Path: Salesforce Modern Marketer

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Salesforce Modern Marketer

Understand the Importance of Salesforce CRM as a Marketer.

As a marketer, it is important for you to understand the concepts around a relational database and how you can leverage Salesforce.com to get more aligned with your fellow sales team.

These courses will give you the foundational understanding of how to use Salesforce in the realm of marketing.

Program Details

Skill Level

Learning Time

5 hours

Additional Details

5 Courses

  

Certification

  

Job Outlook

Careers that leverage this skill have a better outlook than most jobs!

*

U.S. Jobs
Created in 2016

$*

Avg. Yearly
Salary

% higher

Job outlook than other positions

*according to BLS.gov

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Courses in this Career Path

Through eLearning interactive courses, you’ll learn the skills that employers want and
complete your path with real achievements you can add directly to your resume or portfolio.

Course

1.75 hours Salesforce for Modern Marketers

Marketers must understand that proving ROI means they have to align to the "R" - Revenue.

And revenue is stored in systems that marketing does not traditionally manage like billing software OR CRM (Customer Relationship Management) systems such as Salesforce.

In this course, we walk you through how to monitor your usage of Salesforce, how the usage aligns with your marketing goals, an introduction to Objects, and how to transform a single table to a relational database.

Skill Level
Course

45 minutes Salesforce to Marketo Sync Part 2: The Objects

As a part two of the Marketo to Salesforce course series, we cover a key aspect to the sync; Objects.


In this course, you will take away an understanding of the many of the common objects (standard and custom) in SFDC and how these objects connect & translate to Marketo.

Skill Level
Course

30 minutes Salesforce to Marketo Sync Part 4: Flow Actions, Admin Tasks & Accounts

In this final course of the four-part series on the Marketo to Salesforce Sync, we dive into one of the final and most important aspects of the sync.

 

Admins will rejoice in knowing that this course explains in detail the Salesforce flow actions available in Marketo, administrative tasks in both systems, and finally Salesforce “person accounts” and nuances that exist in Marketo when you implement them. .

Skill Level
Course

45 minutes Salesforce to Marketo Sync Part 1: Introducing The Essentials

Marketing Automation & CRM go hand in hand, that rings true for the sync of Marketo to Salesforce.

This course will dive into an admin level understanding of the Salesforce and Marketo Synchronization.

In this course, you will learn sync essentials and processes, understand how Dupes and Merges are affected differently in Marketo vs. Salesforce, as well as how conversions and deletes are handled through the sync.

Skill Level
Course

1 hour Salesforce to Marketo Sync Part 3: Permissions & Fields

In this third course in a four-part series, we continue through the Marketo to Salesforce sync.

This course specifically dives into the nitty gritty details of user permissions and object fields within the Salesforce and Marketo.

This includes best practice recommendations for the most effective setup, in addition to pitfalls you might want to avoid.

Skill Level
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  • Marketo Administrative Skills

    0%

  • Salesforce Administrative Skills

    0%

  • Salesforce Objects

    0%

  • Salesforce Permissions & Fields

    0%

  • Salesforce to Marketo Flow Actions

    0%

  • CRM Basics

    0%