Loading
Salesforce now sends email only from verified domains. Read More
Market to Your Customers with Account Engagement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Streamline Marketing Efforts with Automation Tools

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Account Engagement

            Streamline Marketing Efforts with Automation Tools

            Streamline marketing efforts by automating tasks. Use automation tools to perform actions on prospects, build prospect lists based on criteria, and react to prospect actions.

            Required Editions

            Available in: All Account Engagement Editions
            • Choosing the Right Account Engagement Automation Tool
              Choosing the appropriate automation tool for your needs can simplify your marketing efforts. Answer a few questions to help you decide which tool to use.
            • Automation Rules
              Automation rules are repeatable, criteria-based rules that find matching prospects and apply actions to them.
            • Segmentation Rules
              You can use segmentation rules to create a list of prospects and apply a segmentation action based on specific criteria. Unlike automation rules, segmentation rules don’t run continuously. Segmentation rules run once and match only the prospects that meet the rule’s criteria when the rule runs.
            • Completion Actions
              Completion actions automate basic marketing tasks so your team can focus on other things. Add an action to adjust a prospect’s score when they access a file, or add prospects to a list when they fill out a form. For more precision, add conditional completion actions to execute only on prospects who meet criteria that you specify. Completion actions are available on forms, form handlers, files, custom redirects, emails, and page actions.
            • Page Actions
              Page actions are completion actions that are triggered by a prospect’s page views. You can apply page actions to any page that contains your tracking code.
             
            Loading
            Salesforce Help | Article