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Administer the Personalization Experience Default Mode

Help business users more efficiently engage with distributed content by defining whether their personalization experience opens in edit or preview mode.

Required Editions

User Permissions Needed
To define the default personalization experience default mode: Installed Package | DM Administrator permission
  1. In Salesforce, navigate to AppLauncher.
  2. Select Distributed Marketing Administration.
  3. In the Personalization Modal section, select the default mode.
  4. Select Apply Changes.
    Tip
    Tip If you’ve created content with lots of Distributed Marketing content blocks for collaboration, consider changing the default mode to Edit to reduce clicks.