When to Use Copy to CMS with Account Engagement Marketing Assets

Prepare your Account Engagement marketing assets for use in the Salesforce content builder. Before you copy your Account Engagement forms and emails to CMS, review which elements are copied.

Required Editions

Available in: Account Engagement Growth, Plus, Advanced, and Premium Editions

What Gets Copied to CMS?

Simpler marketing assets with basic HTML are a good fit for Copy to CMS. It's recommended to rebuild marketing assets with custom CSS, embedded images, or merge fields in the Salesforce content builder.

flowchart for when to use copy to cms