---
schema_version: "1"
id: 868b1857f1e3c381d72890155617b58d01cebc41eac16615f1ee568013a6e7e4
title: Marketing | Refine Campaign Preview
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_refine_campaign_preview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_refine_campaign_preview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8ff638aa28b30bd5b62c9ff43255c9914b48e187e69e11d253265d45439ac2fe
description: From user input, refines and replaces campaign preview steps associated with a brief, such as message channels and content, before the campaign is saved.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Marketing | Refine Campaign Preview

From user input, refines and replaces campaign preview steps associated with a brief, such as message channels and content, before the campaign is saved.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Foundations and Marketing Cloud Next.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d62960e64">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d62960e67">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d62960e64 d62960e67 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">RefineCampaignPreview</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Marketing Cloud: Refine Campaign Preview</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_einstein.htm&amp;type=5&amp;language=en_US" target="_blank"><u>Enable AI Features in Marketing Cloud</u></a></td></tr></tbody></table>

## Refine Campaign Preview and Prompt Templates

The action is flow-based and references a standard flow. It calls an invocable action to retrieve existing preview steps for the associated brief. It then launches the Refine Campaign Preview prompt to refine the campaign based on user input.

## Guidelines and Considerations

- This action is intended for use only in Marketing Cloud campaigns.
- Once a campaign is associated with a brief, the preview can’t be refined. To refine the preview and/or create another campaign from the preview, unlink the campaign.
- Email and SMS are the only supported channel types for this action.
- Refining by tone requires a complete instruction of a tone. For example, entering a generic request "Make all the messages professional" won’t use the brand's specific definition of professional.