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Manage Your Marketing App
Salesforce admins, marketing admins, and admins for Data 360 have a role to play in configuring and managing Marketing Cloud Next. Before you get started, determine whether these one user fills these admin roles or if many people are involved.
Required Editions
| Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition |
- Feature Availability by Marketing Cloud Next Edition
Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only. - Getting Started with Marketing Cloud Next Setup
To get started with Marketing Cloud Next, complete some basic settings, then continue through the required and recommended steps. The time it takes to complete setup depends on the features that you want to use. - Set Up Marketing Cloud Next with Salesforce Go
Salesforce Go brings marketing setup tasks into one place so that you can get started quickly. Explore the available feature sets and configure the included features to support your marketing goals. - Business Units in Marketing Cloud Next
Business units create divisions within your org to focus on specific marketing goals, while also providing global visibility and control across the entire enterprise. Business units act as a junction between data and content, aligning your marketing efforts with specific organizational divisions. - Configure Your Marketing Data
One of the things that makes Marketing Cloud Next so powerful is its relationship to Data 360. To prepare your Salesforce org, install and deploy the data kits that include the data model objects (DMOs) that support marketing assets. Then, use identity resolution rulesets to organize and unify your data. - Manage User Access
Add users and assign roles and permissions to make sure your team can access the necessary tools to complete their work in Marketing Cloud Next. - Set Up Channels in Marketing Cloud Next
Marketing Cloud Next supports a multichannel marketing strategy that includes email, landing pages, SMS, and WhatsApp. Learn how to configure the required settings for each channel. - Configure Web Tracking for Marketing
Track visitor activities and engagement across your marketing landing pages and external sites. Use the data to create more targeted segments and inform your marketing strategy. - Set Up Reporting in Marketing Cloud Next
To get detailed reporting insights and embedded dashboards for your campaigns, install the Marketing Performance app. Marketing Cloud Next also includes preconfigured reports and dashboards that you can customize on the Analytics page. - Score People and Accounts in Marketing Cloud Next
Score leads, contacts, prospects, and accounts based on how engaged they are with your marketing efforts, how closely they resemble your ideal customer, or how likely an account is to buy from you. Customize default scoring rules and decide how engagement and fit scores factor into the overall marketing scores for individuals and accounts. Use the scores to build segments and create targeted content. - Set Up Personalization Features in Marketing Cloud Next
When you personalize marketing messages using merge fields or dynamic content, you can improve the customer experience and increase engagement. Before you can start personalizing content, set up Personalization and configure a data graph based on the Unified Individual object. A data graph is also necessary for personalizing flow decisions. - Set Up Distributed Marketing and Alerts
With Distributed Marketing and Alerts, marketers can help ensure quality content and consistent branding by sharing approved email templates with non-marketing users. To make Distributed Marketing and Alerts available to marketers and other platform users, an admin must turn on the feature, assign permissions, and add the Distributed Marketing and Alerts components to campaign, lead, contact, and prospect account records. - Enable AI Features in Marketing Cloud Next
Marketing Cloud Next includes features that use generative AI and predictive AI to save time and improve your key performance indicators (KPIs). These features aren’t dependent on each other, so you can choose the features that best fit the needs of your business. - Recommended Page Customization
To help marketers find related information on frequently used pages, add components to Lightning record pages in the Marketing app. A Salesforce or marketing admin can access the Lightning App Builder from the Setup menu on any record page or from the Object Manager. - Test Marketing Cloud Next in a Sandbox
A sandbox is a copy of your Salesforce org that you can use for development, testing, and training without compromising the data and apps in your production org. Marketing Cloud Next supports every sandbox type: Developer, Developer Pro, Partial Copy, and Full Copy. - Marketing Cloud Next Glossary
Here are the most common terms you encounter while using Marketing Cloud Next.
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