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.

• Key Concepts
  Before you start using next-gen campaign features, get familiar with key concepts and how functionality differs between Account Engagement and Marketing Cloud Next.
• Guide: Set Up Account Engagement+
  Whether you are setting up Marketing Cloud Account Engagement+ for the first time or enhancing your current implementation, it’s important to tackle configuration tasks in a specific order. This guide outlines common, required tasks, but doesn’t include every configuration option. Always review the provided Salesforce Help topics and resources for more information and in-depth steps.
• Prerequisites for Using Data 360
  Data 360 lays the foundation for data storage and activation in Marketing Cloud Next. To use next-gen marketing campaigns and Agentforce, start by working with an admin and a Salesforce account executive.
• Enable Data Governance Permissions for Marketing Cloud Account Engagement Objects
  To use Data 360 Data Governance features for Account Engagement, grant access to these impacted objects according to an access policy.
• Connecting Account Engagement and Data 360
  Data 360 organizes and unifies data across Salesforce and other external data sources. To drive calculated insights and build segments, ingest Account Engagement data into Data 360.
• Ingest Account Engagement Data into Data 360
  Prepare and ingest data from your Account Engagement business units into Data 360.
• Build Segments and Analytics with Data 360
  To drive calculated insights, build segments, and get the most out of other Data 360 features, use Account Engagement data with Data 360.
• Automatically Match Email Consent Between Account Engagement and Marketing Cloud Next
  To align email consent automatically between Account Engagement and Marketing Cloud Next, turn on consent matching in your Account Engagement business unit. You can match consent for specific lists, or for all emails based on each prospect’s Opted Out field.
• Prepare Account Engagement Content for Campaigns in Marketing Cloud
  Reuse your Account Engagement content in Marketing Cloud campaigns by copying assets to Salesforce CMS. Marketing Cloud allows users to share content across CMS workspaces from a source workspace in the Shared with Workspaces folder.
• Create a Campaign and View Performance in Marketing Cloud Next
  Marketing Cloud Next campaigns provide a centralized hub where you can design, automate, and track your marketing efforts. When creating a campaign in Marketing Cloud Next, you select a preconfigured flow to start with, such as a single email or signup form.
• Quick Start: Set Up WhatsApp for Account Engagement
  This Quick Start guide covers the steps that are required to set up WhatsApp for Marketing Cloud Account Engagement. It outlines the most direct implementation, to get your team get up and running.