Since hosting MarDreamin’ in person this year, we’ve gotten a lot of questions about if the virtual experience is still happening. The answer: Yes, but not like you remember. We’re bringing you a fresh take on the virtual conference, designed for how modern marketers on Salesforce learn and connect today.
Instead of long days staring at the screen, this year’s experience is built around flexible content drops, live moments you don’t want to miss, and deeper conversations with your peers that continue long after the mic cuts out. You’ll be able to learn on your own time, engage when it makes sense for you, and walk away with ideas you can start putting into action right away with MarDreamin’: On Tap.
Introducing: MarDreamin’: On Tap
Throughout the month of November, we’ll be dropping fresh content and kicking off community conversations in Slack. No more “I’ll just catch the recording” or a stream of sessions that are just “on in the background”, this will be binge-worthy content released in bite-sized chunks that you can dive into when it’s convenient for you, kicked off with live moments you’ll want to show up for and meaningful conversations where you’ll exchange experiences, ideas, and get actionable takeaways that drive growth.
Let’s back up: What is MarDreamin’?
MarDreamin’ began during the pandemic as a virtual event—when Sercante partnered with industry leaders to bring the marketing community together at a time when in-person meetups weren’t possible. Since then, it’s grown into a thriving, global community of thousands.
As the founding team at Sercante believes in a tech-driven future where real connections thrive, marketing and technology evolve, but the human element and relationships remain the key to driving real growth—and MarDreamin’ is where the community can continue to build those deeper connections so we can all continue to grow together.
How is MarDreamin’ Virtual different this year?
We’re scrapping the three-day marathon “typical virtual conference” feel and evolving the experience to more closely align with how modern marketing pros on Salesforce interact with content and their peers in their daily lives, think: Netflix meets learning—with an afterparty in Slack.
The shift that brings the best parts of in-person events online
Three-day marathons that end in screen fatigue and attendance that means half-listening in another tab and then never making it to the replay isn’t how people truly learn or connect today. Therefore, we wanted to design an experience made up of content and community that fits your workflow and brings the best parts from in-person events online.
The unfiltered conversations in between sessions
The spontaneous moments
The people you connect with
The off-script, honest chats with peers who get it
Plus the sessions where you scribble notes so fast, you couldn’t read them later
It’ll be all the insights, game-changing strategies, and solutions you love from industry experts, Salesforce pros, and thought leaders in a way that meets you where you are today and for the future.
MarDreamin’ On Tap: The Drop + The Thread
MarDreamin’: On Tap will be content drops + community threads, spread across the month of November.
The Drop – A bundle of binge-worthy sessions kicked off by a live moment you’ll want to show up for—AMAs, debates, and unfiltered confessions from marketers in the trenches.
The Thread – Slack threads that get unlocked when the live moment kicks off for insightful conversations that keep going long after the mic cuts out.
Why is MarDreamin’: On Tap a must-attend experience?
MarDreamin’: On Tap is your chance to see what the brightest minds in the industry have to say about all of the latest trends, and how they’re approaching solutions at their organization. It’s an opportunity to tap into their expertise, practical how-tos, and lessons learned from all the ways they have been pushing the boundaries with new ways to engage their customers, maximize AI, and innovate on the Salesforce platform.
Learn in a way that’s convenient for you—and retain the information. With impactful live sessions, and snackable content drops, it allows you to actually be present when it’s convenient for you and walk away with bite-sized actionable insights you can easily remember and bring back to your team.
Be inspired by peer-led content and build deeper connections. Hear from your peers who have been in the trenches and engage in community-led conversations in Slack to learn from each other in a way that fuels creativity and sparks your best ideas.
Maximize impact with real-world value. Every live moment, snackable session, and Slack thread, will be dedicated toward empowering attendees with practical strategies and solutions that they can apply to their customer experiences, role, and careers with the resources and technology they have available today.
Join the waitlist
Join the waitlist for first access to call for speakers, agenda updates, and when registration goes live.
Then get ready to learn from and engage with marketers on Salesforce from across the globe in a way that fits your workflow for real connections and lasting insights that drive meaningful growth.
About MarDreamin’: On Tap
MarDreamin’: On Tap is a fresh take on the virtual conference—a series of live content drops and meaningful Slack threads made for how modern B2B marketers on Salesforce actually learn and connect today. Each drop delivers snackable insights from the pros in the trenches, plus unfiltered conversations that keep going long after the mic cuts off. It’s the best parts of an event—the bold ideas, the smart sidebars, the off-script hallway convos—delivered virtually in a way that fits your workflow, and sparks real growth.
I just got back from the Agentforce World Tour in Boston and my brain is full of ideas. I wasn’t totally sure what to expect, but I ended up walking away with a lot of thoughts on how this new wave of Salesforce tools is going to affect the way we design—and honestly, it’s already starting.
Here’s what stood out to me, what’s changing in marketing design, and what I think we need to start doing differently.
What Salesforce tech I learned about—and why designers should care
The big thing right now is Agents. These are digital agents built into Salesforce that help you build campaigns, write copy, pass tasks between teams, and do all the repetitive stuff we usually get stuck with.
Here’s what stuck with me:
A Marketing Agent that helps write emails, build landing page briefs, and generate campaign ideas
Agents that pass work from marketing to sales to success without everything falling apart
A combo of Einstein and Data Cloud that makes personalization actually doable—not just a buzzword
The whole point is: this tech works in the background, which means the assets we make (emails, landing pages, chat flows) need to be flexible and fast to keep up. If the backend is getting smarter, the frontend has to match.
Why designers should be paying attention:
With marketers using agents to streamline content and campaign creation, we need to make sure that the designs on the frontend are just as easy to be flexible and scale. How can you templatize designs so they can be used for multiple variations and make assets a rinse and repeat process, so that marketing can continue to flow seamlessly to engage customers where they are?
As AI functionality + Data Cloud is making it easier to tailor campaigns on a 1:1 level, designers need to prep for modular, dynamic design solutions that can easily adapt to be used in tandem with these personalized experiences.
How design can make bots, emails, and landing pages better
A lot of chatbot flows feel like someone gave up halfway through. This tech is finally making them better, and as designers, we should be helping that along.
Things that stood out:
Keep bot messages short. Break things up.
Add little visual moments such as spacing, structure, and simple hierarchy
Same goes for emails and landing pages. If AI is helping create content, our layouts should be:
Modular and adaptable. Not every headline is going to be the same length
Built with personalization blocks in mind
Designed to include stuff like product recs, timers, or variations depending on the audience
It’s less about making something perfect once, and more about making something that works in a bunch of different ways.
Marketing tracking and data = smarter creative decisions
I used to skip over the data talk. But now that I see how it connects to the creative side, I’m paying more attention.
Salesforce showed how live audience data helps trigger different campaign paths. And if we know who we’re designing for, we can make better choices.
Things I’m going to start doing:
Ask who we’re designing for before opening Figma
Build layouts that make A/B testing easy
Stop hanging onto designs that don’t perform, even if they look good
Key takeaways for fellow designers working in Salesforce-powered marketing
Design for flexibility. AI needs space to breathe, your layouts should anticipate variability.
Think like a builder. Modular, testable, scalable.
Keep it human. No matter how smart Agentforce gets, people still connect with thoughtful visuals, clear flows, and real emotion.
Ask for data early. It’s not just for reporting, it can inform design choices from the start.
If you’re a designer in the Salesforce space, this is your sign to get used to automation tools, AI agents, and your marketing team’s strategy. It’s not about being replaced, it’s about being empowered.
In 2024, Sercante and Salesforce community experts hosted the 5th MarDreamin’, the virtual community conference for marketers on the Salesforce platform that brings together the brightest minds in marketing to share knowledge, network, and transform strategies for growth. For the first time, MarDreamin’ is being taken to a whole new level with the first-ever in-person event: MarDreamin’ Summit.
Save the Date for May 7-8, 2025, to join an exclusive group of marketers in the community with a balanced mix of all experience levels, plus Marketing Champions, and Salesforce MVPs to gather in Atlanta, Georgia, for a peer-led, curated experience, to have deeper conversations, build lasting relationships, and learn from one another in a way that the virtual world can’t replicate.
What is MarDreamin’ Summit?
MarDreamin’ Summit isn’t just a conference—it’s a curated, no-fluff gathering for marketers redefining what’s possible with Salesforce. This day-and-a-half conference will feature expert-led, interactive workshops, peer-led, insightful sessions and panels, and exclusive networking opportunities where the conversations you have and the people you meet, are purposed to genuinely elevate your marketing game.
Every attendee will get to contribute, have their voice be heard, and will leave with actionable strategies, practical insights, and lasting connections to elevate their careers and drive real business impact.
This is an experience built by marketers for marketers. Expect the real-talk, you’ve come to love at MarDreamin’, in a learning-centric environment, where real marketers share real stories and solutions using the technology you can access right now.
Tell me about the agenda
Here’s a sneak peek at what’s in store at MarDreamin’ Summit:
Day 1: Workshop Day – May 7 (Half Day)
Engage in interactive, hands-on training sessions led by Salesforce-certified instructors. These workshops are designed to equip you with practical skills and strategies to:
Thrive in your role and propel your career forward
Day 2: MarDreamin’ Summit – May 8 (Full Day)
Day 2 is the main event! Look forward to an exhilarating summit of keynotes, panels, and insightful sessions across multiple floors. Highlights include:
Exclusive, in-person only content
Intimate networking experiences with peers and industry leaders
Insightful conversations to spark inspiration and build deeper relationships
Practical solutions to tackle the latest industry challenges
Live demos of the top solutions focused on learning what’s possible
Curated experiences where every unique voice contributes to community impact
Why MarDreamin’ Summit is a must-attend event
There are so many stellar community conferences out there, why should MarDreamin’ Summit be added to your calendar? Here are the top five:
Build deeper community connections: Step into a room full of marketers ready to engage and share their experiences, a space where everyone brings unique insights to the table to foster meaningful conversations, elevated learning, and lasting relationships.
Advance your skills with hands-on learning: Participate in interactive workshops tailored for all experience levels to be more efficient in your role, reach goals faster, and create even better customer experiences that drive real impact for your business.
Be inspired by peer-led content: Hear from your peers that have been in the trenches and engage in audience-led discussions to learn from each other in a way that fuels creativity and sparks your best ideas.
Maximize impact with real-world value: Every workshop, keynote, panel, networking experience, and session will be dedicated toward empowering attendees with practical strategies and solutions that they can apply to their customer experiences, role, and careers with the resources and technology they have available today.
Thrive in a curated, impact-driven environment: All demos and solutions shared will be focused on learning what’s possible to empower attendees with methods to solve real marketing challenges with effective tools—without the pitch.
What makes MarDreamin’ Summit different from other Dreamin’ events?
MarDreamin’ has been known in the ecosystem as being the must-attend, virtual conference for marketers on Salesforce. It has connected marketers from across the globe with attendees from 55+ countries sharing their challenges, experiences, best practices, and proven solutions to learn and grow together. MarDreamin’ has been the blend of powerful technology meeting the human connection that drives growth in careers, business, and fuels attendees’ most innovative ideas to create un-matched customer experiences.
Now we’re bringing this energy, in person for the community to connect like never before. MarDreamin’ Summit, is where marketers can gather with their peers on a deeper level, have their voice be heard, and feel supported by others who have been there and get it, and grow their skills to drive meaningful impact.
MarDreamin’ will still be held virtually in the fall.
For those unable to attend in May, MarDreamin’ 2025 will return virtually this fall with incredible content and community engagement. Stay tuned for details!
Want to Be a Part of the Action?
Pre-register: Seats are limited for MarDreamin’ Summit and the content will be carefully crafted and selected to support maximum learning for every attendee. Pre-register here to express your interest and share more about your goals for attending.
Be a Speaker: Have a great session idea? Start thinking about your proposal and visit the Call for Speakers page to learn more about speaking at MarDreamin’ Summit. Then stay tuned for when the call for speakers opens!
Don’t miss out on MarDreamin’ Summit!
Spaces are limited for this exclusive, in-person curated experience, so be sure to pre-register to request your seat. Whether you’re looking to advance your skills, build transformative connections, or gain fresh insights to drive growth, MarDreamin’ Summit is the place to be.
Join the community in Atlanta this May for the curated in-person experience of the year for marketers on Salesforce!
About MarDreamin’ Summit
MarDreamin’ Summit is a curated gathering for marketers redefining what’s possible with Salesforce. With peer-led sessions, hands-on learning, and intimate networking experiences, where every unique voice is heard, in an impact-driven environment, attendees have the opportunity to connect and learn from each other on a deeper level—in a way the virtual world can’t replicate. Pioneered by Sercante and Salesforce community leaders who get it, the MarDreamin’ Summit experience cuts through the noise and inspires creativity, from real marketers, real insights, and real connections.
Event marketing is a fantastic way to connect with your audience, build brand awareness, and generate leads. However, managing event marketing activities can take time and effort. That’s where Account Engagement can help — in more ways than you probably thought!
Salesforce Marketing Cloud Account Engagement (f.k.a. Pardot) can streamline your event marketing efforts from initial promotions and registrations to post-event follow-up and nurturing. In this post, we’ll explore how you can use Account Engagement for event marketing to ensure a seamless and impactful experience. We’ll show you which out-of-the-box tool(s)we recommend using at what time during the event process so you can maximize your efforts.
Using Account Engagement for Event Marketing: Planning and Promotion
A marketing event is only as good as the planning that goes into it. Ensuring you have your campaigns and other assets created in advance with a clear goal and structure in mind will dramatically improve the organization of your initiatives and enable consistent reporting down the road.
Here’s how to do that.
Set Up Your Event in Account Engagement (Pardot)
If you’re using Connected Campaigns, start by creating a campaign (or hierarchy of campaigns) in Salesforce for your event. This will help you track all marketing activities and ROI related to the event. You’ll then associate all your event assets (emails, landing pages, forms) with these campaigns later.
If you’re not using Connected Campaigns, then we highly recommend you read this blog post to understand the advantages of Connected Campaigns and how to enable the feature. Then, reach out to Sercante if you’re unsure of your next steps.
Create Your Campaign Structure
These are the steps to create your campaign structure:
Navigate to Campaigns and click on + Add Campaign.
Name your campaign using your organization’s standard naming conventions.
Set default and/or custom fields, like cost, start/end date, and type.
If it is a child campaign, select the appropriate parent to create your hierarchy
Ensure your campaign is marked “Active” so it can sync with Account Engagement via Connected Campaigns.
Design Event Registration Forms
Now it’s time to design your forms to collect attendee information such as name, email, job title, and company.
Under Content > Forms, click + Add Form.
Ensure your form includes fields that are crucial for segmenting and personalizing follow-up communications.
Develop Event-Specific Landing Pages
Create engaging landing pages to capture registrations. These pages should highlight the event’s benefits, speakers, and agenda, and include a clear call-to-action (CTA).
Navigate to Content > Landing Pages and click on + Add Landing Page.
Choose a layout template that fits your event’s branding.
Customize the page with relevant content and images.
When prompted, select the form you created in the previous step.
Promoting Your Event
Develop Email Marketing Campaigns
After all, Account Engagement is an email marketing platform! Let’s use that core functionality to promote our event. Next, you’ll create a series of emails to promote your event.
Your campaign will include some form of the following emails:
Invitations
Reminders
Last-chance registration prompts
Follow-up correspondence with attendees
Some emails may be used as List Emails, while others may be automated sends using email templates.
I always recommend my clients have a comprehensive, universal email template on hand in their org. What I mean by that is a repeatable template that has lots of different sections for all types of emails. You’d clone this template, remove the sections you don’t need, and save.
On the right is an example of a Sercante Ultimate Email Template the team built for The Spot. It’s a common request our clients bring to us, so drop us a message if you don’t have a universal email template and want to get one.
Sending One-Off List Emails
If you’re sending a one-off List Email, follow these basic steps:
Navigate to Account Engagement Email > List Emails and choose one of your published Email Templates.
Modify your sections accordingly, while keeping consistent branding.
Craft compelling subject lines and body content that convey the value of attending your event.
Include a call to action, depending on the needs of the event.
Make sure to always test before you schedule or send your emails. There’s a handy QA checklist in this blog post so you can hit the send button confidently.
Go to Prospects > Segmentation Lists and create lists based on criteria such as past event attendance, industry, or engagement level.
Use dynamic lists for criteria-based segmentation (i.e. location, job title, CRM status).
Use static lists for manual segmentation (i.e. adding individual prospects to an invitation list).
Want to go a step further? Use social media connectors
Tap Account Engagement’s social posting capabilities to promote your event on LinkedIn, Twitter, and Facebook. You’ll need to set up your social media connectors under Account Engagement Settings > Connectors and log in to connect your social media accounts with Account Engagement.
Under Content > Social, you can create, manage, and schedule social posts. To complete the circle, you can insert CTAs in your posts that link back to your event landing page.
Managing Marketing Event Registrations with Account Engagement
Tracking Registrations
Forms
Use Forms to ensure all data flows into Account Engagement seamlessly. There’s a handy form style generator here you can use to customize your forms to match your branding.
Navigate to Content > Forms and click + Add Form (or clone one you already have!)
Map your fields to capture all necessary registration information.
Ensure you customize your Completion Actions for autoresponders, assignments, campaign membership, etc.
Automation Rules for Registration Management
If Completion Actions don’t offer the functionality you’re looking for, consider creating Automation Rules to manage registrants.
Automation Rules allow you to automate actions such as adding them to a list, sending confirmation emails, or notifying your sales team when hot prospects or accounts are actively engaging.
Go to Automations > Automation Rules and click + Add Automation Rule.
Set criteria (i.e. form completion) and corresponding actions (ie. add to list, send email, update campaign member status).
Once you’re ready to run it, make sure you “unpause” the automation rule.
Confirmation and Reminder Emails
For this, we highly recommend using Account Engagement’s automated nurture engine: Engagement Studio. This powerful tool comes out of the box with all MCAE editions.
Under Automations > Engagement Studio, you can create intelligent nurture programs to automate follow-up, update records and act immediately on interactions with your prospects.
Sending Confirmation Emails
Ensure that every registrant receives an immediate confirmation email with event details.
Reminder Emails
Schedule reminder emails leading up to the event to keep registrants engaged and reduce no-shows. Create a series of reminders — starting a week before the event, a day before, and a few hours before the start.
Event Marketing Doesn’t End There. Keep it Going!
You’ve made it to the day of your event! While your pre-event promotion is over, and your email invitations and reminders have all been sent, you can still use Account Engagement to engage with your prospects during and after the event, and throughout the sales process.
During the Event
Engaging Attendees with Personalized Content
Use Account Engagement’s dynamic content features to personalize the content displayed to attendees based on their profiles.
Navigate to Content > Dynamic Content and create content blocks that change based on prospect data (i.e. industry, job title, location).
Real-Time Data Collection
Use Account Engagement’s tracking capabilities to monitor attendee interactions during the event, such as session attendance and engagement with event content. You can also implement tracking codes on event-related pages and materials to capture real-time data.
Feedback Forms
Create and send feedback forms immediately after each session to gather attendee insights and improve future events. This is a crucial step that will help your team continuously improve and build stronger relationships with your audience.
Post-Event Follow-Up
Analyzing Event Performance
Generating Reports
Use Account Engagement’s reporting features to analyze event performance, including registration numbers, attendance rates, and engagement metrics.
Navigate to Account Engagement Reports to view detailed reports on your event’s asset performance (forms, landing pages, emails, etc.).
You can filter and export data, or use other tools like Salesforce Lightning Reports or B2B Marketing Analytics for more advanced reporting and data visualization.
ROI Analysis
Calculate the ROI of your event by comparing the costs associated with the event to the revenue generated from leads and opportunities.
Use Account Engagement’s ROI reporting tools under Reports > Marketing Assets.
Nurturing Leads
Follow-Up Emails
Create a series of follow-up emails to thank attendees, share event highlights, and provide additional resources. Use Engagement Studio to automate these follow-up emails for timely and relevant communication.
Lead Scoring and Grading
Update lead scoring and grading models based on attendees’ behaviors during the event.
Go to Account Engagement Settings > Scoring to adjust scoring rules, and use this updated data to prioritize leads for sales follow-up.
Re-Engaging Non-Attendees
Post-Event Outreach
Don’t forget about those who registered but didn’t attend. Reach out with recorded sessions, summaries, and key takeaways to keep them engaged. Use segmentation lists to identify non-attendees and create a specific follow-up campaign for them.
Surveys and Feedback
Send a survey to non-attendees to understand why they couldn’t attend and gather insights to improve future events.
Use Forms to create and distribute these surveys, and analyze responses to enhance your event strategy.
Planning Future Events
Reviewing Your Feedback
Incorporate feedback from attendees and non-attendees into your planning for future events to continuously improve the experience.
Use Account Engagement Reports > Forms to analyze the feedback forms you’ve sent after previous events, and make data-driven decisions and adjustments to your approach.
Early Bird Promotions
Start promoting your next event early with exclusive offers and early bird discounts to previous attendees.
Use Account Engagement Email to create and send promotional emails, and leverage Dynamic Content for personalized offers.
Now you’re an Account Engagement event marketing pro!
Using Account Engagement’s powerful features and capabilities, you can streamline every aspect of your event marketing activities, from initial planning and promotion to post-event follow-up and long-term nurturing. This ensures a seamless and impactful event experience and maximizes your marketing ROI and strengthens your relationships with prospects and customers.
Utilizing Account Engagement for event marketing can lead to more organized, efficient, and successful events, ultimately driving more meaningful interactions with your customers.
Consumers today want personalized experiences from beginning to end. This is why Sercante is thrilled to announce that The Home for Marketers has undergone a transformative name change. We’re marking a new era of comprehensive strategies focused on growth services.
This is more than a rebrand! It’s a reflection of Sercante’s expanded vision and commitment to driving radical business impact across all teams inspired by our recent acquisition by Trilliad. Our new home at dreamforce will be a place for anyone in sales, customer success, and marketing to gather. Without further ado, we are excited to introduce the Growth Lounge at Dreamforce 2024.
Introducing The Growth Lounge
The atmosphere and unique space that the Home for Marketers has offered in the past will still be returning to San Francisco, but we now extend an invitation to friends in sales and service as well. Renamed The Growth Lounge, this space will serve as the central hub for professionals across marketing, sales, and service to gather, spark inspiration, and exchange ideas on elevating customer experiences and through the latest technologies.
The Growth Lounge at Dreamforce is designed to foster deeper connections among these crucial teams. We’re promoting collaboration and alignment that are essential for delivering seamless interactions for consumers across any industry. This transformation reflects the growing recognition that customer experience is a shared responsibility across all departments.
Opening Doors to Sales and Customer Success
The Growth Lounge is dedicated to opening doors for sales and customer success teams. We want to be sure these teams have the tools and support needed to thrive. We believe growth is a collective effort, and by integrating the expertise of these teams, we can drive significant business outcomes.
Sales teams can tap our insights and strategies to identify new opportunities, while customer success teams can enhance their engagement efforts for long-term customer satisfaction and loyalty. This cross-functional approach not only boosts individual team performance but also contributes to the overall growth of the organization.
Why the Growth Lounge Matters
When a consumer enjoys a seamless interaction with your brand, they shouldn’t be able to distinguish whether they are dealing with marketing, sales, or service. They are simply having their own personal experience, and here at Sercante, we strongly believe that it is that consistency that fosters loyalty and satisfaction. The Growth Lounge aims to facilitate the integration and cooperation by creating a safe space to foster new connections, discover tech to level up your game, and receive live support from experts.
Join us at Dreamforce
If you’re heading to Dreamforce this year, make sure to RSVP for your FREE 3-day pass to The Growth Lounge.
This year, we are hosting the lounge September 17-19, 2024 from 8:00 a.m. to 4:00 p.m. each day at Yerba Buena Bar. And that’s not all! There’s so much more to join in on while at Dreamforce 2024.
Marketer’s Meet Up
We have set aside time to mix and mingle with our fellow marketers and we hope you do not miss out! Along with your free pass to The Growth Lounge, Sercante will be hosting a mix and mingle for sales, marketing, and customer experience professionals before Dreamforce even kicks off.
There’s nothing quite like ending a day at Dreamforce than with a Sercante hosted party “In the Clouds.” We will be celebrating cross-cloud collaboration and business growth with all of you, along with a live band and DJ to keep the party going following day one of Dreamforce’s festivities.
RSVP today so you don’t miss out on the celebration.
Tuesday, September 17, 2024
7:00 PM – 12:00 AM
715 Harrison
Our Fellow Sponsors
Not only do you have the opportunity to connect with several Sercante Dragons who will be in attendance, but we would be remiss without calling out our fellow Growth Lounge sponsors. When you stop by The Growth Lounge, you will also have the opportunity to meet up with other like-minded industry experts to discover new tools, tips, and tricks to take your business growth to the next level.
Our sponsors will be hosting live demos, providing free support, and, of course, there will be tons of swag!
Don’t miss out on your chance to be part of a community committed to redefining customer experience through collaboration and innovation. We look forward to seeing you at Dreamforce and working together to take the standards of customer interactions further than ever before.
It’s that time of the year again — when marketing, sales, and service professionals from around the globe gear up to reunite in Chicago, IL for the highly anticipated Salesforce Connections 2024 conference!
What is Salesforce Connections and why you should attend?
If you’re new to the ecosystem or never heard of this conference, here’s the lowdown.
This year Salesforce Connections 2024 is happening on May 22 – 23, at the McCormick Center in Chicago, Illinois. This annual two-day conference, hosted by Salesforce, is a must-attend event for anyone who delivers exceptional customer experiences, specifically digital marketers and commerce professionals who use the Salesforce platform. The 270+ sessions at this conference cover topics trending in the general marketing and Salesforce ecosystem like AI, CRM, and data strategies.
Who should attend?
If you’re a Salesforce user or a marketers who use Sales Cloud, Marketing Cloud, and Commerce Cloud, then this event is made just for you. The real magic lies not just in the sessions, but also in the immersive networking opportunities you will find throughout the week that can transform your career.
This is a filtered view of our team’s top picks for the upcoming conference, be sure to add them to your agenda.
Marketing Keynote
Marketing Keynote: Reimagine Personalization with Einstein 1
Description: The AI revolution is here to stay. Keep up by learning how Einstein 1 unlocks new ways for marketers to use trusted data and AI to fuel better personalization, business outcomes, and relationships. Add to your agenda >
AI & Data Cloud
Prep Your Small Business for Using AI in Marketing Description: In this roundtable, we will discuss three ways small businesses can prepare to successfully use AI in their marketing. Be sure to say hi to our VP of Technology, Kirsten Schlau, after the session. Add to your agenda >
How to Elevate Your B2B Marketing with Data and AI (Account Engagement)
Description: Hear how Einstein functionality in account engagement helps marketers save time and scale customer engagement. Plus, learn how to prepare your data and marketing team to realize the full value of AI. Add to your agenda >
Marketing Cloud
Create Connected Journeys for Your Small Business Customers (Growth)
Description: Learn how small businesses can leverage Salesforce flows and data from marketing, sales, and service touchpoints to create connected customer journeys. Add to your agenda >
Unlock B2B Marketing Innovation with Data and AI (Account Engagement) Description: Learn how Account Engagement and Data Cloud can help B2B marketers unlock data outside of the CRM for more personalized journeys. Plus, learn how data and AI are accelerating B2B marketing innovation. Add to your agenda >
Align Sales and Marketing with Account Engagement in Slack (Account Engagement)
Description: Learn how to accelerate lead conversion, enable sales efficiently, and deepen customer relationships with stronger sales and marketing teamwork through Slack and Marketing Cloud Account Engagement. Add to your agenda >
Unlock Data to Power Personalization and Ignite Engagement (Engagement)
Description: Join us to see how we’re helping financial services marketers to make data their competitive advantage in powering relevant engagement journeys at each stage of the customer lifecycle. Add to your agenda >
How to Connect Customer Journeys from Doorsteps to Digital (Engagement)
Description: Learn how top communications service providers are increasing both physical and digital conversion rates with a unified data strategy that enhances their targeting and journey personalization. Add to your agenda >
Marketing Operation Fundamentals
Learn How to Improve Your Email Sender Reputation
Description: Deliverability can seem like a puzzle, but together we’ll break it down so you can set your email program up for success. You’ll develop a strategy to manage, monitor, and understand deliverability. Add to your agenda >
The Three P’s of Migration — Platform, People, and Process
Description: Join Women in Tech Leadership to discuss the importance of a healthy relationship between marketing and IT, associate training, an MVP mentality, building a platform foundation, and value stories. Add to your agenda >
Beyond the sessions: What else should I expect?
Life is more than just work, after all, no Salesforce conference is complete without a little celebration. Last year, we brought you a Wildly Epic Night (check out the gallery), and we are back at it again this year. Come celebrate your achievement and forge new connections with us!
A happy hour to match digital experiences that delight
Join us this year for the Roof Rhythms & Refreshments Happy Hour hosted by Sercante, Stensul, and SalesWings at ROOF. We’re teaming up with Stensul and SalesWings to create an evening as meaningful as the digital experiences we deliver to our clients.
Form real connections with people who get it and dance to a live band playing your favorite hits so you can feel radical impact on the first night of Connections. It’s at the iconic ROOF on theWIT and space is limited, so be sure to RSVP to secure your spot!
Wednesday, May 22, 2024 Time: 7:00 – 10:00 PM Roof Gallery at ROOF on theWIT Register now >
Stay tuned to more celebrations popping up closer to the event.
How to connect with Sercante at Connections
Still undecided? Be sure to follow Salesforce’s social media accounts and website for updates (you may even score a discount). Below are a few opportunities to connect with our team during the conference to explore new opportunities and industry insights.
Join our session “Prep Your Small Business for Using AI in Marketing” with Kirsten Schlau (Sercante) and Charlotte King (Salesforce) Add to agenda >
Let’s chat about career growth – check out new roles at Sercante Browse roles >
See you at Salesforce Connections 2024
Regardless of whether you attend in person or virtually (through Salesforce+), tag us on LinkedIn with your best moments. We’d love to be part of your conference experience.
