Action Required: Salesforce Marketing Cloud Growth — Activate Agentforce (formerly Copilot)

Enabling Agentforce:

First, get your marketers set up to use Agentforce by familiarizing yourself with Agentforce setup.

Second, activate the Agentforce actions by enabling the new Topics.

1. From Setup, in the Quick Find box, type Agent, and then select Agents.
2. Activate the toggle if you haven’t already done so.
3. Click the name of your agent.
4. Click Open in Agent Builder.
5. Click Deactivate to remove it from service.
6. Next, add Marketing and Content topics:
   1. Click the hashtag in the Agent Builder sidebar.
   2. Click the drop down in the topics overview.
   3. Click Add from Asset Library.
   4. Select Marketing Campaigns.
   5. Select Content Creation.
   6. Click Finish.
7. Click Activate to make your agent live again with the marketing actions enabled.

Creating Campaigns:

Here’s how to create campaigns in Agentforce. After you’ve activated the Agent actions and activated Agentforce, here’s a quick way to get started:

1. Open agent and begin to type what you want from a campaign, such as “I want to create a marketing campaign to drive more customers to my new line of earth tone running shoes.”
2. Confirm the brief and campaign previews provided by Agentforce. Don’t worry, you can always update or even delete them. If you don’t want to proceed, simply click “Cancel” in the agent, and no objects will be created.
3. After confirming, you’ll click the campaign object card to see what was created.

Below is a video demo of creating marketing campaigns with Agentforce.

Creating and Refining Content:

You can draft subject lines, pre-headers, paragraphs, and headers with Agentforce.

1. Open the settings panel in an email in the Email Content Editor.
2. Click the sparkle button on the subject line or pre-header setting to launch the agent.
3. Alternatively, click the sparkle button in the header or paragraph editor to launch agent.
4. Continue to converse with agent to refine your text copy, or use one of the quick actions to try different tones and lengths.

Using the Brand Center: Leverage the Brand Center to maintain consistency across all your marketing materials.

In Co-create, you can select from pre-defined tones when creating and refining email content. With agents, our tones (called Personalities) are referenced from the Brand Center. Create a brand in your CMS workspace, then write a small description about your company or organization and its values. Einstein uses this information to make your generated content “on-brand” when generating and refining email content in the Email Content Builder.


Frequently Asked Questions

Q: I can't find the Co-Create Activation Page. What happened to it?
A. Agentforce setup replaces the Co-Create activation page. Please follow the setup instructions to activate agents for Marketing.

Q: If I am already using Co-Create with Einstein, will Agentforce automatically be activated?
A. No. You'll need to activate Agentforce and enable the Marketing Campaign and Content Creation topics for agents.

Q: The Single Email with Einstein option on the campaign page is missing. Where'd it go?
A. With this transition to Agentforce, the Single Email with Einstein option will no longer be visible. After setting up Agentforce, you'll access Einstein generative AI features from within the campaign brief tab or within the content builder. See this help documentation for further information.

Q. Is Agentforce included in the Marketing Cloud Account Engagement Advanced or does it need to be purchased separately? 
A. Permission Set Licenses are available in the latest editions of MCAE (Growth, Plus, Advanced & Premium) that allow customers to use Agentforce for marketing, if they buy the SKUs to support it.