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.)

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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:

  • March 29 – May 3, 2023

  • June 27 – August 8, 2023

All classes are from 10am – 12pm ET. All open office hours are from 10am – 11am 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 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

Need more info?

Download the Comprehensive Lesson Plan

Ready to level up?

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