Salesforce Reporting For Marketing Admins: How To Get Started

Skill Level

Intermediate

Learning Track

Analyst
PardotReportingSales Cloud

Join us for a crash course in Salesforce reporting. Now that Marketing Cloud Account Engagement (Pardot) is on the platform, more and more traditional marketers are joining the ranks of Salesforce admins to manage their campaigns and record their contributions to the business.

In this session we will walk through quick reporting basics you can use to empower marketing and sales teams to follow up with prospects and measure performance at the same time.

We will cover:

  • List Views
  • Reports and Dashboards while dropping helpful tips to get your dashboards going from a marketing/Pardot perspective

This is not a Campaign Influence session. This session is meant to illustrate how to measure key goals around campaigns and how to visualize your data. You will walk away with a dashboard example.

Marcos
Duran
Sercante

Marcos is a marketing automation strategist with a diverse background in design, marketing, and automation software. He loves to craft complex solutions and manage campaigns with Pardot (and other marketing automation/campaign management tools) for his B2B/B2C/NGO customers. He is also the co-Leader for the Austin Pardot User Group, Salesforce event aficionado, and a knowledge sharer of marketing operations and Pardot on LinkedIn.

Sara
Hernandez
Sercante

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