A Marketer’s Guide to Dreamforce 2022

We’re getting ready for a special edition of Dreamforce. That’s because it’s the 20th year for the largest software conference in the world. Dreamforce ‘22 is jam-packed with all the Salesforce things you can imagine and more parties and activities than any human can possibly wrap their heads around. 

But we don’t mean to freak you out about it. We have the knowledge and experience and we’re going to do our best to help you reel it in and build your ultimate Dreamforce 2022 schedule as a badass marketer.

Step 1

Turn on our Spotify Playlist to start channeling your inner Flea: Dreamforce Bands of the Past

Step 2 

Remind yourself that you’re human and this is just a guide. Make sure you leave room in your schedule for last-minute session changes, new friends and networking, vendor hall and swag, snacks and naps.

Step 3

Take a deep breath and get excited for Dreamforce 2022!

Dreamforce 2022 has everything — from small breakout sessions to inspirational keynotes from world leaders and celebrities. Just check out the number of different roles, industries, and topics Trail Maps Salesforce provided! 

The main aspects of the conference are streaming on Salesforce+ so virtual attendees can take part in the action. (Don’t forget to join the conversations and fun on Twitter #DF22.)

Here are our top marketing sessions, meetups, parties, and events to consider as you build your ultimate Dreamforce schedule. 

Day 0: Monday, September 19th

Marketers Welcome Bash

Start your week on a good note at an epic bash designed to bring marketers together in style. Joins us at the Marketers Welcome Bash to meet marketers, make friends to enjoy the week with, and say ‘cheers’ to a fun-filled Dreamforce.

Monday, Sep 19 | 4:00 PM – 7:00 PM PDT

Register here

Day 1: Tuesday, September 20th

Dreamforce Main Keynote

Join Co-CEOs Marc Benioff and Bret Taylor along with special guests!

Tuesday, Sep 20 | 10:00 AM – 12:00 PM PDT | Keynote Room, Moscone North

Bookmark this session

Tap the Full Potential of Your Martech Ecosystem

Marketers are using more applications than ever before. Learn how Account Engagement’s extensibility features help you keep all your webinar and survey data in one place, and use it in automations.

Tuesday, Sep 20 | 12:30 PM – 12:50 PM PDT | Marketing Theater, Moscone West

Bookmark this session

Create Efficiency and Focus on ROI with Intelligence

Learn how to drive marketing efficiency and maximize ROI with a centralized view of performance, automated cross-channel data connections, and actionable insights to optimize campaigns and investments

Tuesday, Sep 20 | 1:00 PM – 1:40 PM PDT | Room 3014, Moscone West

Bookmark this session

Build a Data-First Strategy for Personalization with CDP

Understanding every customer is essential to providing personalization. Learn how to build a data-first strategy to make every engagement contextual and personalized across every touchpoint.

Tuesday, Sep 20 | 1:30 PM – 2:10 PM PDT | Room 3014, Moscone West

Bookmark this session

The Art of Communications: Strategy to Execution

Discover how CreditAssociates & other businesses utilize Vonage & Salesforce to deploy intelligent contact centers, omni-channel strategies & deliver upgraded experiences for employees & customers.

Tuesday, Sep 20 | 1:30 PM – 2:10 PM PDT | Camp Three, Moscone South

Bookmark this session

Ethical Real-Time Personalization: The What and the How

In this session, learn how Salesforce’s marketing personalization tools are designed with ethics from the ground up and how to drive cost savings from personalization while realizing its full promise.

Tuesday, Sep 20 | 1:30 PM – 2:10 PM PDT | Commerce Theater, Moscone West

Bookmark this session

Discover How CDP Unifies All Customer Data in One Place

Building a single-source-of-truth customer profile that unifies data wasn’t easy — until now. Learn how Customer Data Platform (CDP) is a game changer for marketers who use the Salesforce Platform.

Tuesday, Sep 20 | 2:30 PM – 2:50 PM PDT | Trailhead Theater, Trailblazer Forest

Bookmark this session

Automated Real-Time Personalization

94% of marketers say customers expect personalized experiences. See how Marketing Cloud Personalization uses its own technology to create 1:1 customer experiences that drive efficiency and conversions.

Tuesday, Sep 20 | 3:00 PM – 3:40 PM PDT | Room 3014, Moscone West

Bookmark this session

Day 2: Wednesday, September 21st

Winter ’23 Release Readiness Live: Sales Cloud

Release Readiness Live is here at Dreamforce. Join our Sales Cloud product management team to learn what’s new in the Winter ’23 release for core sales, sales engagement, and rep productivity.

Wednesday, Sep 21 | 8:30 AM – 9:10 AM PDT |  Room 2018, Moscone West

Bookmark this session

Turn Marketing into a Recession-Proof Competitive Advantage

Get five marketing strategies to work smarter and rise above your competitors — even during economic downturns. We’ll equip you to execute ABM, nail nurture campaigns, and prove your worth.

Wednesday, Sep 21 | 10:30 AM – 11:10 AM PDT | Moscone South, Level 3, Room 306

Bookmark this session

Blog About Salesforce 

Propel your career and build your network by learning six strategies non-writers can use to start blogging about Salesforce. Blaze a trail from zero to content rockstar.

Wednesday, Sep 21 | 12:30 PM – 12:50 PM PDT | Einstein Community Campfire, Trailblazer Forest

Bookmark this session

Marketing Keynote: Deliver Moments That Count

Cookieless future. Tighter budgets. Marketers, we got this — thanks to CDP and Marketing Cloud. See how real-time engagement makes every moment count, so you can build trusted relationships at scale.

Wednesday, Sep 21 | 1:00 PM – 1:45 PM PDT | Keynote Room, Moscone North

Bookmark this session

Fusion Teams Part I: Finally Uniting IT & Business Teams?

Companies are struggling to adopt new technologies across business and technical teams. Rising fusion teams present a fresh way to deliver value — learn their benefits and how they’re structured.

Wednesday, Sep 21 | 1:00 PM – 1:20 PM PDT | Platform Theater, Moscone West

Bookmark this session

Day 3: Thursday, September 22nd

Salesforce for Admins Keynote: Deliver Success

Get an inside look at how Salesforce Admins build solutions and deliver success at their organizations. See technology in action with live demos, and learn about the skills admins need to succeed.

Thursday, Sep 22 | 9:00 AM – 9:40 AM PDT | Keynote Room, Moscone North

Bookmark this session

Tech & Media Keynote: The Future of Growth & Efficiency

Learn from visionary leaders and brands how products that enable personalization, automation, and the unlocking of data lead to increased CLTV, deeper audience engagement, and sustained revenue.

Thursday, Sep 22 | 9:00 AM – 9:40 AM PDT | Keynote Room, Moscone West

Bookmark this session

Better Lead Attribution with UTM Capture Across Time & Space

Learn a native Marketing Cloud Account Engagement and Salesforce workflow combined with a simple website plug-in to capture first and last UTMs for visitors across site pages and landing pages.

Thursday, Sep 22 | 9:30 AM – 9:50 AM PDT | Magic Falls Theater East, Moscone West

Bookmark this session

Innovation Keynote: Discover The New Customer Data Platform

Next-gen CDP will change how you do business. Unlock your data’s full value with integrated marketing, sales, service, and analytics. Personalize in real time and earn trust — no cookies needed.

Thursday, Sep 22 | 10:30 AM – 11:10 AM PDT | Keynote Room, Moscone North

Bookmark this session

How Adecco Turned Its Website into a Pipe Gen Machine

Learn how Adecco used Pipeline Cloud to engage qualified buyers in real time conversations, right on the website. The result: $37M in sourced pipeline in just two months.

Thursday, Sep 22 | 11:00 AM – 11:20 AM PDT | Theater Two, Moscone South

Bookmark this session

Drive Efficiency by Aligning Sales and Marketing

Disconnected tools make it impossible to align marketing and sales. Learn how Marketing Cloud Account Engagement can help you drive leads to sales, close deals, and showcase marketing impact.

Thursday, Sep 22 | 1:00 PM – 1:40 PM PDT | Room 2008, Moscone West

Bookmark this session

How to Increase Efficiency and Revenue with Automation Apps

Learn how customers are using apps to automate workflows, campaigns, and revenue intelligence. See how you can accelerate automation with AppExchange and increase productivity.

Thursday, Sep 22 | 2:00 PM – 2:20 PM PDT | AppExchange Campfire, Trailblazer Forest

Bookmark this session

Admin Preview: Winter ’23 Release Readiness Live

Release Readiness Live is here at Dreamforce. Learn the top features for admins from the Winter ’23 release. Watch live demos and ask your Flow, Permissions, and DevOps Center questions in a live Q&A.

Thursday, Sep 22 | 3:00 PM – 4:00 PM PDT | Keynote Room, Moscone West

Bookmark this session

Our Favorite Events, Meetups, Parties, & Places

Home for Marketers Lounge

The Home for Marketers is where marketers on the Salesforce platform can go to find their people. It’s the perfect spot to take a break, network, refuel with amazing food and drinks, and get resources to level-up their MOPs.

Register here

Dreamforce ’22 Admin Meadow

The Admin Meadow is a place you’ll definitely want to stop when you arrive. Full of resources, support, and information for our #AwesomeAdmins.

Learn more 

Home for Marketers Genius Bar

Troubleshoot your marketing woes with one of our experts. Sign up to secure a time slot or drop by at a time that works for you.

Save your spot

Night of Enchantment Party

Everyone’s going to be talking about this enchanted Dreamforce party, so register and get it in your calendar now.

The epic bash is taking place at Temple Nightclub. It includes a live DJ, mouth-watering hors d’oeuvres, memorable activities and prizes, and exclusive VIP experiences. 

Tuesday, Sep 20 | 7:00 PM PDT | Temple Nightclub

Register here

The Engagement Party

Idealist Consulting’s Engagement Party is Back! For over 15 years, their Engagement Party has been the go to event at Dreamforce. 

Wednesday, Sep 21 | 7:30 PM PDT | The Pawn Shop

Register here

Pardot Users / Pardashians Meetup

Join the largest gathering of Marketing Cloud Account Engagement (formerly Pardot) users at Dreamforce! This is a great networking opportunity to meet your fellow Pardashians and share your tips and tricks for the Account Engagement platform.

Tuesday, Sep 20 | 8:00 AM PDT | Pink Elephant Alibi

Learn more

HowToSFMC Meetup

MHowToSFMC is a helpful community for Salesforce Marketing Cloud users. This is a great networking opportunity to meet your fellow practitioners and talk tips and tricks for the SFMC platform. 

Tuesday, Sep 20 | 11:30 AM PDT | Pink Elephant Alibi

Learn more

Financial Services Marketers Meetup

Meet up with your fellow Financial Service Industry Marketers to network, connect and grab some fuel (coffee, refreshments & snacks) before walking on over to grab a front-row seat at Salesforce’s Financial Services Keynote at 11:30 a.m.

Wednesday, Sep 21 | 10:00 AM PDT | Pink Elephant Alibi

Learn more

Merivis Meetup

Merivis supports veterans preparing for their next mission through training, mentorship and job placement for Salesforce cloud technology careers. Join us to connect with military veterans and milspouses who are at all stages of their journeys into the Salesforce ecosystem. Learn from others and share your story so we can all grow together. 

Thursday, Sep 22 | 11:30 AM PDT | Pink Elephant Alibi

Learn more

Diverse Salesforce Business Founders & Allies Meet Up

Close out the week of Dreamforce by networking with fellow diverse partners and founders in the ecosystem. This happy hour is open to founders and CEOs of businesses that identify as Black, Latinx, AAPI, LGBTQ+, veteran-owned, persons with disabilities, or women owned / led / founded — along with the allies who support them.

Thursday, Sep 22 | 4:00 PM PDT | Pink Elephant Alibi

Learn more

Circle of Success: Various Topics

Join these small group discussions on various topics related to the Salesforce ecosystem to learn best practices, brainstorm, and network. 

Tuesday, Sep 20 & Thursday, Sep 22 | Multiple Times | Marriott Marquis

Learn more

Salesforce Ben’s Ultimate List of Dreamforce 2022 Parties & Events

Salesforce Ben has been putting together this list since 2016, and after a two-year hiatus, they’re proud to bring you the best parties and events Dreamforce has to offer.

See the list here

Stay in Touch!

Pardashians

Join all the cool new Slack groups you learned about including our favorite, The Pardashians.

APPLY TO JOIN

MarDreamin’

Register for MarDreamin’ for free – a 3-day virtual conference focused on all things marketing on the Salesforce platform.

SIGN UP FOR MARDREAMIN’

See You There!

Dreamforce 2022 is a massive event and you will feel overwhelmed at times. But remember, you are not alone. 

This is an inclusive community of like-minded individuals who will be just as lost as you, even if they are a seasoned Dreamforce professional. (Keep an eye on #SalesforceOhana to see what others are up to.)

Plus, Team Sercante will be there passing out pink dragons (trust us, you want one), sharing Pardot Marketing Cloud Account Engagement secrets, and absorbing as much knowledge as we can. 

Stop by and say hi!

Dreamforce Home for Marketers Lounge

Streaming keynotes, 1:1 meeting space, open all week.

Register here

Original article: A Marketer’s Guide to Dreamforce 2022

©2022 The Spot. All Rights Reserved.

The post A Marketer’s Guide to Dreamforce 2022 appeared first on The Spot.

By |2022-09-14T21:01:00+00:00September 14th, 2022|Categories: Career Development, Community, Events|

Salesforce Community Events for Marketers: July 2022

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.

Geography is no longer 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.

July 2022 Salesforce community events for marketers

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

July 13-14, 2022 | Forcelandia | Portland, Oregon, United States

Sign up to attend (in-person)

A pleasant mix of APIs and IPAs, Forcelandia treats you to excellent topics on the Salesforce platform’s programmatic side. Forcelandia will again feature learning tracks and a line-up of intriguing speakers at this intimate tech event you won’t want to miss at The Kennedy School.

Whether you build with clicks or with code, the sessions offered during Forcelandia will leave you with a thirst for more!

July 14, 2022 | The “Death of Cookies” & The Impact on Marketing Automation | 414 Digital, Milwaukee, WI, United States

Sign up to attend (virtual)

There’s been a lot of talk (and fear) about the “death of cookies.” Some even suggest it will end marketing as we know it. In this session, we’ll talk about what’s changing, what isn’t, and how marketers can navigate this rapidly evolving landscape.

While the shift toward greater user privacy may change a few things, we don’t see it as an end — just another evolution in how we make the magic work.

July 14, 2022 | Salesforce Flow w/ Nana Gregg | Salesforce User Group, Des Moines, United States

Sign up to attend (hybrid event)

We have another treat for you this July. We have Nana Gregg and Eric Dreshfield both coming on-site to present. These are two powerhouse names in the Salesforce community and you will have the opportunity to meet them in person. Both are Salesforce MVP Hall of Fame members.

July 17, 2022 | B2B Commerce on Lightning Experience: Intro Session | Salesforce Women in Tech Group, Noida, India

Sign up to attend (virtual)

Salesforce Noida Women in tech is coming up with a series of sessions on “B2B Commerce on Lightning Experience.” In this series of sessions, we will be covering below points:

  • Introduction on B2B Commerce Lightning Experience 
  • Creating a store
  • Data Import
  • Buyer User experience
  • Guest user experience

This event will contain the Introductory session of B2B Commerce on Lightning and features Sunidhi Takkar, Salesforce Practice Leader and director in PWC with 17 years of cross-functional experience in the technology industry, as a speaker.

July 19, 2022 | The “Death of Cookies” & the Impact on Martech | Sercante Ungated Webinar

Sign up to attend (virtual)

There’s been a lot of talk (and fear) about the “death of cookies.” Some even suggest it will end Marketing as we know it. In this session, we’ll talk about what’s changing, what isn’t and how marketers can navigate this rapidly evolving landscape.

While the shift toward greater user privacy may change a few things, we don’t see it as an end — just another evolution in how we make the magic of marketing work.

July 19, 2022 | Marketing Cloud Account Engagement Product Roadmap powered by Pardot | Salesforce Product Team

Sign up to attend (virtual)

Join us as our Product Team shares the latest features and updates to Marketing Cloud Account Engagement, powered by Pardot, as well as what’s ahead for the second half the year and beyond. We’ll take a look at recent enhancements from the Spring and Summer ’22 releases – including extensibility enhancements and our new Slack App — as well as where the future of marketing automation is headed and the exciting innovation we have planned.

Don’t miss this opportunity to learn how to make the most out of your marketing automation strategy with in-depth product demonstrations.

*Please note this session is only available to watch live*

July 19, 2022 | Conhecendo o Tableau CRM / CRM analytics | Salesforce Admin Group, Belo Horizonte, Brazil

Sign up to attend (virtual)

O Tableau CRM é Salesforce: seguro, confiável, escalável e, claro, móvel! 

Ele permite a todos em sua organização obter acesso imediato a poderosos insights de dados por meio de sua interface “apontar e clicar” intuitiva e visual. Ao usar um navegador para desktop ou um dispositivo móvel, você pode obter as respostas necessárias a partir de seus dados a fim de conduzir seu negócio.

Neste evento, o Leandro Barion, Salesforce Certified System and Application Architect na Salesforce, nos apresentará as principais funcionalidades e recursos do Tableau CRM/CRM analytics. 

Você não pode perder mais este evento da Comunidade de BH. Participe conosco!!

July 20-22, 2022 | Midwest Dreamin’ | Salesforce Community Conference, Minneapolis, Minnesota, USA

Sign up to attend (in-person)

Midwest Dreamin’ is a Salesforce community-led event. It is organized by the Midwestern Salesforce Community Group leaders & Salesforce MVPs.

July 21, 2022 | Trailhead and Certification AMA | Salesforce User Group, San Diego, United States

Sign up to attend (virtual)

Jean Velonis, Technical Program Manager for Credentials at Salesforce, will talk all about Trailhead, your next Certification, and answer your questions. Join us for an AMA-style chat and get inspired!

July 21, 2022 | Conditional Completion Actions Demo & Brainstorming | Salesforce Marketer Group (Pardot), Portland, United States

Sign up to attend (virtual)

Please join us as we explore the new conditional completion actions and come with your ideas and questions on this feature and all new Pardot features that dropped with the latest release.

July 22-23, 2022 | Witness Success | Salesforce Community Conference, Minneapolis, Minnesota, USA

Sign up to attend (in-person)

Empower, support and invest in Salesforce Women in Tech user group members & leaders with a two-day event. Attendees will learn, network, grow & ultimately excel in their Salesforce careers, be role models and mentor others. 

July 22, 2022 | Pardot User Group für Einsteiger | Salesforce Marketer Group (Pardot), Dusseldorf, Germany

Sign up to attend (virtual)

Programm:

  • Begrüßung und Einführung in Trailblazer Community + Trailhead
  • Pardot Campaigns vs. Salesforce Sales Cloud Campaigns = Connected Campaigns
  • Pardot User vs. Salesforce Sales Cloud Profile = User Sync
  • Pardot Classic App vs. Pardot Lightning App – ab Herbst 2022 ist die Pardot Classic App nicht mehr verfügbar

July 22, 2022 | The What, Why and Hows of Salesforce Reporting | Salesforce Developer Group, Mathura, India

Sign up to attend (virtual)

Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others.

July 23, 2022 | Marketing Cloud Workshop (Web Studio) | Salesforce Women in Tech Group, Kolkata, India

Sign up to attend (virtual)

Salesforce Marketing Cloud develops marketing automation and analytics software for email, mobile, social and online marketing.

July 26, 2022 | SFMC Dev Group Recipe Hackathon | Salesforce Marketing Cloud Developers Group (Virtual)

Sign up to attend (virtual)

The recipe hackathon is an opportunity for members to contribute towards helping to make some awesome open source SFMC solutions. The hackathon rule is simple => let’s share the 💖 and help each other.

Each person presenting will be answering three questions:

  1. What they are building.
  2. Where people can  find their project.
  3. What help they need.

Join to learn and to share your knowledge. Beginners and experts are all welcome.

July 27, 2022 | Marketing Cloud for Nonprofits (aka M4NGO, pronounced ‘Mango’) | Salesforce Nonprofit User Group, Sydney, Australia

Sign up to attend (virtual)

Finding the right marketing communications tool to work with Salesforce Non Profit Cloud is always a topic that sparks vigorous discussion and debate in the user group. Last year, Salesforce introduced a new package of Marketing Cloud that is aimed specifically at nonprofits.

Marketing Cloud for Nonprofits (aka M4NGO, pronounced ‘Mango’) is designed to help nonprofits quickly and efficiently create more personalized experiences, no matter where they are in their digital transformation journey.

Stephane With, Lead Marketing Solution Engineer at Salesforce.org, will showcase M4NGO to help you decide if it’s a good fit for your organisation. There should be plenty of time for discussion at the end. We would love to hear from you how M4NGO compares to your current solution. 

July 27, 2022 | Lead generation & qualification using Pardot Engagement Studio | Salesforce Marketer Group (Pardot), Melbourne, Australia

Sign up to attend (virtual)

Join Clayton Nelson and Cat Binstead to understand how Pardot Engagement Studio can be used to fuel your pipeline with qualified prospects. 

This virtual session will include:

  • Key steps to capture prospects
  • Identify touch points that will promote engagement
  • What is a marketing qualified lead in Pardot?
  • Case study for nurturing leads in the education sector using Salesforce data

July 27, 2022 | New Feature: Let’s Discuss Conditional Completion Actions | Salesforce Marketer Group (Pardot), Austin, United States

Sign up to attend (virtual)

We’re all excited about the new Conditional Completion Actions feature. Have you started using them yet? During this upcoming virtual session, we’ll talk about 3 ways to use it right away.

This session as always will be open to questions from our audience, so come prepared!

July 27, 2022 | B2B Marketing/Pardot User Group Virtual Happy Hour | Salesforce Marketer Group (Pardot), San Francisco, United States

Sign up to attend (virtual)

We are thrilled to see that our community of talented professionals continues to grow. Join us and discuss all things B2B marketing (Pardot, Salesforce, DemandGen, Content Marketing etc.). Come ready with any marketing questions or issues you may have. This group of experienced professionals is ready to help!

Everyone is welcome!

July 28, 2022 | Midwest Dreamin’ + WITness Success Recap! | Salesforce Nonprofit User Group, Chicago, United States

Sign up to attend (virtual)

Couldn’t make it to Minneapolis this month for Midwest Dreamin’ and WITness Success? We’ve got you covered! Join us for the group’s favorite tips, tricks and takeaways from the events. If you were able to attend the events, join us to share what you learned!

July 29, 2022 | Introduction to Ampscript for Email Marketing | Salesforce Admin Group, Udaipur, India

Sign up to attend (virtual)

As the world is moving towards personalized content in an email and clients are focused on getting an email build which can be dynamic based on users behavior, AMPscript by Salesforce for marketing cloud is an unique offering which is a easy to learn yet powerful language to help modularize your content.

Whether you are new to Marketing cloud or seasoned professional, this session covers basics of AMPscript and helps you think in utilizing ways to make the email dynamic.

It’s a 2-hour session with hands-on scenarios followed by a Quiz. Do make sure to give your full attention to be able to crack the quiz.

This session will be delivered by Anurag Saha , Senior Software Engineer from EPAM Systems, holds 3x Salesforce Marketing Cloud Certification and has 4+ years of experience in SFMC and 6+ years in IT. 

Experience the benefits of 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.

Are you a subscriber? Subscribe to our newsletter to get this calendar of events sent to your inbox each month.

Original article: Salesforce Community Events for Marketers: July 2022

©2022 The Spot. All Rights Reserved.

By |2022-07-01T21:07:00+00:00July 1st, 2022|Categories: Community, Events|

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|

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

©2022 The Spot. All Rights Reserved.

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

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|

Nonprofits on Salesforce: How to leverage Pardot for marketing and more

Nonprofits that are using Salesforce have much to gain by incorporating Pardot into their marketing strategy. 

But, isn’t Pardot only meant for teams following a B2B marketing strategy? While Pardot is built for B2B marketers, lots of nonprofits follow the business-to-business marketing model to deliver a diverse range of services to communities.

Here’s how nonprofits of many shapes and sizes use Pardot to drive marketing, fundraising, and volunteer management strategies.

Why use Pardot instead of other marketing automation platforms?

Missions of all nonprofit organizations of the world are as diverse as the communities they serve. With that in mind, the marketing automation platform you choose must meet the specific needs of your team. You may already be using an email marketing platform like Mailchimp, Constant Contact, or HubSpot. And migrating to Pardot may be the thing you’ve been looking for to scale your marketing efforts and open departmental silos at your organization.

Pardot is a lead generation and nurturing tool that falls under the Salesforce umbrella.

Here are three main questions you should ask yourself when determining if Pardot is right for your organization.

  1. Does your organization already have a Salesforce org in place?
  2. What is your marketing team trying to achieve?
  3. What resources are available to your organization?

Take a few minutes to consider these questions. Pardot is a powerful tool, but it can only make teams successful when it’s the right tool for the job.

Pardot for nonprofits on Salesforce

If your organization is already a Salesforce customer, then using Pardot for marketing may be the right choice for you. Pardot is built on the Salesforce platform. That means, it’s fairly easy to pass data from Pardot to other Salesforce clouds that are connected to your org.

One of the advantages of using a combination of Salesforce clouds is the ability to view Salesforce as the single source of truth when checking on the health of your organization. It also makes it easy to gather valuable reporting data you can use to show the results of your work and the impact your organization has on the community.

You can see Pardot data inside other Salesforce products, like Sales Cloud, Nonprofit Success Pack, Nonprofit Cloud. Philanthropy Cloud, and Education Cloud. This creates a connection between marketing and other teams at your organization, whether they’re fundraising, sales, or volunteer recruiting teams. 

For example, content from Pardot is available inside Salesforce. That means your marketing team can control branding and content usage in other departments and create consistent experiences for everyone.

However, you can still use Pardot at your nonprofit organization if you’re not on Salesforce. Check out this article to learn more.

What Pardot does for marketing teams at nonprofits

Pardot works great for small teams, which means it may be ideal for smaller nonprofits with limited resources. Beyond connecting teams that use Salesforce by eliminating data silos, Pardot provides nonprofits with the tools they need to nurture prospects throughout long engagement cycles.

Pardot Dashboard View

Marketers at nonprofits use Pardot for many reasons. But here are the main ones:

Fundraising and Donor Communications

Many nonprofits rely on individuals and companies to provide the funding they need to accomplish their organizational mission. Pardot allows nonprofits to track engagement with prospective and existing donors so they can see the results of specific marketing campaigns. They can adjust their marketing strategies to focus on the types of campaigns that result in the greatest fundraising success.

The engagements these nonprofits track are related to content and email marketing efforts. Nonprofit organizations leverage their website, social media, Pardot landing pages, paid advertisements and other marketing channels to generate interest in their organization. 

Pardot collects engagement data as people interact with the organization’s content. After nurturing prospective donors for an extended period of time, fundraising teams can use the engagement data reporting to pinpoint the most interested individuals and companies. Then, they can swoop in at the perfect time because they know when prospective donors are most likely to make a donation. And, they have rich data they can use for impact reporting and budget justification.

Volunteer Recruitment and Management

Engagement studio program

Recruiting volunteers and managing the day-to-day operations of a nonprofit organization is no easy task. In general, the teams at nonprofits wear many hats and do what they do more out of passion than pay grade. That’s where Pardot comes in. It’s a versatile tool built to ease the burden for small marketing teams with limited resources.

Pardot can help to recruit and manage volunteers for nonprofits similar to the way it tracks prospective donors. You can pull volunteers into Pardot by uploading their information through a .csv file or syncing to a custom field in Salesforce. 

You can also gather prospective volunteer data in Pardot. To do that, you create a conversion point, like a form on a ‘Become a Volunteer’ page on your website. Then, create a Pardot campaign for that form so you know people in that campaign have interest in volunteering for your organization.

Once they decide to start volunteering, you can use Pardot for onboarding and to keep them informed and engaged after they join. Pardot Engagement Studio allows you to create automated journeys for your volunteers. Then, they get the communications they need in the right place and at the right time based on engagement activity.

You can even track whether or not volunteers are getting proper training. For example, using a Pardot Engagement Studio Program, you can send emails containing training sessions recorded through Zoom over a 30-day period for new volunteers as they join your organization. The Pardot-Zoom integration allows you to see whether or not new volunteers watch the training videos. Then, you can understand the effectiveness of the training and adjust your strategy accordingly.

Fundraising Events

Nonprofits use fundraising events to get the community involved by promoting a culture of giving. These events are often the culmination of all the hard work teams endure throughout the year, and they drive budgetary allocations for the entire organization. 

Things have changed in recent years for nonprofit organizations that use event-based fundraising tactics. Giving the option to participate in events virtually has become commonplace and essential for many organizations. That’s where Pardot becomes a game-changer.

Pardot is ideal for all types of events — in person, virtual, or hybrid. You can track prospect engagement in all of these situations using Pardot, and marketing automation makes it easy to build a journey that builds excitement while providing essential information for your event.

But how can you track in-person event attendance, you ask? Since Pardot is built on the Salesforce platform, you can enlist the help of a Salesforce developer to build custom apps. Then, in-person attendees can use the app to check in to the event and specific presentations. Or, you can use a third-party event platform to host a hybrid event. This allows you to pull engagement data from the platform into Pardot through integrations.

Resources for nonprofits marketing with Pardot

Now that you know how Pardot works for marketing teams at nonprofits, you can start thinking about your next steps. Evaluate your current marketing processes to identify what’s working, what isn’t, and where there are opportunities for improvement. Then, you can start to explore Pardot to weigh it against other marketing automation tools available and see if it’s a good fit.

Keep it going with these resources to learn more about nonprofit marketing with Pardot:

Tell us how your organization is handling marketing and donor communications in the comments. And reach out to Sercante to see if Pardot is the right option to take your organizational goals to the next level.

The post Nonprofits on Salesforce: How to leverage Pardot for marketing and more appeared first on The Spot For Pardot.

ParDreamin’ 2021 Demo Jam Recap: Products to Extend Pardot

The final day of ParDreamin’ 2021 kicked off with the second annual Demo Jam, which highlighted sponsors’ products by showing how Pardot customers can extend the capabilities of their technology stack through integration. 

Each participant had three minutes to present their product demo. Then, demo jam attendees weighed in with their votes at the end of the session. We crowned the Demo Jam Champion at the end thanks to everyone’s votes and sent a trophy to the winner.

This year’s Demo Jam winner was Feedotter, which was presented by Feedotter Founder Andy Thiemer.

ParDreamin’ Demo Jam Rules

Each participant had 3 minutes to demo their product and wow the audience. Then at the end of the Demo Jam, the audience voted for their favorite product. Since Sercante won the 2020 Demo Jam, Adam Erstelle had 5 minutes to present but was not eligible to win the 2021 competition.

2021 ParDreamin’ Demo Jam Participants

Sercante’s own Richard Feist and Courtney Cerniglia shared Demo Jam hosting duties and provided welcome comic relief while giving away swag to attendees throughout the competition. 

Here’s who presented their products to compete for the best Pardot solution:

SaaScend

SaaScend empowers go-to-market teams to hit their ultimate revenue potential by combining revenue operations domain expertise with cutting-edge go-to-market technologies so teams can focus on scaling revenue. With over 300 clients in the last four years, SaaScend is creating a SaaS-plus-services platform for revenue operations, partnering with clients to guide, coach, and manage their go-to-market technology stack for years.

Craig Jordan is the Founder of SaaScend, the RevOps Consulting Firm partnering with SaaS startups to scale and grow their businesses with systems, data, strategy, and people. A revenue operations expert who has worked with over 300 companies, his background includes over 10 years of experience as a marketing leader, entrepreneur, coach, and a technology strategist. Craig is fueled by his passion for guiding go-to-market teams to success and has been a guest speaker for several industry webinars, conferences, and events.

Qualified

Qualified is the conversational sales and marketing platform for revenue teams that use Salesforce. Leading B2B brands like Adobe, Bitly, SurveyMonkey, ThoughtSpot and VMware trust Qualified to grow their pipeline by tapping into their greatest asset — their corporate website — to identify their most valuable buyers, understand their intent, and instantly start a sales conversation. Qualified runs natively on Salesforce and is ranked #1 in its category on the Salesforce AppExchange.

FeedOtter

FeedOtter allows you to create personalized email newsletters and send automated blog emails from Pardot. With built-in templates for newsletters, blog digests, and employee emails, and easy-to-use interface, you can create and send emails in less than 15 minutes.

Andy Theimer is the founder of FeedOtter and enjoys building tech companies, marketing strategies, and anything radio-controlled. Specialties: tech, seo, saas, content marketing, influencer marketing, and marketing automation.

GetFeedback

GetFeedback is an agile CX platform for Salesforce that enables your team to start fast, and think big, so they can focus on what matters most — your customers.

Alan MacDougall is an engineering manager on the GetFeedback platform team handling their most high-value integrations. 

Sercante

Sercante offers Pardot and Salesforce consulting, support, and development services. We support growth-minded companies with strategy, technology and execution across every step of the lead-to-revenue process.

Adam Erstelle has 20 years of software and development team leadership experience and a knack for diving into new technologies and learning them quickly. At Sercante, he is the driving force behind all product development initiatives and works with Pardot, Sales Cloud, and Heroku, among other platforms.

ParDreamin 2021 Demo Jam Full Video Replay

You can relive the ParDreamin’ 2021 Demo Jam and all of Rich and Courtney’s regional colloquialisms by watching the full video replay below.

Learn More About Extending Pardot

Watch the Demo Jam Replay to see the demos and learn more about using integrations to extend Pardot functionality. However, the ParDreamin’ 2021 Demo Jam includes only a small portion of the seemingly endless ways you can get Pardot to do more so you can reach your goals. 

Here are more resources to learn about extending Pardot through integrations:

Have something in mind that you wish Pardot could do but you haven’t found the solution yet? Tell us about it in the comments below or reach out to Sercante Labs to see if we can help.

The post ParDreamin’ 2021 Demo Jam Recap: Products to Extend Pardot appeared first on The Spot For Pardot.

By |2021-11-23T21:28:34+00:00November 23rd, 2021|Categories: Events, Integration|

ParDreamies Best In Show Pardot Award Winner: Destined

The first-ever ParDreamies awards, which were presented during the ParDreamin’ 2021 VIP After Party, celebrate solutions marketing and IT professionals built to reach their goals using Pardot. These solutions are especially impressive because they each rose to solve a specific challenge while utilizing technology to automate their way to greatness. Winners of the ParDreamin’ awards get bragging rights for their team and company, a sweet swag pack, and a fancy trophy to remind them how awesome they are every day.

ParDreamies Categories

The ParDreamin’ team created five categories to honor the teams behind the magic:

  1. Personalization Perfection: Right-time, right-message marketing
  2. Social Impact: Creating positive change through Pardot
  3. Grassroots Innovation: Scaling small business with Pardot
  4. Extending Pardot: API-driven solutions
  5. Best in Show

Here’s the solution that won the ParDreamies 2021 Pardot award for the Best in Show category, which recognizes the overall winner among all ParDreamies award submissions. The ParDreamies Best in Show award went to Destined, which was submitted by Tammy Begley and Claudia Hoops.

Best in Show with Destined

Understanding who your prospects are and how they might interact with your brand presents a challenge to even the most seasoned marketers. The team at Destined saw opportunities in that challenge.

The ParDreamies Best in Show award goes to the team at Destined for building a fun icon-driven landing page their prospects use to profile themselves. Prospects use the landing page to provide information about themselves so Destined can send them on a personalized journey through a Pardot Engagement Studio Program.

Quick Facts:

  • Automates prospect profiling
  • Enables easy prospect segmentation
  • Empowers prospects to tell brands what they’re looking for
  • Combines Pardot forms, landing pages, scoring and grading, and engagement studio programs

About the Award-Winning Solution

Destined is a premier Salesforce consulting partner based in Australia. They do great work in the Pardot space and have several amazing marketing champions. 

With a client from the property industry, the team at Destined workshopped the criteria of an ideal client and put a Pardot grading profile together. As a result, we built an engaging, icons-driven profiling landing page for prospects to self-identify and build their own profiles. Anyone who signs up for the newsletter is added to a welcome journey within Pardot Engagement Studio. The objective of this journey is to build rapport and trust so the prospect profiles can grade them.

They built an easy and engaging way to automate the collection of information rather than for a sales team member to ask these questions over the phone to then find out that the person they are talking to wasn’t ready to buy. 

Challenge the team wanted to solve

Australia’s property industry is very competitive. As a property developer, you want to collect as much information as possible about your potential buyers. It is imperative that sales teams can quickly follow up with clients who are ready to buy, have finance approved, and are high budget investors. 

At the same time, it likely makes sense to send prospects who are still saving and might be looking to buy in 12+ months on an educational nurture campaign. The profiling page automates the gathering of this information in an engaging way.

Hurdles they overcame during the project

There were no major hurdles to overcome other than coming up with the idea in the first place on how to build an engaging landing page that prospects actually want to complete. 

Pardot forms and landing pages helped the team to build an engaging profile page. They used Pardot’s profile feature to build the criteria of the property developer’s ideal client profile. Then, they built automation rules to trigger the grading. And finally, they built a welcome journey as a Pardot Engagement Studio Program with the profile page as a call to action to gather the information from our prospects.

Results after implementing the solution

To date, the team has seen a 34% conversion rate on average. This is for customers who have been put onto the welcome journey and who have profiled themselves and have met the MQL threshold of being the right client.

Learn more and keep it going

The project was a huge success, but it took several people and a great deal of expertise and resources to make it happen. Here are resources you can use to replicate the project in your own Pardot instance or get inspiration to do something similar.

Going to try this on your own? Tell us about it in the comments or reach out to Sercante for help along the way. 

The post ParDreamies Best In Show Pardot Award Winner: Destined appeared first on The Spot For Pardot.

ParDreamies Social Impact Pardot Award Winner: Lexipol

The first-ever ParDreamies awards, which were presented during the ParDreamin’ 2021 VIP After Party, celebrate solutions marketing and IT professionals built to reach their goals using Pardot. These solutions are especially impressive because they each rose to solve a specific challenge while utilizing technology to automate their way to greatness. Winners of the ParDreamin’ awards get bragging rights for their team and company, a sweet swag pack, and a fancy trophy to remind them how awesome they are every day.

The ParDreamin’ team created five categories to honor the teams behind the magic:

  1. Personalization Perfection: Right-time, right-message marketing
  2. Social Impact: Creating positive change through Pardot
  3. Grassroots Innovation: Scaling small business with Pardot
  4. Extending Pardot: API-driven solutions
  5. Best in Show

Perhaps the greatest side effect of the awards is the opportunity to share the winning solutions so others can replicate them in their own Pardot instances. Here’s the solution that won the ParDreamies 2021 Pardot award for the Social Impact category, which recognizes teams that utilize Pardot to affect positive social change. The ParDreamies Social Impact award went to Lexipol, which was submitted by Miriam Childs and Julian Janssen.

Social Impact with Lexipol

Lexipol is a Texas-based company that provides policy manuals, training bulletins, and consulting services to law enforcement agencies, fire departments, and other public safety departments. 

The team at Lexipol sprang into action in March 2020 and utilized Pardot to launch a Coronavirus Learning & Policy Center. This was a resource designed to give public safety agencies free access to industry-specific COVID-19 online learning courses, policies and news to assist in their response on the front lines of the pandemic and to help their communities during a particularly challenging time.

To add an extra hurdle, the company was evolving from a recent merger. This project represented one of the first times they offered these solutions under one brand, which in turn helped demonstrate how the merged entities could add value and deliver on their brand promise.

Quick Facts: 

  • Pardot was critical in promoting and tracking success.
  • List emails and social posts informed the market of the site, highlighting critical information via dynamic segmentation.
  • Pardot files hosted and tracked policy documents available on the microsite.
  • Scoring and connected campaigns allowed leveraging of interaction data.
  • Per Einstein AI campaign influence, these efforts influenced 2,445 opportunities to date.

Challenge the team wanted to solve

At the onset of the COVID-19 pandemic, Lexipol, the leader in policy, training and wellness support for public safety and local government, recognized the urgent need for pandemic-related resources in public safety agencies who were tasked with executing many of the public health responses necessary in the pandemic. The team at Lexipol investigated opportunities to help public servants safely succeed in helping their communities during a particularly challenging time.

Hurdles they overcame during the project

Internally, Lexipol innovated by pooling relevant resources across product lines, consolidating them in a unified place and providing free access to any agency, whether or not they were a current customer. Evolving from a recent merger, this project represented one of the first times they offered these solutions under one brand. In turn, the project demonstrates how Lexipol uniquely provides comprehensive solutions to help agencies serve their communities in times of critical stress.

Results after implementing the solution

Compiling resources across systems and unifying access through a free online environment presented a challenge. However, the product was incredibly successful in helping first responders access critical resources to address the challenges of the pandemic.

List emails and social posts informed first responders of the site, and they highlighted critical information via dynamic segmentation. Additionally, scoring and connected campaigns allowed leveraging of interaction data to help sales and services teams follow up with agencies that benefited from the resource. This process contributed significantly to  converting prospects to customers while helping existing customers adopt additional solutions.

Over the course of the campaign, over 13,000 courses were accessed, 17,000 policies downloaded, and 1,700+ agency leaders requested online learning access be set up for their agency. Per Einstein attribution’s campaign influence model, these efforts influenced 2,445 opportunities to date.

Learn more and keep it going

The project was a huge success, but it took several people and a great deal of expertise and resources to make it happen. Here are resources you can use to replicate the project in your own Pardot instance or get inspiration to do something similar.

Going to try this on your own? Tell us about it in the comments or reach out to Sercante for help along the way. 

The post ParDreamies Social Impact Pardot Award Winner: Lexipol appeared first on The Spot For Pardot.

By |2021-11-16T16:53:35+00:00November 16th, 2021|Categories: Campaigns, Content Marketing, Data Management, Design, Events|