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Learn About Media Cloud
Explore the major features of Salesforce Industries Media Cloud. Media Cloud extends the digital omnichannel capabilities of Salesforce by providing applications, features, and components to help your company to improve sales and provide excellent customer service.
Communications, Media, Energy & Utilities (CME) Managed Package
Media Cloud is built on the Communications, Media, Energy & Utilities (CME) managed package. Configure, Price, Quote (CPQ) and Enterprise Product Catalog (EPC) are the two major components of CME. To learn more about CME, visit the Communications, Media, and Energy & Utilities (CME) Managed Package Administration Guide.
Media Cloud Data Model
The Media Cloud data model is a comprehensive data model covering everything needed to address the complexities and challenges faced by cloud-based media and entertainment companies. The data model includes support for product catalog management, pricing and promotions, selling with opportunities, quotes, orders, contract lifecycle management, and much more. Visit Media Cloud Data Model, for more information including ERDs of the data models.
Advertising Sales Management
Advertising Sales Management combines the best of the Salesforce Customer 360 platform with industry-specific advertising solutions, sales workflows, plus integration into ad serving and order management systems. Advertising Sales Management gives you a unified view of your ad sales business across media properties and sales teams.
Advertising Sales Management Self-Care helps you scale out ad campaign operations. Through Advertising Sales Management Self-Care, your users can create Agency and Advertiser accounts, create media plans, and monitor and modify existing media campaigns.
Learn more by visiting Salesforce Advertising Sales Management Documentation (Managed Package).
Subscriber Lifecycle Management
Subscriber Lifecycle Management helps you build customer journeys. Subscriber Lifecycle Management provides business processes useful for your customer service representatives or customers themselves, to perform key tasks on subscriber accounts.
Learn more by visiting Learn About Subscriber Lifecycle Management.
Salesforce Industries Features for Media Cloud
Like all Salesforce Industries products, Media Cloud extends its functionality through Salesforce Industries features such as Business Rules Engine, Data Processing Engine, Action Plans, Identify Verification, OmniStudio, and many others.
- Action Launcher
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With Action Launcher, your service agents can quickly find and launch actions to help resolve customer requests and issues. For example, agents can initiate a fee-reversal flow or launch a service-order action from Action Launcher.
To learn more, visit Action Launcher.
- Audit Trail
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Use Audit Trails to monitor and analyze the identity verification audit records of customers and detect potential compliance fraud or identity breaches.
To learn more, visit Audit Trail.
- Business Rules Engine
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Business Rules Engine (BRE) lets you build powerful calculations to automate complex decisions. Rules created with Business Rule Engine are easy to maintain, and integrate directly with Flow, OmniStudio, and third-party workflow tools using connect APIs. Energy companies use BRE to automate energy savings calculations, determine eligibility, automate rebate or incentive calculations and much more.
To learn more, visit Get Started with Business Rules Engine.
- Contract Lifecycle Management
- Create and maintain the entire life cycle of contracts associated with opportunities, orders, quotes or other Salesforce custom objects. Integrate contract creation with the sales process and contracts forward through the stages of a sale from opportunity to quote to order. You can also create standalone contracts that are not part of any sales process.
To learn more, visit Contract Lifecycle Management Overview.
- Data Processing Engine
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Data Processing Engine (DPE) helps you transform data that's available in your Salesforce org and write back the transformation results as new or updated records. You can transform the data for standard and custom objects, and analytics datasets using Data Processing Engine definitions. Energy companies use DPE for batch processing of metrics data for reporting and tracking.
To learn more, visit Data Processing Engine.
- Document Generation
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With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and so on. You can generate documents using the specified sample client-side or server-side Omniscripts. You can also create your own Omniscripts by cloning and customizing the sample Omniscript to generate documents.
To learn more, visit Document Generation Overview.
- Identity Verification
- The Identity Verification feature gives you the ability to verify the identity of a customer before you share any sensitive information with them. Organizations across the world are required to comply with regulations that help to ascertain the customer's identity and provide protection from losses and fraud. Failure to follow these regulations has legal consequences. Organizations must ensure that any person who seeks confidential information must first prove their identity and access.
To learn more, visit Identity Verification.
- Intelligent Document Reader
- Use optical character recognition to automatically extract data with Amazon Textract using your AWS account. Specify the document type that can be associated with the document, upload the document, and map its fields to a Salesforce object's fields. The extracted information can be used to create or update record fields, or to verify data that's already in the org.
To learn more, visit Intelligent Document Reader.
- OmniStudio
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Create guided interaction experiences for your customers, agents, and sales team with data from your Salesforce org and external sources. And you can do it with drag-and-drop setup and low-code tools. Many user interface elements and workflows are built in Media Cloud using OmniStudio. Use OmniStudio FlexCards, OmniScripts, Data Mappers, and Integration Procedures to customize these interfaces and workflows for your business.
To learn more, visit OmniStudio.
- Timeline
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A timeline lets users see data from objects as a sequence of events happening over time. You determine what information shows on the timeline by choosing the base (or primary) object and the related objects.
To learn more, visit View Events Using Timeline in Salesforce.
- Record Alerts
- Record Alerts help users decide what needs attention now or soon. Salesforce users can scan records for notifications that show information from your system or from alerts that are stored in Salesforce. You can create custom severity values for alerts and group similar alerts together.
To learn more, visit Record Alerts.
Dive deeper into Media Cloud by visiting these pages:
- Feature Availability with Media Cloud Licenses
Discover the features your Media Cloud license provides in your Salesforce org. - Get Started with Media Cloud
Media Cloud saves time and money by automating media sales processes, leverages AI to scale personalization, and integrates all your audience data in real time. Explore Media Cloud, learn about the core features, and how to plan your implementation. - Get a Media Cloud Trial Org
Get hands-on experience with Media Cloud in a full-featured trial experience. - Media Cloud Learning Journeys
Learning journeys guide you to the best learning content to skill up for success in your implementation projects. Learning journeys are organized by cloud and by role, and include a mix of Trailhead modules, projects, trails, trailmixes, superbadges, and certifications as well as Trailhead Academy classes. - Plan Your Media Cloud Implementation
Before you implement Media Cloud, learn about its features, fill in knowledge gaps, build your team, and map out your implementation timeline. - Discover Media Cloud Features with Salesforce Go
Dive into the world of Media Cloud with a streamlined discovery. Enhance your knowledge and get involved with various content resources, including videos, online tours, Trailhead modules, and Salesforce Help articles. These resources guide you through understanding and configuring the features to suit your needs. Depending on your Salesforce edition, you can explore a range of Media Cloud features and add-on licenses. If you have the Your Account app activated, you can purchase add-on licenses for certain products directly from Salesforce Go, making it quick and convenient.
