Market to Your Customers with Account Engagement
Account Engagement provides a full suite of tools that help marketers create meaningful connections, generate more pipeline, and empower sales to close more deals.
Required Editions
| Available in: Professional, Enterprise, Performance, and Unlimited Editions with a Sales Cloud, Service Cloud, or CRM license. Salesforce Platform and Community licenses are not supported. |
- Get Started with Marketing Cloud Next for Account Engagement
With Marketing Cloud Next for Account Engagement, you gain access to next-generation features while keeping the campaigns, assets, and engagement programs that you’ve created over the years. These resources outline some of the latest offerings and other recommendations from across Salesforce. - Account Engagement Basic Resources
Explore downloadable implementation guides, keyboard shortcuts, tracking basics, glossary terms, and more. - Managing Your Business Unit
You can edit your business unit settings in different places in Account Engagement, based on whether you use Lightning Experience or the standalone app. - Using Account Engagement with Salesforce
To streamline your sales and marketing efforts into one platform, connect Account Engagement with Salesforce. Bring data, assets, and actions together with tools like Engagement History, Sales Emails and Alerts (Salesforce Engage), and the Salesforce connector. - Managing Visitors and Prospects
Account Engagement helps you acquire, qualify, and convert prospects into customers. Everything starts with an unidentified visitor. After visitor provides an email address, you have a prospect and you’re ready to go. Assign prospects to users and create opportunities to track the customer journey. - Generate Leads with Account Engagement Landing Pages and Forms
Account Engagement helps you generate leads. Create tailored landing page content for website visitors, and convert them into prospects with forms. - Personalize Assets in Account Engagement
From asset administration to powerful content customization and reuse, Account Engagement offers the tools you need to engage with your customers. Try folders to organize your projects, track engagement data with personalized links, and develop reusable templates that enhance your marketing workflow. - Emailing Prospects with Account Engagement
The email tools in Account Engagement give you the power to manage your sending reputation, ensure high email deliverability, and connect to your customers through email. - Qualifying Leads with Account Engagement
Qualify your leads with scoring and grading tools. Scoring is based on what a prospect does, and grading is based on who a prospect is. Together, they help you determine when a lead is a good fit and sales-ready. Go even further with Einstein Behavior Scoring and Einstein Campaign Insights to identify prospects who are ready to buy and learn which factors drive campaign performance. - Automate Your Marketing Processes With Account Engagement
Prospect nurturing is critical but time consuming. Automate how you target and engage prospects with tools like Engagement Studio, automation rules, completion actions, segmentation rules, and prospect lists. - Report on and Analyze Account Engagement Data
Built-in reports show how prospects interact with your marketing assets and connected apps. Go further with B2B Marketing Analytics and B2B Marketing Analytics Plus to explore performance relationships and sales outcomes. - Using Agentforce with Account Engagement
Manage your Account Engagement prospects from anywhere in Salesforce with Account Engagement actions for Agentforce. - Einstein Assistant in Account Engagement
Use Content Creation for Account Engagement, powered by Einstein to draft forms and landing pages and to create email subject lines, headers, and body copy. The Einstein Assistant prompts you to describe what you want to draft. The more specific you are, the more useful and accurate your results. The Einstein Assistant window appears when you create a landing page, form, or email, or edit an existing one. After acknowledging you’re about to use generative AI, Einstein is ready to help. If you don’t see the assistant window, ask your admin to enable it in Einstein Generative AI Setup. - Extending Account Engagement with Connected Apps
A connector enables Account Engagement to sync with a third-party application, like a webinar service or Google Ads, so that you don’t have to manage content and tasks in multiple apps. The connection passes data back and forth between the two applications. - Account Engagement for Enterprise Customers
If your database contains millions of prospects, use your features efficiently to ensure the best possible performance.
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