Copy your Account Engagement marketing assets to Salesforce CMS for use in your marketing campaigns.
Required Editions
| Available in: Account Engagement Growth Edition with Data 360 enabled |
To add your Account Engagement marketing assets to Salesforce CMS, use Copy to CMS.
- Enable Copy to CMS for Account Engagement Business Units
To let marketers use their Account Engagement marketing content for future marketing campaigns, enable copying assets to a CMS Marketing workspace in Salesforce. When you enable copying assets, a new content workspace is created. - Copy Sent Emails from Your Account Engagement Business Unit to a CMS Workspace
To use your Account Engagement emails for future marketing campaigns, copy the emails to a CMS Marketing workspace. When you copy an email, the folder permissions in Account Engagement don’t transfer to the CMS workspace. - Copy Files from Your Account Engagement Business Unit to a CMS Workspace
To use your Account Engagement files for future marketing campaigns, copy the files to a CMS Marketing workspace. When you copy a file, the folder permissions in Account Engagement don’t transfer to the CMS workspace. - CMS File Types
You can copy these file types to Salesforce CMS from your Account Engagement business unit. - Copy Forms from Your Account Engagement Business Unit to a CMS Workspace
To use your Account Engagement forms for future marketing campaigns, copy the forms to a CMS Marketing workspace. When you copy a form, the folder permissions in Account Engagement don’t transfer to the CMS workspace. - Copy Landing Pages from Your Account Engagement Business Unit to a CMS Workspace
To use landing pages in future marketing campaigns, copy them to a CMS Marketing workspace.