This course is designed for Account Engagement Marketers and Salesforce Administrators responsible for designing, building, and implementing marketing workflows and reports using Account Engagement. It’s also for Business Users looking to learn more about Account Engagement. This course is a great foundation builder for anyone looking to take the Salesforce Pardot Specialist Certification Exam.
When you complete this course, you will be able to:
Enable Account Engagement
Explain the relationship created between Account Engagement and Salesforce once Account Engagement has been enabled.
Generate leads with Account Engagement’s various lead generation tools including Forms, Landing Pages, and Custom Redirects.
Manage leads with Account Engagement’s lead management tools including Page Actions, Automation Rules, Segmentation Rules, Dynamic Lists, and Completion Actions.
Engage leads with Account Engagement’s lead engagement tools including Email, Personalization, Dynamic Content, and Engagement Studio.
Qualify leads with Account Engagement’s scoring and grading functionality.
Interpret data generated via Account Engagement’s reporting capabilities.
Design and execute successful end-to-end marketing workflows using Account Engagement.
Prepare for the course with this Trailmix.
Lessons and Topics
Review Course Objectives
Set Learner Expectations
Review Housekeeping Items
Review Additional Course Resources
Explore Course Case Study
Understand the Account Engagement-Salesforce Relationship
Sync Data Between Salesforce and Account Engagement
Enable Account Engagement in Salesforce
Create Custom Fields
Review Salesforce Campaigns
Create an Account Engagement Dashboard
Authenticate Your Email Sending Domains
Sync with Third-Party Applications Using Connectors
Restore Assets from the Recycle Bin
Create and Assign Users and User Groups
Understand Usage Governance
Visitors and Prospects
Understand Account Engagement Visitors
Understand Account Engagement Prospects
Create List Types
Organize Prospects Using Static Lists
Test Emails Using Test Lists
Personalization and Email Marketing
Personalize Your Emails with HML and Advanced Dynamic Content
Automate Email Marketing
Create Email Templates
See What Works Best for Your Audience Using AB Testing
Track Email Performance Using Email Reports
Forms and Landing Pages
Capture Leads with Forms
Convert Visitors to Leads Using Landing Pages
Track Leads with Forms and Landing Page Reports
Track Clicks Using Custom Redirects
Create Custom Redirect Reports
Trigger Page Actions
Automate Actions from a Marketing Element Using Completion Actions
Create a List of Prospects and Apply a Segmentation Action Using Segmentation Rules