Salesforce and Account Engagement Training

Access our online courses or customized training to help your team learn how to leverage your systems and technology​

Account Engagement (Pardot) Data Governance Training Workshop


Clean imports, field alignment and standard data processes are critical to getting the most from both your marketing automation platform and your CRM.  Synch errors are the most common early warning that you have issues. Creating rules and best practices for collecting and organizing data in Account Engagement will help you proactively manage your leads and your database, provides you a unified view of your data,  enables accurate reporting and better decision. Poor data governance can lead to unexpected synch errors, system malfunctions, poor or limited reporting and missed sales opportunities.

What You Will Learn: We will train you in a basic Account Engagement data governance framework to ensure you are collecting and managing your data successfully.  You will understand – what to look at, why to look and the recommended frequency for each area.  We will also discuss risks for each area.  Attendees will be educated enough to craft their own customized governance schedule and rules.

Who Should Attend: Salesforce Admins,  Database Managers, End Users and Marketing Automation Managers

Duration:  2 hours

Instructor:  Certified Salesforce Admin and Account Engagement Specialist


Topics Covered:

  • Sync errors
  • Cookie Tracking
  • Link Testing
  • Score testing
  • Optimizer – Cleaning tool
  • Audit reports- for Contacts – Leads – Prospects
  • Lead Source governance reports
  • Campaign governance reports

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