{"id":853,"date":"2024-12-07T00:48:56","date_gmt":"2024-12-07T00:48:56","guid":{"rendered":"https:\/\/cloudamp.com\/news\/?p=853"},"modified":"2024-12-19T19:36:57","modified_gmt":"2024-12-19T19:36:57","slug":"marketing-on-salesforce-for-beginners","status":"publish","type":"post","link":"https:\/\/cloudamp.com\/news\/marketing-on-salesforce-for-beginners\/","title":{"rendered":"Marketing on Salesforce for Beginners"},"content":{"rendered":"<p>&nbsp;<\/p>\n<h3><b>New to Salesforce? Here\u2019s 8 things for marketers to get started.<\/b><\/h3>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Are you new to Salesforce and responsible for Marketing at a small company or nonprofit?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Do you need to figure out Salesforce and how to manage leads from Google Ads and other campaigns at the same time?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Well, you are not alone. For more than a decade, CloudAmp has specialized in helping marketers at small or mid-sized organizations figure out how to use Salesforce to manage their marketing and leads. People like you!<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Here are our <\/span><b>top 8 recommendations<\/b><span style=\"font-weight: 400;\"> to get you oriented with Salesforce and tracking your leads:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><b>1. Understand Salesforce Basics<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Familiarize yourself with Salesforce&#8217;s core objects: <\/span><b>Leads, Contacts, Accounts<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Opportunities<\/b>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Understand how a single Lead record is converted to become an Account with a related Contact (and optionally an Opportunity)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">If there are Sales people in your company, try to find out any processes they are using for their work in Salesforce (good luck!)<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Explore the <\/span><b>Salesforce App Launcher<\/b><span style=\"font-weight: 400;\">, and check out some different apps<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Check out <\/span><b>Salesforce Reports<\/b><span style=\"font-weight: 400;\"> to get a sense of your existing data. Save a few as Favorites (click the star top right) to easily return to.<\/span><\/li>\n<\/ul>\n<h2><b>2. Get Learning with Trailhead<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Try to set aside 2-3 hours per week for Trailhead, Salesforce\u2019s free learning platform<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Trails are groups of Trailhead modules for guided learning paths<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Earn badges as you progress through Trailhead<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Some <\/span><b>Trailhead Trails\/Modules<\/b><span style=\"font-weight: 400;\"> to get you started:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><a href=\"https:\/\/trailhead.salesforce.com\/en\/content\/learn\/trails\/force_com_admin_beginner\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Salesforce Basics<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><a href=\"https:\/\/trailhead.salesforce.com\/en\/content\/learn\/modules\/leads_opportunities_lightning_experience\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Lead and Opportunity Management<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/lex_implementation_reports_dashboards\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Reports &amp; Dashboards for Lightning Experience<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/projects\/create-reports-and-dashboards-for-sales-and-marketing-managers\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Create Reports and Dashboards for Sales and Marketing Managers<\/span><\/a><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Join <\/span><b>Groups<\/b><span style=\"font-weight: 400;\"> and ask <\/span><b>Questions<\/b><span style=\"font-weight: 400;\"> in the Salesforce Community<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<table style=\"background-color: #ffffe0;\">\n<tbody>\n<tr>\n<td><span style=\"font-weight: 400;\">\ud83d\udc4d <\/span><b>NOTE:<\/b><\/p>\n<p>Many trailhead modules for marketers will reference Account Engagement or Marketing Cloud, which are add-on products and unnecessary for most SMB marketers. This is an unfortunate source of confusion in Trailhead, which is otherwise excellent. Focus on Salesforce Sales Cloud basics to get started.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h2><b>3. Set Up Web-to-Lead Forms<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Salesforce\u2019s <\/span><b>Web-to-Lead<\/b><span style=\"font-weight: 400;\"> functionality is an included feature that captures form submissions from your website directly to Salesforce leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create custom fields for your business (if needed), and add them to unique forms if needed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Learn more with our <\/span><a href=\"https:\/\/cloudamp.com\/news\/the-ultimate-guide-to-salesforce-web-to-lead-forms\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Ultimate Guide to Salesforce Web-to-Lead Forms<\/span><\/a><\/li>\n<\/ul>\n<h2><b>4. Customize Your Lead Management<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Update Lead Page Layouts <\/b><span style=\"font-weight: 400;\">to show the standard and custom fields you need, while hiding unused fields. You can also have different page layouts for different user roles.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Automate Lead Assignment<\/b><span style=\"font-weight: 400;\"> by setting up assignment rules to route leads to the right sales reps or queues.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Set up customized email replies to new leads with <\/span><b>Lead Auto-Response Rules<\/b><span style=\"font-weight: 400;\"> and Email templates.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customize your <\/span><b>Lead Source<\/b><span style=\"font-weight: 400;\"> field values to make common sources selectable.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Note that your web-to-lead forms can create leads with any Lead Source value, whether or not it is listed as a drop down field value.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><b>5. Understand Email Options<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Salesforce has <\/span><b>Email Templates<\/b><span style=\"font-weight: 400;\"> that are sent by system automations like the Lead Auto-Responses referred to in the previous section, and they can also be sent by your sales and service users.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can receive <\/span><b>email notifications<\/b><span style=\"font-weight: 400;\"> for important events in Salesforce, such as a new lead coming in from a campaign (and CloudAmp can help with this!)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Salesforce has a number of <\/span><b>Email Integrations<\/b><span style=\"font-weight: 400;\">, including connections with email platforms like Outlook and Gmail, which allow users to work with Salesforce records directly from their email.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Salesforce <\/span><b>Email-to-Salesforce<\/b><span style=\"font-weight: 400;\"> gives you an email address that will automatically log inbound emails directly to Salesforce records, attaching emails to leads or contacts automatically. A similar feature for Service, Email-to-Case, creates support Cases from emails.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><b>6. Leverage Reports and Dashboards<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Understand Existing Leads<\/b><span style=\"font-weight: 400;\">:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Check out how &#8220;Lead Source&#8221; is populated for your existing leads, and what views \/ queues are currently in use to understand leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">See what reports exist already or create your own reports to understand lead volume, stages, and conversion rates.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Build a Dashboard<\/b><span style=\"font-weight: 400;\">:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Create a new dashboard to include your favorite reports on. Dashboards are a great way to understand trends and update multiple graphs at the click of a button<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Include key metrics like lead volume, conversion rates, and campaign ROI.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><b>7. Set Up Campaign Tracking<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Use UTM Parameters<\/b><span style=\"font-weight: 400;\">:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Tag Google Ads URLs with UTM values to capture campaign data in Salesforce.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Use a tool like the <\/span><a href=\"http:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000009w2tgEAA\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CloudAmp Campaign Tracker<\/span><\/a><span style=\"font-weight: 400;\"> to capture UTM information for new leads so they have their UTM Campaign, Medium, Source and keywords automatically associated.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Use Salesforce Campaigns<\/b><span style=\"font-weight: 400;\">:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Link Leads and Contacts to Salesforce Campaigns representing your various marketing efforts for response tracking and ROI analysis.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><b>8. Connect Salesforce and Google Ads<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Integrate Salesforce with Google Ads<\/b><span style=\"font-weight: 400;\">:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Use Google Ads\u2019 built-in Salesforce integration to sync Salesforce leads, converted leads, and opportunities (also known as offline conversions) to Google for ad optimization and bidding automation.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Learn more in our guide <\/span><a href=\"https:\/\/cloudamp.com\/news\/how-to-connect-salesforce-and-google-ads\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">How to Connect Salesforce and Google Ads<\/span><\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">That\u2019s it for our top 8 items Salesforce beginners who are responsible for marketing should consider. Of course, there are tons more capabilities in Salesforce, as well as add-on apps like CloudAmp and others.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But by following these steps, you should be able to get a good understanding of Salesforce, and set your organization up for marketing success with the basic marketing building blocks in place.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Questions? Don\u2019t hesitate to <\/span><a href=\"https:\/\/cloudamp.com\/contact\/index.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">reach out<\/span><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you new to Salesforce and also responsible for Marketing? This beginner&#8217;s guide is for you.<\/p>\n","protected":false},"author":2,"featured_media":854,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[94],"tags":[101,102,26,100],"class_list":["post-853","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-beginner-salesforce","tag-learn-salesforce","tag-salesforce","tag-salesforce-marketing"],"_links":{"self":[{"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/posts\/853","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/comments?post=853"}],"version-history":[{"count":9,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/posts\/853\/revisions"}],"predecessor-version":[{"id":886,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/posts\/853\/revisions\/886"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/media\/854"}],"wp:attachment":[{"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/media?parent=853"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/categories?post=853"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/tags?post=853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}