Campaigns & ROI Reporting Basics Workshop

Next Class:

Monday, July 22, 2024





12PM – 3PM ET (3 HOURS)


$399 USD

This course will push you to get organized internally when it comes to running campaigns, develop best practices for how to deal with campaigns, and show you what your reporting could look like once you get campaign influence enabled.

Campaign Influence reporting promises to be a gateway for marketing to see the actual revenue impact of their campaigns. The problem is that a lot of us just don’t know where to start, or could use a little inspiration. In this workshop, we’ll review the framework of connected campaigns, contact roles, and campaign influence, set up attribution models and the Campaign Influence Starter Kit, provide Campaign Influence reporting training, and help you understand how to showcase insights to your team and stakeholders.

This Campaign ROI & Reporting course is intended for: Account Engagement and Salesforce end users, marketing & operations executives, and Salesforce admins.

Have questions first? Ping us at [email protected]

Course Info

Campaigns & ROI Reporting Basics Workshop
  • Overview of the Campaign object
  • Campaign best practices
  • Understanding and setting up Campaign Influence
  • The function and value of Contact Roles
  • Configuring and reporting with different attribution models
  • Getting hands on with the Campaign Influence Starter Kit
  • You will need access to Salesforce (Developer or Trailhead Playground), and Account Engagement to participate in the course
    • Salesforce administrative access (or equivalent) is ideal
    • Account Engagement marketing access (or higher) is ideal
  • A working camera and mic to participate through Zoom video chat
  • Willingness to learn and participate
  • 3-hour time commitment
  • Monday, July 22

All Workshops are from 12 – 3 pm ET, unless otherwise noted.

Sounds great! I’m in!

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].

Come master Salesforce Campaign reporting and unlock the true ROI from your campaigns”

Michelle Cornely
Salesforce Consultant and Instructor

Q&A Time: Getting started with workshop training

You’re probably wondering these things about Salesforce training. So here you go.

Seats for this workshop start at $450 USD per seat unless otherwise stated on this page due to a special promotion.

Depending on student participation, this workshop normally runs for 3 hours.

All prerequisites for this workshop are listed in the prerequisite section of this page. It is expected that students will have their account to run training in.

You can connect with your instructor regarding questions you may have during the workshop. If you or your team have further needs, please contact us for other support options.

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!