Dauer 1.5 Days
Gebühr 1.800 €
Format On site
Sprache GER/EN

About the training

Our training is designed for Salesforce Marketing Cloud account engagement administrators, key users, and anyone who wants to become one. From setting up connectors to sending emails and managing leads effectively, the training covers the basics and advanced features. In addition to practical knowledge transfer, the training also provides space for discussion of different solutions and optimisation approaches.

Day 1
Day 2
Day 1
Day 2

Learn all about the basics and core functions

  • Introduction to Salesforce Marketing Cloud Account Engagement (MCAE): Get an overview of the fundamentals and core features of the B2B marketing solution.

  • Salesforce & MCAE Introduction: Become familiar with the terminology and navigation of the application and learn more about the connection between your Salesforce CRM and Marketing Cloud Account Engagement - keyword: connector and data synchronisation.

  • Scoring & Grading: Learn about standard scoring, grading, and scoring categories and how to get the most out of them for lead management.

  • Campaigns: Learn how to get the most out of the Salesforce Campaign object and use the campaign hierarchy to keep track of your marketing activities.

  • Marketing Assets: We show you how to quickly and easily create emails, forms and landing pages in MCAE.

  • Audience Segmentation: Discover the different ways MCAE can help you segment your audiences and learn the difference between static and dynamic segmentation lists.

  • Marketing Automation: Save time and hassle in the future by learning all you need to know about the double opt-in process, automation rules, engagement programmes and completion actions.

  • Lead management: Make sure that no qualified marketing lead slips through your fingers and ensure a smooth handover to your sales team with notifications, lead assignment rules or lead management queues.

  • Opportunities & Campaigns: Find out how to use campaign influence models, campaign members and contact roles for your marketing activities.

  • Reporting: Compare your campaign KPIs using standard reports and learn tips and tricks to improve your reporting. Use the insights from your reports to optimise your marketing budget.


Further content makes you a professional

  • Add-ons for even more functionality: We show you add-ons that can help you optimise your marketing activities and take them to the next level. Learn more about Business Units, Marketing Analytics & more!

  • Workshop: In this hands-on workshop we will discuss your individual use cases and take a look at Salesforce Flows, External Actions and LinkedIn Lead Gen Forms. If you already have a Salesforce environment, we can do a quick check to identify areas for improvement.

  • Q&A: Use the closing session to clear up any last minute questions about MCAE.