Agentforce Marketing Flow Fundamentals Workshop
Learn from the experts
Gain the skills and confidence to build Flows and enhance your automation
12:00 - 2:00 pm ET
July 13 - July 14, 2026
A two-day workshop of live instructor-led training
with Salesforce certified experts
Price: $450
Discounts available for nonprofits and educational institutions
Leave ready to build Flows for seamless, personalized experiences
Future-Proof Your Marketing Automation Skills
Advance your automation capabilities, streamline processes, and accelerate campaign go-to-market with a foundational knowledge of Flow, a core feature in Agentforce Marketing. Gain the skills to build your own and collaborate with your Admin in this intensive workshop designed for modern marketing and operations professionals.
Over two days (2 hours each), you will learn how to orchestrate your core marketing assets—segments, content, and campaign delivery—using the visual Flow Builder interface. Whether you have Agentforce Marketing and Flow access to dive into the hands-on exercises or simply want to follow our step-by-step walkthroughs, you will leave with the practical skills to automate complex business processes and design seamless customer journeys.
What You’ll Learn:
- Core Automation Elements: Understand the building blocks of Flow, including interaction, logic, and data elements.
- Types of Flow in Agentforce Marketing: Learn the differences between different types, such as Segment-Triggered, Automation Event-Triggered, and Data 360 Flows.
- Building Valuable Solutions: Learn the best ways to build a Flow and get step-by-step guidance for creating Flows that apply to real-world marketing use cases.
- Quality Assurance: Best practices for testing and QAing your flows to check for errors and ensure a smooth launch.
Benefits of Attending:
- Scale Your Impact: Automate manual processes and streamline customer engagements to build deeper connections with your audience.
- Enhanced Personalization: Understand Data Graphs to trigger real-time, highly personalized communications.
- Future-Proof Skills: Master the tools that are becoming standard for modern marketers as technology evolves.
- Maximize Efficiency: Accelerate automation and campaign setup with the skills to build the right Flow for the right use case.
Upcoming Course Dates:
- July 13 – 14, 2026
Course Outline
- Introduction to Flow Builder: Navigating the Toolbox, Canvas, and Button Bar.
- Data Foundations: Understanding Data Graphs and how they power personalization.
- Logic & Engagement: Configuring wait periods, decision splits, and Path Experiments.
- QA & Governance: Versioning, pausing running flows, and resolving errors.
- Hands-on Building & Guided Walkthrough: Start building Flows side-by-side with an expert for use cases such as Form Triggered with an Autoresponder, Message Series, and Custom Event Triggered.
Who Should Attend:
This workshop is ideal for marketers looking to enhance their automation skills and gain a foundational knowledge of a core feature in Agentforce Marketing. It’s also great for accidental admins and operations professionals looking to collaborate with marketers on Flows to maximize process efficiency.
What makes Sercante training different?
Grow your skillset with online courses led by Salesforce-certified consultants who will share their lessons learned from real-world experience. Have the opportunity to ask questions and receive insights from class discussions as you network and learn alongside professionals looking to expand their knowledge just like you.
Learn from pro consultants
Learn from instructors who are also trusted, Salesforce-certified consultants who have helped thousands of teams succeed.
Explore real-world use cases
Get real-world use cases to understand the best practices for applying course concepts to your organization and bring back fresh ideas.
Get hands-on experience
Most people learn by doing, which is why we incorporate the opportunity for hands-on practice with every course.
Retain concepts from better pacing
Retain what you learn with bite-size sessions over 6 weeks. Then, confirm your understanding during office hours.
Q&A Time: Marketing Cloud Growth and Advanced training
You’re probably wondering these things about the Marketing Cloud Growth and Advanced training. So here you go.
How much does this bootcamp cost?
Seats for this workshop start at $450 USD per seat unless otherwise stated on this page due to a special promotion. We offer special pricing to nonprofits and educational institutions, as well as for returning students and Sercante clients. If you are looking for group training or more tailored training, please review our private training page.
What is the duration of this bootcamp?
The workshop is a two-day course with sessions running about two hours each day.
Is there a prerequisite for enrolling in this bootcamp?
If you are a marketer or operations professional with a desire to learn more about Flow as a foundational part of Agentforce Marketing, then this course is for you, period.
No special requirements.
Do you offer support outside of this bootcamp?
Yes, if you or your team have further needs, such as the best path forward for using Agentforce Marketing alongside your current platform or for implementing the system, please contact us for other support options.
Who can I contact if I have more questions about this bootcamp?
If you have any additional questions, please contact the Sercante training team at [email protected] or via our contact us form. We’ll be happy to help!
What if I do not have access to an org?
If you do not have access to Marketing Cloud Growth or Advanced Edition, you will still be able to follow along with our presentations and can participate in class discussions.
We share class recordings and slide decks with students after the course. That way, anyone without access to an org at class time can follow along with the hands-on exercises after the course once they get access to the platform.
Maximize your impact with Marketing Cloud Growth training
LOCATION
DURATION
COST
Become your team’s expert in building personalized multichannel marketing journeys at scale through Marketing Cloud Growth and Advanced Edition training.
When you take this course you can expect to walk away with:
- An understanding of Marketing Cloud Growth and Advanced Edition’s features, functionality, and how to set it up
- Best practices for using Data Cloud-powered segmentation and getting the most out of the Einstein capabilities
- Confidence with Salesforce Flow and building campaigns and assets in the platform
- Insights on how to better qualify leads and personalize campaigns for the best results
Students take advantage of weekly open office hours to get one-on-one support throughout the course. Get access to session recordings and training decks at the end of the course to continue learning and keep up the momentum.
This Marketing Cloud Growth and Advanced Edition Bootcamp is intended for: Marketing Cloud Growth and Advanced Edition admins, Marketing Cloud Growth and Advanced Edition users, campaign managers, marketing managers, marketing operation managers & executives who want to learn the basics of using and managing Marketing Cloud Growth.
Note: We offer discounts to non-profits and educational institutions on our bootcamps. Please get in touch with us for the next steps.
Have questions first? Ping us at [email protected]
Course Info
- Lesson One: Technical setup and consent management
- Lesson Two: Administration: user setup and experience
- Lesson Three: Segmentation & Einstein capabilities
- Lesson Four: Introduction to Salesforce Flow
- Lesson Five: Creating brand guidelines and using the Form and Landing Page Builder
- Lesson Six: Building email templates and creating Lead Scoring rules
- Willingness to learn and participate
- We recommend students plan to commit a minimum of 3-4 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.
- 2-hour class time commitment
- 1-hour office hour commitment (optional)
- July 28 – September 1, 2026
All classes are on Tuesdays from 12pm – 2pm ET and all open office hours are on Thursdays from 12pm – 1pm ET.
Sounds great! I’m in!
We are currently updating the registration process for this course. If you are interested in joining our next course date, please email [email protected].
We can’t wait to see you there. All you need to do now is make sure you meet the course requirements and fill out this form.
Have questions first? Ping us at [email protected].
Stay Informed! Get Notified When Registration Opens
We are currently updating the registration process for this course. If you are interested in joining our next course date, please email [email protected].
Excited to join us? We’re thrilled to have you! Simply fill out this form, and we’ll notify you as soon as registration opens. Don't miss your chance to secure a spot in the course.
Have questions first? Ping us at [email protected].
This course helped me understand many different features within Account Engagement (Pardot). I think it was especially helpful for differentiating between automation types.”
Course outline
- Lesson One: Technical setup and consent management
- Lesson Two: Administration: user setup and experience
- Lesson Three: Segmentation & Einstein capabilities
- Lesson Four: Introduction to Salesforce Flow
- Lesson Five: Creating brand guidelines and using the Form and Landing Page Builder
- Lesson Six: Building email templates and creating Lead Scoring rules
Q&A Time: Getting started with bootcamp training
You’re probably wondering these things about Salesforce training. So here you go.
How much does this bootcamp cost?
Seats for this workshop start at $450 USD per seat unless otherwise stated on this page due to a special promotion. We offer special pricing to nonprofits and educational institutions, as well as for returning students and Sercante clients. If you are looking for group training or more tailored training, please review our private training page.
What is the duration of this bootcamp?
The workshop is a two-day course with sessions running about two hours each day.
Is there a prerequisite for enrolling in this bootcamp?
If you are a marketer or operations professional with a desire to learn more about Flow as a foundational part of Agentforce Marketing, then this course is for you, period.
No special requirements.
Do you offer support outside of this bootcamp?
Yes, if you or your team have further needs, such as the best path forward for using Agentforce Marketing alongside your current platform or for implementing the system, please contact us for other support options.
Who can I contact if I have more questions about this bootcamp?
If you have any additional questions, please contact the Sercante training team at [email protected] or via our contact us form. We’ll be happy to help!