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 Marketing Attribution and Campaign Reporting Training Workshop

Background:

Campaign influence and campaign reporting are critical to measuring the success and impact of your efforts, steering strategy, making smarter decisions and maximizing your budget. This course is designed to help you learn how to leverage Account Engagement for Marketing Attribution and Campaign Reporting features to support smarter decisions.

What You Will Learn: In this workshop, we will show you what’s possible, explain the tools available to help you track and measure campaigns more effectively, what tools to use for specific abilities, the best practices you should implement and how to manage the data to get the insights you need.

Who Should Attend: Salesforce Admins, End Users and Marketing Leaders curious about what’s possible.

Duration:  3 hours

Instructor:  Certified Salesforce Admin and Account Engagement Specialist

 

Topics Covered:

  • Overview of the Campaign object
  • Campaign best practices
  • Lead Source vs Campaign Source vs Salesforce Campaigns
  • Campaign Member Status
  • Salesforce Reporting on your Account Engagement Activity
  • The function and value of Contact Roles
  • Configuring and reporting with different attribution models
  • UTM basics for inbound Campaign Tracking

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