Confused by your Salesforce data? You’re not alone.
Salesforce Intelligence can turn disconnected data into actionable insights—but only if you know where to look. This hands-on workshop will show you how.
Next sessions: March 6th 2026 | 11:00 AM - 1:00 PM EST
NEW 2026 DATES COMING SOON!
Experience the Interactive Salesforce Intelligence Workshop
This live, instructor-led session gives you hands-on experience with Salesforce’s reporting and analytics tools. You’ll explore how to analyze campaign performance, understand lead quality, and use built-in AI features like Einstein to uncover opportunities for optimization.
Online, Virtual Instructor-Led
Marketing Analysts & Managers
CRM & Sales Enablement Teams
RevOps Leaders
Business Intelligence Specialists
Up to 5
1-3 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 Intelligence Workshop
Identify and fix common performance issues that may be slowing down your dashboard visuals.
Learn how to leverage out-of-the-box Einstein features for faster marketing insights – no development needed.
Explore underutilized Salesforce features and see how to get more out of your instance.
Understand how to dynamically archive data, combining detailed recent records with summarized historical data.
Discover how Activation Center can raise decision points quickly and automatically adjust campaign strategy.
Session includes:
Performance Optimization
Identify and resolve dashboard performance issues through layout, widget, and calculation best practices to ensure smooth and efficient reporting.
Einstein Insights
Learn how to use out-of-the-box Einstein features to generate quick, AI-driven marketing insights.
Data Management & Automation
Understand how to automate error monitoring, dynamically archive data, and maintain accurate, scalable reporting across your instance.
Triggered Actions & Advanced Use Cases
See how to apply Salesforce Intelligence automation, from starting or stopping campaigns to real-time alerts – to keep marketing decisions responsive and data-driven.
Key Benefits of the Salesforce Intelligence Workshop
Gain a deeper understanding of Salesforce Intelligence (Datorama) and how to optimize it for your organization.
Improve reporting accuracy and speed through better performance and monitoring practices.
Empower your marketing team with practical, low-effort techniques to get faster insights and make smarter decisions.
Keep your campaigns agile and responsive through automation and real-time data actions.
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 Intelligence 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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