all priorities. This is where the external support can assist with minimal ramp-up time.  

The Sercante motto is we make marketers wildly successful with the Salesforce platform. This means we share our expertise for all things automation and Sales Cloud and training teams to use the tools themselves. 

Looking toward the Great Resignation bright side 

One of the benefits of the Great Resignation is opportunity for realignment both inside companies and for the new job seeker. 

The last two years have shown us that workers want to feel valued and seen for their contributions and companies are starting to see the importance of finding the right talent or resources to assist with marketing technology projects. 

Are you looking to become or obtain top marketing talent within the Salesforce ecosystem? Feel free to check out the Pardot & Marketing Cloud Job Hub.

Original article: The Great Resignation: Filling Gaps on the Marketing Team

©2022 The Spot. All Rights Reserved.

The post The Great Resignation: Filling Gaps on the Marketing Team appeared first on The Spot.

By |2022-06-17T15:07:00+00:00June 17th, 2022|Categories: Career Development, Community, Real Talk, revive|

9 Essential Rules for Attending Salesforce Community Events

I just returned from an action-packed week at Connections (Salesforce’s banner event for marketers) and I gotta say — it feels good to be back with the Ohana.

It’s been a hot minute since in-person Salesforce community events were in full force. Dreamforce 2019 is the last big thing I attended prior to this event. As we ramp back up, I’m realizing that some of my team members, customers, and friends in the ecosystem actually have never attended a Salesforce event. And those who have are a little rusty (I know I was.)

If you’re looking to get more involved in the Salesforce ecosystem through events, here are a few rules/guidelines you can follow to maximize the benefits.

Rule 1. Mix it up and attend both “official” and “community” Salesforce events

There are a few types of Salesforce community events that might come across your radar. And there’s value in attending all of them.

Each event type brings something unique to the table. If you have the opportunity to, I’d recommend engaging with a mix of Salesforce-sponsored and community-led events. 

Salesforce User Groups

Local events led by a community member, customer or partner. Topics are often how to/best practice oriented. They’re usually 20-30 people, sometimes more in bigger metro areas. 

Search for Salesforce user groups in your region here.

Erin Duncan welcomes attendees to an Atlanta Pardot User Group meeting.

Salesforce World Tours

These are usually in a big city and are official events put on by Salesforce (free to attendees). Expect a couple thousand people, a big expo hall, dancing mascots, and a high energy keynote full of product news and big logo customers. Oh, and post-event happy hours from vendors and partners. 

A few Sercante dragons were spotted in the wild at Salesforce World Tour London 2022

Dreamin’ Events

Although increasingly virtual or hybrid, these are usually in a big city and put on by members of the Salesforce community for a modest fee (usually $100-300). In other words, they’re created by Salesforce users, for users, and are loosely sanctioned/supported by Salesforce. 

The content is totally different in comparison to Salesforce World Tours. There’s no “selling” angle in mind — instead, you’ll find “in the trenches” advice from admins and hands-on folks with lots of real talk. This is a great place to find your people and meet someone you can call with an SOS when you’re stuck on something.

MarDreamin’ (formerly ParDreamin’) is a marketing-focused Salesforce community event

Dreamforce

This is the Superbowl of Salesforce. There’s a huge volume of content catered to almost any audience, and Salesforce pulls out all the stops to make this a fun, flashy, and engaging event. And the entire partner ecosystem rallies to woo customers, throw parties, and celebrate headline product news. 

The price tag is $1-3Kish depending on discounts and how early you buy your Dreamforce ticket. 

Pre-covid, they shut down multiple city blocks in San Francisco and had nearly 200K people. This year, rumor has it that attendance will be capped at 30K (but limited info out about that yet.) 

Here are scenes from the last big Dreamforce in 2019.

Salesforce Connections

Already happened this year, but for future reference, Connections is like a mini Dreamforce for marketers (also Salesforce sponsored). It’s been in Chicago for the last several years, and is the place to be for customers (or would-be customers) of Marketing Cloud and Commerce Cloud.

The Sercante team was happy to gather and learn at Connections 2022.

Rule 2. Define your goal for participating 

Do a little soul searching to figure out your ‘why’ for attending these events. Your objectives for attending Salesforce community events might include:

  • Tactical, how-to learning
  • Getting ideas & inspiration
  • Networking with other users 
  • Meeting your Salesforce account team
  • Recruiting 
  • Sales & prospecting
  • Learning about interesting products that work with Salesforce 
  • Evaluating prospective partners
  • Building a personal brand in the ecosystem 

Determining what’s most important to you will inform what events you should prioritize. As a rule of thumb, I would say user-led events are the best for tactical, how-to learning. 

Rule 3. Get digital business cards

I completely forgot business cards were a thing until Connections. Surely I have a stash of pre-covid cards somewhere in my house… but it didn’t even enter my mind until I was ready to swap contact info with someone.

I was surprised to see A LOT of people using QR codes for an efficient contact info swap. Some people connected this to their Linkedin, and others had a QR code that created a contact record in the scanning user’s phone. I will definitely be doing this before the next event! 

Image credit

Rule 4. Don’t just attend… speak and volunteer! 

Once you have a feel for what these events are all about, I highly recommend throwing your hat in the ring to speak. I’ve found speaking at events to be incredibly rewarding and fantastic for networking. 

You know you’ve found your people when you can get up in front of a group and say

 “I worked on XYZ, I struggled with ABC, and here’s where I’m at,” and see heads nodding. It’s validating to find others who have the exact same challenges and know we’re all figuring this thing out together.

I’m a big believer that we all have something to learn and something to teach. If you’re reading this thinking “I have nothing to speak on” — check that imposter syndrome

Another great way to get more engaged is through volunteering. As someone who isn’t a particularly natural networker, working badge check in desks used to be my go-to to meet people in a low-pressure way.

Rule 5. Pick what sessions you want to prioritize

When it comes to the bigger conferences and Dreamin’ events, it’s not uncommon for popular sessions to fill up and not be able to accommodate everyone who wants to join. Skim the agenda before you go and pick three things you really want to attend.

Pro tip: If you see Circles of Success on the agenda, pick those! They’re group discussions and rarely disappoint.

Rule 6. Try to figure out who you want to meet… in advance of the event 

Ask around (i.e. customers, partners, friends, Salesforce AEs) and see who’s going. Events are a great opportunity to get some facetime with people you only work with online. Skim the speaker list — anyone with an interesting background? 

Ping these folks before the event and set up a coffee or lunch date, or plan to go find them the day of.

(And if you don’t know anyone who’s going — not to fear. You can still have a great networking experience attending live! This extra step ensures you get the value you were hoping for out of the event.) 

Rule 7. Check out Twitter 

The Salesforce ecosystem is active on Twitter. That means it’s the place to be for social connection during the actual event. 

For bigger events, follow the event hashtag to see pictures, find information about happy hours and adjacent events, read people’s hot takes, and more. Many user groups also have their own Twitter accounts and hashtags.

Pro Tip: Follow the #SalesforceWorldTour hashtag.

Rule 8. Don’t skip the “real life” social parts 

After a long day of networking, you might want to head home or get back to your hotel room to decompress. But you’d be missing the best part — happy hours, dinners, and spontaneous post-event hang outs are some of my favorite memories from Salesforce events. That’s because people tend to be more relaxed and aren’t rushing to the next thing.

If the idea of unstructured open networking makes you green in the face, then try thinking of a few questions to keep in your back pocket. 

For example: 

  • What was your biggest takeaway from the event? 
  • Are you working on anything you’re excited about?
  • What do you see as the biggest barrier or struggle with Salesforce at your organization? 
  • Have you ever seen a ghost? (Seriously — someone asked me this once at a happy hour, and it led to the most interesting group conversation ever.)

Rule 9. Say thank you and follow up 

Most people consider the event over when it’s…. well, over. But the magic is staying connected and building on value you got from the event. 

What relationships can you nurture? Who can you say thank you to? Do you have any thoughtful resources or help you could offer a new acquaintance? 

If all else fails, at least fire off a few Linkedin requests. 

Salesforce community events propel careers

I can’t tell you how many people I’ve met at Salesforce community events who later became teammates, clients, and partners. And I get it. These things aren’t easy for natural introverts like me. 

What I can tell you is someone else in the room is likely experiencing the same anxiety you’re feeling about being in these situations. And there’s luckily a big enough variety of Salesforce community events to accommodate all social situation comfort levels.

  • Not a fan of crowds? Check out an intimate user group meeting in your area. 
  • Don’t wanna be around people at all? Connect with Trailblazers through a virtual community group meeting (this blog post has a few examples).
  • Rather blend in with a crowd? Dreamin’ conferences have a spot for you to soak in all the educational in-person sessions.

Bottom line is — get yourself out there. You’ll connect with people who have similar work experiences and learn a few things. And, who knows, it may lead to your next big opportunity.

Have any nuggets of wisdom for attending Salesforce community events that we forgot? Tell us about it in the comments section.

Original article: 9 Essential Rules for Attending Salesforce Community Events

©2022 The Spot. All Rights Reserved.

The post 9 Essential Rules for Attending Salesforce Community Events appeared first on The Spot.

By |2022-06-16T21:09:39+00:00June 16th, 2022|Categories: Career Development, Community, Events, Real Talk, revive|

8 Tips for Passing the Marketing Cloud Administrator Exam

Passing the Salesforce Marketing Cloud Administrator exam demonstrates that you have the skills to configure and administer Marketing Cloud products using industry and product best practices. And having that distinction puts you in a position where employers will compete to welcome you to their team.

That’s because people with Marketing Cloud skills are among the most difficult to find and retain, according to research by 10K. Based on supply and demand, there are great opportunities for those who put in the time and energy to develop these skills.  

Use these tips to pass the Salesforce Marketing Cloud Administrator exam

There are a lot of Salesforce-approved exam prep resources available. So, we’re not going to dive too deeply into them (we’ll touch on them a bit in tip #3). 

This post will instead focus on eight tips that helped me pass the Marketing Cloud administrator exam — and I hope they will help you too.

Tip #1: Pregame with the Marketing Cloud Email Specialist Certification 

While there is not an official practice exam for the Salesforce Marketing Administrator exam, the Marketing Cloud Email Specialist Certification is a worthy stand-in. There’s a fair amount of crossover between the email specialist and administrator exams. Sure, the weights are different and the admin exam goes into more depth, but the overall concepts are similar.

There are different schools of thought as to the order in which the marketing cloud exams should be taken. But I firmly believe you should not take the Marketing Cloud Administrator exam until you’ve passed the specialist exam. It will ensure that you have a solid foundation in place and it will let you beef up your LinkedIn profile with another cool certification!

Tip #2: Setup is king in the Marketing Cloud admin exam

Setup is a whopping 38% percent of the Marketing Cloud Administrator exam. The next closest section is  Subscriber Data Management at 18%. This is basically make it or break it territory. Ace the Setup section, and you are well on your way to adding a new credential to your collection. 

With that said, I take a very methodical approach to exam preparation. I study the exam guide, make sure I understand the weight of each section, and then budget my study time accordingly. This may seem like common sense, but I see people stressing over sections with low weighting all too often.

Tip #3: Don’t trust the internet

We all know the policy about exam dumps and questions floating around on the internet. In short, don’t use them. If you have any questions about this topic, be sure to review the Salesforce Credential Code of Conduct.

Not only is the use of exam dumps and non-approved study materials in violation of the code of conduct, they are often wrong. The only thing worse than studying for hours is studying the wrong information for hours! 

Do yourself a favor (and the right thing) and stick to Salesforce-approved materials.

Here are Salesforce-approved resources I found to be helpful.

Tip #4: Focus on key Marketing Cloud terminology 

I’ve taken my share of Salesforce exams, and I would classify the Marketing Cloud Administrator Exam to be more straightforward than most. If you’ve taken any of the Salesforce Administrator certification exams, you’ve no doubt seen the scenario based questions that are about a paragraph long! 

The questions on the Marketing Cloud Administrator Exam are pretty simple and to the point. The point of confusion lies in the list of answers provided. Outside of a random term here and there, most are terms that you’ve seen in Marketing Cloud. This tends to lead to second guessing as you’ll be telling yourself “Yeh. I remember that one.”

 My advice is to create a list of key terms and know it like the back of your hand. These questions become VERY easy — if you know the terminology and can quickly eliminate the wrong answers.

Here’s a list of terms I made for myself. I compiled these from a variety of Salesforce-approved resources. This list is NOT inclusive of all the terms you’ll see on the exam. Use this as a starting point and add more terms based on your experience level with Marketing Cloud.

Term Definition
Access Log List of non-allowlisted IP addresses and login names logged into Marketing Cloud accounts for network.
Audit Trail Allows security admin users to view Marketing Cloud access and activity records.
Burst Sending Burst Sending allows you to send emails fast. The audience is locked down and the emails are built when the schedule send time is set. Use this feature for flash sales or emergency messaging.
Contact In Contact Builder, it is an individual added to any contact database. A contact is also any other individual to whom you sent a message via any channel using Marketing Cloud.
Contact ID A system defined, unique identifier representing a Contact.
Contact Key A user defined attribute that is used as a unique identifier for the contact model, and other models (Journey Builder) except Email Studio.
Content Detective Tool in Email Studio that will identify spam triggers in your email content. Scans the preheader, the subject line, the body copy for words, patterns, and phrases that it views as spam.
Delivery Profiles Specifies the delivery information for a message (Company, IP Address, Header and Footer).
Domain Allowlist Trust all email addresses within that domain to receive your data.
Export Email Allowlist Individual email addresses that can receive exports via email from your Marketing Cloud account.
Identity Verification Requires you to authenticate the browser or app used to access the application.
IP Allowlist Range of IP addresses who can access your account to prevent unauthorized logins.
Multi-factor Authentication Another layer of protection so users must provide two factors when logging in.
Primary Key A unique field on a data extension that identifies a specific and unique data point. Often this is the contact key, but it can be something unique to that data.
Reply Address Definition Configure reply-to info like email display name, reply subdomain, and email reply address.
Reply Rules How reply mail management identifies and responds to the replies that subscribers send.
Routing Address Email address that replies are sent to when the reply is not defined in the Reply Rules.
Safehouse Decrypt or encrypt files before import or extract without exposing these files to the Enhanced FTP directories. Only authenticated users can access the Safehouse, which resides on highly redundant, highly available central storage servers.
Send Classification Composed of Sender Profile, Delivery Profile, and CAN-SPAM classification
Sender Authentication Package (SAP) Purchased from Salesforce and includes a collection of products, including a private domain with link and image wrapping, a dedicated IP address, and reply mail management (RMM).
Sender Profile Specifies the From information for a send in a central location (from name).
SFTP A secure method for transferring data from one computer to another over the Internet.
Subscriber A person who opted in to receive communications from your organization.
Subscriber ID A system defined, unique identifier representing a Subscriber.
Subscriber Key A user defined text field that contains a value that uniquely identifies a subscriber. Shouldn’t contain email addresses.
Tokenized Sending Used to send contact data that is too sensitive to store in your Marketing Cloud account database. Instead of storing sensitive information in your Marketing Cloud account database, your account stores a single token per send attribute. Support must activate this feature.
Web Analytics Connector (WAC) Free feature that appends a ‘string’ to every Email Studio email link. Simply put, it adds data to the end of your links for tracking purposes. The string is typically used to add Google Analytics UTM Parameters, but it can really be used for anything you want.

Tip #5: The devil is in the details 

Pay attention to details when taking your exam, and be sure to read all options before selecting your answer. I noticed several questions on the exam that had several answers that were seemingly correct.

Here’s an example of what I’m talking about.

How would a Marketing Cloud Administrator add new users in EMEA to the correct business unit?

  1. Setup > Users > Edit Business Units
  2. Setup > Business Units > Manage Business Units
  3. Setup > Users > Manage Business Units

There are a couple things to note when looking at this question. The first is the navigation path. Can you add users to BUs under Business Units? Nope! This is where you would go to set up your business units. We can now cross answer B off the list.

The second thing to note is the action referenced in the answer. “Edit Business Units” and “Manage Business Units” both sound correct, but you have to choose one. This is where paying attention to details is really important. Inside Marketing Cloud, “Manage” is the action that’s used to add users to business units (and roles).  

So the answer to our relatively straightforward looking question is “C”. You would add users to the EMEA business unit by navigating to Setup > Users > Manage Business Units

Tip #6: Pay attention to product names  — new and old

Salesforce recently updated the names of several products, and Marketing Cloud was impacted (Salesforce Name Changes: Pardot & Marketing Cloud Get A Rebrand). When I took the Marketing Cloud Administrator exam, these changes had not yet been integrated. I’m sure this will be addressed quickly in the next release, but it’s worth mentioning as every question counts! Don’t be too surprised if you see something like this.

The Marketing team would like to be able to pick the next best action based on real-time interaction data. Which Marketing Cloud add-on best addresses this purpose?

  1. Journey Builder
  2. Interaction Studio
  3. Automation Studio
  4. None of the above

So where’s Personalization? We all know that the correct answer is Marketing Cloud Personalization, but it’s not included in the list. The first instinct would be to select answer D “None of the above,” but that would be incorrect. 

The correct answer is B “Interaction Studio.” This was the name of that add-on at the time the exam was written. Be sure to know the new and old names — just in case!

Tip #7: Activate those Einstein features 

Salesforce is really excited about the Einstein features in Marketing Cloud (as they should be). A lot of time and effort has gone into enabling marketers with AI, and you are going to be asked about these features.

To make sure that you understand the capabilities of Einstein, activate ALL the features available in your account. I guarantee that you’ll learn something you didn’t know! 

Keep in mind that data is not instantly available in your account after activation. Depending on the feature, it could take 24 to 72 hours.

Tip #8: Get hands-on practice! 

This exam focuses a lot on how to DO things in Marketing Cloud. If you are anything like me, the best way to learn is by doing. There are a lot of great Trailhead modules on Marketing Cloud, but no hand-on challenges. It’s really easy to read the content and answer a couple of questions to get your badge, but did you really learn anything?

My advice is to make those modules hands-on. Login to your Marketing Cloud account and follow along. You don’t need to save all your work in your account, but the act of navigating to the correct sections and clicking the buttons will reinforce your learning. Sure, it’s going to take you a lot longer to complete the modules, but it’s not a race!

As I said  in tip #4, the devil is in the details. You are going to need to know how to navigate Marketing Cloud to pass this exam. If you don’t know your way around (very well), save your $200 and don’t take the exam until you have more hands-on experience.

You can do it — now go pass the Marketing Cloud admin exam!

I would not rate the Marketing Cloud Administrator Exam as one of the toughest Salesforce exams that I’ve taken (that honor goes to the Salesforce Advanced Administrator exam). But it should not be taken lightly.  

You’ll have 105 minutes to take the exam, which I found to be very generous. Don’t rush and take the time to read the question and all the answers before making your selection. With adequate preparation and a good amount of hands-on experience, you’ll pass this exam.

If you don’t pass on your first try, don’t be discouraged. Look at it as a learning opportunity. While exam results don’t show results by individual questions, the section level scoring is a great way to see your strengths and areas for improvement.

If you have any specific questions about the exam or just want to talk Marketing Cloud, drop a note in the comments section or hit me up on LinkedIn.

Good luck — you got this!

Original article: 8 Tips for Passing the Marketing Cloud Administrator Exam

©2022 The Spot. All Rights Reserved.

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By |2022-06-15T19:52:33+00:00June 15th, 2022|Categories: Career Development, Community, Real Talk, revive|

Salesforce Connections 2022: A Conference Preview

Salesforce Connections is a digital marketing and commerce two-day conference that takes place annually. 

It’s happening in person in Chicago, Illinois, from June 7-9, 2022. And you’re invited (to attend virtually if you can’t be there in person, of course).

You may be sitting there thinking to yourself,

These things always take a whole bunch of effort to attend. And I’m not sure what I actually get from it.

We’re here to tell you that the benefits of attending these big tech industry events are gifts that keep on giving. 

I know so many people who made connections with other Trailblazers at Salesforce events that lead to job opportunities, collaborative partnerships, and client contracts (if you’re on the consulting side). And some of these happened years after the initial connections took place!

What is Salesforce Connections?

Salesforce Connections is a two-day conference that’s chock full of educational and inspirational content that’s geared toward marketers who use the Salesforce platform to reach their goals. 

Not to be confused with the series of the same name on Salesforce+, it happens annually and brings together all the big names you’ve learned to associate with Salesforce and marketing.

Salesforce Connections 2022 is happening June 8-9 in Chicago at McCormick Place.

Who attends Salesforce Connections?

Salesforce Connections is where all types of marketing and commerce professionals can learn how to use technology effectively and discover the latest innovations as they look toward the future. 

The event grew steadily from a humble 600-person conference to one that welcomed about 13-15,000 attendees in recent years (with the exception of the pandemic years). We expect to see a similar number of in-person attendees this year.

If you’re a marketer or work in a marketing operations capacity for a company or organization that’s on the Salesforce platform, then Salesforce Connections is a conference that can open doors for you. 

This conference is for anyone who supports marketing and commerce efforts using Salesforce tools like Sales Cloud, Service Cloud, Marketing Cloud (including all products under the Marketing Cloud umbrella, like Pardot), Customer Data Platform (CDP) Slack, and CRM Analytics (Tableau).

Photo Credit

How do I attend Salesforce Connections?

You have two ways to attend Salesforce Connections — in person or virtual.

In person in Chicago, IL

If you can attend the conference in person, then you (or your employer) will have to shell out $999 for the Full Conference Pass. (register here)

Attending the conference in person is the way to go if you can swing it (or get your company to send you). 

In-person attendees have access to: “the main show, luminary session, breakouts and theater sessions, hands-on workshops, Circles of Success roundtable discussions, and networking with your Community and Trailblazer Celebration event, as well as daily a.m. and p.m. breaks and lunch.” 

You have over 180 sessions to sort through and build your agenda. And don’t forget about the after parties!

Salesforce reserves a block of hotel rooms near the conference location, but you have to get on it before the May 13, 2022, deadline. You’ll see information about reserving a room when you complete the registration process.

Virtual from anywhere in the world

You still have access to high-impact content — even if you’re taking the low-stress/low-cost route by attending Salesforce Connections from home.

Tune into Salesforce+ June 8-9 to catch highlight videos from the event.

Salesforce Connections 2022 Agenda

Yeah, yeah. We know you want to attend Connections to learn and whatnot. But have you SEEN the parties and networking events?

You can sort through the 180+ session descriptions and filter by product, role, and industry. And here are a few highlights we’re looking forward to.

Marketing Cloud Innovation and Releases: Live

In 2022, marketers have more tools than ever to exceed customers’ sky-high expectations. Learn about the most impactful Marketing Cloud innovations to date, and see what’s coming next.

Thursday, Jun 9 | 2:00 PM – 2:20 PM CDT | Lake Erie Theater

Session Description

Build Marketing Integrations with Account Engagement V5 API

Account engagement has a new API built from the ground up with ease of integration in mind. Build marketing assets, manage your campaigns, and create custom activities easier than ever.

Thursday, Jun 9 | 11:00 AM – 11:20 AM CDT | Lake Michigan Theater

Session Description

The Party at Connections 2022 Musical Guest: OneRepublic

I usually have something to say about all the Salesforce musical guests, but this one is new to me. I’ll be tuning in with all of you to check them out. (It’s not them. I apparently don’t know any pop music made after 2005.)

In the past, Salesforce Connections has welcomed talented musicians like Gwen Stefani, Train, and They Might Be Giants. And, I’m sure this will be one for the books!

Photo Credit

Into the Night: An After Party for Salesforce Marketers

If you’re attending Salesforce Connections 2022, then you have to get on the list for Into the Night: An After Party for Salesforce Marketers.

Taking place June 8 immediately following The Party at Connections, you can continue the party into the night with good vibes and new friends.

It’s taking place on the 22nd floor rooftop terrace of the VU Rooftop Bar, which is a few minutes’ walk from the convention center. Keep the party rolling with a live DJ, open bar featuring exclusive rooftop cocktails, breathtaking star-gazing over the Windy City, and a tapas menu developed by the James Beard-nominated restaurant group.

Space is limited and the party is a hot ticket. So, RSVP to secure your rooftop spot!

See you at Salesforce Connections!

While 2 days and $999 plus hotel costs may seem like a huge investment, the benefits you’ll get from attending Salesforce Connections extend far beyond the educational aspects.

Attending these Salesforce conferences is a great way to stake your claim as part of the greater Salesforce ecosystem and get to know your peers. We’re all very friendly. I promise.

Tell us if you’re going to Salesforce Connections this year in the comments!

Original article: Salesforce Connections 2022: A Conference Preview

©2022 The Spot. All Rights Reserved.

The post Salesforce Connections 2022: A Conference Preview appeared first on The Spot.

By |2022-05-31T20:32:00+00:00May 31st, 2022|Categories: Career Development, Community, Events|

Community Events for Marketers on Salesforce

Attending Salesforce Trailblazer community events is a great way to learn a new skill, expand your professional network, and stay up to date with Salesforce news and best practices.

We were definitely missing in-person events during the dumpster fire that was 2020-2021. But something great happened, which is shining through as the silver lining to the situation.

Trailblazer Community groups chugged on by introducing more virtual events. And that opened the doors to people from all over the world to attend regional user group events. 

Now that geography isn’t a barrier to attending Salesforce user group meetings, we’re seeing an uptick in virtual meetings for regional groups that are inviting speakers who live outside the group’s base region. At the same time, the world is opening up again to in-person meetings, too.

What that means for all of you is that it’s a wonderful time to be part of the Salesforce community.

Upcoming events marketers on Salesforce will want to attend

There’s a nicely balanced mix of in-person and virtual events coming up in May and June 2022 that you’ll probably want to attend. Here’s a list of the ones we’re watching.

May 13, 2022 | Recorido de marketing B2B usando Pardot | Salesforce Marketer Group (Marketing Cloud), Mexico City, MX

This is a big one for Spanish-speaking marketers. Marcos Duran of Sercante is teaming up with the Mexico City Salesforce Marketer Group to provide an introductory tour of Pardot for Spanish-speaking Marketing Cloud users. 

Sign up to attend

May 16, 2022 | Marketing careers path with Pardot and Marketing Cloud | Salesforce Marketer Group (Pardot), Dubai, UAE

Join the third Dubai Pardot user group meeting to get the insights on Salesforce marketing careers path with Andrea Tarrell; CEO of Sercante, her Pardot Product Director; Erin Duncan and her SFMC Product Director; Kirsten Schlau.

Come and meet some new fellow trailblazers and find out what updates you get to look forward to!

Sign up to attend

May 17-19, 2022 | Tableau Conference | Las Vegas, NV, US

Experience the magic of Tableau Conference, and see why it’s the destination to celebrate the power of data with the world’s largest data community.

Learn from peers and experts. Get inspired by data success stories. Discover how data-driven insights can take your business to new heights. Kick back and have fun with the DataFam. It all happens at Tableau Conference, however you choose to attend.

Sign up to attend

May 24, 2022 | In Person Happy Hour! | Salesforce Marketer Group (Pardot), Austin, US

Austin, Texas, area Salesforce community members, let’s all meet up at The Grove in downtown Austin. The group will cover heavy appetizers and first drink for the first 12 people.

Parking is nearby or a valet in front of the restaurant is available.

Sign up to attend

May 25, 2022 | Einstein on SFMC what do people think? | Salesforce Marketer Group (Marketing Cloud), Dublin, IE

Let’s discuss Einstein experience and how people are using it in Salesforce Marketing Cloud. We’ll also discuss upcoming releases.

Sign up to attend

May 26, 2022 | Pardot Re-Brand (MCAE) & ’22 Summer Release Insights (in person) | Salesforce Marketer Group (Pardot), Irvine, US

We are excited to host our first in-person meet-up of 2022! Join us for a casual networking lunch with other Pardot users in the OC area. Learn about the new Pardot re-brand and insights on the ’22 Summer Release. Lunch will be provided.

Sign up to attend

May 26, 2022 | Pardot Name Changes, Summer ’22 Releases and Datorama | Salesforce Marketer Group (Pardot), Sydney, AU

Join us for this month’s virtual user group to learn more about the recent Salesforce name changes for 6 products, including renaming Pardot to Marketing Cloud Account Engagement.

We will also share the Summer’22 Releases for Pardot and have Andrew Duong from Salesforce taking us through a demonstration of Marketing Cloud Intelligence, formerly known as Datorama.

Sign up to attend

June 2, 2022 | Summer ‘22 Release + Pardot Rebrand Virtual Meeting | Salesforce Marketer Group (Pardot), Atlanta, US

Join the Atlanta Pardot User Group for an overview of what’s coming in the Summer ‘22 release, a revisit of the biggest features from the Spring ‘22 release, and Pardot’s rebrand to “Marketing Cloud Account Engagement.” We’ll also discuss plans to get back to in-person user group meetings and future topics!

Sign up to attend

June 8-9, 2022 | Salesforce Connections | Chicago, IL, US

It’s happening, Trailblazer. We’re bringing back the industry leaders, innovators, change makers and forward thinkers, unlocking connection as we navigate the future together. From marketing to commerce, digital experiences, communities, industries, and beyond, there’s something for everyone here. Skill up with hands-on training. Hear the latest insights and trends at luminary sessions and keynotes. Cross paths with like-minded professionals and network with your community.

Sign up to attend

June 16, 2022 | World Tour London | London, UK

Come along, we’re taking customer success on the road and around the globe. Discover new ways to connect with customers, dive into the latest innovations, and get together with fellow Trailblazers. Join us in person or stream highlights live and on demand on Salesforce+.

Sign up to attend

June 23, 2022 | World Tour New York | New York, NY, US

There’s nothing quite like being in a room of energetic, like-minded people ready to transform the world. Join us in person to hear firsthand stories of customer success, wowing customers with Customer 360, the benefits of going net zero, and how inclusive policies are just good business.

Sign up to attend

C’mon — Sign up for Salesforce community events!

Bottom line, get yourself out there and sign up for Salesforce community events. We promise you’ll connect with likeminded people, expand your skills and knowledge surrounding the Salesforce platform, and probably share a few laughs.

Did we miss your event? While we make every effort to find all the events marketers on Salesforce care about, we’re human, ya know. 

Share the details of your event in the comments below and we’ll add it to our list! Or tell us which event you’re most excited about.

Original article: Community Events for Marketers on Salesforce

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By |2022-05-09T18:22:00+00:00May 9th, 2022|Categories: Community, Events|

How to Pass the Pardot Consultant Certification Exam

You’ve conquered the Pardot Specialist exam* (Yipee!) and you’ve caught the Pardot bug. Next on your hit list is the Pardot Consultant exam, but what does it take to pass the Pardot Consultant exam?

First and foremost, not everyone needs to take the Pardot Consultant exam. The exam is aimed at those who are implementing Pardot or solutioning with clients. 

In this post, I share the steps I took to pass the Pardot Consultant Certification exam — from study resources and practice exams to preparing for your exam and what you can do on the day of the exam

Note: Yes, we know Pardot is now called Marketing Cloud Account Engagement. However, as of the time of this blog publication, Salesforce is still calling the exam the Pardot Consultant Certification. We’ll update this blog post if/when Salesforce updates the certification name.

*Passing the Pardot Specialist exam is a requisite of taking the consultants exam.

Preparing for your Pardot Consultant Exam

Before you start studying for your Pardot Consultant exam, have you booked it? 

No? Go and book it now (we’ll wait here). There is no better driver to studying than having a set date to work toward. 

Download the Exam Guide

Let’s start with the basics, download the Exam Guide! 

It can be tempting to jump straight into the practice exams and study material but if you don’t know what areas you need to study for you may end up spending time on topics that feature very little in the exam. 

How do YOU study?

This won’t be the first Salesforce exam you’ve taken so use what you learnt from the specialist exam, by this I mean how do YOU study best? Are you a practice test taker, a reader, a watcher or a discussion leader. 

Spoiler Alert! The length of  the questions in the consultant exam are MUCH longer than in the specialist exam, there is a lot more detail to consider, so bear this in mind when choosing your study resources. You’ll need to not only talk the talk when it comes to Pardot but you will also need to master the art of understanding Salesforce exam questions. 

I’m a firm believer that the time in which you take the exam and how you take it (online vs onsite) makes a difference. Every Salesforce exam I have taken has always been at 11 a.m. and online (and 2 out of three have been strangely on a Tuesday, call me superstitious!). 

The 11 a.m. exam slot gives me time to fully wake up, exercise and get my brain in gear. It also means I don’t sit and worry about the exam all day. Taking the exam online means I don’t have to worry about traffic or finding a parking spot. 

If you prefer to take the exam in person then great. Do what works best for YOU!

Understand your strengths and weaknesses

We can’t be experts on all topics. But what we can do is break the exam down (using the guide) and find the areas that hold the most weight. These are going to give you the biggest percentage of marks, so focus on these. 

Don’t sweat over the small stuff! There is little value in worrying and trying to learn everything about all topics if they only count for a small percentage of the exam (Salesforce Engage). 

The number of questions you will get on them is very small. So get a good understanding of the topics with the larger percentage. More on that coming up!

Pardot Consultant Certification Study Resources

It’s probably the main reason you found yourself here on this post — what study resources should I be using for the Pardot consultant exam!? 

There are so many resources out there when it comes to mastering the Pardot ropes and you clearly have a solid foundation as you have gained your specialist exam. However, the consultant exam pushes your understanding of the tool outside of the basics. 

You’re required to advise and provide detailed solutions. So when it comes to study resources, the best thing out there is hands-on experience. Try and get as much experience working in Pardot as possible. If you’re after some resources to supplement your hands-on experience, then read on. 

Video Content

If video is your thing, check out this Pardot Consultant Bootcamp video series. 

This is a great way for those who are newer to Pardot and consulting. It does take time to get through all the content. So, set aside 45 minutes – 1 hour a day to watch all the videos before your exam. If you don’t have time to watch all the videos, watch those covering the areas you lack knowledge in.

Flashcards and Quizzes

If you’re more of a quizer, Quizlt has a whole host of flashcards to test your knowledge. Consider buddying up and test each other, there’s nothing better than a healthy bit of competition .

 The flashcards will also help you get familiar with the wording used on the consultant exam. 

Jenna Molby also provides flashcards, quizzes and study games found here. You’ll also want to bookmark her website as she has lots of additional resources related to Pardot features!

Practice Exams

When I took the Pardot Consultant Exam, I found it hard to find quality practice exams. However, these Pardot Consultant practice exams have been tried and tested by the Sercante team, so if you learn better by putting your knowledge to the test, these may just work for you. 

With all practice exams, bear in mind that some may be a little outdated. 

  • TestPrep.com – For a small fee (about 10 USD) you’ll get access to 6 full-length practice exams and a set of practice questions. 
  • Udemy – Again for a fee (anywhere between 10 – 30 USD) Udemy provided access to full-length  practice exams. These exams mimc the exam pretty closely. 

Reading Material

There are a ton of resources available to read through but let’s focus on the areas that have the biggest weight. 

Automating Business Processes: 17%

You’ll need to know your automation tools inside out.

Given a scenario, recommend the best automation tool(s) (automation rule, segmentation rule, dynamic list, completion action).

Given a scenario, design a sequence of events in Pardot to complete a marketing initiative (assets, automations, notifications, etc.).

Given a scenario, develop and implement a lead nurturing strategy

Account Configuration: 20%

This is the difference between the specialist exam and the consultant exam, you’ll need to know Pardot implementation and setup.

Articulate the implications and importance of technical setup.

Develop a plan to maintain data integrity during data migration.

Given a usage governance plan, develop and recommend a strategy that addresses organization and authorization (or access).

Evaluation: 17%

This is a pretty vague area, but one not to be ignored. Carrying an impressive 17% of the exam you’ll need to master this topic. 

The exam guide notes that you should have at least 12 months hands-on experience of implementing and administering Pardot. This is because of sections like this one. It’s going to be pretty hard to study for this section without hands-on experience — memorizing answers for this section won’t be enough. 

For this reason, I’d recommend reading through this post for tips on how to approach this section of the exam. But don’t go anywhere just yet!

Spoiler Alert! Think like Salesforce… There may be multiple ways to achieve the end goal but what would Salesforce advise. Brush up on Salesforce Pardot best practices. 

Day of the exam

The day has arrived, you have studied and practiced all you can… it’s exam day! I’d consider the next set of tips as important as studying. 

Even though you have been through the process of a Salesforce exam before you shouldn’t neglect prepping your mind and environment before this one. After all, who wants to be let down by a bad internet connection just as you log in to take the exam. Believe it or not, this happened to me twice during this exam. Either way, you have to keep your cool and focus.

  1. Get a good night’s sleep. Studies show that the key to transitioning what we learn from short-term memory to longer-term memory (so you can recall it on a test!) is getting enough sleep. 
  2. Eat brain food. Blueberries, eggs, and whole grains are known to improve brain performance. Make a healthy meal the day of your exam to keep you full and energized during the exam. 
  3. Relax! Perform breathing exercises, meditation and reserve 30 minutes before your exam to relax. 
  4. Exercise. Endorphins can improve brain function. Take 15-30 minutes to take a walk, do yoga or stretch the day of your exam. 
  5. Last-minute studying. Is there a topic you’re still unsure about? Use the day of your exam to review those areas. 
  6. (Online exams) Check your technology and remove any distractions. By taking the exam remotely, you are in a less controlled environment. Prep your space with good lighting, remove watches, phones and pets and children from the room, as well as keep the door shut to avoid any unwanted interruptions. 

You do have an online proctor, so pay attention to messages that come through and if something does happen, you can work with support to reschedule your exam.  Finally, run a speed test and check your webcam is working.

How to succeed during the exam

  • Read the question and each answer a few times (at least 3) to make sure you know what it’s asking. You may know what the question is asking but reading it a few times through may indicate what you need to answer. 
  • Reversely, reading the answers before the question can sometimes be useful. Particularly with the Consultant exam, the answers are recommendations based on the question. Try this time with a few practice questions to get the hang of it. 
  • Eliminate the obvious wrong answers. Are there any answers that you know are just wrong? This narrows your answer options significantly when you remove the clearly incorrect answer. When you have your remaining options, think about what answer satisfies the whole question. 
  • Decipher the right answer for the question. This is particularly true for the Consultant Exam as there are multiple “right” answers based on the client’s need. Remember that since this is a Salesforce exam, try to select the answer that you believe Salesforce would recommend. 
  • Trust your gut instinct. Even if you aren’t 100% sure, your first instinct is probably correct. 
  • Be mindful of the time. This is a timed exam, so you’ll want to make sure you finish the entire exam before the time runs out. The best approach is to answer every question once through, and “mark for review” those questions you aren’t confident on. Save 30 minutes at the end of the exam to review those questions and think thoroughly on your answers. 

Come prepared and leave happy

The Pardot Specialist certification exam may have been a walk in the park for you, but the Pardot Consultant certification exam is on a whole new level. While it is possible to pass the exam without hands-on experience, there really is no substitute for getting in there and working inside the platform so you can fully understand it.
Need structured Salesforce training to get you where you need to be? Check out our current roster of training courses. And tell us all about your best study secrets in the comments section below.

Original article: How to Pass the Pardot Consultant Certification Exam

©2022 The Spot. All Rights Reserved.

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By |2022-05-04T15:52:00+00:00May 4th, 2022|Categories: Career Development, Community, Real Talk, revive|

Salesforce TrailblazerDX: Must-See Sessions for Marketers

In-person Salesforce conferences are back in 2022, and we’re getting ready for TrailblazerDX (formerly TrailheaDX) — which is the big event for anyone who builds on the Salesforce platform using developer or declarative solutions.

TrailblazerDX is taking place April 27-28, 2022, in San Francisco as well as virtually through Salesforce+ live streams and on demand after the event ends. 

TrailheadDX rebrand to TrailblazerDX

Salesforce is always rebranding things. Onward and upward, right?

TrailblazerDX is the conference formerly known as TrailheaDX.

In the past, this was known as the Salesforce conference event for developers and solution architects. But things have changed. 

The conference now casts a wider net with content for anyone interested in the nuts and bolts of the Salesforce platform. That can include Salesforce admins and general users, consultants, and analysts in addition to developers and architects.

If you’re a marketer or support a marketing team from any one of those roles and nerd out about the backend of Salesforce, then there’s a good chance you’ll want to catch a few TrailblazerDX sessions this year.

Marketing-focused TrailblazerDX sessions

We’re always on the lookout for sessions our fellow marketers should catch. 

You’ll want to attend these sessions if you’re attending TrailblazerDX in real life this year. Or, check out the full schedule of sessions you can watch virtually on Salesforce+.

Build Marketing Integrations with Account Engagement V5 API

Okay, okay. We’re especially excited for this session, not just because Sercante VP of Technology Adam Erstelle is part of it, but because the Marketing Cloud Account Engagement V5 API is a game changer for all of us looking to build on the platform. (Did we mention Sercante is a MC Account Engagement PDO?)

Adam is teaming up with Christopher Cornett and Adil Delawalla, both from Salesforce, to present the fifth version of the Marketing Cloud Account Engagement (Pardot) API.

Marketers are using an average of 12 separate tools in their tech stacks to power their marketing strategies. This new Account Engagement API further opens the door to integrate martech products with MC Account Engagement (Pardot).

Session description

Account Engagement (formerly Pardot) has a new API built from the ground up with ease of integration in mind. Build marketing assets, manage metadata, and create custom activities easier than ever.

In-Person | Thursday, Apr 28 | 12:00 PM – 12:40 PM PDT

Build Connected Commerce and Marketing with Flexibility and Ease

Catch the fairy swag-mother herself, Guilda Hilaire, along with several teammates from Salesforce and Timber Fontijn, Solution Architect for Shoeby, to learn how they build connected e-commerce experiences from the ground up.

Session description

Develop connected digital experiences that attract and convert customers — and keep them coming back. Discover new tools purpose-built for developers, designed to make your work fun and easy.

In-Person and Virtual | Thursday, Apr 28 | 2:00 PM – 3:00 PM PDT

Analytics with Salesforce CDP and Tableau

Salesforce Senior Product Manager Mark Rabins understands the challenges marketers face when working with organizational data that isn’t clean and mapped properly in Salesforce CDP. He’ll walk you through a solution to ease that burden.

Session description

Salesforce Customer Data Platform stores a lot of data from across your enterprise. As a result, users can now build visualizations and cleanse their data for analytics.

In-Person | Wednesday, Apr 27 | 12:30 PM – 1:10 PM PDT

Architect with Intention: Ethical Risk Assessments

User experience design is a new frontier we’re all navigating through trial and error. Leah Koshiyama and Rick Munoz are joining forces to walk us through lessons they’ve learned while incorporating ethical and inclusive elements in Salesforce products. It’s a must-see session for product marketing professionals.

They’ll show you how designing inclusive and ethical user experiences is a collaborative process that touches all areas of the product development lifecycle. And you’ll learn why that’s what makes it so exciting for organizations to adopt.

I wish more people appreciated that inherent in design is the essential value of considering everyone’s experience. Inclusive, accessible design makes experiences better for everyone!

Rick Munoz, UI/UX Principal, Salesforce

Session Description

Learn to identify ethical risk areas in the product design and development process (tasks, interactions, hand-offs), and what can be done to mitigate risks to build more ethically and inclusively.

In-Person | Wednesday, Apr 27 | 2:30 PM – 3:10 PM PDT

Complex Messaging and Journeys with CDP and Marketing Cloud

Parimi Srinivas and Dawn Ratcliff from the Salesforce product management team are going to walk us through an advanced solution to achieve complex messaging goals through the integration of Salesforce CDP and Marketing Cloud.

Session description

Enable marketers to maintain brand and GEO boundaries while integrating Salesforce CDP and Messaging and Journeys.

In-Person | Wednesday, Apr 27 | 1:30 PM – 1:50 PM PDT

Salesforce on Salesforce: Our Slack for Sales Journey

Recently, Salesforce released a game-changer solution that integrates Sales Cloud with Slack. In this session, Lissa Smith and Jenny Tran walk you through the ‘why’ behind the solution so you can get excited about it.

Session description

Learn about our Slack for Sales journey at Salesforce: how we rolled out the new Sales Cloud for Slack app, key sales use cases, our low-code solutions, successes, challenges, and what’s next.

In-Person | Wednesday, Apr 27 | 2:30 PM – 3:10 PM PDT

TrailblazerDX 2022 Musical Guest: Weezer

Did we mention Weezer is the TDX musical guest this year? 

Those of us who aren’t attending IRL are fighting the FOMO in hopes that their performance will be broadcast live on Salesforce+.
Image: Salesforce

See you at TDX 2022!

So, TrailheaDX was known as the developer conference, but TrailblazerDX opens the doors for everyone on the Salesforce platform to learn how it works. 

And while marketers don’t always get the attention they deserve, we see lots of exciting things on the horizon for our pals. It’s especially evident at this year’s TrailblazerDX conference.

If you’re lucky enough to catch TrailblazerDX in person this year, remember to attend the Build Marketing Integrations with Account Engagement V5 API session. You’ll learn more about building custom integrations with Marketing Cloud Account Engagement (Pardot), and you can say “hi” to our favorite MCAE API experts.

Have a favorite memory from TrailblazerDX? Tell us about it in the comments.

Original article: Salesforce TrailblazerDX: Must-See Sessions for Marketers

©2022 The Spot. All Rights Reserved.

The post Salesforce TrailblazerDX: Must-See Sessions for Marketers appeared first on The Spot.

By |2022-04-22T19:36:21+00:00April 22nd, 2022|Categories: Community, Events, revive|

Salesforce Product Retirement: Social Studio Sails into the Sunset

The Salesforce platform social media scheduling tool, which we all know as Social Studio, has officially entered sunset mode and has a retirement date set for 2024. 

While the writing’s been on the wall for over a year, it may still be a shock for people who keep everything on the Salesforce platform and rely on Social Studio. We’ve seen a wave of big news, like product name changes, from Salesforce lately. And this news increased our collective jaw drops.

But, but, but… why would Salesforce retire social studio and duck out of the third-party social posting game? This seems like an odd decision.

In reality though, it’s a practical decision that team Salesforce has been working toward for a while. In this post, we’ll break it down for you so you can accept it and adjust your marketing strategy as you plan for the future.

Why is Salesforce no longer selling Social Studio licenses?

We (as-in, the Sercante marketing team) recently discovered the news about Social Studio’s journey into the sunset while shopping for social media scheduling tools. 

During our shopping process, we learned that Salesforce hasn’t made any updates or enhancements to Social Studio in over a year. Then, we contacted a Salesforce AE who informed us that Salesforce is not selling Social Studio licenses after January 31, 2022. 

So, we moved forward with one of our other social media scheduling tool options and said sayonara to the idea of using Social Studio.

Social Studio end-of-life dates

Here are important dates you should know about if you’re a Salesforce Social Studio customer:

  • August 1, 2022 – no Social Studio product renewals after this date
  • November 18, 2024 – end-of-life target date for Social Studio

You will still have access to Social Studio until the end of your contract date or November 18, 2024 (subject to change), whichever comes first. 

Other social media scheduling tools do it better

Salesforce tries to do it all within the platform. But social media scheduling is (arguably) one of the things their competitors do better. 

While there’s no official statement about the reasoning, we’re guessing team Salesforce has rightfully accepted the superiority of competing platforms.

Who will feel the greatest impact of the Salesforce Social Studio retirement?

Some people are going to feel Salesforce Social Studio’s retirement more than others. While other third-party social scheduling platforms include functionality that’s superior to Social Studio, there’s a few major things the competition hasn’t figured out yet.

Here’s who will feel greater effects of the Social Studio retirement moving forward.

Social Studio users who include organic Facebook carousels in their marketing strategy

We have a client who uses Salesforce Social Studio. They have had great success with the inclusion of organic Facebook carousel posts in their marketing strategy. But, they now have to revisit their social strategy based on the news.

We’ve evaluated several third-party social scheduling apps and haven’t found any that can handle posting organic Facebook carousel posts. Let us know in the comments if you have a solution for that.

People who integrate Social Studio with Salesforce Service Cloud

As you’d expect, Social Studio has easy-to-use integrations with other Salesforce clouds, and now teams that rely on those integrations need to revisit their setup.

The two main things you can currently do through Social Studio integrations with other Salesforce clouds is create Sales Cloud leads and respond to or create Service Cloud cases. These features may seem insignificant to some, but they are game changers to teams that rely on them.

If you’re using Social Studio integrations with other Salesforce clouds, then you’re going to need to find an alternative before the tool goes away forever.

Best Social Studio alternative for Salesforce users

The good news is that Salesforce is already working to create alternatives to Social Studio by teaming with third-party social scheduling platforms.

Depending on your company size, industry, and goals, we have a few recommendations for alternatives you can implement before Social Studio is completely retired. You’ll want to evaluate a few alternatives to Social Studio before jumping on board with one. 

For example, you may not need the robust capabilities of one platform if all you do is share simple text social media posts. Or, you may need an advanced platform if you’re scheduling social media posts for an enterprise-level company with many social channels and lines of business.

A few of our favorites are:

One thing we’re already excited about is all of these alternative platforms have better reporting capabilities than what was available in Social Studio. For example, most of these alternatives give you a holistic view of engagement reporting across ALL social channels. Whereas, Social Studio only offers engagement reporting for individual channels.

Sprout Social and Salesforce partnership

Salesforce and Sprout Social logos

Salesforce and Sprout Social recently announced they’ve joined forces to create an integration between the two platforms. According to the release, the integration connects Sprout to Sales Cloud, Service Cloud, and Slack.

The great part about this partnership is that many of the same functionalities from Social Studio will be available through the integration with Sprout Social.

The Sercante team jumped on board with Sprout Social, and we’re happy to report that it meets all of our social scheduling needs. It’s easy to use, we can manage multiple brands, and it has other helpful features, like the integration with Canva.

How to connect Sprout Social to Salesforce

The integration is already live and ready for you to integrate Sprout Social with your Salesforce org. This integration allows you to create Sales Cloud leads and respond to or create Service Cloud cases just like you did with Social Studio. 

You can find instructions for integrating Sprout Social with Salesforce here

Goodbye Social Studio, and fare thee well

Whelp Social Studio, it was a good run. But Salesforce is giving you the it’s not you… it’s me treatment. And we’ve already moved on.

For the team at Sercante, the partnership between Sprout Social and Salesforce made choosing a third-party social media scheduling tool easy. The integration means it will do all the same stuff Social Studio does — plus a bunch of other features that make our lives easier. 

However, you may find an alternative platform that meets your needs better. And that’s to be expected. 

What third-party social media platform are you using? What are your favorite features and what do you wish yours could do better? Tell us in the comments.

Original article: Salesforce Product Retirement: Social Studio Sails into the Sunset

©2022 The Spot. All Rights Reserved.

The post Salesforce Product Retirement: Social Studio Sails into the Sunset appeared first on The Spot.

By |2022-04-19T15:47:05+00:00April 19th, 2022|Categories: Community, Industry News, Pro Tips, revive, Strategy|

A Hot Take on the Pardot Rebrand to Marketing Cloud Account Engagement.

It’s official — Pardot is going to be called Marketing Cloud Account Engagement going forward.

This is a big, bold change.

I have a lot of respect for whoever did the work on this rebrand, and whoever ultimately had to push the button and make the final approval on these changes. Having been a part of several corporate rebrands, I have a tiny peek at how much work goes into that.

Time and Twitter will tell how the new names land. Like most things — there are both pros and cons for this change. I suspect there will be a lot of strong opinions on both sides.

Quick background on the Marketing Cloud name changes

Here are the latest name changes affecting marketers who use Salesforce:

  • Marketing Cloud Email Studio (aka ExactTarget) 🡪 Marketing Cloud Engagement
  • Pardot 🡪 Marketing Cloud Account Engagement
  • CDP 🡪 Marketing Cloud Customer Data Platform
  • Interaction Studio 🡪 Marketing Cloud Personalization
  • Email, Messaging, and Journeys 🡪 Marketing Cloud Engagement
  • Advertising Studio 🡪 Marketing Cloud Advertising
  • Datorama 🡪 Marketing Cloud Intelligence
  • myTrailhead 🡪 Salesforce Sales Enablement
  • Salesforce CMS 🡪 Digital Experiences

Get all the details on the recent Salesforce product name changes here.

What I like about the name changes (particularly the Pardot one)

Let’s start with the good stuff.

1. It sets a vision for the connection between Salesforce products

The new naming conventions for the Marketing Cloud suite of products emphasizes that these products are part of the same family. 

Salesforce has made a large number of acquisitions in the martech space, and retaining the individual brand names dilutes the message that they’re all one platform. A unified naming system simplifies the message for the existing stack, and makes it easier to name and talk about future additions.

2. It aligns with marketers’ big picture needs 

Marketers need more than a pile of point solutions.

They have a vision, and they need infrastructure to execute on that. This line in Salesforce’s announcement about the change stated it perfectly: 

“As you consider how to make the wow moments that build customer trust and loyalty, we know you’re focusing less on one channel or technology and more on the full experience. Our job is to deliver the how behind the wow.”

This shift also mirrors a recent change that we made in the positioning of this blog. We announced a few weeks ago that “The Spot for Pardot” is becoming “The Spot” and broadening its focus to a broader subset of martech — and this need is exactly why.

3. It focuses on what the products actually DO from a customer’s perspective

If you already know what Pardot is, you know what it does and what problems it solves. If you already know what Datorama is, you know what it does and what problems it solves.

But no one is sitting around saying “I need a Datorama.” 

They’re saying: “I need actionable business intelligence.”

Putting the names in the customer’s language simplifies the message, in some cases, on why a particular product is the solution of choice for a particular business challenge.

4. It makes it clearer that Pardot + ExactTarget play nice in the sandbox 

For whatever reason, Pardot and ExactTarget have often been viewed as “competing” with one another. People liked to compare features, list pros and cons, and generally viewed it as a “this or that” choice. 

Really, the products both send email, and that’s about where the similarities end. They are totally different tools, designed for totally different customers, with totally different admin experiences. 

Using Sercante enterprise customers as a sample, I’d estimate about half use both ExactTarget and Pardot in different subsets of their business. Having both ensures their marketing teams can run fast and solve hard problems for the business. 

(Somehow in this “either or” narrative people seem to forget that’s why ExactTarget actually bought Pardot before Salesforce scooped them both up. Clearly their founders recognized they were better together than they are apart.)

4. It’s easy to pronounce!

First, at least people will pronounce the new name correctly. Goodbye, Par-dough. 

Silver linings, guys.

Some challenges with the rebrand

Now, for a gentle critique.

1. It’s going to be hard to unstick the legacy brand names

My friend’s mom decided she wanted to be called “Grand-mère” when her daughter brought little humans into the world. 

Her grandchildren decided she was, in fact, “Lulu.” 

Why? Not a clue.

But it stuck.

Take it from the 2 year olds: it’s really hard to tell people what to call you.

The ExactTarget brand was “sunsetted” ages ago. But people still call it that today, mostly for disambiguation with Marketing Cloud. It was rebranded Email Studio. Then Messaging & Journeys (kind of.) Now it’s “Engagement.” 

Jury’s out on how Pardot customers will react to this change.

2. It’s going to make things harder to talk about 

While the new naming system does have a unified nomenclature, it looks clean and sharp on a slide deck, it messages the right things from a customer perspective… 

…it’s going to make the products really hard to talk about.

Take Salesforce Personalization for example. Formerly known as “Interaction Studio,” Salesforce Personalization provides a category-leading experience for AI-driven personalization in cross-channel marketing campaigns. It can be used alongside both Marketing Cloud or Pardot (see also: 3 Interaction Studio Features Marketers Should Look Out For from our Pardot conference last year.)

But labeling it with the generic word “Personalization” makes it really hard for people (customers, colleagues, the community, etc.) to know what you’re actually referring to. 

Because you can personalize content with Pardot using handlebars merge language, dynamic content, or legacy variable tags. You can personalize content in Marketing Cloud with AMPscript or personalization strings. And we call those things “Personalization” too.

I don’t think it’s super clear in the current naming system that “Personalization” is its own thing that requires a separate SKU on your Salesforce order form and requires its own implementation.

3. “Account Engagement” doesn’t reflect the needs of all Pardot customers 

“Account Engagement” implies a go-to-market model where sales reps are identifying target accounts and getting after them, and marketing is complementing those efforts through an ABM strategy. 

That reflects the use case of some customers, for sure. 

But many others use Pardot differently. They use it to communicate with students and donors. They use it for community engagement. They use it for recruiting and internal comms. And Pardot is pretty darn good at those things. The new name doesn’t jive with this. 

4. It makes talent acquisition more confusing 

If I see “project managed Pardot implementation” or “reported on KPIs to stakeholders using Datorama” on a resumé, I have a pretty clear vision of what that person did and what they can do for my company. 

If you take away the OG brand names, it sounds like nonsensical fluff. Project managed Account Engagement? Reported on KPIs to stakeholders using Intelligence?

This is going to need some work.

5. It makes finding a partner more confusing 

The AppExchange made a change to its filters a few days ago, presumably to align with this change to remove “Pardot” and “Datorama” from their filter criteria:

Expertise implementing one part of Marketing Cloud does not always translate to other parts of Marketing Cloud. In the short term, I think this change to the searchability of the AppExchange is going to really damage the ability of customers to find and vet qualified partners. 

In the long term, I think we will see an increased emphasis on partners growing to support across the entire Marketing Cloud. But that will take some time.

6. It makes Googling your way to success more confusing 

What do you search if you’re looking for Pardot help in the future? 

“Marketing Cloud Account Engagement Tips for _______” is almost certainly going to turn up a lot of irrelevant content.

I have a lot of faith in Google, but it’s going to be tricky there for a while.

How I expect the Pardot community to respond to the name change 

The Pardot community is going to full-on rebel in the wake of this name change.

Mostly kidding.

I think a decent subset of Pardot customers, consultants, and long-time users will see the intent of what Salesforce is trying to do with the naming update and get on board.

I also think a decent subset of Pardot customers, consultants, and long-time users will call it “Pardot” until their final days. 

Remember back in 2019 where Salesforce tried to force a name change of Pardot User Groups to “B2B Marketing User Groups”? Yeah, they’re still called “PUGs.”

The Spot has several digital community hubs to rebrand following this change:

More to come on those after the dust settles from this announcement. 

The bottom line 

I believe in the “why” behind the Pardot name change 100%. I appreciate that Salesforce is aligning with customer needs and meeting them where they’re at when they’re talking about their business challenges.

I have faith that Salesforce is going to work on the details and logistics of what this means to customers to make this a net positive at the end of the day. There will be some bumps in the road. And many people will hold on to the Pardot name. And it will continue to help marketers kick butt and take names with engaging their audiences in a scalable way.

What’s your take on the name change? 

I’m dying to hear what ya’ll think of this renaming. Are you for or against? Spicy feelings? 

Drop a comment with your opinion and let’s discuss.

Original article: A Hot Take on the Pardot Rebrand to Marketing Cloud Account Engagement.

©2022 The Spot for Pardot. All Rights Reserved.

The post A Hot Take on the Pardot Rebrand to Marketing Cloud Account Engagement. appeared first on The Spot for Pardot.

By |2022-04-07T19:26:00+00:00April 7th, 2022|Categories: Community, Industry News, Real Talk, revive|