Marketing Considerations for Salesforce Small Business Suites

Marketing Permissions

Starter and Pro Suite come with the Marketing Manager permission set and standard permission set groups. Permission set groups are bundles of permission sets, which grant users access to tools and functions. Here are some things to keep in mind about user permissions.

• Free Suite user profiles: In Free Suite, there's only one profile available, meaning all users have access to the same permission sets.
• Starter Suite user profiles: In Starter, all users who don't have the System Administrator profile are assigned the General Users permission set group. This permission set group comes with the Marketing Manager permission set.
• Pro Suite user profiles: In Pro Suite, two standard permission set groups come with the Marketing Manager permission set so you can easily customize access. To grant a user access to features and tasks across Sales, Service, Marketing, and Commerce, assign the General Users permission set group. To grant a user access to just Marketing permissions, assign the Marketing User permission set group.
• Task-specific permissions: To ensure users can perform specific tasks, such as managing campaigns and editing content, a user with the System Administrator profile assigns the Marketing Manager permission set and any CMS workspace contributor role.
• Publishing permissions: Assigning a user as a Content Admin or Content Manager in the workspace allows the user to publish or unpublish content.

Campaigns

A campaign record helps you access everything you need for your marketing effort. Here are some things to keep in mind while using campaigns.

• Email delivery and branding: Email campaigns require an email address in the From field. After you add an org-wide address in Advanced Setup, it’s rewritten with a Salesforce domain when you send a marketing email. Your subscribers see a revised version of the email address in the From field of your email campaigns. This reformatting improves email deliverability, the likelihood of delivering emails to a subscriber’s inbox.
• Reply handling and consent management: If a customer replies to a marketing email, the reply email isn’t forwarded to the From email address. An admin user can’t modify this behavior. If the reply email includes unsub, unsubscribe, opt-out, remove, or stop in the first 200 characters, that customer's email address is automatically opted out of that communication subscription.
• Campaign activation: All campaign types must be activated before emails are queued or sent. When you choose Send Now on a Single Email campaign, the flow activates and sends to your segment. For other campaigns and scheduling options, make sure you click Activate when your work is complete.
• Optimized scheduling: Einstein Send Time Optimization is available on each email you send. For Single Email campaigns, configure it on the Schedule step. For Message Series campaigns, add Einstein STO on individual Send Email Message elements.
• Email send limits: To monitor usage of marketing emails sends, see the Usage-based Entitlements section of the Company Information setup page. Free Suite comes with base credits that allow you to send up to 100 emails per month. Starter and Pro Suite accounts include base credits that allow you to send 2,000 emails per month. In the Billing and Purchases section of Quick Setup, you can purchase bundles of 1,000 marketing email sends, which are renewed monthly for the duration of your contract. All credits for marketing email sends expire at the end of a calendar month and don’t roll over. Base credits and bundle purchases are reset on the first of each month.
• Credit monitoring: Before you activate a campaign, review the number of remaining credits in the Usage-Based Entitlements table on the Company Information page in Advanced Setup. If you run out of sends while a campaign is sending emails, the system stops sending to your segment.
• Campaign deletion: To delete a campaign, its flow must be inactive. Then, both the campaign and flow are deleted.
• Scalability limits: Although you can create as many campaigns as you want, keep in mind the relationship between campaigns, flows, and email sends. The limits on other items can impact how you plan your campaigns.

Flows

A flow isn’t a campaign, and a campaign isn’t a flow. They work together to combine, launch, and monitor your marketing efforts. Here are a couple of other things to keep in mind while using flows.

• Available flow elements: In Salesforce Small Business Suites, Flow Builder offers the Send Email Message, Wait for Amount of Time, and Wait Until Date elements.
• Saving and versioning: We don’t recommend that you use the Save As button in Flow Builder. But if you do, always create another version to keep it related to the same campaign. When you use the New Flow option, the new flow isn’t related to any campaign.
• Flow deletion: When you delete a flow, the audience, content, and schedule are removed from its related campaign.
• Edition-specific limitations: The number of flows you can create is limited by your edition. In Starter and Pro Suite, the number of elements you can add to a specific flow is unlimited. In Free Suite, campaigns are limited to a single email. Always consider your daily and monthly email send limits as you build.

Segments

A segment works like a recipient list for an email, but it’s really a collection of filtering rules. Each time an email is ready to send, the rules run against your latest data and the system queues up the email addresses of people who match.

Here are a couple of things to keep in mind while using segments.

• Filtering and data entry: Filtering rules are based on a variety of attributes from data model objects (DMOs). To ensure consistent matching, copy and paste field values when possible.
• Visibility limitations: Unified individual records, which combine data from lead and contact records, and segment population lists aren’t visible to Salesforce Small Business Suite users.
• Consent management: Consent data is used to determine automatically whether certain email addresses can receive promotional emails. You don’t need to add it to your segment. Learn more about consent data.

Content

You manage your emails and images in the Content area. Here are a few things to keep in mind while working with content.

• Supported image formats: Add images in the form of a BMP, GIF, PNG, JPG, or JPEG file up to 25 MB.
• Merge fields: Personalize or standardize your content with available merge fields. You can insert system values or fields from the unified individual object.
• Reuse: Clone and edit content for quick reuse.
• Workspace management: Some types of content are available only in marketing workspaces, while other kinds of content are available only in general workspaces. While Pro Suite allows the option to make unlimited general workspaces, you’re limited to one marketing workspace, initially named Content Workspace. All of your content related to marketing campaigns must go in this workspace.
• Branding and styling:Ensure a consistent look and feel across your emails by creating a brand that specifies your company’s unique visual style. All users in that workspace can assign a brand when they create content. Emails created before April 18, 2024, and clones of emails that were created before that date, don’t show the brand option. See Brand Your Content.
• Repeating layouts: In emails, show items in a repeating layout, such as products from a recent order, by using the repeater component.
• Free Suite branding: In Free Suite, all outgoing emails include the Salesforce Free Suite branding in the footer.

Einstein Conversation Insights

Einstein Conversation Insights (ECI) automatically analyze voice and video calls to extract key information like customer sentiment and follow-up tasks. Here are some other limitations to keep in mind when working with ECI.

• Feature Availability for Suites: ECI is available in Starter and Pro Suite. It isn't available in Free Suite.
• Suites-specific limitations: Suites don’t have access to all ECI features. ECI’s generative AI features, such as call summaries, aren’t currently available in Starter and Pro. Conversation Hub is also not available in Starter and Pro Suite.
• Annual Analysis Limits: ECI processing is capped based on your edition. In Starter Suite, ECI can process a maximum of 30 hours of conversation per user per year. In Pro Suite, that maximum is 60 hours/user/year.

Allocations and Limits