The Distributed Marketing agent helps users prioritize follow-ups. From any lead or contact record, ask the agent to identify top-engaged customers or show marketing engagement data. The agent can even recommend email templates based on that data. Plus, discover recent marketer-approved email templates to personalize and send.
Required Editions
| User Permissions Needed | |
|---|---|
| To build an agent in Marketing Cloud Next: |
Manage AI Agents AND Manage Agentforce Employee Agents |
Before you begin:
- Set Up Distributed Marketing and Alerts.
- Set up Salesforce Foundations, which is required to enable marketing agent templates and access the latest Agentforce innovations for Marketing Cloud.
- Give your marketers agent access.
- For information about currently supported languages, review these considerations.
Set Up the Distributed Marketing Agent
This setup in Marketing Cloud Next ensures the correct AI features are enabled for you to use the Distributed Marketing agent.
- Set up Einstein Generative AI.
- Enable Agentforce.
- In Agentforce Studio, click + New Agent.
- For the template type, select Distributed Marketing Agent.
- Give your agent a name and select Let’s Go.
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To give non-marketing users access to the Distributed Marketing agent, go to
Setup and add the agent to a permission set or profile. See Manage Employee Agent Access.
You can create a new permission set or profile, or you can add to an existing one.Remember to assign this permission set to your own admin profile.
Log out, then log back in to check that the Distributed Marketing agent and its permissions are active.
Test Your Agent
Your Distributed Marketing agent already includes subagents and their standard actions. From Agentforce Studio, click on a subagent to open its details. Then preview to test your agent and confirm that it performs as expected.
To use the agent:
- Go to the Contacts tab and open a specific record.
- To open the Agentforce chat window, click the Agentforce icon.
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Enter a prompt with as much detail as possible to ensure that the Distributed Marketing
agent generates an accurate response.
For example, use prompts like:
- Retrieve engagement activities for this contact.
- Show recent email templates for campaigns.
- Find top scores across scoring models.
- Review and confirm the agent’s response.