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.

About the Author

Marcos
Duran
Sercante

My name is Marcos Duran, and I am a Salesforce and marketing automation consultant. I love to tinker with new technologies and provide guidance to my clients on where they should be going next to make the most out of their marketing and stack.

Sara
Hernandez
Sercante

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