Salesforce Basics for Marketers
Learn the Salesforce features and functions that empower better collaboration between sales and marketing.
The days of Pardot Admins working exclusively in Pardot are quickly coming to an end. As Salesforce and Pardot continue to move closer to a single platform, 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 integration between Salesforce and Pardot. 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.)
Requirements:
A Salesforce Developer Account (Free)
Access to a Pardot org with an Administrator login (Recommended)
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:
November 8 – December 13, 2022
All classes are on Tuesdays, from 10am – 12pm ET. All open office hours are on Fridays from 10am – 11am ET. (For the week of November 25, open office hour will not be held due to the Thanksgiving holidays in the US.)
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 Pardot campaigns and sync behavior
Lesson Four: An introduction to Salesforce Reports and Dashboards
Lesson Five: Using and Reporting on Pardot data in Salesforce
Lesson Six: Campaign Influence and Salesforce Automations