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Where to Start with Marketing Cloud Engagement+
To find out which next-generation marketing features are the best first steps for you, consider whether you already use Data 360 or Journey Builder. Think through which features are likely to bring the most value based on the entities and assets that you already have.
Which combination of products do you use with Engagement?
- I use Salesforce CRM and Data 360.
- I use Salesforce CRM, but not Data 360.
- I use Data 360, but I use a different CRM.
- I use Engagement with different CRM and CDP apps.
Salesforce and Data 360 Users
You’re already using Salesforce as your CRM and Data 360 for your customer data platform. Several Marketing Cloud Next features are ready to work with implementations like yours! Some features are new to Engagement and available out of the box, while others require some preparation and configuration in Data 360.
Based on the apps that you already use, these features can bring you value quickly with minimal setup. Items with an asterisk require Journey Builder.
| Digital Wallet | View your digital wallet and create custom reports |
| Campaigns and Flows |
|
After you’ve successfully used these tools, consider tackling these more advanced use cases. These features require more setup and configuration, particularly around your data model in Data 360 and the connections across apps. Items with an asterisk require that you also use Journey Builder.
| Agentforce |
|
| Channels and Messaging |
|
Salesforce CRM Users
Since you’re already using Salesforce as your CRM, you’re in a good position to start using standard objects and tools like campaigns and flows. Some features are ready to use without further configuration, while others require significant preparation and configuration in Data 360.
| Digital Wallet | View your digital wallet and create custom reports |
| Campaigns and Flows |
|
| Unified Reporting | View dashboards and create reports |
After you’ve successfully used these tools, consider tackling these more advanced use cases. These features require more setup and configuration, particularly around your data model in Data 360 and the connections across apps. Items with an asterisk require that you also use Journey Builder.
| Segmentation | Create segments using data from Data 360, CRM, or data extensions. |
| Campaigns and Flows |
|
Data 360 Users
Since you’re already using Data 360 to manage your data, you probably already have some custom, mapped data available. Before you start using these features, verify that the default Marketing Cloud Next data streams are bringing in the data that you need.
| Digital Wallet | View your digital wallet and create custom reports |
| Campaigns and Flows |
|
After you’ve successfully used these tools, consider tackling these more advanced use cases. These features require more setup and configuration, particularly around your data model in Data 360 and the connections across apps. Items with an asterisk require that you also use Journey Builder.
| Campaigns and Flows |
|
| Agentforce |
|
Engagement-Only Users
Although Salesforce CRM and Data 360 help you get the most out of Marketing Cloud Next, you can explore the app without those products, too.
| Digital Wallet | View your digital wallet and create custom reports |
| Campaigns and Flows | Connect next-gen campaigns to journeys |
| Unified Reporting | View dashboards and create reports |
After you’ve successfully used these tools, consider tackling these more advanced use cases. These features require more setup and configuration, particularly around your data model in Data 360 and the connections across apps. Items with an asterisk require that you also use Journey Builder.
| Campaigns and Flows |
|
| Agentforce |
|
