Automating Campaign Management In Salesforce

Skill Level

Intermediate

Learning Track

Analyst
Campaign ManagementPardotSales Cloud

We’ve all been there. The creative use of campaign member status, inconsistent campaign names, campaigns that have been “In Progress” for years, and missing actual costs in campaigns. Learn how they have automated the campaign management process using several cool tools (free) created by Sercante Labs and Salesforce Flow Builder.

About the Author

Mike
Morris
Senior Engagement Manager
Sercante

Mike Morris is a 10x Salesforce-certified consultant who joined Sercante in 2019. He has over 20 years marketing experience from previous roles leading internal marketing departments and collaborating with large sales organizations. His strong interest in marketing operations and technology led him to the Salesforce platform and to his current role at Sercante. When not working, he enjoys staying active by running, biking, and getting outside as much as possible.

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