In February 2024, Salesforce announced a new marketing automation platform called Marketing Cloud Growth Edition. It’s built natively on the Einstein 1 platform and allows you to build multi-channel campaigns with Data Cloud. The core audience for the initial launch is marketers at SMBs, but we think this new platform will evolve and give us a taste of what on-platform marketing automation will look like in years to come. That being said, let’s take a look at how Marketing Cloud Growth Edition allows users to create brand guidelines and why it’s something marketers will cheer about.

Why you should add branding guidelines in Marketing Cloud Growth Edition

Marketing Cloud Growth Edition uses the Experience Cloud builder, which has drag-and-drop functionality so users can build responsive assets without digging into the HTML. It also has generative AI that users can tap to build marketing assets through natural language prompts. 

Setting up branding guidelines in Marketing Cloud Growth Edition is pretty important when it comes to getting more traction out of the platform, saving time for your team, and creating consistency among your marketing assets. 

You can add guidelines for multiple brands in one org so you can tailor each email and landing page to the brand it represents. Also, if you update any part of your branding guidelines, Marketing Cloud Growth Edition will automatically carry that change across any marketing assets where you’ve applied those brand guidelines.

How to set brand guidelines in Marketing Cloud Growth Edition

Here’s how setup works for the brand center in Marketing Cloud Growth Edition.

1. Navigate to Marketing > Content > Select Content Workspace for Marketing Cloud.
2. Select Add > Content.
3. Select Brand.
4. Select Create.
5. Add a title and description for your brand.

Set up your brand colors

Select Set Your Brand Colors under the Colors subheading. The Preview panel on the right will update as you make changes to your Brand Guidelines.

Typography Settings

Under the Typography heading, set your Base Font Family and Font Sizes and Text Styles.

Text Styles

Set up your text styling for headings, paragraphs, buttons, inputs, and labels.

Style your CTA buttons

Next, create variations of buttons under the Buttons subheading. You can specify the color, border, and text styles for three variations.

Set Margins and Padding

Next, determine the space around content and components in the Margin and Padding section.

Configure Borders

Finally, set the border weight and radius. The example will use the Border color you set in the Brand Colors section. 

Finalize your brand guideline settings

Use the Preview panel to view your Brand Guidelines in both Desktop and Mobile. You can alter the mobile-specific brand styles, but note this will only apply to Landing Pages and not emails. Once you are satisfied with your Brand Guidelines:

1. Select Save.
2. You can send an approval workflow for this new brand, or select Publish if it’s ready to use.

See the full Salesforce help guide for the Marketing Cloud Growth Edition Brand Center here.

Applying brand guidelines to marketing assets

When editing an email or landing page, use Select Brand in the Details section to select the desired guidelines and automatically update your marketing asset.

Reminder: Changing the Brand Guidelines will automatically update any marketing assets that use the guidelines. 

See the full Salesforce help guide for the Marketing Cloud Growth Edition Brand Center here.

Start building on-brand marketing assets with ease

Building branded marketing assets in Marketing Cloud Growth Edition is so easy thanks to the brand center. You can rest easy knowing that anyone on your team can build emails and landing pages through natural language prompts inside the platform and the outcome is always going to accurately and consistently reflect your brand standards.

As always, you can reach out to the team at Sercante to learn more about marketing automation on the Salesforce platform or find more information about Marketing Cloud Growth Edition and how the brand center works. Send us a message to start a conversation.

Post updated 8/2/2024

Original article: Marketing Cloud Growth Edition: Creating Brand Guidelines

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Sercante and Qualified both went big at Dreamforce 2023. And then they made it even more interesting by teaming up. Qualified joined Sercante at the Home for Marketers at Dreamforce, and Sercante joined Qualified for the Pipeline Summit at Dreamforce.

The result was a whole lot of sales + marketer happy vibes along with a live recording of Sercante Founder & CEO Andrea Tarell on the Qualified Pipeline Visionaries podcast.

Here’s a quick preview of the podcast recording along with all the info you need to listen for yourself. Or you can click here to watch the full podcast or listen using your favorite streaming service.

Tasty morsels Andrea Tarrell shared with Qualified at Dreamforce 2023

Andrea Tarrell met with Ian Faison at the San Francisco Museum of Modern Art at the Qualified B2B Marketer’s Lounge on September 13, 2023. Here are the big things the pair talked about during the podcast session.

Key trend in automation: Conquering personalization and finding the right use cases for AI

When asked the question “What do you feel is next for marketing automation? What are the trends you see coming?” Andrea said:

“I still think personalization is a frontier that we haven’t quite conquered yet. You see some of the use cases on stage at Dreamforce about some of the ways big brands are using personalization, and I look at much of the market who’s still struggling to even do first name, company name, much less more sophisticated use cases than that. 

But I think things like serving up the next best piece of content, the next big action for somebody to take, related products, I think there’s a lot of potential there that continues to be untapped. And I think this is also kinda going back to the AI piece that we were talking about. This is gonna be a big separation of humans in the robots. 

I’ve been on the receiving end of a few emails lately that were very clearly written by AI. Yep. And it’s like they just scraped random facts off the internet to stuff a new email. It’s like, okay, that’s not personalization. Like, I know what press release you grabbed that from, and like that third fact is completely unrelated to my business.

 So, that’s where I think the human element will still be preserved. Maybe we can get AI to make the first draft for us, but we still need people to make the magic happen.”

Maybe we can get AI to make the first draft for us, but we still need people to make the magic happen.

What are the main reasons people reach out to Sercante for guidance?

Ian asked the question “What is the burning desire customers come to Sercante with?”

Andrea listed these three things that are usually top of mind for customers when they contact us. Here they are:

1. Marketing ROI
   “Being able to report on what they’re doing that’s actually contributing to revenue.”
2. Helping sales teams prioritize
   “Marketing’s working really hard to generate leads, but how does sales know who’s qualified, and who should they call first?”

3. What’s next? AI, automation, industry trends, using generative AI for things like lead routing, segmentation, and content.
   “What is the non-value part that we can start having the machine do for us so that humans have the role of finessing, spending time on the highest potential items, and really doing what they’d be best at?”

How a marketing-focused Salesforce consulting firm approaches its own marketing strategy

When Ian asked the question “How do you think about your marketing strategy and how you acquire customers?” Andrea listed three marketing strategy areas. They are:

1. Email marketing
2. Event marketing
3. Content marketing

She said, “We’ve created a huge culture around information sharing. One of our core values is generosity. It’s the idea that, if you’re getting something or achieving something, how do you share that with other people and bring other people along for the journey?”

How do you think about speed as a currency?

Andrea said, “Speed is huge. We know that as individual customers are bopping around online, looking for something, attention spans are so short. Like, what if you don’t find what you’re looking for? You don’t get the answer you need? You’re on to the next thing.

So, trying to help people find what they’re looking for is challenge number one. And then challenge number two is if they don’t get the answer, making sure that they get pushed to a human as quickly as possible.”

What is the Qualified Pipeline Summit Podcast?

Every quarter, Qualified brings together the best and brightest in B2B sales, marketing, and operations to share the tactics and strategies helping them drive growth in their business.

Learn more and watch all the episodes here.

Cheekiest social ads ever and we’re here for it

We’re in love with these social graphics the Qualified team posted to promote the Pipeline Summit at Dreamforce. Sharing here cuz they’re friggin amazing.

Watch the Pipeline Visionaries Podcast – The AI Conversation: What Marketers Should Be Thinking About

Lucky for you, these were just a few highlights from the podcast episode. You can watch the full video here and get all the juicy details Andrea and Ian shared during their conversation.

And remember to reach out to Sercante when you’re ready to take your sales and marketing efforts further.

Original article: Andrea Tarrell Talks Marketing and AI Trends at the Qualified Pipeline Summit

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Going to Dreamforce can completely change the course of someone’s career. Whether it’s while soaking in the session content and learning how to take on bigger responsibilities at work. Or through the parties where they meet new people and then stay in touch on Slack and LinkedIn. Or by leading sessions and getting a confidence boost that makes them reach for bigger goals.

That was the whole idea behind the 2023 Dreamforce ticket giveaway contest. We wanted to give that opportunity to one lucky person. And that’s exactly what we did.

After receiving an overwhelming response from the Salesforce community that included entries from people living in 19 countries, we were pleased to announce the winner of the contest. 

Our 2023 Dreamforce ticket giveaway contest winner was Amanda Martini, digital marketing manager at ISSA.

Amanda got the full works for Dreamforce. She traveled from her home state of New York to San Francisco for the conference. Sercante covered the cost of her airfare as well as her hotel stay and coveted Dreamforce conference pass. She was also the official queen of The Home for Marketers at Dreamforce, which is where the Sercante team hosted events all week.

Trip Reflection from Dreamforce Ticket Giveaway Winner, Amanda Martini

We asked Amanda to tell us about her trip in her own words. Here’s what she had to say about the whole thing.

“Winning the Dreamforce ticket giveaway was an absolute honor. Working for a smaller organization, it can be difficult to budget for larger conferences, as pricing can often be an issue. Winning the ticket, and therefore being able to experience Dreamforce in person, has given me so much. 

Our organization is what I would call ‘Salesforce lite’ for the moment, but being surrounded by so many people who live and breathe the ecosystem really rejuvenated me; not only for my role but for where our organization can go when we are fully on the system.”

Amanda’s Dreamforce Takeaways

“One of my big takeaways, that I am sharing with everyone in our organization, is simply to jump right into the ecosystem and immerse yourself. 

There are so many resources and so many like minded people who are more than willing to share their knowledge, to troubleshoot, to just chat about anything Salesforce related. Becoming a part of that community, while not a requirement for using a piece of technology, does seem like it benefits the user and the company a great deal. 

I think seeing that firsthand was one of the more surprising things that I experienced. When you’re on the periphery, you SEE the interaction and you know the big names, but being surrounded by it was really something else. It makes you want to get more involved.”

Finding your people is a great feeling

“For a while now, I’ve felt like I am on an island as I am the person most involved in the Salesforce ecosystem due to my daily use of Pardot, with the rest of the organization still to get onto our Salesforce instance.

Attending Dreamforce allowed me to see that you’re only as alone as you allow yourself to be. The community is vast, and really quite welcoming. Even just one week removed from the event, I have RSVP’d for two Trailblazer community group sessions to keep my learning and understanding going. They’re virtual, but that doesn’t matter! It’s just as valuable to listen to other folks ask their questions (until you’re ready to ask your own!).”

Attending Dreamforce allowed me to see that you’re only as alone as you allow yourself to be.

All questions are good questions

“I also got a really good piece of advice: I tend to be a self-deprecating person, always prefacing a question by acknowledging it might be stupid. But I was told to stop that! 

As the admin/leader for my system in my organization, I have to be confident with what I present. If I don’t seem to trust myself, my stakeholders are not necessarily going to trust or listen to what I am suggesting. And in the end, I’m the one that really knows what’s best for my system. I need to own my place in this space and project confidence (even if there’s still that little voice inside that says you’re gonna sound stupid). Fake it ‘til you make it really does work most of the time.”

Go see Salesforce releases in action

“Honestly, all of the sessions I managed to attend were so informative. And while I pay attention to release notes and the releases, I felt like having that information right at my fingertips, so to speak, really hit home the ways Salesforce is heading into the future and the ways in which my organization can utilize that future. 

Seeing demos of the new releases at work was so helpful and it got me immediately thinking about ways that our marketing managers (MMs) will be able to have their hands in the systems more, and how to help us work smarter. 

As a department that “reports to” many stakeholders as well as our members, it’s important that our MMs have the tools to help them work more efficiently. Being able to check in with technologies that we don’t use but I’ve wondered about was an incredible opportunity as well. From the conversations I had at Dreamforce, I now have a better understanding of how to help our organization increase efficiency.

I learned I have a lot of work to do going into 2024 to get our Pardot instance cleaned up and ready for the new year and when we’re truly connected with our Salesforce org in production. But I am looking forward to that challenge because I’ve felt there was work to do, Dreamforce just reinforced what needs to be done. It’s all for the good of the organization. 

Dreamforce also has had me looking at our marketing and tech stack and asking the hard questions: Are we using the correct technology? Are we using it correctly or to the best of its ability? Stay tuned!”

Final thoughts about the Dreamforce ticket giveaway

“As for the coolest thing that happened to me… there were so many, but I have to say that learning last minute about the first-ever Dreamforce Comedy Hour was a dream come true. 

Seth Meyers is MY FAVORITE and to have the opportunity to see him perform in person… pretty much took the cake. Of course, the entire event was at the top of the list of the coolest things that has EVER happened to me, but Seth takes a close second place.”

Thank you so much to everyone who entered the Sercante 2023 Dreamforce Ticket Giveaway Contest and to Amanda for sharing her thoughts about the experience. Stay tuned next year to see what we have in store for Dreamforce 2024.

Original article: Winner Spotlight: Sercante Dreamforce 2023 Ticket Giveaway

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I’ve been to Dreamforce twice. Once as an attendee. Another time as a Campfire speaker. And both times as a marketer. 

Going to Dreamforce as a marketer is probably a different experience than, say, attending as an IT professional. I got so excited at Dreamforce whenever I saw a session geared toward marketers. Or when I randomly met other marketing people.

That’s actually how I found out about Sercante. I was watching my colleague present a session and saw that the next person presenting had a marketing-focused session. So, I stuck around to watch the presentation. The next presenter happened to be Sercante Founder & CEO Andrea Tarrell, and the rest is history.

The Sercante Home for Marketers at Dreamforce

Being a marketer herself, Andrea knows what it’s like to be a marketer at Salesforce conferences. So, she created the Sercante Home for Marketers with that idea in mind. The goal was to build a space where marketers could go and find their people at Dreamforce while supplementing all the things they’re learning at Dreamforce with even more marketing insights and strategies. And it has been super successful.

Now in its second year, The Home for Marketers welcomed more than 2,700 people across 16 events in 2023. Visitors represented a range of marketing hats, which included marketing managers, CMOs, marketing operations professionals, content marketers, and marketing consultants, among others. 

Here’s a few things that went on there:

• Event Marketers Panel | read about it
• EDU Panel | read about it
• Salesforce Career Show Podcast | listen
• Welcome Bash Party | see photos
• Dreamforce Party: An Intergalactic Night | see photos
• Visit from our Dreamforce ticket giveaway winner | read about it

Dreamforce 2023 Session Highlights 

It’s awesome that all the marketers at Dreamforce had a place to hang out in between sessions and find their people. After all of the marketers filled up on grub and made new friends, they went down to Moscone to catch a few sessions. 

Here are a few that our friends were there to see:

The Future of Trusted AI with Marc Benioff and Sam Altman

Salesforce CEO Marc Benioff had a candid conversation with OpenAI CEO Sam Altman about the future of business and how AI is affecting it. 

The biggest takeaway from the conversation was the idea that in the coming years, every new product will incorporate AI in some way. It may even become unthinkable to use technology that doesn’t use AI to complete tasks. The pair also talked about the process OpenAI went through to develop ChatGPT and the direction the company is taking to make sure it continues to be a revolutionary product moving forward.

Watch the replay here.

Marketing Keynote: Marketing in Generation AI

The Marketing Keynote at Dreamforce ’23, titled “Marketing in Generation AI,” unveiled innovations from the Marketing Cloud engineering teams. Salesforce Marketing Cloud GM Steve Hammond emphasized efficiency and the role of AI in scaling personalization. The session introduced prompt engineering and grounding, emphasizing that AI’s effectiveness depends on data quality.

Watch the replay here.

Winter ‘24 Marketing Cloud Release Highlights

This was a big one for all the marketers who attended Dreamforce 2023. That’s because it highlighted all the major enhancements coming to Marketing Cloud this winter.

Sercante Salesforce Product Director Heather Rinke had the honor of co-presenting the Marketing Cloud Release Highlights session with two members of the Salesforce product team: Ruth Bolster, product marketing manager, and Whitni Freeman, lead solution engineer. 

Read the recap here.

Empowering Nonprofits in Times of Change with Data + AI + CRM + Trust

This session introduced Einstein, Salesforce’s proprietary AI, for Nonprofit Cloud, promising nonprofits the ability to leverage predictive and generative AI to enhance donor engagement and data management. It focused on how these tools can simplify the creation of annual reports, segment and standardize donor data, and craft compelling donation appeals.

Overall, the combination of Einstein for Nonprofit Cloud and Data Cloud is seen as a potential game-changer, offering nonprofits automation and insights to better communicate with donors and fulfill their core missions.

Read the recap here.

Biggest Dreamforce 2023 Takeaway: AI is the Future of Business

As we saw in the sessions highlighted in this blog post, AI truly is infiltrating all aspects of business. And Salesforce is investing deeply in the tools. 

Have any other big takeaways from the conference? Tell us about them in the comments. And make sure to sign up for MarDreamin’ 2023, a marketing-focused Salesforce community conference held virtually in November, to keep the AI conversation going.

Original article: Recap: The Big Things Marketers Did at Dreamforce ‘23

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Salesforce is upping their game in the race to incorporate the latest generative AI tools into their products. Announced during Salesforce Connections on June 7, Marketing GPT and Commerce GPT are coming to Salesforce customers using Marketing Cloud and Commerce Cloud. 

The features are gonna make it easier for marketers to reach the right audiences and generate emails, and commerce teams will create better shopping experiences and customer journeys. But, the best part is that both Marketing GPT and Commerce GPT can be connected to Data Cloud — meaning the tools can do their thing using data from any source.

History of Salesforce in the GPT game

Both Marketing GPT and Commerce GPT are dependent on Einstein GPT, which is the generative AI version of Einstein. 

For a little back story, Salesforce Einstein is the machine learning model the company rolled out in 2016 to analyze large sets of CRM data. So, Salesforce has been on the AI train for a while already. 

Einstein can do things like predict which customers or sales leads are likely to buy by looking at data from a bunch of sources. Or it can analyze data to determine the best time to send emails to your lists.

You can get it in Marketing Cloud Engagement and Account Engagement, Sales Cloud, Commerce Cloud, Experience Cloud, and Service Cloud, along with other platform tools.

In March 2023, Salesforce released Einstein GPT, which combines the machine learning model Salesforce developed with the chatbot from generative AI company OpenAI. (On a side note, Salesforce is going heavy on the AI devotion and has already invested $250 million into other AI technology companies.)

So, how are Marketing GPT and Commerce GPT related to Einstein GPT?

Both Marketing GPT and Commerce GPT are powered by Einstein GPT — the AI-powered set of solutions that marries Salesforce AI with OpenAI’s technology. They are both iterations of Einstein GPT that are tailored for the respective clouds. Stay tuned because we’re seeing GPT features getting infused across all Salesforce clouds in addition to these two.

What capabilities do Marketing GPT and Commerce GPT have?

Both of the sets of features combine generative AI capabilities, which use data from OpenAI, with Salesforce Data Cloud. That means you can use customer profiles in Data Cloud that include data from any source in real time. And while you don’t have to use Data Cloud to take advantage of the Salesforce GPT features, you’ll definitely be able to do more if you have it.

So, what exactly can you do with Marketing GPT and Commerce GPT?

Marketing GPT Capabilities

We’re really gonna be cooking now by giving the people super valuable experiences through email and content marketing. We already have Einstein features in our marketing back pocket, but now we’re throwing GPT into the overall mix. That means we can use conversational language prompts to get Marketing Cloud to do things for us. 

I mean, it’s not going to organize all those random newsletter graphics you’ve been uploading to Account Engagement without using a naming convention (yet???). But it will do things like analyze the data you have and use that information to predict the best ways to improve your emails. 

Source: Salesforce

Here’s what Marketing GPT can do (so far):

• Segment Creation | generally available Oct. 2023
  This is a whole new fancy way to build your audience segmentation strategy. You can tell Marketing Cloud to create audience segments for you using natural language prompts, and it will help you to improve your targeting using AI recommendations and audience data that’s in Data Cloud.

• Email Content Creation | generally available Feb. 2024
  Ok, so I’m gonna have to see this one in action, but Salesforce said this feature can “reduce writing workload” by creating auto-generated emails. It can potentially be a big one for marketing teams that have the content but stumble with their email marketing.

• Segment Intelligence for Data Cloud | generally available Oct. 2023
  This adds a fancier twist for tracking ROI. Segment intelligence combines first-party audience data, revenue data, and paid media data to show you exactly how your campaigns are doing in relation to your audience segments. 

• Rapid Identity Resolution, Segmentation, and Engagement | generally available Aug. – Oct. 2023
  Salesforce is going heavy on the ‘transform at the speed of your customer’ theme. The mouthful that is this feature basically keeps Data Cloud segments updated in real time so messaging is always relevant and timely.

• Typeface content platform | GA date not given yet
  Using a third-party content generator called Typeface, marketers can create branded visual assets (like email graphics or social cards) inside Salesforce. Stay tuned for this one cuz it could be huge.

These are the features that Salesforce outlined during the announcement, but we’re sure the list will grow with each Salesforce release.

Commerce GPT Capabilities

We’re also getting a bunch of generative AI features for B2C companies that use Salesforce tools for commerce. These are especially cool because ecommerce customers can be a fickle bunch. Getting them exactly what they want when they want it makes all the difference.

Source: Salesforce

Here’s what Commerce GPT can do (so far):

• Goals-Based Commerce | generally available Feb. 2024
  This is one of those a-ha tools for businesses with big growth goals. It unites Data Cloud, Einstein, and Flow to lay out everything commerce companies need to do to reach their goals. Users give it a goal, like increase average order value (AOV) by XX%, and it gives recommendations on how to get there.
  
• Dynamic Product Descriptions | generally available July 2023
  Okay, so we’ve seen how serving up product recommendations based on customer preferences has shaken things up for commerce companies. But now we’re gonna be taking it even further by introducing dynamic copy capabilities for product descriptions. It could be a serious game changer.
  
• Commerce Concierge | generally available Feb. 2024
  Not all of the Commerce GPT features are specifically for Salesforce users. Online shoppers can use Commerce Concierge to find what they need using language prompts across channels from online stores to SMS messaging.

Comments on generative AI + Salesforce from the peanut gallery

My two cents: My mind immediately goes to the content creation features of Marketing GPT. There is SO MUCH copywriting that goes into marketing. And we’ve seen a whole bunch of copywriting GPT tools pop up in the last year, like the free Stensul email toolkit or paid ones like GrammarlyGo. Some people are naysaying the tools in fear that they will replace copywriting jobs, but I don’t think that’s the case at all.

In my experience, leaner marketing teams rarely have dedicated copywriters. Those responsibilities are usually lumped into other marcom roles. I see the tools giving marketers the ability to edit copy instead of writing from scratch. Then, they can have bandwidth to dig deeper with their messaging and present higher quality work that hits their audience in the feels. And being able to do that inside Salesforce just sweetens the whole deal.

I opened the floor to my teammates about what they think about Marketing GPT and Commerce GPT, and here’s what they had to say.

Cate Godley

“I’m excited to see how Marketing GPT can help marketers to craft better subject lines and calls to action to increase engagement with content. There are so many ways to use generative AI to inspire creativity in our marketing efforts, and I can’t wait to see how people are using these tools in new and exciting ways.”

Courtney Cerniglia

“As marketers, we’re constantly asked what content is resonating most with customers, what action will increase likelihood to purchase, and how we identify our highest value leads. Marketing GPT is going to help prove our assumptions and give us the data in real-time, across platforms, so we can quickly pivot and personalize experiences for customers.”

Mike Creuzer

“There have been a few inflection points where human knowledge growth hockey sticked. Gutenberg press took centuries, computers took decades, the internet took years, and this generative AI appears to be taking… months?

According to the 2023 Connections Keynote, there were 1 million users in two months for ChatGPT (if I remember correctly).

We are at the start of the next great change in pace of human knowledge and communication.

2023 is the year where AI is no longer hidden away behind RFID badged doors and is widely available to EVERYBODY in a usable, general way.

In business, AI has been baked into the tools that we use for many years now. But it’s been a one trick pony. It’s now anything WE want it to be, not just what our vendors built.”

Continue the conversation 

What are your thoughts on Salesforce and generative AI? Any hot takes? Tell us about it in the comments, or reach out to team Sercante to see how the tools fit into your overall marketing and operations strategy.

Original article: Salesforce Announces Marketing GPT and Commerce GPT

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In a move that extends beyond the chatbots used to formulate interview questions or write email subject lines, Salesforce is expanding automation capabilities by integrating Einstein GPT and Data Cloud with Salesforce Flow.

So, what does the announcement from Salesforce mean for marketers? 

Bringing Einstein GPT and Data Cloud capabilities into Salesforce Flow means marketers can use the automations to create impressive real-time experiences for customers. And they’ll accomplish that using clicks rather than coding skills.

It’s something that will make the tools easily scalable for Salesforce customers at every growth stage.

How and when can Salesforce customers access it?

The announcement actually involves two initiatives Salesforce is launching. The first is a tighter integration between Salesforce Data Cloud and Flow. And the second is the integration of Einstein GPT and Flow. 

According to John Kucera, senior vice president of product management at Salesforce, customers can use Flow currently with Salesforce database data. The integration updates between Data Cloud and Salesforce Flow are opening up the possibilities, and incorporating Einstein GPT is adding an efficiency edge to the technology. 

Kucera said the Einstein GPT capabilities will be available on an early adopter basis in early fall as part of the Salesforce Winter ‘24 release. He went on to say that the Data Cloud integration will probably be offered as part of a standard Salesforce subscription, and Einstein GPT for Flow may carry an additional charge once those details are worked out.

Einstein GPT and Data Cloud Capabilities

Salesforce introduced Einstein GPT in March 2023 as the world’s first generative AI CRM technology, which infuses proprietary Salesforce AI models with generative AI models from OpenAI and other large AI models. And Data Cloud takes customer data from any source inside or outside the Salesforce platform and harmonizes it in real time.

So what in the world does that mean for marketers?

That means marketers can use information from Data Cloud to generate content and build workflows via Einstein GPT. Since Data Cloud reacts to data changes in real time,  marketers can serve content that adapts dynamically and creates personalized experiences every time.

For example, a marketer could use Einstein GPT to generate an email with dynamic content blocks that update in real time when a Data Cloud field updates based on customer activity.

John Kucera said to SiliconANGLE, “You can give it a prompt such as ‘I want to create a guided workflow for a new customer or create a rule to follow up with an email to customers who haven’t responded in five days.”

Infusing Einstein GPT and Data Cloud with Salesforce Flow

The new integrations are going to turn things up a notch for marketers. Here’s what happens when we incorporate Salesforce Flow into the Einstein GPT and Data Cloud mix. 

What is Salesforce Flow?

Salesforce Flow is a declarative automation tool. It allows you to create complex automations inside the platform using clicks rather than code, so users can get in there without the need for developer skills.  

Marketers use Salesforce Flow for things like managing campaign activations, automating customer onboarding steps, or creating a custom task series for sales teams. 

How can marketers use Salesforce Flow with Einstein GPT and Data Cloud?

Using the Einstein GPT and Data Cloud integration alongside Salesforce Flow is changing the game for marketers who use the platform. That’s because marketers will be able to use conversational chatbots to automate complex workflows and trigger actions in real time.

Users and admins can describe the type of flow they want to build, and then they’ll sit back and watch the chatbot complete the tasks. Or, it can be used to build formulas or search for functions. It removes much of the manual and tedious work that goes into creating complex flows and automations.

Source: Salesforce

For example, a field in Marketing Cloud Engagement detects that a customer added items to their shopping cart, but they left the page without completing the purchase. That triggers an immediate email notification, created via generative AI, that goes to the customer and offers a discount code for them to complete the purchase.

In summary, the three benefits to marketers include: 

• Reduced flow build time
• Access to more options to automate with flow
• Improved real-time personalization for customer interactions  

Get ready for generative AI inside your Salesforce org

We’re on the edge of our seats with anticipation for combining Einstein GPT with Salesforce Flow and Data Cloud capabilities. 

These technologies make us feel like we have a front row to the future of CRM and marketing automation. So, in the meantime, we’ll be thinking about all the ways we can use conversational AI to do all the things us busy marketers do. 

Have any aha use cases you’d like to share? How do you think Einstein GPT, Data Cloud, and Flow are going to work together in your org? Let us know in the comments! 

You can also drop us a line if you’re wondering how you can incorporate these tools into your marketing operations strategy.

Original article: Salesforce Automation Game-Changer: Einstein GPT and Data Cloud Capabilities for Flow

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I saw an email pop in my inbox last week from our pals at Stensul. The subject line read “Simple and quick subject lines? The Stensul way it is.” Inside the email was a link to try out an AI-powered email subject line generator.

I had to check it out.

I spend lots of time in my role at Sercante writing and editing copy for marketing assets like emails, blog posts, landing pages, and social media posts. And I can’t tell you how many times I’ve gotten in an editing hole testing different variations of words for email subject lines until I find the perfect one.

That’s what got me so excited about the tool.

Email Subject Lines that Inspire Action and Curiosity

Each email you send through your marketing automation tool has such a small chance to get people to do the things you’re asking them to do. So, it’s especially important to write an impactful email subject line to get people curious about what your email has to offer. You also have to provide value by offering your reader clear expectations about what’s inside the email. 

I’m thinking the Stensul email subject line generator will be helpful for achieving those goals. I’m also thinking we can use it to create subject line variations for A/B testing.

Trying the Stensul Subject Line Generator on Sercante Emails

I guess the best way to see how this thing works is to dive in. First, I went to the subject line generator landing page and traded my info for access to the tool. A few seconds later, I got an email with my magic link to use it.

Here’s what it looks like:

You’re prompted to enter the text of your email along with details like your company type, industry, and tone of voice along with word limit for the subject line. 

The tone of voice options range from average to entertaining. Here are the options:

• Enthusiastic
• Funny
• Informational
• Casual
• Professional
• Pirate-Like
• Yoda
• Shakespearean

I tested it out using a few older Sercante emails to see what subject lines it produces.

Here are examples from my exploration:

Sercante 2022 Year in Review Email Example

Here’s what I got when copy-pasted the content from our 2022 year in review email and asked for 10-word subject lines.

Original subject line: Join Us In Celebrating Our Milestones

The email:

Results with Enthusiastic Tone:

1. Celebrating a Year of Growth & Opportunity with Sercante!
2. 2022 Highlights: Sercante’s Unforgettable Journey
3. Sercante’s 2022 Milestones: Thanks for the Support!
4. Sercante’s Incredible Growth: Join our 2023 Adventure!
5. Cheers to Sercante’s Success: Let’s Make 2023 Even Better!

Results with Funny Tone:

1. Hold Our : Sercante’s Wild & Wonderful 2022 Recap!
2. Blast Off! Sercante’s Stellar 2022 Highlights Inside
3. Unleashing the Fury: Sercante’s -Filled 2022 Adventures
4. Sercante Turns 5: Our Side-Splitting, Record-Breaking Year!
5. Brace Yourself: Sercante’s 2022 Rollercoaster Ride Awaits!

Note: I love that it’s intuitive enough to throw a dragon emoji in there.

Results with Yoda Tone:

1. Growth & Opportunity, 2022 We Celebrate, Yoda Says
2. Memorable Year, Sercante’s Journey, Learn You Will
3. Gratitude and Success, 2022 Recap, Stronger Together
4. Salesforce Support, Sercante Achievements, Future Yoda Sees
5. Embark 2023, Marketers’ Galactic Adventures Await Us

The Spot & Jenna Molby Partnership Email Example

Here’s more email subject line generator exploration using an email we sent to announce Jenna Molby’s partnership with The Spot.

Original subject line: A shining Salesforce star is joining The Spot

The email: 

Results with Informational Tone:

1. Discover Jenna Molby’s Salesforce Insights on The Spot
2. Elevate Your Marketing with Jenna Molby & The Spot
3. Master Pardot: Jenna Molby’s Tools & Tips Now Live
4. Unleash Your Salesforce Potential: Jenna Molby & The Spot
5. Jenna Molby’s Salesforce Expertise Joins The Spot Library

Results with Informational Tone:

1. Jenna Molby Joins The Spot: Upgrade Your Salesforce Game
2. The Spot + Jenna Molby: A Match Made in Salesforce Heaven
3. Jenna Molby’s Salesforce Secrets Now on The Spot!
4. Boost Your Salesforce Skills with Jenna Molby & The Spot
5. Unleash Your Marketing Superpowers with Jenna Molby & The Spot

Results with Pirate-Like Tone:

1. Ahoy Mateys! The Spot & Jenna Molby’s Treasure Trove Unveiled
2. Sail into Salesforce Success with Jenna Molby’s Insights
3. Chart Yer Course with Jenna Molby’s Ultimate Salesforce Guides
4. Discover the Hidden Gems of Salesforce with Jenna Molby
5. Jenna Molby’s Swashbuckling Salesforce Secrets Unleashed

Results with Shakespearean Tone:

1. Behold! Thee Spot & Jenna Molby: A Veritable Pairing
2. Pray, Joineth The Spot for Molby’s Salesforce Wisdom
3. Salesforce Mastery: Jenna & The Spot Unite in Harmony
4. Rejoice! Jenna Molby’s Tools Now Grace The Spot
5. Hark! Jenna Molby’s Top Guides, Now on The Spot

My thoughts overall on the email subject line generator

This tool is super handy for coming up with subject line variations for emails. I especially see it being helpful when my brain is done and I simply can’t write another word — let alone something that grabs people’s attention.

And that’s the thing about email subject lines. Writing them is often the last thing we do in the email copywriting process. But we should be paying closer attention so we have greater chances of getting clicks from our email recipients.

The more copy the better

I did learn one caveat while using the subject line generator tool. It works better on emails that have a higher volume of copy. My first example was a true newsletter with 667 words of copy, while the second example had about 415 words of copy. 

The generator results were spot on in my opinion for the first email while I was underwhelmed by the results for the second email. That may be because the second example had significantly less copy and sections. It makes sense because the tool needs enough information to pull from so it can summarize into a short subject line. I’m also loving the emoji suggestions, but I didn’t get those with all of my results.

Where AI Tools Fit in Content Marketing

You’ve probably heard lots of talk lately about OpenAI’s ChatGPT tool and other AI-powered chatbots that we’re seeing in the content marketing world. The Stensul Email Subject Line generator belongs to the wave of tools that are powered by GPT4, which is the latest iteration of OpenAI’s chatbot. 

I’ve seen blog and social posts from people who aren’t seeing the potential in these tools. But I think these tools are giving more power to individual content creators.

I was recently discussing how AI tools affect content marketers with my fellow dragon, Marcos Duran. He brought up a great point that he heard in conversations with people at a martech networking event.

Someone said something to the effect of “ChatGPT turns a content creator into an editor.” And I couldn’t agree more.

I don’t know about you, but I’d rather fix a mediocre sentence than start from scratch. And that’s what these AI tools are all about. They create a starting point, and you still need highly skilled individuals to add the human touch. 

What are your thoughts on the impact of AI chatbot tools on content marketing? Be sure to let us know your thoughts on the AI debate in the comments section. Or reach out to team Sercante if you’re looking to add a human touch to your marketing campaigns.

Original article: Playing with the AI-Powered Stensul Email Subject Line Tool

©2025 The Spot. All Rights Reserved.

The post Playing with the AI-Powered Stensul Email Subject Line Tool appeared first on The Spot.

Like many big software companies, Salesforce has an honor they bestow to most influential supporters. They call this the Salesforce MVP program. The Trailblazer Community team recently announced the 2023 Salesforce MVP program inductees, and we were thrilled to see many of our favorite marketing voices on the list.

Marketers don’t always get the recognition they deserve, which is why we’re on a mission to showcase all of the amazing things marketers do. We’re especially excited to highlight the people who are shining the limelight on Salesforce marketing tools for a change.

Background of the program

If you haven’t already noticed, there’s a whole lot to learn about using marketing automation and CRM tools. Salesforce does everything they can to make resources available to customers so the tools are easier to use and customize, but everyone learns in their own way. 

Sometimes we need real people who have been working closely with these tools to teach us what’s possible with them. (You know, like, other customers and people with an outsider’s perspective)

That’s where the Salesforce MVP program comes in. These are all people who share what they know about the platform and personally connect with others who are still learning. 

According to the Salesforce MVP Code of Conduct, MVPs are “lifelong learners who go above and beyond to share their expertise and help the entire community succeed… [and] leaders in the Trailblazer Community who encourage each other, celebrate others’ successes, work collaboratively to make our community and the world a better place, and have a lot of fun along the way!”

Here’s the MVP Hall of Fame and Member Directory, which goes into complete detail about the program.

How Salesforce MVPs are Selected

Wondering how people get a spot in the program? Here’s how the process works:

1. Salesforce opens nominations for MVPs around November each year.
2. Community members either self nominate or can share stories to nominate others.
   • Current MVPs do not need to take action, they are automatically reviewed for renewal.
3. The Trailblazer Community team completes the first round of nomination reviews. 
4. Then, the nominations go through a second round of reviews from a team of Salesforce employees who are active in the Trailblazer Community
5. After that, current Salesforce MVPs provide feedback to new nominations and nomination renewals. 
6. The Trailblazer Community team completes a final review before the Salesforce leadership team makes final calls and approvals.

The 2023 Salesforce MVP Class

Congratulations to everyone who was selected to join the 2023 Salesforce MVP Class! 

Marketers Who Made the New 2023 Salesforce MVP List

We were thrilled to see two people we know from the Salesforce marketing community who made the list. Special congratulations to Ben Lamothe and Vicki Moritz-Henry and thanks for all the work you do for the community!

In fact, we know these two MVPs thanks to their work with the MarDreamin’ conference. Both have presented at MarDreamin’ in past years and have contributed in other ways. 

• View Ben’s past MarDreamin’ presentations
• View Vicki’s past MarDreamin’ presentations

Our team reached out to them to get their thoughts on their new Salesforce MVP honors. Here’s what they had to say:

Ben Lamothe

“Being selected as a Salesforce MVP is an honor and is truly humbling. Giving back to the Salesforce and Account Engagement (Pardot) Trailblazer community that has changed my life and given me so much, is so important to me.”

Vicki Moritz-Henry

“When I transitioned careers into Salesforce, I was astounded by how supportive the community was. There were so many people who encouraged, mentored and taught me over the years. I honestly wouldn’t be where I am now if it wasn’t for them. My motivation is to spread that impact and be that same person for others.”

Andrea Tarrell Added to the Salesforce MVP Hall of Fame

Last but most certainly not least, we wanna send a huge congratulations to the person who started this whole blog (and Sercante) in the first place. Andrea Tarrell has been an influential voice in the Salesforce community for close to a decade, and she’s served as a Salesforce MVP enough years for Salesforce to add her to the MVP Hall of Fame in 2023.

Launching The Spot for Pardot blog is only a small fraction of everything Andrea has contributed to Salesforce Trailblazer Community through the years. She’s spoken at countless events including Dreamforce, Connections, Dreamin’ conferences and user group meetings. Andrea even launched the first virtual conference for marketers on Salesforce in 2020 — MarDreamin’ (formerly ParDreamin’).

Keep being helpful and the rest will fall into place

The Trailblazer Community team received over 2,400 MVP nominations in 2023, so of course some people were disappointed to learn they weren’t among the 24 new MVPs who were selected. The most important takeaway though is to keep going! While the MVP program brings inherent benefits along with it (i.e. free entry to conferences, getting asked to participate in high-profile marketing content), the true benefit is that helping others helps you, too.

When the community grows, we all grow together. And there’s room for us all to be successful in the community. So, keep sharing what you know. Start a Salesforce blog (or you can write for this one!). Apply to speak at community events. Volunteer with a Salesforce mentorship program, like Merivis, for instance.

The possibilities to give back are endless. Tell us how giving back to the tech community has enriched your life in the comments section.

Original article: Congrats to The Salesforce MVP Class of 2023

©2025 The Spot. All Rights Reserved.

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You are 72% more likely to keep reading a blog post when the author uses a data point in the first sentence. That’s because sharing numbers makes it sound like you looked at studies related to your topic. And using those statistics in marketing content makes the information you share seem reliable so people find value in it.

But more often than not, marketing writers do a quick web search to find a statistic. Their quick web search takes them to a blog post where the author uses a statistic but doesn’t say where the stat came from. It seems legit enough, so they grab the stat to use in their blog post.

Our dear marketers have the best of intentions. But these wearers of many hats are usually short on time.

Who knows, they may just pull a number out of thin air and hope nobody looks into it. 

(seriously, don’t cite the 72% stat I just gave you)

Always Check the Numbers

As someone who’s been proofreading and editing marketing things other people write for almost 15 years, I can tell you that I always double check the statistics authors use. 

That’s because the statistics aren’t adding any real value to the piece unless the numbers are reliable and include context around them.

How to Use Statistics in Marketing Content

I’m not knocking using statistics in marketing content at all. I think it’s super important to research what you’re writing about so you can focus on collective knowledge rather than just your own thoughts. And using numbers does catch the attention of your audience and give you an authoritative voice.

But, there’s a right way to do it. And the wrong way.

The Right Way to Use Statistics in Marketing Content

Let’s get you on the right track so you can use statistics in your marketing content and sound like a boss. 

The best way to use statistics is to provide context around the numbers. Then, the reader can understand what the numbers mean to them and truly find value in your content.

Here’s an example of a GOOD use of a stat

“According to a 2022 survey conducted by Content Marketing Institute, 47% of content marketers said they will hire or contract with content producers (writers, designers, photographers, videographers) in 2023.”

Original source that tells you how they came up with the stat

The source we cited here is linked to the original. And the original source includes all the information we need to know to accurately interpret the statistics within the full study. We know it was a 2022 survey from CMI, and the author even provided the survey’s definition of content producers.

After clicking on the link, we find out that On24 sponsored the survey as part of the B2B Content Marketing Report. And the source includes demographic and methodological information on the last slide of the PDF.

Add Context for your Statistics

There aren’t any hard-and-fast rules for providing context about stats to your readers unless your company or organization has defined those rules. 

Your company may have well-defined writing style guidelines you can refer to, and I encourage you to follow them. But if your company doesn’t have that worked out already, then you can follow these simple guidelines and share with your teammates. (consistency is awesome!)

Elements that add context to statistics

• A link to the original source, and check that the link is working
  • Tip: Use a website plugin to check for broken links if you have a lot of content with linked statistics and resources.
• A date to indicate the age of the statistic
• The name of the source

Who is Your Audience?

You know your audience better than we do. That should guide what information to include with your statistics. Give your audience the information they need to understand why that statistic is important to them. 

Things to consider when determining if a source is reliable

On the surface, a statistic may seem reliable when it actually isn’t. The main questions to ask yourself about the statistic are:

• What organization collected the information? Look for studies that were conducted by impartial organizations like universities, industry associations like the CMO Council, and research consulting companies like McKinsey and Forrester. 
• When did they collect it? The study may be old. This is an especially important factor to consider when using statistics related to technology and economics.
• How did they collect it? Look for what methodology was used to collect the data. If it was a survey, look for the sample size or geographic area from which the data was collected. These factors can have a big impact on the reliability of the data points and how the data relates to your message.
• And why did they collect it? The source may be a study funded by a special interest group that structured the study or presented the results in a misleading way.

The Wrong Way to Use Stats in Marketing

For illustrative purposes, we’ll review the WRONG way to use data points in marketing content. 

Here’s a bad example:

“You are 35% more likely to close a deal if you follow up on a lead within 48 hours.”

So what’s wrong with that statement? 

The author did not cite their source for the 35% statistic. And because of that, the reader has no idea what that statistic is based on. The study may have been completed in an industry that isn’t relevant to the reader. Or maybe the study is 15 years old, and we all know that sales processes have changed in that time.

Here’s another example:

“When text in a call to action button is changed from second-person viewpoint to first-person viewpoint, clicks improve by 90%. (www.hypothetical-source-link.com)”

The example doesn’t say where that number came from, but it includes a link to the source (www.hypothetical-source-link.com). So, you click it and find that the www.hypothetical-source-link.com article includes the original source for the 90% stat. But of course, there’s no link to click.

So, you turn to Google. A search of the stat and the original source takes us to a 2013 Unbounce blog post. The blog post author wrote the post in reference to an A/B testing case study from a consulting client, but it doesn’t provide demographic info or sample details. 

The statistic becomes less powerful and when you add context to it:

“According to a 2013 Unbounce client case study, changing text in a call to action button from second-person viewpoint to first-person viewpoint improves clicks by 90%.”

The original example sounds like a generalizable statement. But in reality, the number came from a single test that happened a decade ago. That’s why although the source provided an accurate number in their post, using the statistic in this case isn’t adding value for the reader.

(Hi Unbounce – we mean no disrespect and hope our link boosts your SEO)

What Do You Do When You Can’t Find Reliable or Original Sources

Nobody is forcing you to use that stat. And if they are, then send them a link to this blog post so you can educate them.

The best way to approach the use of stats in your marketing is to lean into information you CAN rely on. And if you don’t have that information, figure out what processes you can put in place to gather reliable information you can use down the road. 

You could build a process to survey your clients before and after engaging with your company, and optimize your reporting dashboards to track the results of your efforts over time. Or, maybe your company could benefit from using a subscription service like Statista to get access to original sources.

Do you have cool stats about your audience that you can share? 

Maybe it’s time to start collecting data about your audience and community. Lucky for you, there are lots of tools you can use to collect data about your audience. 

Read these blog posts about a few of our favorites:

• Net Promoter Score Surveys in Account Engagement (Pardot)
• Salesforce Surveys
• Salesforce Marketing Reporting Tools
• Account Engagement Reporting Tools
• Google Analytics 4 Guide for Marketers on Salesforce

Stats Are Better When You Add Context

Hopefully this post shines a light on using statistics in marketing content. Despite the best efforts of  marketers everywhere, it’s one of those things that I see people get wrong more often than not. 

But, you can get it right every time when you provide context to your statistics. Give the reader details like where the information is coming from, how and why it was collected, and what the date was when it was originally gathered or published. Then they can fully understand what the numbers mean to them.

What are your thoughts on using statistics in marketing content? Any fun horror stories to share? Tell us about it in the comments section.

Original article: The Right Way to Use Statistics in Your Marketing Content

©2025 The Spot. All Rights Reserved.

The post The Right Way to Use Statistics in Your Marketing Content appeared first on The Spot.

We’re getting ready for TrailblazerDX 2023 (formerly TrailheadDX) — which was previously known as the big Salesforce community conference event for anyone who builds on the Salesforce platform using developer or declarative solutions. However, we’re finding that people who fill roles from all corners of the Salesforce ecosystem are traveling to TDX in recent years. That can include Salesforce admins and general users, consultants, and analysts in addition to developers and architects.

In this post, we’ll cover all the things our marketing friends should know about the 2023 TrailblazerDX conference.

2023 TrailblazerDX Details

TrailblazerDX is taking place March 7-8, 2023, in San Francisco as well as virtually through Salesforce+ live streams and on demand after the event ends. Salesforce is expecting around 25,000 attendees who can choose from 200+ technical sessions, product demos, workshops, and hands-on learning.

Go here to check out the official Salesforce description for the event.

If you’re a marketer or support a marketing team from any one of those roles and nerd out about the backend of Salesforce, then there’s a good chance you’ll want to catch a few TrailblazerDX sessions this year. 

Sercante Team TDX Sessions

Team Sercante will be out in full force at TrailblazerDX. If you’re going to be there in person, let us know so we can meet up to chat. 

You can find our dragons dropping knowledge during these sessions:

Account Engagement Extensibility: Automation to the Extreme

Tuesday, March 7 | 12 PM PT | Learn More

Learn how to expand communication channels and expand the event experience with marketing app extensions. Discover how to reduce manual efforts with API V5 for Flow.

Speakers:

• Christopher Cornett, Senior Product Manager, Salesforce
• Adam Erstelle, VP of Technology, Sercante

Discover How Data Cloud for Marketing Unifies Customer Data

Tuesday, March 7 | 1:30 PM PT | Learn More

Customers are constantly changing and your data needs to evolve with them. Learn how to make every digital moment smarter using the power of unified data within Data Cloud for Marketing.

Speakers:

• Adam Erstelle, VP of Technology, Sercante
• Heather Rinke, Salesforce Product Director, Sercante

Evaluate and Make Critical Design Decisions 

Wednesday, March 8 | 12 PM PT | Learn More

Learn how an admin, architect, consultant, and developer approach critical design decisions. See how each role evaluates challenges when solving for specific user needs.

Panelists:

• Skye Tyler, Solution Architect, Exponent Partners
• Adam Erstelle, VP of Technology, Sercante
• Karmel James, Senior Salesforce Administrator , Viz.ai
• Hayley Tuller, Founding Partner & Head of Services, Navigators
• Michelle Hansen, Principal, Slalom

Marketing-focused TrailblazerDX sessions

We’re always on the lookout for sessions our fellow marketers should catch. 

You’ll want to attend these sessions if you’re attending TrailblazerDX in real life this year. But if you’re not gonna be there in person, then check out the full schedule of sessions you can watch virtually on Salesforce+.

Dive into Data: CRMA vs. Salesforce Reports and Dashboards

Tuesday, March 7 | 1 PM PT | Learn More

Review Salesforce reports and dashboards and introduce learners to the world of CRM Analytics. Compare product features, uncover nuances, and take your analytics insights to the next level.

Speakers:

• Rahul Shah, Manager, APAC Delivery, Salesforce
• Mari Greenburg, Principal Instructor , Salesforce

Best Practices for Implementing Data Cloud

Tuesday, March 7 | 12 PM PT | Learn More

Learn to unlock value across the implementation journey for Data Cloud, Salesforce’s customer data platform, from use case discovery to data ingestion, unification, segmentation, and activation.

Speakers:

• Arvind Raman, Director, Cloud Solution Alliances , Salesforce
• Andrew Lee, Product Marketing Manager, Salesforce

Find Your Community in the Cloud

Tuesday, March 7 | 12 PM PT | Learn More

New to the Salesforce ecosystem? Building professional connections and strong relationships requires work. Learn how to forge your own path and create your community with Salesforce.

Speakers:

• Najee Bartley, Marketing Cloud Consultant, Jaimee An LLC

Marketer Networking Knowledge Hour

Tuesday, March 7 | 12:30 PM PT | Learn More

Marketing is as hot as a firecracker, but how do you ignite that spark? Marketers need to constantly be plugged in. Learn about the power of brand advocacy and nurturing community to achieve success.

Community Cove Networking Event

Maximize Mobile Engagement

Tuesday, March 7 | 3 PM PT | Learn More

Learn how to increase user engagement with your mobile app by taking advantage of event-driven journeys, in-app experiences, and push messages.

Speakers:

• Caitlin Dwyer, Senior Product Manager, Salesforce
• Monica Marathe, Product Manager, Salesforce

An Architect’s Guide to Cross-Cloud with Data Cloud

Tuesday, March 7 | 3:30 PM PT | Learn More

Learn the foundations of successful cross-cloud architecture across the Lightning Platform, Commerce Cloud, Marketing Cloud, and Data Cloud from data mapping to integration to environment management.

Speakers:

• Craig Poirier, Sr. Director, Slalom
• Mike King, Sr. Director, Global Salesforce Commerce, Slalom
• Gillian Reynolds, Slalom

Deep Dive into Marketing App Extensions for MCAE (Pardot)

Tuesday, March 7 | 3:30 PM PT | Learn More

In this session, we will examine the different use cases for MCAE External Actions & Activities and demonstrate how to leverage external actions within Engagement Studio to send a webhook.

Speakers:

• Brandon Walton, Consultant, Cypress Learning Solutions
• Tasha Rucker, Founder, Principal Consultant, ReadyCRM

Architect the Ultimate ABM Experience

Wednesday, March 8 | 11 AM PT | Learn More

Learn how Copado leverages Sales Cloud to connect and power ABM journeys across digital ads, BDR outreach, automated nurtures, sales engagement, and field programs.

Speakers:

• Cameron Tyler, Senior Director, Demand Generation, Copado
• Halie Vining, Sr. Director of Field Marketing, Copado

Explore the Marketing Cloud Programming Languages

Wednesday, March 8 | 11:30 AM PT | Learn More

In this session we will cover the programming languages available on the Marketing Cloud Platform and how to use them. We will explore AMPscript, SSJS, GTL, SQL, and more.

Speakers:

• Danielle Larregui, Marketing Cloud Developer Advocate, Salesforce

5 Tips to Optimize Your Data Lifecycle

Wednesday, March 8 | 12:30 PM PT | Learn More

During this session you will learn the five stages of the data lifecycle, common mistakes, how Salesforce can support your data lifecycle  and actionable advice for optimizing the data lifecycle.

Speakers:

• Andrew Fragias, Product Manager, Validity

Activate Customer Data in Journey Builder

Wednesday, March 8 | 1 PM PT | Learn More

Data is the key to personalizing customer journeys. Learn how to activate data from the Customer Data Platform to inform, activate, and alter journeys in Marketing Cloud Engagement.

Speakers:

• Abbe Spaans, Senior Director, Product Management, Salesforce
• Miku Konsolas, Principal Architect, Salesforce
• Tyler Staley, Director of Product Management, Salesforce

Dynamic Content: Personalization Taken to the Next Level

Wednesday, March 8 | 1 PM PT | Learn More

In this session you’ll learn how dynamic content and personalization can reduce unneeded friction points in the buyer’s journey. Powered by Marketing Cloud Account Engagement (Pardot).

Speakers:

• Stephen Stouffer, VP Marketing Operations, SaaScend

Personalize Customer Journeys with Vonage Communication APIs

Wednesday, March 8 | 1:30 PM PT | Learn More

Businesses need to streamline customer journeys across channels. Learn to create customized conversations with Salesforce CRM and Vonage communications APIs and bring together data, systems and users.

Speakers:

• Oscar Rodriguez, Senior Director Global Solutions Engineering, Vonage

Increase Productivity: Customizing the Marketing Cloud

Wednesday, March 8 | 3:30 PM PT | Learn More

Learn how to leverage Package Manager and custom activities to supercharge your customer engagement with Marketing Cloud and empower your marketing teams to do more.

Speakers:

• Mark Rosato, Senior Solution Engineer, Salesforce

TrailblazerDX 2023 Musical Guest: Fallout Boy

Did we mention Fallout Boy is the TDX musical guest this year? 

Those of us who aren’t attending IRL are fighting the FOMO in hopes that the show will be broadcasted live on Salesforce+.

Image: Salesforce

See you at TDX 2023!

So, TrailheaDX was known as the developer conference, but TrailblazerDX opens the doors for everyone on the Salesforce platform to learn how it works. 

And while marketers don’t always get the attention they deserve, we see lots of exciting things on the horizon for our pals. It’s especially evident at this year’s TrailblazerDX conference.

Attending TrailblazerDX in person?

If you’re lucky enough to catch TrailblazerDX in person this year, then we should meet up! 

Visit this page to let us know you’re going. We’ll reach out to find the perfect time to talk. And remember to say “hi” to our dragons who are part of the following TDX sessions:

• Discover How Data Cloud for Marketing Unifies Customer Data | Learn More
• Account Engagement Extensibility: Automation to the Extreme | Learn More
• Evaluate and Make Critical Design Decisions | Learn More

Have a favorite memory from last year’s TrailblazerDX conference? Tell us about it in the comments.

Original article: TrailblazerDX: 2023 Conference Preview for Marketers

©2025 The Spot. All Rights Reserved.

The post TrailblazerDX: 2023 Conference Preview for Marketers appeared first on The Spot.