Loading
Marketing Cloud Next
Create an Agent from the Distributed Marketing Agent Template

You are here:

  1. Salesforce Help
  2. Docs
  3. Marketing Cloud Next

Create an Agent from the Distributed Marketing Agent Template

The Distributed Marketing agent helps non-marketing users prioritize follow-ups. From any lead or contact record, ask the agent to identify top-engaged customers or show marketing engagement data. Plus, discover recent marketer-approved email templates to personalize and send.

Required Editions

View supported editions.

User Permissions Needed
To build an agent in Marketing Cloud Next:

Manage AI Agents

AND

Manage Agentforce Employee Agents

Before you begin:

See Also

Set Up the Distributed Marketing Agent

This setup in Marketing Cloud Next ensures the correct AI features are enabled for you to use the Distributed Marketing agent.

  1. Set up Einstein Generative AI.
  2. Enable Agentforce.
  3. In Agentforce Studio, click + New Agent.
  4. For the template type, select Distributed Marketing Agent.
  5. Give your agent a name and select Let’s Go.
  6. To give non-marketing users access to the Distributed Marketing agent, go to Setup and add the agent to a permission set or profile. See Manage Employee Agent Access.
    You can create a new permission set or profile, or you can add to an existing one.
    Remember to assign this permission set to your own admin profile.

Log out and log back in to make sure the Distributed Marketing agent and its permissions are active.

Test Your Agent

Your Distributed Marketing agent already includes subagents and their standard actions. From Agentforce Studio, click on a subagent to open its details. Then preview to test your agent and confirm that it performs as expected.

To use the agent:

  1. Go to the Contacts tab and open a specific record.
  2. To open the Agentforce chat window, click the Agentforce icon.
  3. Enter a prompt with as much detail as possible to ensure that the Distributed Marketing agent generates an accurate response.
    For example, use prompts like:
    • Retrieve engagement activities for this contact.
    • Show recent email templates for campaigns.
    • Find top scores across scoring models.
  4. Review and confirm the agent’s response.
 
Ladataan
Salesforce Help | Article