In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your Salesforce org.
This allows you to create Custom Welcome Emails in Pardot, apply discounts, set Lead Sources, and more all through Salesforce Records, no code or metadata updates required!
- Promo Codes / Referral Codes explained (with sample use cases)
- Build walk through in Salesforce and Account Engagement
- Extended Use Cases
Marketing Technology and Marketing Operations Consultant at Ben Does MarTech
I help B2B companies and nonprofits get more out of their marketing technology and Salesforce CRM. My expertise spans marketing operations, marketing technology, lead management and qualification, and campaign execution. I specialize in Marketing Cloud Account Engagement (Pardot), HubSpot, Marketing Cloud Next (aka Marketing Cloud Growth/Advanced), and Salesforce Sales Cloud.
I enjoy helping people and organizations get the most out of their investments in marketing automation and marketing operations.
You can find me on LinkedIn: https://www.linkedin.com/in/benlamothe/
Want to work together? Email me at ben dot lamothe at gmail.com
I enjoy helping people and organizations get the most out of their investments in marketing automation and marketing operations.
You can find me on LinkedIn: https://www.linkedin.com/in/benlamothe/
Want to work together? Email me at ben dot lamothe at gmail.com
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