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Master The Lead Source Field

Jun 8, 2023, 5:00 – 6:00 PM

Salesforce Marketer Group (Pardot), Twin Cities, United States

The Lead Source field is crucial for marketing reporting, but Pardot and Salesforce sometimes disagree on the data. Learn how to master that pesky Lead Source field between Pardot & Salesforce. Triana Jarman and Ollie Dodd from MarCloud Consulting in the UK will lead this virtual session to help you understand best practices Lead Source.

About this event

The Lead Source field is crucial for marketing reporting, but Account Engagement and Salesforce sometimes disagree on the data. Learn how to master that pesky Lead Source field between Account Engagement & Salesforce.

Triana Jarman and Ollie Dodd from MarCloud Consulting in the UK will lead this virtual session to help you understand best practices Lead Source.


Topics covered:

1. Why tracking lead source is essential for marketers

2. How the lead source field works in Account Engagement and Salesforce

3. What's wrong with the out-of-the-box setup

4. Steps to better align these fields to achieve lead source awesomeness (feel free to use a different adjective!)

Speakers

  • Triana Jarman

    MarCloud Consulting

    Senior Lead Consultant

  • Ollie Dodd

    MarCloud Consulting

    Delivery Consultant

Group Leader

  • Jennifer Kazin

    Leader

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