Salesforce Marketing Cloud Account Engagement
Munich, remote
1.800 €
1,5 Tage
English, German
With certificate
Why choose this course?
This practical training course will teach you about the key functions of Salesforce Marketing Cloud Account Engagement, equipping you with the skills to use them with confidence. You will gain a thorough understanding of setup, automation, and lead management, as well as learning how to integrate marketing and sales processes efficiently.
The training covers basic and advanced functions, equipping you to use Marketing Cloud Account Engagement in a structured, data-driven, sustainable way in your day-to-day work.
This course is particularly suitable for: Salesforce Marketing Cloud Account Engagement administrators and key users, as well as anyone who would like to become one.
Learning Content
You will begin with a structured overview of Salesforce Marketing Cloud Account Engagement, exploring its role in the relationship between the marketing and sales teams.
- Introduction to Salesforce Marketing Cloud Account Engagement (MCAE): Gain an understanding of the fundamentals and key features of this B2B marketing solution.
- Scoring & Grading: Learn about the default scoring and grading categories and how to best use these features for lead management.
- Campaigns: Discover how to optimise the Salesforce campaign object for your marketing activities and maintain an overview using the campaign hierarchy.
- Marketing assets: We will show you how to quickly and easily create emails, forms, and landing pages in MCAE.
In the afternoon, you will deepen your knowledge.
- Target group segmentation: Learn about the possibilities that MCAE offers for segmenting your target groups.
- Marketing automation and lead management: Find out all you need to know about the double opt-in process, automation rules, engagement programmes, and lead management queues.
- Opportunities and campaigns: Find out how to use campaign influence models, campaign members and contact roles for your marketing activities.
- Reporting: Compare the KPIs of your campaigns using standard reports, and discover ways to enhance your reporting. Use insights to maximise the impact of your marketing budget.
In the final part of the training, we will take a closer look at advanced functions and focus on your individual use cases in a practical way. We will then answer any remaining questions.
- Add-ons for even more functionality: We will demonstrate add-ons that can be used to optimise your marketing activities and take them to the next level.
- Workshop: During this hands-on workshop, we will discuss your specific use cases and explore Salesforce Flows, External Actions, and LinkedIn Lead Gen Forms. If you already have a Salesforce environment, we can identify areas for optimisation as part of a quick check.
- Q&A: Use the final session to ask any remaining questions you have about MCAE.
Individual training programmes
Can't find the right Salesforce training course? Or would you like to organise customised training for your entire team? Feel free to contact us. We also offer tailor-made training concepts for your individual requirements.
Requirements
What you should bring with you
This training course is aimed at beginners and marketer who want to actively use Salesforce in their everyday work. No prior knowledge is required, as basic computer skills are sufficient. To participate successfully, you should:
- Have access to a PC with an internet connection
- Have basic knowledge of Microsoft Teams
- Have German language skills at C1 level or English language skills at A2 level or above
Tip: If you have an education voucher or are eligible for funding, we will be happy to assist you with the application process.
In demand among companies: your certificate
Upon completion of your training, you will receive a personalised certificate from the Salesfive Academy.
This will certify your knowledge of Salesforce Marketing Cloud Account Engagement, strengthening your profile in the areas of marketing automation and CRM integration, which will be valuable for your further development and internal positioning.
Advantages
What makes Salesfive Academy so special
Experts from the field
Learn from certified Salesforce consultants who share their knowledge from over 500 customer projects – with direct relevance to your daily work.
Practical content
Our training courses combine theory and practice: you will work in real Salesforce environments and practise using specific use cases from sales, marketing or service.
For every level of knowledge
Whether you are a beginner, administrator or power user, our trainers tailor each training course to your individual level and goals.
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FAQ
You have the questions – we have the answers
Here you will find answers to the most frequently asked questions about our Salesforce training courses.
Depending on the course selected, Salesfive Academy training courses take place online via Microsoft Teams or at our Salesfive Academy location in Munich.
We are also happy to conduct training courses for your entire team at your premises upon request.
After your training request, we will send you a detailed offer. Payment will be made in accordance with the terms of payment specified in the offer.
Yes, upon completion of the training, you will receive a Salesfive certificate that officially confirms your newly acquired skills.
Yes, you also have the option of choosing an individual date for your training course. To do so, simply click on “Individual date” in the form on the respective training page and we will work with you to find a training date that suits you.