Deep Dive Into Account Engagement Automations

Skill Level

Beginner

Learning Track

Account Engagement

In this session, we’ll focus on automations available in Account Engagement. That includes segmentation lists, dynamic lists, automation rules, and completion actions. Participants will start with learning definitions and examples. At the end, the audience will help construct a few “automation challenges” to apply what was learned.


This beginner’s course is designed for marketers new to Account Engagement, as well as those who have had the system for a while but don’t know how to make the magic happen.
Participants can download a PDF with examples of common Account Engagement automations to try at their company.

About the Author

Jen Kazin
Jen
Kazin
Consultant
GreenKey

I am 6x Salesforce Certified Consultant with 9 years of experience in Account Engagement and Salesforce. I help marketing leaders transform their Salesforce systems for better marketing results. Prior to consulting, I worked 15 years as a global marketing director where I managed my first Account Engagemenimplementation. (After that, I was hooked!) I am the Salesforce Marketing (Pardot), Twin Cities User Group Leader. In my free time, I enjoy running, biking and kayaking.

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