Is your team ready to personalize customer experiences in real time?

Learn the core terminology, principles, and capabilities of Salesforce Personalization—and get hands-on experience building a real campaign inside a Munvo-provided environment.

Next sessions: February 12th & March 11th 2026 | 11:00 AM - 1:00 PM EST

Experience the Interactive Salesforce Personalization Workshop

This instructor-led workshop introduces Salesforce Personalization fundamentals, inbound principles, and real use cases. Participants will log in to a Munvo-provided instance and follow guided steps to build a sample campaign.

Online, Virtual Instructor-Led

Digital Strategy & Customer Experience Leaders
Marketing & Delivery Specialists

Up to 5

2-3 hours

Fill out the form below to download the agenda for this workshop. Inside, you’ll find an overview of the session and what you can expect to learn.

Key Takeaways of the Salesforce Personalization Workshop

Uncover New Capabilities: Understand new ways you can communicate with customers in the digital age.

Learn Core Terminology: Gain a foundation of inbound marketing concepts and Salesforce Personalization terms.

Hands-On Experience: Build your own sample campaign using direct access to Salesforce Personalization.

Clarity on Modernization: Walk away with a clear vision of how your marketing can modernize with today’s online world.

Session includes:

Instructor-Led Basics

Introduction to core terminology and foundational inbound principles.

Log In & Setup

Direct access to Salesforce Personalization to begin building a sample campaign.

Walkthrough

Step-by-step guidance and sample solutions provided by the instructor.

Questions & Answers

Opportunity to ask specific or technical questions.

Key Benefits of the Salesforce Personalization Workshop

Understand Salesforce Personalization basics and how it fits into the broader Salesforce platform.

Explore a real-life use case step by step – without needing to be technical.

Leave with a clear vision of how your marketing can modernize in the online world of today.

Continue Learning Beyond the Workshop

Use these Salesforce Personalization “Clicks Not Code” videos to explore advanced topics like UTM tracking, intent goals, and Einstein recommendations.

In this episode of Clicks Not Code, we show you exactly how to connect third-party campaign traffic—like Google Ads, Facebook, or LinkedIn—to real-time customer actions on your website using Salesforce Personalization.

Learn how to set up goal segments in Salesforce Personalization to optimize for intent. This Clicks Not Code episode shows how to configure Einstein AI and track goal completion—no coding required.

Discover how to use Salesforce Einstein Recipes to deliver personalized experiences with no coding required. Learn to configure, train, and simulate AI-driven recommendations in this Clicks Not Code episode.

Matthew Bell

SENIOR CONSULTANT AT MUNVO

Matthew’s wide-ranging industry experience comprises of outbound and inbound marketing, across diverse vendor marketing ecosystems. At Munvo, Matthew’s blend of business acumen and technological best practices have led him to fortify engagements that enable the marketer within their technology stack, while building reusable systems scaled to specific times or needs.

Interested? Reserve your seat today* and experience Salesforce Personalization the way it was meant for business leaders.

*Please note: This workshop is tailored for professionals from industries outside of IT consulting.

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