Introduction to Salesforce for Marketing
A student in this class will learn how to manage leads and campaigns. In addition, the instructor will show students how to use the lead import wizard to manage large campaigns. Finally, the student will learn how to use and create list views and reports.
Marketers with little or no experience with Salesforce or those wanting a refresher on how to effectively manage leads and campaigns within Salesforce.
- Introductions / Login to Training Orgs
- Overview of Salesforce for marketing
- Working with Leads
- Working with Campaigns
- Importing Leads
- Mass Updating Leads
- Creating List Views & Reports
- Question & Answer