Salesforce admins, marketing admins, and admins for Data 360 have a role to play in configuring and managing Marketing Cloud Next. Before you get started, determine whether one user fills these admin roles or if many people are involved.
- Feature Availability by Marketing Cloud Next Edition
Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only. - Getting Started with Marketing Cloud Next Setup
To get started with Marketing Cloud Next, complete some basic settings, then continue through the required and recommended steps. The time it takes to complete setup depends on the features that you want to use. - Set Up Marketing Cloud Next with Salesforce Go
Salesforce Go brings marketing setup tasks into one place so that you can get started quickly. Explore the available feature sets and configure the included features to support your marketing goals. - Business Units in Marketing Cloud Next
Business units create divisions within your org to focus on specific marketing goals, while also providing global visibility and control across the entire enterprise. Business units act as a junction between data and content, aligning your marketing efforts with specific organizational divisions. - Configure Your Marketing Data
One of the things that makes Marketing Cloud Next so powerful is its relationship to Data 360. To prepare your Salesforce org, install and deploy the data kits that include the data model objects (DMOs) that support marketing assets. Then, use identity resolution rulesets to organize and unify your data. - Manage User Access
Add users and assign roles and permissions to make sure your team can access the necessary tools to complete their work in Marketing Cloud Next. - Set Up Channels in Marketing Cloud Next
Marketing Cloud Next supports a multichannel marketing strategy that includes email, landing pages, SMS, and WhatsApp. Learn how to configure the required settings for each channel. - Set Up Brand Center in Marketing Cloud Next
Turn on Brand Center for a data space and assign permissions so that your team can build and use brand kits. - Configure Web Tracking for Marketing
Track visitor activities and engagement across your marketing landing pages and external sites. Use the data to create more targeted segments and inform your marketing strategy. - Set Up Marketing Planning and Operations
Before your marketing team can plan and run their work, set up Marketing Planning and Operations. Complete these tasks to get the app up and running for your team. - Set Up Reporting in Marketing Cloud Next
To get detailed reporting insights and embedded dashboards for your campaigns, install the Marketing Performance Intelligence app. Marketing Cloud Next also includes preconfigured reports and dashboards that you can customize on the Analytics page. - Score People and Accounts in Marketing Cloud Next
Score leads, contacts, prospects, and accounts based on how engaged they are with your marketing efforts, how closely they resemble your ideal customer, or how likely an account is to buy from you. Customize default scoring rules and decide how engagement and fit scores factor into the overall marketing scores for individuals and accounts. Use the scores to build segments and create targeted content. - Set Up Personalization Features in Marketing Cloud Next
When you personalize marketing messages using merge fields or dynamic content, you can improve the customer experience and increase engagement. Before you can start personalizing content, set up Personalization and configure a data graph based on the Unified Individual object. A data graph is also necessary for personalizing flow decisions. - Set Up Distributed Marketing and Alerts
With Distributed Marketing and Alerts, marketers can help ensure quality content and consistent branding by sharing approved email templates with other users. To make Distributed Marketing and Alerts available, an admin must turn on the feature, assign permissions, and add the Distributed Marketing and Alerts components to campaign, lead, contact, and person account records. - Recommended Page Customization
To help marketers find related information on frequently used pages, add components to Lightning record pages in the Marketing app. A Salesforce or marketing admin can access the Lightning App Builder from the Setup menu on any record page or from the Object Manager. - Sandbox Testing for Marketing Cloud Next
Marketing Cloud Next uses the Salesforce Platform sandbox infrastructure, which means that you get truly isolated environments for lifecycle development. Learn about the types of sandboxes and their recommended uses, how sandboxes can be used to test email sends, how sandboxes consume credits, and other considerations. - Marketing Cloud Next Glossary
Here are the most common terms you encounter while using Marketing Cloud Next. - Set Up AI in Marketing Cloud Next
To use AI features in Marketing Cloud Next, set up your data and connect the channels you use for campaigns. Then, use AI to create content, personalize customer experiences, and optimize campaign performance.