As someone who primarily focuses on B2B and Account Engagement, I’ll admit I was a little lost the first time I approached the topic of SMS and Marketing Cloud Growth Edition. SMS was just not regularly part of my Marketing world, so trying to figure out the difference between Long Code and Short Code, go through the provisioning process, and advise others on which code is right for them felt overwhelming. However, thanks in large part to my B2C and Marketing Cloud Engagement focused co-workers, I now have a good handle on this topic and want to make sure others in the community can too! 

Long Code versus Short Code

The first thing to make sense of is the two types of SMS codes within Marketing Cloud on Core, their provisioning process, and which type is right for you.

Note: For some countries only one type of SMS code is currently supported (for example, only Short Code is available for Canada). If you are outside of the US, ensure you check the SMS Rate Card to see which SMS Codes are currently supported for your country.

Long Code

Long codes are a good choice for businesses that want to send messages to a smaller number of customers or create a more personal touch. Long Code SMS is also

• More cost-effective and take less time to set up
• Needed for International SMS
• Needed for Conversational SMS
• Has a longer send time (roughly 1 sec per message per recipient)

In summary, if you are sending delivery updates, appointment or event reminders, customer service communications etc. Long Code is likely the better choice. 

Long Code Provisioning

Long Code Provisioning takes between 4-6 weeks and is a multi-step self-service process. 

Step 1: Request a Brand

You’ll need to compile some basic info about your company for this form and then wait roughly 5 business days for the Brand to be approved (aka verified). 

Step 2: Request a Campaign

After your Brand is “verified” you can then request a Campaign. This step is a little more complex and you’ll need to provide some sample SMS messages for the form. Campaigns take roughly 10 business days to be approved (aka registered).

Step 3: Request a Code

Once your Campaign is “Registered” you can complete the final step of requesting your Long Code. This step should only take 2 business days to complete. 

Short Code

Short codes are the preferred method for organizations sending high volumes of SMS and expect very fast delivery times.

Short codes are also country-specific. A short code is only able to send messages to and receive messages from, same-country phone numbers. US short codes can only send to US phone numbers on US carrier networks that have approved that short code.

Short codes are the better choice if you intend on sending promotional messages to a large audience, such as sending limited-time offers and discount codes to all your current customers.

Short Code Provisioning

Short Code Provisioning takes an average of 12 weeks to set up and can only be done through a Mobile Approved Partner. Each partner has their own fees for Short Code Provisioning, but you can expect anywhere between $8k-$15k for this process. 

That was a lot of information, could you put it in a chart?

You got it!

SMS Credits

Both Short and Long Code SMS require Salesforce Messaging Credits to send SMS. Credits are consumed differently based on their multipliers (which can change so ensure you check the multipliers page for the most up to date info). For example, US Short Codes currently have a multiplier of 4 and Long Code a multiplier of 5. Based on 15K text sends, Short Code US requirement will be 60K of Credits , Long Code: 75K of Credits.

SMS and Consent

Consent for SMS channels can’t be imported until after the SMS Code has been provisioned. Once provisioned you can proceed with importing existing consent records to tie opt-ins and opt-outs to your unified individuals. Ensure your phone numbers use the E164 format in your consent files!

What’s next?

After your SMS code has been provisioned and you’ve imported your Consent Records there are a few additional setup steps you’ll want to tackle before you start sending:

• Create a Branded Domain – This allows you to shorten URLs sent via SMS into personalized links.
• Vet your SMS Brand – Improve your sending reputation by validating your identity.
• Set up Analytics – Ensure you’ve installed the SMS Analytics packages

Original article: SMS Provisioning and Marketing Cloud on Core

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While we were all preparing for the New Year, Salesforce was busy getting the Spring ‘25 release notes posted! Let’s dive into what this release has in store for Marketing Cloud Account Engagement (f.k.a Pardot) users. 

Support for the Enhanced Email Builder is Being Phased Out

Support for the Enhanced Email Experience, aka the Account Engagement Lightning Email Builder or the Drag-and-drop builder, is being phased out—meaning that Salesforce is only committed to fixing significant issues going forward, the builder will still be available for use. 

If you saw the release notes right after they were published, they did say that the Enhanced Email Builder was going to be fully retired, but this retirement has since been put on hold.

Again, users of the Enhanced Email Experience can continue to use this builder, but users also have the option to use the New Email Experience (aka the Marketing Cloud Builder). Salesforce has provided a comparison of the three builders here. Keep in mind that the New Email Experience will continue to get updates every release. 

Once this new release is available I will do a deeper dive into using the New Email Experience as an Account Engagement User, so keep an eye out for more info!

Einstein Generative AI supports additional languages

Einstein Gen AI, aka Einstein Assistant, has been expanded to support five new languages: French, German, Japanese, Portuguese (Brazil), and Spanish. Einstein Assistant helps users create landing pages, forms, and email copy and is available to users with Advanced or Premium Editions of Account Engagement.

Easily Enable Marketing Cloud from within the Account Engagement Optimizer

During Dreamforce ‘24, Salesforce announced that all Account Engagement orgs with a current edition (Growth, Plus, Advanced, or Premium) can get access to Marketing Cloud Growth or Advanced Edition at no additional cost. This new platform runs on Data Cloud and can be used alongside Account Engagement to bring more features and functionalities to the Marketing tech stack. The Spring ‘25 release introduces a streamlined setup process for Account Engagement orgs, enabling them to deploy Marketing Cloud Growth or Advanced Edition via the Account Engagement Optimizer. 

Additional Visibility into Email Send Issues

It’s always frustrating when an Account Engagement email fails to send to a prospect and the error message is vague at best. With the Spring release, List Email will provide more reasons on why a send fails and will help point you to configuration issues that can help prevent additional failures. The new Failed Email Sends table will be available in the Account Engagement Optimizer and will display the Prospect’s name, company, failure reason, and other details. 

Additional Updates

• It’s now even easier to connect Account Engagement to Data Cloud with new automatically created Data Streams.
• Copying Assets to Salesforce’s CMS now includes Landing Pages and inline CSS for Forms. Also, orgs can now use V5 of the Account Engagement API to expedite copying Email, Forms, Files, and Landing Pages to CMS. 

Which Spring’ 25 Account Engagement features are you most excited about? Which features do you want to know more about? Let us know in the comments!

Original article: Salesforce Spring ‘25 Highlights: Marketing Cloud Account Engagement

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Congratulations to the 2024 Salesforce Marketing Champions! We are honored and excited that some of our own Sercante dragons were selected as part of this prestigious group. Let’s get to know our new Marketing Champions.

What is a Marketing Champion?

Before we meet our new Champions, what exactly is a Salesforce Marketing Champion? Marketing Champions are nominated by the Trailblazer community for their expertise in the marketing industry, their wealth of knowledge with Marketing Cloud, and for actively helping other members of the Trailblazer Community grow and thrive. 

We also want to send a BIG  congratulations to the entire Salesforce Marketing Champion class of 2024! See the complete list here. 

Meet our new Marketing Champions

Aaron Stayman

• The Spot Author page
• Linkedin
• Location: New York, NY
• Why are you excited about joining the Marketing Champions Program?
  • I am honored and excited to join my peers in this year’s class, and I am eager to learn from the expertise of others. I hope that my presence shines a spotlight on the incredible capabilities of Marketing Cloud Intelligence as a tool for marketers looking to utilize data for decision making.
• Favorite Salesforce Tool:
  • Marketing Cloud Intelligence (f.k.a. Datorama), it’s how I entered the Salesforce ecosystem and still the tool I love to dive into in new and exciting ways every day.
• Something Fun:
  • I am a board game fanatic-my favorite games are Star Realms, Splendor, Business Walrus, and Monikers (depending on the crowd). When I want a lively evening out, I enjoy concerts and Broadway shows (Guternberg! The Musical! is a somewhat recent favorite).

Ambre Juryea-Amole

• The Spot Author page
• Linkedin
• Location: Reading, PA 
• Why are you excited about joining the Marketing Champions Program?
  • Content is in everything marketers touch. I’m excited meet other content marketers through the program and create a better understanding of what works and what doesn’t when it comes to the marketing tools we use.
• Favorite Salesforce Tool:
  • Engagement Studio Programs (Account Engagement/Pardot) – I love all the creative use cases beyond standard prospect nurtures. At the same time, it’s got that user-friendly aspect that makes it easy to turn nurture strategies into Engagement Studio Programs.
• Something Fun:
  • My happy place is skanking in circle pits at ska and punk shows. A couple of my faves in 2024 were Voodoo Glow Skulls, Folly, The Interrupters, NOFX, The Bouncing Souls, Lagwagon, Catbite, and We Are the Union.

Cara Clanton Pope

• The Spot Author page
• Linkedin
• Location: Atlanta, GA
• Why are you excited about joining the Marketing Champions Program?
  • I have been following and learning from my fellow Marketing Champions for years. When I first got started in the ecosystem I remember reading their blogs, being amazed by their knowledge, and just wanting to be part of this esteemed group. I am excited to continue to learn but to also give back to the community. I hope to continue to bring analytics and reporting for marketers to the forefront. 
• Favorite Salesforce Tool:
  • I am a CRM Analytics/ B2B Marketing Analytics girly all the way . I love being able to help customers analyze their marketing efforts. This sounds dorky, but genuinely being able to make a really awesome dashboard that shows how hard the marketing team has been working legitimately makes me excited. 
• Something Fun:
  • I sang in an a cappella group in Atlanta for 10 years! Even though I am retired now, they are still some of my closest friends! I even sang for President Barack Obama in college! 

Heather Rinke

• The Spot Author page
• Linkedin
• Location: Peterborough, Ontario
• Why are you excited about joining the Marketing Champions Program?
  • I have learned from and admired this group of awesome people for a long time. Not just their knowledge, but their willingness to help support others in the community. I’m thrilled to join this group, to continue to learn, and also to give back and pay it forward to help others learn.
• Favorite Salesforce Tool:
  • Salesforce Flow! I’ve been a #flownatic for years and love to build cool solutions for marketing teams. I have been so excited about how this tool has evolved and enjoy digging in and trying out what’s possible. 
• Something Fun:
  • I took up pottery a few years ago and it’s become my favourite way to get away from the computer, chill out, and get my hands dirty.

Theron Troxel

• The Spot Author page
• Linkedin
• Location: Adams, Nebraska
• Why are you excited about joining the Marketing Champions Program? 
  • I’m excited about joining the Marketing Champions Program because it offers an incredible opportunity to network with and learn from some of the best minds in the Salesforce marketing ecosystem.
• Favorite Salesforce Tool:
  • There are so many, but I find myself using Sercante’s HTML to Email Text Converter daily. 
• Something Fun:
  • I’m a huge fan of arcade and pinball machine restoration.  You can find me elbow-deep in wiring, schematics, and bringing vintage games back to life!

Repeat Sercante Marketing Champions

We’re super proud of our new Marketing Champions. But let’s all take a moment to recognize members of the Sercante team who were named Marketing Champions in the past (once you’re in, you’re in for good) and are already seasoned pros when it comes to championing marketing for Salesforce.

• Andrea Tarrell
• Brian Roff
• Cara Weese
• Cate Godley
• Catherine Williams
• Christina Anderson
• Erin Duncan
• Jacob Catalano
• Jordyn Jaffer
• Julian Janssen
• Kelly Ryan
• Kirsten Schlau
• Laura Curtis
• Marcos Duran
• Mike Creuzer
• Mike Morris
• Rich Feist
• Shonica Mitchell
• Taylor Bacchus

Connect with the Salesforce Marketing Champion Community

One of the qualities of a Salesforce Marketing Champion is that they put themselves out there to be helpful to the greater Salesforce community. Champions frequently write blog posts, speak at Salesforce events, lead user groups, answer questions in Slack and trailblazer communities, etc. Consider this your invitation to connect with Marketing Champions!

• Follow Marketing Champions on Twitter and Linkedin with #MarketingChampions
• Connect with Champions in the Trailblazer Community or in Slack in the Pardashians Community
• Check for Trailblazer Community Groups in your area
• Attend a Community Conference or World Tour event

Learn from Marketing Champions during MarDreamin 2024

Original article: Introducing the 2024 Salesforce Marketing Champions: Sercante Edition

©2025 The Spot. All Rights Reserved.

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During the Marketing & Commerce Keynote at Dreamforce 2024, Salesforce announced the latest edition of Marketing Cloud built on Data Cloud  — Marketing Cloud Advanced Edition! Expected to be released in November 2024, this new edition expands the features and functionalities of Marketing Cloud Growth Edition, released in February of this year. 

What Comes with Advanced Edition?

Let’s dive into what Marketing Cloud Advanced Edition brings to the table. 

Path Experiment

Path Experiment allows Marketers to maximize engagement with your audience through testing. This new feature allows marketers to test variations within marketing content, such as different subject lines, variations in channels, such as sending an SMS instead of an email, and even variations in cadence, such as sending an email in 3 days versus 1. Path experiment allows marketers to test up to 10 paths within a single experiment, customize the distribution percentage across the paths, and automatically randomize individuals between the paths to help ensure fair, unbiased results. There is no limit to the number of Path Experiments that can be included in one Flow. 

Einstein Engagement Frequency 

Einstein’s capabilities will also be expanded in Marketing Cloud Advanced Edition. First, we have Einstein Engagement Frequency which assists Marketers in sending the right number of messages to their audience. Einstein Engagement Frequency provides insights into the distribution of email sends and subscriber engagement, suggesting the optimal frequency to maximize engagement. This data can then be used to create segments, allowing marketers to suppress or target subscribers who are over or under-saturated. 

Einstein Engagement Scoring

Next, we have Einstein Engagement Scoring, which helps predict how likely each subscriber is to open, click, and stay subscribed to an email communication. Einstein Engagement Scoring’s data can be used to create segments, send subscribers down different Flow paths, or even help personalize content more effectively. 

Unified Conversations with SMS

With the new Digital Engagement add-on, Marketing Cloud Advanced Edition enables marketers to transform one-way promotions into a conversation with their audience. Marketers can respond to messages in real time using the unified customer data within Data Cloud and automate interactions with connected chatbots. 

Looking Toward the Future

What other features and functionality would you like to see Salesforce bring to Marketing Cloud Growth or Advanced Edition? Let us know in the comments!

Original article: Announcing Marketing Cloud Advanced Edition

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The Salesforce Winter ‘25 Release Notes are out! Let’s dive into what’s new in the Winter ’25 Release for Marketing Cloud Growth Edition.

Streamlined Setup

First things first. Salesforce is working to make Marketing Cloud Growth (aka MCG) easier to manage and keep updated as additional features and functionalities are added. With the Winter ’25 release, users with the Marketing Cloud Admin permission set can now access the setup assistant for easier implementation of MCG. All Data Kits can also be updated with the click of a button on the Marketing Data tab. 

Some Data Kits do require you to then deploy the update within Data Cloud’s ingestion data streams. See this help article for guidance. 

Dynamic Content

I love seeing my favorite Marketing Cloud Account Engagement (Pardot) features show up in MKG! With this release, MCG users can now build Dynamic Content for email subject lines, email preheaders, and email components and even use Einstein Co-Pilot to help with the copy. 

While in the Email Builder, users can create content variations and determine the logic for when a variation is shown.

Event-Triggered Campaigns

A new Campaign template is coming to MCG that will enable Marketers to easily send event-based email messages to their audience. This new campaign can be used when a prospect or client performs an action, such as making a purchase. MCG can then personalize the email with event data. For our “making a purchase” example, the email could contain the order confirmation and details about said order. 

Einstein Co-Pilot

Einstein Co-Pilot continues to expand across Salesforce applications to not only deliver a consistent user experience, but also answer questions and generate content that is grounded in your unique data. Einstein Co-Pilot is generally available for MCG as part of the Winter release and can assist in generating campaigns and copy. If you have already implemented MCG and are currently using Einstein Co-Create, you will need to make some changes to switch to Co-Pilot. Steps to make the switch are coming soon. 

Brand Tone and Identity

Marketing Cloud Growth’s Brand Guidelines are being extended to include Brand Identity and Brand Tone. These brand details help Einstein Co-Pilot better generate content that matches your unique brand and allows you to quickly revise content using a different tone when needed. 

Opportunity Influence

Similar to Campaign influence, Opportunity influence will assist marketers in identifying which campaigns were impactful for opportunities. First-touch and last-touch attribution models will be available as part of the Winter release, allowing marketers to report on which campaigns are most effective during the different stages of the customer’s journey. Opportunity influence will require some backend setup and configuration for accurate reporting, so stay tuned for a more detailed blog post once this feature is available!

And more!

• Einstein Data Prism helps generate more accurate segments by enriching the Data Cloud schema with semantic descriptions. 
• Easily share content across workspaces. This addition is especially helpful if you are using Salesforce CMS for multiple applications, for example MCG and MCAE Lightning Builder. 
• Designate images as decorative for screen readers and other assistive technologies. 
• Give subscribers the ability to manage their SMS preferences as well as opt-out of SMS messaging.
• Create more complex scoring rules by grouping or combining scoring rules. Read more about the scoring capabilities of Marketing Cloud Growth in our previous blog post. 

That is a LOT of updates, and I’m happy to see it! What is your favorite feature coming to Marketing Cloud Growth in the Winter ‘25 release? Let us know in the comments.

Original article: Salesforce Winter ‘25 Highlights: Marketing Cloud Growth Edition

©2025 The Spot. All Rights Reserved.

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The Salesforce Winter ‘25 release notes are out! Let’s dive into Winter ’25 highlights and what Account Engagement (f.k.a. Pardot) users can expect to see come October. 

Duplicate Management!

Back in 2021 we got the Email Uniqueness field that told us whether or not a Prospect’s email address was unique to the prospect. Although this field is super handy, you can’t export its data and it only tells you if there is a duplicate email somewhere in the system. 

Now, All Account Engagement editions are getting bonafide duplicate management capabilities. 

As part of the Winter ‘25 release, Account Engagement Optimizer will help users keep their database squeaky clean by enabling them to view and merge duplicate prospect records.

Default System Emails to Lightning App Links

If you receive system notification emails from Account Engagement, for instance the Daily Prospect Activity report, then you know these emails typically include pi.pardot.com (a.k.a. Pardot Classic) links rather than the, now standard, Account Engagement Lightning App links. 

Fortunately, with the Salesforce Winter ‘25 release, all orgs will be updated to have their Account Engagement system emails to use Lightning App links, directing users to the right app or prospect without having to log into pi.pardot.com.  

Now the only link this update won’t fix is the “Account Engagement URL” field on Salesforce Leads and Contacts. This field will continue to have a pi.pardot.com link. However, you can create a Formula field on the Lead and Contact objects to display the Lightning link instead.

Use the formula: 

SUBSTITUTE( pi__url__c, “http://pi.pardot.com/prospect/read?id=”, “https://company.lightning.force.com/lightning/page/pardot/home?pardot__path=/prospect/read/id/” )

Making sure you update the section in red with your own Salesforce URL. While the Pardot Classic App will forever hold a piece of my heart. I’m excited to see this last remaining vestige of the Classic interface go away. 

Do More with Data Cloud

Account Engagement and Data Cloud’s integration continues to grow with each release. Orgs will now be able to connect form, landing page, and tracked website engagement data to Data Cloud for personalized marketing efforts, calculated insights, and improved segmentation. 

Speaking of Data Cloud Segments, Account Engagement can now have 25 Data Cloud segments per business unit (an increase from 5)! Currently the segment increase only applies to Account Engagement users with Growth or Plus edition. 

Copy Forms and Emails to CMS 

Building on the “Copy Images from Account Engagement to CMS” feature of Summer ‘24, All Account Engagement orgs can now also copy forms and emails to their CMS.

PDF, MP4, and Zip file types are also now supported as part of this release. 

Pause or Cancel Permanent Prospect Deletions

One of the worst feelings as an admin of any system is accidentally deleting something you shouldn’t have. Even worse is when it is a permanent deletion. 

Thankfully, Salesforce is helping you avoid that feeling of dread and doom but allowing for these table actions to be paused or outright canceled. Deletion requests can be paused/canceled in the Table Action Manager found within Account Engagement Optimizer. 

Get help understanding the Salesforce Winter ‘25 release and how it affects Account Engagement orgs

What questions do you have about the new features coming to Account Engagement? Let us know in the comments or reach out to the team at Sercante to start a conversation.

Original article: Salesforce Winter ‘25 Highlights: Marketing Cloud Account Engagement

©2025 The Spot. All Rights Reserved.

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In February 2024, Salesforce released Marketing Cloud Growth Edition, its first marketing automation platform built fully on the Einstein 1 Platform (a.k.a. “On Core”). Marketing Cloud Growth Edition has been rapidly evolving and expanding the features of this new solution ever since, and Account Engagement (f.k.a. Pardot) users are about to get a taste of it.

Update! In the Dreamforce ‘24 Marketing Keynote, Salesforce announced that all Account Engagement orgs can get Marketing Cloud Growth provisioned at no additional cost. Previously, this offer was only for orgs with Growth Edition Account Engagement, but it now includes all orgs with a current edition of Account Engagement. A banner notifying all Account Engagement orgs that they can now get access to Marketing Cloud Growth Edition was published on October 15th. This blog has been updated to reflect the most recent news around this offering.

In this post, we’ll cover how to take advantage of the offer and use Marketing Cloud Growth alongside Account Engagement.

A Note on Naming

Now the naming of this new tool has caused quite a bit of confusion in the Salesforce community as it seems to change on a weekly basis. When launched, this new solution was referred to as “Marketing Cloud Growth Edition” or “Marketing Cloud on the Einstein 1 Platform”. During Dreamforce, Advanced Edition was announced, so this solution became “Marketing Cloud Growth or Advanced Edition” or “Marketing Cloud built on Data Cloud”. Finally, during the Winter ‘25 release, this tool started showing up in Salesforce documentation as just “Marketing Cloud” or the “Marketing Cloud App”, much to the chagrin of Marketing Cloud Engagement users. Now, if you are using Marketing Cloud Growth with Account Engagement, it is being referred to as “Account Engagement on Marketing Cloud” but also “Account Engagement powered by Data Cloud”.

Confused? Yes, me too. But all this is to say there is one new Salesforce Marketing tool that is built on core to bring users a truly unified marketing experience. For simplicity, we will continue to refer to this tool as “Marketing Cloud Growth” for this blog post.

What Account Engagement Users Need to Access Marketing Cloud Growth Edition

1. A current instance of a Marketing Cloud Account Engagement
   This includes Growth, Plus, Advanced, and Premium editions of Marketing Cloud Account Engagement (MCAE). Your MCAE Admins can view your Edition by going to the Account Engagement Settings tab.

2. Data Cloud
   Data Cloud not only unifies customer data for use within Marketing Cloud Growth, but also ensures data continuity between Account Engagement and Marketing Cloud Growth. Free Data Cloud is available for orgs with Enterprise and Unlimited Edition Salesforce customers. If you have a lower edition of Salesforce, check out more information on provisioning and access here.
   
   If you are brand new to Data Cloud or don’t have a Data Cloud Architect at your disposal, don’t fret! Marketing Cloud Growth comes with Data Kits that help map your Marketing and CRM Data to Data Cloud. The free Data Cloud SKU + Marketing Cloud Growth’s out of the box data kits will cover everything most orgs need to get started, but if you’d like assistance with additional Data Cloud Data Streams or want to dive into more advanced Data Cloud use cases, we’re happy to help!

Data Cloud Credits

Marketing Cloud Growth uses Data Cloud’s credits to fuel its activities. So, although MCAE users will get Marketing Cloud Growth at no additional charge, orgs still need to purchase credits to fuel Marketing Cloud Growth. Think of it like you’re being given a car, but you still have to purchase the gas to make it run.

If you’re new to Data Cloud’s consumption model, our previous blog post and this Trailhead module will help give you an idea of how this works and the different types of credits available. If you’re using the Free Data Cloud SKU to get started, note that this does include some credits to fuel data ingestion and unification. However, orgs will need to reach out to their AE to purchase the credits that fuel sending emails, sending SMS, compiling Segments, and using Einstein.

You don’t necessarily have to purchase these credits before implementing Marketing Cloud Growth for testing purposes, but you may be limited in the features you can play around with without them.

Getting Started

Here are a few things to keep in mind as you start using Account Engagement and Marketing Cloud Growth side by side.

Understanding Consent and Subscriptions

Consent works a little differently between the two systems. 

Account Engagement has a permission-based marketing policy, meaning that although there is no default “Opt-in” field, users must certify that they only contact prospects who have expressly consented to receive marketing communications. 

In Marketing Cloud Growth Edition, consent is a bit more rigid. To send marketing communications, each prospect must have a Consent Record comprising of:

• The Contact Point (email or phone number)
• The Marketing Channel (Email, SMS, etc.)
• The Communication Subscription (Webinars, Events, Product updates, etc.)
• The Date and Time the prospect opted in

More considerations for Consent and Subscriptions are available in this Salesforce Help article. 

Import Consent Data

Before you import consent data, make sure the contact point exists in Marketing Cloud Growth Edition. A consent import can update consent information for existing contact points, but it can’t create new leads or contacts or update other fields (at least as of the Winter ‘25 release).

First, export your list from Account Engagement:

1. In Account Engagement, navigate to Prospects > Segmentation > Segmentation Lists
2. Locate and open the preference list you would like to import into Growth
3. Select Tools
4. Select CSV Export

You’ll need to format your export before importing it into Growth, see this help article for guidance. 

Start Your Import

1. Within Marketing Cloud Growth, navigate to the Consent tab
2. Ensure you are on the Consent Imports tab, then select + Import

3. Select your Channel, Communication Subscription, and whether this list is opted in or opted out

4. Select Next
5. Upload your CSV, select Next
6. Review the import preview and select Import
7. Select Done

Send Account Engagement Images to CMS

Use images in both Account Engagement and Marketing Cloud Growth by enabling “Copy to CMS”.

1. In Salesforce, navigate to Marketing Setup > Copy to CMS
2. Use the dropdown menu next to your Account Engagement business unit to select Enable
3. Repeat for additional Account Engagement business units

This will create a CMS Workspace named, “Content Workspace for Marketing Cloud Account Engagement – Copied Content – [business unit name]”. To avoid issues, do not change the workspace name or remove the B2BMA Integration user as a contributor. 

Copy Images from Account Engagement to the Growth Edition CMS Workspace

Next, you’ll need to copy the images from Account Engagement to your new CMS Workspace. 

1. In Account Engagement, navigate to Content > Files
2. Use the checkboxes on the left-hand side to select the files you would like to move. Once selected, use the dropdown menu at the bottom of the table to select Copy to CMS 
3. Select Go

Use the New Growth Edition Email Editing Experience

Now you can build emails that are available in both Account Engagement and Growth Edition. When creating or editing Email Content in the Lightning Email Builder, select New Email Experience to use Marketing Cloud Growth Edition’s editor.

Account Engagement Campaign Considerations 

Account Engagement and Marketing Cloud Growth Edition cannot currently share campaigns, so you’ll want to have distinct naming conventions to easily identify which campaigns belong to each platform. You can also keep Marketing Cloud Growth’s campaigns from syncing to Account Engagement by creating a new campaign record type for Growth. 

Read more about Campaigns for Marketing Cloud Growth in this help article. 

Using Account Engagement & Growth Edition Together

Current users of Account Engagement probably have long-standing engagement studio programs that are set up to run on a recurring basis. Account Engagement thrives in this situation and provides flexibility for enrolling prospects and ensuring that the marketing journey you want to happen actually happens. Let’s look at instances where you can use this existing functionality with all the bells and whistles Growth offers.

Use cases for combining the two platforms

1. SMS functionality. In Account Engagement, You may have a pre-existing engagement studio program set up for every event your company puts on, thanking attendees for joining and sharing pertinent details. If you want to send a reminder text message to people who have registered for the event, you can now take advantage of native Marketing Cloud Growth functionality to do so.

2. Using cross-object personalization. Say you have a recurring monthly email sent out to your customers letting them know their account status, YTD savings with your company, and other information pertinent to the customer on an ongoing basis. If this information is stored within custom objects, it’s difficult to populate an Account Engagement email with those details. With Marketing Cloud Growth Edition, users can create Data Graphs for cross-object personalization, allowing marketers to personalize emails with data from any object. 

3. Custom processes for post-form-fill actions. Another great example of how you can use Marketing Cloud Growth Edition alongside Account Engagement is when you want to implement a custom process when someone submits a form.

Since Growth uses Flow for automation, the actions taken after a form is completed can be customized to each unique need. For instance, you can standardize field values or send data to several objects within Salesforce before the Lead/Contact record is updated. 

There you have it

You are now ready to start experiencing Marketing Cloud Growth Edition. The future of Salesforce marketing is bright and evolving every day.

Stay tuned for Growth’s next iterations. In the meantime, use these resources to get started:

• Prepare for a New Campaign Experience with Marketing Cloud Growth
• Marketing Cloud Growth Edition: Landing Page and Form Builder
• Marketing Cloud Growth Edition: Creating Brand Guidelines
• All the FAQs on Marketing Cloud Growth Edition

If you need help implementing or learning how to use Marketing Cloud Growth Edition, send us a message!

Original article: Big News! Account Engagement Users Can Access Marketing Cloud Growth Edition

©2025 The Spot. All Rights Reserved.

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Salesforce Summer ‘24 release notes are out! Let’s dive into the latest features Account Engagement marketers need to know about. 

Send Operational Emails with Engagement Studio

Marketers can now send Operational (aka Transactional) emails via Engagement Studio Programs! This is a game changer for any orgs that need to send renewal reminders, shipping notices, invoices etc. through Account Engagement. To use this new feature, ensure Operational emails are enabled in your Account Engagement Business Unit and make sure you’re familiar with what does, and does not, count as Operational. 

Copy Images from Account Engagement to CMS

Salesforce CMS workspaces rolled out for Account Engagement users with the Lightning Builders. However, if you are using both the Classic and Lightning builders, you’ve likely struggled with your content being in two places. With this new feature, you can easily copy images from your Account Engagement Business Unit over to CMS to help ensure everything is in one easily accessible place. 

View in Account Engagement Optimizer

If you’re not yet using the Account Engagement Optimizer, I highly recommend checking it out. This feature provides critical insights into the performance of your Account Engagement Business Unit and highlights actionable measures to keep your org running smoothly. With the Summer ‘24 release, a new messaging section is being added to Optimizer to make it even easier to view alerts and feature recommendations.

Misc Updates

• Engage for Gmail Extension is being retired as of June 2024. Users can continue to send emails directly through Sales Emails & Alerts. 
• Forms can now be moved between Business Units with the Bulk Asset Copy Flow.

Which Salesforce Summer ‘24 update are you most excited about? Let us know in the comments!

Original article: Salesforce Summer ‘24 Highlights: Marketing Cloud Account Engagement

©2025 The Spot. All Rights Reserved.

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Even though Marketing Cloud Growth Edition just launched in February, it’s already receiving a ton of new features as part of the Salesforce Summer ‘24 release! I feel like this will be par for the course for Growth Edition and I personally cannot wait to see what this application will be able to do by Dreamforce. Below are just a few of the highlights coming to Growth Edition in the upcoming release. 

Updated Flow Functionality

Flow functionality for Growth Edition is, well, growing as part of the Summer ‘24 release. Users can now create Marketing Consent records directly from form fills, set criteria for when records should exit a Flow, and check for and manage duplicates. Data Graph attributes can also be pulled in, allowing Marketers to work with related objects within their Flow logic. 

Cross Object Personalization

Personalize your marketing assets with data from related objects! If you’ve ever wanted to pull in a Record’s Account Owner’s information or their most recent Opportunity details to personalize your marketing asset, you’ve likely experienced how this is a more complex ask than most people think. However, with the help of Data Cloud Data Graphs, Marketers can now add other objects and fields as related attributes and then use those attributes as merge fields within the Flow.

Work More Efficiently With Campaigns

Campaigns continue to be a central part of any Marketing initiative. With the Summer ‘24 release, Growth Edition is getting a few new functionalities that will make working with Campaigns even more seamless. Users can now add templated flows to campaigns, easily preview and test campaign content, and quickly send communications to Campaign members. 

Brand Guidelines are Generally Available

One of my favorite features of Growth Edition, Brand Guidelines, is moving from Beta to Generally Available. With this move, Marketers can now specify new aspects of their branding, such as spacing, borders, and text formatting. Marketers can also view how their branding will look within assets while configuring their guidelines. Separate Brand Guidelines can also be created for Desktop and Mobile versions of Landing Pages to ensure a great viewing experience no matter the device. 

Engagement and Fit Scoring

Engagement Scoring in Growth Edition can now be customized to fit your company’s needs. The updated scoring functionality allows you to add your own Engagement Score Rules (up to 30) and add or subtract points when a record meets a rule. Fit Scoring is also being introduced as part of this update. Fit Scoring is similar to Account Engagement Grading, whereas its goal is to tell Marketing and Sales how closely the individual and their company matches the ideal client persona. Fit Scoring rules can be added for the individual and/or their Account. 

Again, this is just some of Marketing Cloud Growth Edition’s Summer ‘24 features. If you’re interested in using Growth Edition, I highly recommend reading through the full notes to see the long list of features coming your way!

Original article: Salesforce Summer ‘24 Highlights: Marketing Cloud Growth Edition

©2025 The Spot. All Rights Reserved.

The post Salesforce Summer ‘24 Highlights: Marketing Cloud Growth Edition appeared first on The Spot.

As part of the Winter ‘24 release, Account Engagement users gained the ability to copy assets to and from Account Engagement Sandboxes. This allows marketers to test automations and assets before pushing them to their Production Account Engagement org. It also allows them to pre-populate Sandboxes with assets so they don’t have to start from scratch. 

The Account Engagement to Sandbox-to-Production Flow currently supports seven asset types: 

1. Email Templates
2. Custom Redirects
3. Custom Fields
4. Files
5. Engagement Studio Programs
6. Layout Templates
7. Form Handlers

Account Engagement Sandbox-to-Production Flow Installation Instructions

To start using the Sandbox-to-Production flow, you will need to create a Connected App and two named credentials. 

Step 1: Create the Connected App in the Sandbox Org

This provides the interface to authenticate into an org.

1. In your source org (Production), grab the Sandbox Asset Auth Flow callback URL.
   • Go to Setup > Auth. Providers
   • Open the Sandbox Asset Flow Auth
   • Copy the Callback URL, you will need this shortly
2. In your Sandbox org, navigate to Salesforce Setup > App Manager and then select New Connected App.
3. Configure the Connected App as follows:
   • Connected App Name: MCAE Sandbox to Production
   • Contact Email: Email Address of the admin who will be managing the Sandbox-to-Production promotion process. 
   • Enable OAuth Settings: Checked
   • Callback URL: The Source Org Callback URL you copied in step #1
   • Selected OAuth Scopes:
     1. Access the Salesforce API Platform (sap api)
     2. Access unique user identifiers (openid)
     3. Manage Pardot services (pardot_api)
     4. Manage user data via APIs (api)
     5. Manage user data via Web browsers (web)
     6. Perform requests at any time (refresh token, offline_ access)
   • Require Secret for Web Server Flow: checked
   • Require Secret for Refresh Token Flow: checked
4. Select Save
   • Note: It may take 10-15 minutes for the connected app to be ready for authentication.
5. Select Manage Consumer Details
6. Copy your Consumer Key and Consumer Secret for later use.

Step 2: Update Auth Provider in Production Org

This handles the authentication process.

1. In your Source Org (Production), enter the Consumer Key and Consumer Secret from your Connected App
   1. Go to Setup > Auth. Providers
   2. Open the Sandbox Asset Flow Auth
   3. Select Edit
   4. Enter the Consumer Key and Consumer Secret
2. Select Save

Step 3: Create an Account Engagement API Named Credential

This establishes access via an integration user to the Account Engagement API.

1. In your Source Org (Production), navigate to Setup > Named Credentials
2. Select New Legacy
   1. Note: Do not select “New”, it should be “New Legacy”!
3. Configure the Named Credential as Follows:
   1. Label/Name: MCAE API Access
   2. URL: https://pi.demo.pardot.com
   3. Identity Type:  Named Principle
   4. Authentication Protocol: OAuth 2.0
   5. Authentication Provider:  Sandbox Asset Flow Auth
   6. Scope: Pardot_api refresh_token
      1. Make sure this says “pardot_api refresh_token”, not just “api refresh_token”

7. Start Authentication Flow on Save: Checked
8. Generate Authorization Headers: Checked

2. Select Save
3. Log back into the Sandbox org with your credentials. Doing so finalizes the authentication for the named credential.

Step 4: Salesforce Metadata API Named Credential

This establishes access via an integration user to the Metadata API to retrieve BU details.

1. In your Source Org (Production), navigate to Setup > Named Credentials
2. Select New Legacy
   • Note: Do not select “New”, it should be “New Legacy”!
3. Configure the Named Credential as Follows:
   • Label/Name: Metadata API Access
   • URL: https://mydomain—sandboxname.sandbox.my.salesforce.com, but replace “mydomain” and “sandboxname” with the value from your sandbox url.
     1. ex: https://sercante–testing.sandbox.my.salesforce.com
   • Identity Type:  Named Principle
   • Authentication Protocol: OAuth 2.0
   • Authentication Provider:  Sandbox Asset Flow Auth
   • Scope: api refresh_token
   • Start Authentication Flow on Save: Checked
   • Generate Authorization Headers: Checked
4. Select Save
5. Log back into the Sandbox org with your credentials. Doing so finalizes the authentication for the named credential.

Running the Flow

Before you run the flow, ensure the destination org has at least one Folder, Campaign, and Tracker Domain. If your destination does not have these assets, you will run into issues with the flow.

1. In your Source Org (Production), navigate to Setup > Flow
2. Open the Account Engagement Sandbox-Production Bulk Asset Copy Flow
3. Select Run
4. For “Named Credential for Salesforce API Access” select the Metadata API Access (step 4 above)
5. For “Named Credential for Account Engagement API Access” select the MCAE API Access (step 3 above)

6. Select Next
7. Select your direction of Copy
   • From a Sandbox to Production
   • From Production to a Sandbox
8. Select your Production and Sandbox Business Units

9. Select Next
10. Select assets to copy over, select Next

11. Confirm the Assets, select Next
12. Select your Folder, Campaign, and Tracker Domain for your new assets
13. Select Copy Assets
14. The final screen will provide details regarding the copied assets as well as let you know if there were any errors.

Considerations for Using the Sandbox to Production Flow

Since this is a new capability for Account Engagement, there are some details and settings that do not come over when copied. I thoroughly tested each asset type and below are the considerations that I found.

Tracker Domain

You must verify the Tracker Domain in your Sandbox. Otherwise, Email Templates, Custom Redirects, and Files will fail when the unverified Tracker Domain is selected. You can use the default tracker domain (go.pardot.com) but this will cause issues when copying over any Custom Redirects with a Vanity URL.

Email Templates

• When copied, the email sender will be replaced by a General User with the email replace@example.com. This applies even if you have a sender hierarchy specified using “Assigned User” and ‘Account Owner.”

• Email Templates containing Dynamic Content will not copy over. This is because dynamic content is unique to the Business Unit. Even if you have the same Dynamic Content in each Business Unit, they will have a different asset ID and merge tag.
• If the Email Template contains a merge tag for a field that is not in the destination org, the flow will fail. Ensure all needed fields are copied to the destination org before copying over any assets that use custom field merge tags.

Custom Redirects

A Custom Redirect’s Completion Action(s) will not copy over, however, the Google Analytics Parameter values do.

Files

During my testing, I tested PNG, JS, JPG, GIF, SVG, CSS, and PDF file types, and all successfully copied over!

Custom Fields

When you copy custom fields, only the following information comes over:

• Field Name
• Field API Name
• Field Type

Engagement Programs

• When you copy an Engagement Studio Program (ESP) only the ESP structure is copied. The Recipient List, Suppression lists, Send days/times, and “Allow prospects to enter more than once” settings do not come over and will need to be reconfigured.
• The assets specified in a Trigger or Action node, such as email templates, landing pages, and forms, will need to be reselected in the new ESP. However, the number of wait days specified in the node will copy over. 



• If an Action node looks at a Prospect field (i.e. Prospect default field “Job Title” is not blank) and that field is in both Production and Sandbox, then the node will be copied to the new ESP with the field and value/settings specified. If the field does not exist in both Production and Sandbox, then the Action node will still be in the ESP but the field and value/settings will need to be reconfigured. 

Layout Templates

If you use Dynamic Content within your Layout Templates, keep in mind that the Dynamic Content will not come over when the Layout Template is copied. You can copy the Dynamic Content over as a separate asset, but you will still need to edit the Layout Template in your destination Business Unit to make sure it has the correct Dynamic Content ID.

Form Handler

• Ensure all the fields on the Form Handler exist in the environment you are copying to before copying the Form Handler.
• If your Form Handler only uses Default Prospect Fields, then all of the fields will come over when the Form Handler is copied. However, if your Form Handler uses any Custom Prospect Fields, the custom field needs to be in the destination org before you copy the Form Handler.
• When copied, the Success Location and Error Location details will copy over to the new asset. Completion Actions do not copy over.

Now it’s even easier to work with Account Engagement Sandboxes!

This new Flow is a huge step toward making Account Engagement Sandboxes user-friendly for testing and staging. What other capabilities would you like to see in this Flow? Let us know in the comments!

Original article: How to Copy Account Engagement Assets to Sandbox

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The post How to Copy Account Engagement Assets to Sandbox appeared first on The Spot.