---
schema_version: "1"
id: 8b0f2461d5de0eb442cc7613e33497d3c8e3fd605eea5838a9aa1e44a86eb513
title: Where to Start with Marketing Cloud Engagement+
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mke_where_to_start.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mke_where_to_start.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0401375fa42a505372f936fe435436bed1b61164ad37201a742e455e16920f03
description: To find out which next-generation marketing features are the best first steps for you, consider whether you already use Data 360 or Journey Builder. Think through which features are likely to bring the most value based on the entities and assets that you already have.
products:
  - Marketing
  - Marketing Cloud Engagement
release: "264"
---
# Where to Start with Marketing Cloud Engagement+

To find out which next-generation marketing features are the best first steps for you, consider whether you already use Data 360 or Journey Builder. Think through which features are likely to bring the most value based on the entities and assets that you already have.

Which combination of products do you use with Engagement?

- [I use Salesforce CRM and Data 360.](https://help.salesforce.com/s/articleView?id=mktg.mke_where_to_start.htm&release=264.0.0&type=5)
- [I use Salesforce CRM, but not Data 360.](https://help.salesforce.com/s/articleView?id=mktg.mke_where_to_start.htm&release=264.0.0&type=5)
- [I use Data 360, but I use a different CRM.](https://help.salesforce.com/s/articleView?id=mktg.mke_where_to_start.htm&release=264.0.0&type=5)
- [I use Engagement with different CRM and CDP apps.](https://help.salesforce.com/s/articleView?id=mktg.mke_where_to_start.htm&release=264.0.0&type=5)

## Salesforce and Data 360 Users

You’re already using Salesforce as your CRM and Data 360 for your customer data platform. Several Marketing Cloud Next features are ready to work with implementations like yours! Some features are new to Engagement and available out of the box, while others require some preparation and configuration in Data 360.

Based on the apps that you already use, these features can bring you value quickly with minimal setup. Items with an asterisk require Journey Builder.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Start Here">
          <caption>Start Here</caption>
          <colgroup>
            <col style="width:30%">
            <col style="width:70%">
          </colgroup>
          <tbody>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Digital Wallet</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_digital_wallet.htm&amp;release=264.0.0&amp;type=5" title="Marketing Cloud Engagement+ uses consumption billing for certain features and functionality. Digital Wallet tracks this consumption so that you can monitor spending and allocation. Standard and custom reports and dashboards provide trend analysis and forecasting for budgeting purposes across business units and lines of business. You can even set alerts to help you avoid overages.">View
                  your digital wallet and create custom reports</a></td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Campaigns and Flows</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Trigger Engagement emails via marketing flows</li>

                  <li>Relate Salesforce objects to next-gen campaigns</li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_journey_campaign_add.htm&amp;release=264.0.0&amp;type=5" title="Organize your existing journeys in Marketing Cloud Next by adding them to campaigns. Adding your campaigns to journeys is a great way to view all of your journeys that are related to a specific theme or objective.">Connect next-gen
                      campaigns to journeys</a>*</li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_flow_journeys.htm&amp;release=264.0.0&amp;type=5" title="As a Journey Builder expert, you maintain tried-and-true journeys. Keep using and optimizing them with your access to Marketing Cloud Next, which uses Flow Builder for automation. When you add journey elements to flows, you can create complex automations that work easily with data from third-parties and the Salesforce Platform.">Trigger Engagement
                      journeys via marketing flows</a>*</li>

                </ul>
              </td>

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

After you’ve successfully used these tools, consider tackling these more advanced use cases. These features require more setup and configuration, particularly around your data model in Data 360 and the connections across apps. Items with an asterisk require that you also use Journey Builder.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Take the Next Steps">
          <caption>Take the Next Steps</caption>
          <colgroup>
            <col style="width:30%">
            <col style="width:70%">
          </colgroup>
          <tbody>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Agentforce</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Create agents and agent actions</li>

                  <li>Add agents to marketing flows</li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_journey_decision.htm&amp;release=264.0.0&amp;type=5" title="It can be hard to identify the best next step for all of the people who move through your automated journeys. The trusted tools in Marketing Cloud Engagement+ handle that difficult processing task for you. Platform tools like Agent Builder and Flow Builder ensure that your marketers, prospects, and customers each have an ideal customer journey.">Trigger the next
                      best Engagement journey</a>*</li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Channels and Messaging</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Set up conversational messaging for SMS</li>

                  <li>Set up conversational messaging for WhatsApp</li>

                </ul>
              </td>

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

## Salesforce CRM Users

Since you’re already using Salesforce as your CRM, you’re in a good position to start using standard objects and tools like campaigns and flows. Some features are ready to use without further configuration, while others require significant preparation and configuration in Data 360.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Start Here">
          <caption>Start Here</caption>
          <colgroup>
            <col style="width:30%">
            <col style="width:70%">
          </colgroup>
          <tbody>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Digital Wallet</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_digital_wallet.htm&amp;release=264.0.0&amp;type=5" title="Marketing Cloud Engagement+ uses consumption billing for certain features and functionality. Digital Wallet tracks this consumption so that you can monitor spending and allocation. Standard and custom reports and dashboards provide trend analysis and forecasting for budgeting purposes across business units and lines of business. You can even set alerts to help you avoid overages.">View
                  your digital wallet and create custom reports</a></td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Campaigns and Flows</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_journey_campaign_add.htm&amp;release=264.0.0&amp;type=5" title="Organize your existing journeys in Marketing Cloud Next by adding them to campaigns. Adding your campaigns to journeys is a great way to view all of your journeys that are related to a specific theme or objective.">Connect Engagement journeys to next-gen campaigns</a></li>

                  <li>Relate Salesforce objects to next-gen campaigns</li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Unified Reporting</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_unified_reporting.htm&amp;release=264.0.0&amp;type=5" title="Create insightful reports across Marketing Cloud Engagement+ activities and the next-gen content that you build in . These reports include marketing data and data from other Salesforce products such as Sales Cloud, Service Cloud, and Data 360. Best of all, marketers can create in-depth, Tableau Next reports and dashboards without writing any code.">View dashboards
                  and create reports</a></td>

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

After you’ve successfully used these tools, consider tackling these more advanced use cases. These features require more setup and configuration, particularly around your data model in Data 360 and the connections across apps. Items with an asterisk require that you also use Journey Builder.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Take the Next Steps">
          <caption>Take the Next Steps</caption>
          <colgroup>
            <col style="width:30%">
            <col style="width:70%">
          </colgroup>
          <tbody>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Segmentation</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Create segments using data from Data 360, CRM, or data extensions.</td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Campaigns and Flows</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Send Engagement emails to segments</li>

                  <li>Activate a segment for external use cases with Mulesoft connectors</li>

                  <li>Add segment members to an Engagement journey*</li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_flow_journeys.htm&amp;release=264.0.0&amp;type=5" title="As a Journey Builder expert, you maintain tried-and-true journeys. Keep using and optimizing them with your access to Marketing Cloud Next, which uses Flow Builder for automation. When you add journey elements to flows, you can create complex automations that work easily with data from third-parties and the Salesforce Platform.">Trigger a chain of
                      Engagement journeys via a flow*</a></li>

                </ul>
              </td>

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

## Data 360 Users

Since you’re already using Data 360 to manage your data, you probably already have some custom, mapped data available. Before you start using these features, verify that the default Marketing Cloud Next data streams are bringing in the data that you need.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Start Here">
          <caption>Start Here</caption>
          <colgroup>
            <col style="width:30%">
            <col style="width:70%">
          </colgroup>
          <tbody>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Digital Wallet</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_digital_wallet.htm&amp;release=264.0.0&amp;type=5" title="Marketing Cloud Engagement+ uses consumption billing for certain features and functionality. Digital Wallet tracks this consumption so that you can monitor spending and allocation. Standard and custom reports and dashboards provide trend analysis and forecasting for budgeting purposes across business units and lines of business. You can even set alerts to help you avoid overages.">View
                  your digital wallet and create custom reports</a></td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Campaigns and Flows</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Send Engagement emails to segments</li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_journey_campaign_add.htm&amp;release=264.0.0&amp;type=5" title="Organize your existing journeys in Marketing Cloud Next by adding them to campaigns. Adding your campaigns to journeys is a great way to view all of your journeys that are related to a specific theme or objective.">Connect next-gen
                      campaigns to journeys</a></li>

                  <li>Add segment members to an Engagement journey*</li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_flow_journeys.htm&amp;release=264.0.0&amp;type=5" title="As a Journey Builder expert, you maintain tried-and-true journeys. Keep using and optimizing them with your access to Marketing Cloud Next, which uses Flow Builder for automation. When you add journey elements to flows, you can create complex automations that work easily with data from third-parties and the Salesforce Platform.">Trigger a chain of
                      Engagement journeys via a flow*</a></li>

                </ul>
              </td>

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

After you’ve successfully used these tools, consider tackling these more advanced use cases. These features require more setup and configuration, particularly around your data model in Data 360 and the connections across apps. Items with an asterisk require that you also use Journey Builder.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Take the Next Steps">
          <caption>Take the Next Steps</caption>
          <colgroup>
            <col style="width:30%">
            <col style="width:70%">
          </colgroup>
          <tbody>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Campaigns and Flows</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Activate a segment for external use cases with Mulesoft connectors</li>

                  <li>Relate CRM objects to next-gen campaigns</li>

                  <li>Refresh existing Engagement journeys with flow data</li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Agentforce</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Create agents and agent actions</li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mceplus_journey_decisioning.htm&amp;release=264.0.0&amp;type=5" title="Harness the power of Agentforce in your journeys with the Journey Decisioning agent. The agent dynamically assigns the best customer journey and creates custom content for each individual based on real-time behavior profile details and context.">Trigger the next best Engagement journey</a>*</li>

                </ul>
              </td>

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

## Engagement-Only Users

Although Salesforce CRM and Data 360 help you get the most out of Marketing Cloud Next, you can explore the app without those products, too.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Start Here"><caption>Start Here</caption> <colgroup><col style="width:30%"> <col style="width:70%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Digital Wallet</td><td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_digital_wallet.htm&amp;release=264.0.0&amp;type=5" title="Marketing Cloud Engagement+ uses consumption billing for certain features and functionality. Digital Wallet tracks this consumption so that you can monitor spending and allocation. Standard and custom reports and dashboards provide trend analysis and forecasting for budgeting purposes across business units and lines of business. You can even set alerts to help you avoid overages.">View your digital wallet and create custom reports</a></td></tr><tr class=""><td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Campaigns and Flows</td><td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_journey_campaign_add.htm&amp;release=264.0.0&amp;type=5" title="Organize your existing journeys in Marketing Cloud Next by adding them to campaigns. Adding your campaigns to journeys is a great way to view all of your journeys that are related to a specific theme or objective.">Connect next-gen campaigns to journeys</a></td></tr><tr class=""><td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Unified Reporting</td><td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_unified_reporting.htm&amp;release=264.0.0&amp;type=5" title="Create insightful reports across Marketing Cloud Engagement+ activities and the next-gen content that you build in . These reports include marketing data and data from other Salesforce products such as Sales Cloud, Service Cloud, and Data 360. Best of all, marketers can create in-depth, Tableau Next reports and dashboards without writing any code.">View dashboards and create reports</a></td></tr></tbody></table>

After you’ve successfully used these tools, consider tackling these more advanced use cases. These features require more setup and configuration, particularly around your data model in Data 360 and the connections across apps. Items with an asterisk require that you also use Journey Builder.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Take the Next Steps">
          <caption>Take the Next Steps</caption>
          <colgroup>
            <col style="width:30%">
            <col style="width:70%">
          </colgroup>
          <tbody>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Campaigns and Flows</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Activate a segment for external use cases with Mulesoft connectors</li>

                  <li>Refresh existing Engagement journeys with flow data</li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">Agentforce</td>

              <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
                <ul>
                  <li>Create agents and agent actions</li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=mktg.mke_start_journey_decision.htm&amp;release=264.0.0&amp;type=5" title="It can be hard to identify the best next step for all of the people who move through your automated journeys. The trusted tools in Marketing Cloud Engagement+ handle that difficult processing task for you. Platform tools like Agent Builder and Flow Builder ensure that your marketers, prospects, and customers each have an ideal customer journey.">Trigger the next
                      best Engagement journey</a>*</li>

                </ul>
              </td>

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