Join us for another #ImpactSalesforceSaturday​​​​​​, a series of online Salesforce Saturday sessions. We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge of Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IoT, CPQ, Einstein, etc). Topic: KYC Marketing Automation Part 2 Date and Time: Saturday, February 27, 2021, 11:00 PM to 12:00 PM IST Speaker: Somya Srivastava Somya is a Salesforce Marketing Automation Specialist at Manras Technologies. she is also the Gurgaon Pardot User Group Leader. She has been part of the Salesforce Marketing Champion'20 program. Agenda: 1. Know about KYC – Marketing Automation Part -2 2. Q & A 3. Kahoot Quiz 4. Winner Announcement For more updates and upcoming sessions please follow us on our social media handles: Website: https://newdelhisfdcdug.com/​​​​​ Trailblazer Community: ​https://trailblazercommunitygroups.com/salesforce-developer-group-new-delhi-india/​ Twitter: https://twitter.com/newdelhisfdcdug​​​​​ LinkedIn: https://www.linkedin.com/in/new-delhi-sfdc-dug-01a47118a/ #pardot​​ #MarketingAutomation​​ #Salesforce​

1. New Delhi SF Developer group
SF Marketer Group-Pardot, Gurgaon

2. Salesforce Marketer Group-Pardot
Gurgaon, India
@GurgaonB2BUG
• First event in 2019
• Love to host sessions and speakers from Salesforce Marketing
Automation platforms
• https://trailblazercommunitygroups.com/salesforce-marketer-
group-pardot-gurgaon-india/
Group leader: Somya Srivastava

4. KYC: Marketing Automation Part-1 KYC: Marketing Automation Part-2
Learn about What & Why
of Salesforce Marketing
automation
Roadmap to Marketer's
success and challenges
to overcome

5. Agenda of KYC:1
o Marketing evolution
o Evolve as a Marketer
o What is Marketing Automation?
o Marketing Automation Process
o CRM vs Marketing Automation
o Digital Marketing Activities managed by MA software
o What information does MA track?
o MA for a Marketing user
o MA for a Sales user
o Salesforce Pardot
o Salesforce Marketing Cloud
o When do organizations need MA
o Benefits of using MA

6. o Marketer’s responsibilities
o Marketer’s day-to-day challenges
o Prerequisites
o Non-technical skills required
o Technical skills required
o Developer Skills required
o Career options
o Learn & Troubleshoot
o Certification path: Salesforce Pardot
o Certification path: Marketing Cloud
o Key points for Salesforce Admins
o Salesforce AppExchange for Marketing
o Resources and tutorials
o Q&A
o Get, set, Kahoot!
Agenda of KYC:2

7. Make an impact with your creativity
Create engaging 1:1 customer journeys
Derive data backed solutions
Focus on creating compelling content
Use marketing intelligence to deliver connected customer experience
Marketer’s responsibilities

8. Growing a subscriber base
Gain valuable customer insights
Using customer’s data responsibly
Segmenting the lead’s database based on preference
Deliver personalized customer experience
Maintaining database hygiene
Marketer’s day-to-day challenges

9. Do you like problem solving?
Do you like your tasks in alignment with Sales?
Are you interested in adopting advanced platforms for work?
Are you interested in learning and upskilling?
Prerequisites

10. Planning
Non-technical skills required
Good communication
Creativity
Project management

11.  Salesforce platform
 Email marketing
 Social media
 Marketing automation
 Marketing cloud
 Marketing strategy & analytics
Technical skills required

12. Developer skills required
HTML
CSS
JavaScript(Server side)
API integration using REST and SOAP APIs

13. Consultancy
Independent
Consulting
Marketing
Marketing operations
In house
Career options

14. Certification path:

15. Certification path:

16. Key points for Salesforce Admins
Pardot has different user permissions
Leads and contact objects >> Prospects in Pardot
Marketing engagement activities >>Engagement History
Pardot objects in Salesforce >> List Emails, Marketing Forms, Landing Pages, Marketing Links, Files,
Reports in Salesforce

17. Salesforce AppExchange for Marketing

18. Learn & Troubleshoot

19. Resources
Trailhead Trailmix and modules: Marketing career on Salesforce
https://trailhead.salesforce.com/users/strailhead/trailmixes/build-your-marketing-career-on-salesforce
Blogs:
Pardot:
https://automationchampion.com/pardot/ by Rakesh Gupta
thespotforpardot.com by Andrea Tarrell
https://jennamolby.com/ by Jenna Molby
https://salesforceben.com/the-drip-type/pardot/#
https://pardotgeeks.com/ by Ben LaMothe, Katie Clubb, Nathalie Starr
Marketing cloud:
https://tidbitsforu.com/ by Shibu Abraham
https://www.howtosfmc.com/about/

21. Get, set