Salesforce Basics for Marketers Bootcamp

Learn the Salesforce features and functions that empower better collaboration between sales and marketing.

The days of admins working exclusively in their marketing automation platform like Account Engagement are quickly coming to an end. As Salesforce continues to grow and provide more features to connect your martech, Salesforce skills are becoming essential for all digital marketers.

This course will explore key areas of Salesforce including data architecture, security, sales processes, reports, dashboards, and the main features you need to master to be successful. You’ll build your skills through live instruction and hands-on exercises and come away with a solid understanding of capabilities and how they can be leveraged to improve your digital marketing efforts.

(Discounts available for nonprofits. Reach out to [email protected] for more information.)


  • A Salesforce Developer Account (Free)

  • Access to Account Engagement (marketing or administrative) – Optional

  • A working camera and mic to participate through Zoom video chat

  • Willingness to learn and participate

  • We recommend students plan to commit a minimum of 4-5 hours a week to this course, including the scheduled two-hour lecture session, the optional one hour open office hour, and a recommended one hour of self-paced learning.

Upcoming Course Dates:

  • Wednesdays, April 24 – May 29

All classes are from 10am – 12pm ET. All open office hours are from 12pm – 1pm ET.

Course Outline:

  • Lesson One: Getting to know Salesforce and an introduction to Standard and Custom Objects and Fields

  • Lesson Two: Understanding Leads, Contacts, Accounts, and Opportunities and how these work together

  • Lesson Three: Salesforce and Account Engagement campaigns and sync behavior

  • Lesson Four: An introduction to Salesforce Reports and Dashboards

  • Lesson Five: Using and Reporting on marketing and sales data in Salesforce

  • Lesson Six: Campaign Influence and Salesforce Automations

Need more info?

Download the Comprehensive Lesson Plan