Account Engagement Marketing Attribution

01Sep

Winter 25 for Marketing

The Salesforce Winter ’25 release introduces a range of innovative tools and enhancements tailored to elevate marketing strategies. Whether your focus is on personalization, database management, or campaign automation, these new features are designed to help you excel in the fast-paced world of digital marketing. Here’s a look at the top five marketing features in Salesforce Winter ’25 that marketers need to know about to stay ahead of the curve. Top 5 Marketing Features in Salesforce Winter ’25 1. Einstein Personalization: Real-Time Customer EngagementEinstein Personalization is a standout feature of the Winter ’25 release, integrated within the Customer 360 platform. Leveraging Data Cloud, this tool delivers real-time, personalized experiences across Salesforce clouds. By combining business objectives with rules-based targeting, it enables marketers to make informed, personalized decisions across various channels. With native integration into Marketing Cloud Growth, Einstein Personalization ensures a seamless and cohesive customer journey across all Marketing Cloud products. 2. Enhanced Data Management with Marketing Cloud Account Engagement (Pardot)Effective database management is crucial for successful marketing, and Salesforce has significantly improved this with the Winter ’25 release. The updated Marketing Cloud Account Engagement (formerly Pardot) feature allows marketers to find and merge duplicate prospects, maintaining an accurate and streamlined database. Additionally, you can now copy marketing forms and emails directly to Salesforce CMS and integrate landing page and form engagement details into Data Cloud. These enhancements not only preserve data integrity but also offer deeper insights for more effective segmentation and campaign targeting. 3. Advanced API Integrations and General EnhancementsThe Winter ’25 release introduces powerful API and integration updates that revolutionize how marketers manage and utilize data. New capabilities include managing tags, processing permanent prospect deletion requests, and sending list emails more efficiently. Moreover, marketers can now gain valuable insights by ingesting Account Engagement form and landing page engagement data into Data Cloud. General enhancements also allow for the opening of system email links within the Lightning App and building segments in Data Cloud using engagement data from forms and landing pages, streamlining marketing operations and ensuring they are more data-driven. 4. Dynamic Content and Automation in Marketing Cloud GrowthSignificant updates to Marketing Cloud Growth in Winter ’25 focus on dynamic content and automation. Marketers can now create highly personalized and timely campaigns using dynamic content variations and event-triggered automation. This ensures messages are not only relevant but also delivered at the most impactful moments, driving higher engagement and conversion rates. The ability to clone content and avoid duplicating records when sharing branded content across workspaces further enhances efficiency in marketing processes. 5. Einstein AI and Campaign ROI AttributionUnderstanding the return on investment (ROI) of marketing campaigns is made easier with new Einstein AI tools and campaign ROI attribution features in Winter ’25. The introduction of Einstein Copilot features and grounding tools in Marketing Cloud Growth enhances content creation and optimization using generative AI. Additionally, the Opportunity Influence feature allows marketers to automatically attribute revenue from closed deals to the most influential campaigns using email click engagement data. With options for first-touch and last-touch attribution models, marketers can clearly identify which campaigns drive success at different stages of the customer journey. Recap The Salesforce Winter ’25 release equips marketers with a robust set of features designed to empower the creation of more personalized, efficient, and effective campaigns. From real-time personalization with Einstein to enhanced data management and dynamic content automation, these updates provide the tools needed to stay competitive in the digital marketing landscape. By leveraging these new features, marketers can optimize their strategies to ensure relevance and maximize impact. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 1, 2024in Generative AI, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

Connecting Marketing Cloud Account Engagement, Marketing Cloud, and Salesforce

23Apr

Connecting Account Engagement, Marketing Cloud, and Salesforce

Connecting Account Engagement, Marketing Cloud, and Salesforce – the case for all three. A common inquiry we often encounter from clients is: “Should I opt for Salesforce Marketing Cloud or Marketing Cloud Account Engagement?” “How do we choose which one is right for us?” This query may appear peculiar since Marketing Cloud Account Engagement is typically acknowledged as the go-to B2B solution, while Salesforce Marketing Cloud is favored for B2C endeavors. The conventional wisdom suggests that businesses select one of these platforms based on their organizational setup and target demographic. Our perspective on the question at Tectonic diverges from this norm. Depending on your primary marketing channels, it can be highly effective for any business to utilize both platforms! Connecting Account Engagement, Marketing Cloud, and Salesforce Permit me to explain. Marketing Cloud Account Engagement excels in automated email marketing, lead capture via forms and landing pages, and engagement tracking through scoring and grading tools. Moreover, it boasts unequeled integration with Salesforce. Yet, there are instances where marketers require an additional channel to strategically retarget accounts or re-engage with prospects who may have become disconnected from email communication. Marketing Cloud Advertising Studio This is where Marketing Cloud’s Advertising Studio module becomes invaluable. Leveraging Salesforce’s architecture, you can craft a seamless experience for your audience with personalized journeys. The system architecture integrating MCAE for data entry and automated email marketing, Sales Cloud as the CRM and database of record, and Marketing Cloud Connect as the mechanism for triggering targeted ads. Automated Processes The process initiates in Account Engagement upon initial record creation or update. Subsequently, a prospect may enter a MCAE Engagement Studio campaign or journey, trigger an Automation Rule, or prompt a Completion Action. With seamless Sales Cloud integration, the contact record update synchronizes with the CRM, generating or updating a specific Salesforce Report for an Audience. The Marketing Cloud Connector facilitates this activity to trigger an automation in the Marketing Cloud Automation Studio, importing the contact record into a Data Extension. This Data Extension serves as the source for an Audience set up in Advertising Studio, enabling advertising campaigns across digital channels such as Facebook, Google, and LinkedIn. This is just one example of the seamless integration within the Salesforce suite of marketing products! From a user perspective, the familiarity in the look and feel of each platform empowers teams to craft sophisticated journeys without being confined to a single platform. Whether one focus on B2B and the other B2C, or one on prospecting and one on customer communications, there is a time and a place to use both. Connecting Pardot, Marketing Cloud, and Salesforce Together? When is it appropriate to leverage both platforms? Depending on your core marketing channels, for any business it can actually be very effective to use both Salesforce Marketing Cloud and Pardot for great results. Utilizing both Salesforce Marketing Cloud and Marketing Cloud Account Engagement is most suitable for businesses that: Pricing The pricing structure of Marketing Cloud, based on the Studios (features) you require access to, ensures businesses pay a flexible premium tailored to their needs. In this insight, Advertising Studio is showcased to illustrate how Account Engagement and Marketing Cloud can collaborate. However, there are other studios within Marketing Cloud that marketers can leverage for comprehensive marketing campaigns. Other studios within Marketing Cloud include: Intrigued? Consider adopting Salesforce Marketing Cloud and Marketing Cloud Account Engagement)in tandem for a comprehensive, multi-channel automated marketing strategy. The Tectonic team and I are available to assist with Salesforce architecture setup, integration, or serve as an extension of your team to devise effective Marketing Cloud strategies for long-term success. Reach out to us to learn more. The Account Engagement Plus, Advanced, and Premium editions offer a range of features designed to empower marketing teams with sophisticated tools for analyzing performance, implementing automation, and enhancing campaign effectiveness. Let’s break down each edition’s offerings: Account Engagement Plus Edition: Account Engagement Advanced Edition (Includes Einstein AI-powered features): Account Engagement Premium Edition: These editions cater to different levels of marketing sophistication, offering scalable features and capabilities to meet the diverse needs of marketing teams within organizations. Whether it’s advanced analytics, AI-driven insights, or enterprise-grade tools, Account Engagement editions empower marketers to optimize performance and drive business growth effectively. Connecting Account Engagement Marketing Cloud and Salesforce for Distributed Marketing The Distributed Marketing & Marketing Cloud Connect solution offers seamless integration of corporate marketing, employees, channel partners, and brand engagement to ensure cohesive experiences across corporate and partner networks. With this solution, marketers can create and distribute on-brand content using Marketing Cloud. Key features of Distributed Marketing & Marketing Cloud Connect include: Overall, Distributed Marketing & Marketing Cloud Connect simplifies content collaboration, strengthens brand consistency, and facilitates efficient engagement across diverse networks within an organization. This integration of marketing efforts fosters better communication and alignment across all stakeholders involved in brand promotion and customer interactions. By Tectonic Salesforce Marketing Cloud Solution Architect, Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 23, 2024in Distributed Marketing, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

24Mar

Account Engagement Marketing Attribution

Marketing Attribution has been a contentious topic among marketers. Account Engagement Marketing Attribution is just one platform where it is discussed. The two distinct viewpoints: One perspective suggests caution in interpreting current attribution data, emphasizing its limitation to the information available at the point of conversion. Conversely, another viewpoint advocates for utilizing available data rather than disregarding it entirely. While acknowledging the validity of both stances, a neutral position is maintained here. Acknowledging the importance of capturing attribution data, its practical application hinges on individual attribution tracking processes. For those interested in exploring the foundational elements of effective marketing attribution, this insight looks into leveraging the Attribution Engine to capture attribution data, harnessing Marketing Cloud Account Engagement (MCAE), and optimizing Salesforce campaigns to construct robust attribution models. Capturing Attribution Data Essential to identifying the channels driving website traffic is leveraging the Attribution data. This can include UTM values, capturing details like referral URLs and discovery timestamps. Campaign drivers, asset consumption, web page visits, and more. Subsequent visits update conversion-specific values, facilitating precise attribution. Integrating with Marketing Cloud Account Engagement (MCAE) Configure MCAE forms to capture attribution data. Aligning fields with Lead and Contact objects in Salesforce ensures seamless data transfer for enhanced insights. Configuring Salesforce Campaigns Effective prospect engagement tracking through Salesforce campaigns necessitates a structured campaign hierarchy. Utilizing the Campaign Member object to log UTM-based attribution data obviates the need for creating multiple campaigns per channel. Establishing distinct record types for marketing campaigns safeguards data integrity amidst multifaceted campaign operations. Customizable Campaign Influence Customizable Campaign Influence in Account Engagement facilitates revenue attribution configuration across diverse attribution models. This feature scans active campaigns, associating revenue influence with members holding contact roles on open opportunities. Defining auto-association criteria optimizes influence attribution accuracy and relevance. Capturing Attribution Data in Campaign Member Records Automating last-touch point data retention in Campaign Member records enhances campaign efficacy tracking. Salesforce Flows streamline data extraction from Lead or Contact records, appending it to Campaign Member entries upon assignment. This setup ensures comprehensive visibility into campaign impact on pipeline development. Leveraging B2BMA Analytics Dashboards Driving campaign performance analysis and pipeline impact requires robust reporting frameworks. Leveraging Analytics Studio empowers comprehensive data aggregation from Campaign Influence, Opportunity, and Campaign objects. This capability supports in-depth performance evaluation and channel-specific insights. Analytics Studio provides the foundational tool for building CRM Analytics assets—the lenses and dashboards that make up Analytics apps. Use Analytics Studio to explore your data and build lenses and dashboards with data visualizations that give you the insights to help you run your business. Store everything in apps— the containers of assets that tell a story about an aspect of your business through data visualizations. Analytics Studio lets you do most of your work declaratively through its intuitive graphical user interface. You can also access the JSON, XMD, SaQL, and other files that control how Analytics consumes and displays data in dashboards and apps. Open those files with your editor of choice to make fine-grained changes to Analytics business user functionality. To open Analytics Studio, navigate to the Salesforce app picker , and select Analytics Studio. Sometimes you must scroll or click View All to find it. From there, click Create, and start building. The Analytics Learning Map provides pointers to help get you going and master Analytics visualizations. Conclusion While integrating these functionalities presents challenges, existing familiarity with Marketing Cloud Account Engagement simplifies implementation. Collaboration with Business Intelligence for Analytics Studio dashboard configuration and Salesforce Admin for Flow automation supports seamless adoption. Once established, these elements collectively fortify an agile and effective attribution model. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

March 24, 2024in Salesforce Implementation Services, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Optimization

28Feb

How Einstein Assistant for Account Engagement Works

Einstein Assistant brings cutting-edge AI functionality to Salesforce’s Account Engagement, enhancing the creation of marketing assets like landing pages, forms, and emails by providing intelligent content recommendations. With the Spring ’24 release, these advanced AI features are now available in the Account Engagement Advanced and Premium editions, leveraging generative AI to streamline asset creation. Key Features of Einstein Assistant: Generative AI for Marketing Assets: Account Engagement Integration: Retained Chat History: Language Support: Drafting Marketing Assets with Einstein: Landing Pages: Forms: Emails: Configuring Einstein Generative AI: Enablement: Disabling or Removing: Einstein Behavior Scoring for Account Engagement: Data Utilization: Additional Einstein Account Engagement Features: Scoring and Insights: Comprehensive Features: Getting Started: Enablement Steps: Connectivity: This update introduces powerful AI-driven capabilities to Salesforce’s Account Engagement, empowering users to create impactful marketing assets with the help of an intelligent assistant. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

February 28, 2024in Generative AI

03Dec

Customizable Campaign Influence

How Customizable Campaign Influence Works Customizable Campaign Influence in Salesforce enables businesses to track and assign revenue share to campaigns using both standard and custom attribution models. These models can be updated manually or through automated processes. By adding Customizable Campaign Influence data to related lists and reports, sales teams can better understand which campaigns are driving their opportunity pipeline. How Influence Models Operate Influence models scan active campaigns to identify members who have a contact role on an open opportunity. Based on this relationship, the model creates a campaign influence record. Influence can be assigned manually on an opportunity record or automatically via Apex triggers or the API. Once an opportunity’s stage is closed (won or lost), no new influence records are created. Campaign Influence considers every campaign member, regardless of their status. The Customizable Campaign Influence models use the Campaign, Opportunity, and Campaign Influence junction objects. Enabling this feature adds the standard objects CampaignInfluence and CampaignInfluenceModel to your org. You can then build reports or dashboards for any active influence model. Access to Campaign Influence Records Campaign influence records are visible through related lists and reports. A related list shows data from one model at a time, and you can set the default model for display. To allow users to add or edit campaign influence records from opportunity records, ensure the default model is custom and unlocked. Note: In Salesforce Classic, the Influenced Opportunities related list shows an opportunity only if the influence is more than 0%. In Lightning Experience, opportunity records are displayed regardless of the influence percentage. Standard vs. Custom Models The default model is the Primary Campaign Source, which assigns 100% influence to the campaign listed in the Primary Campaign Source field on an opportunity. This model uses auto-association, so users cannot manually add campaign influence records. Primary Campaign Source model influence records are recalculated when: If the Primary Campaign Source model doesn’t suit your needs, you can create custom models. Users can manually add or edit an influence percentage in the Campaign Influence related list on an opportunity record. Custom models are unlocked by default, allowing users to update records themselves. Locked custom models accept updates via API only. Note: Opportunities added by the primary source campaign field appear in Campaign Statistics only when the Primary Source Campaign model is set as the default. With other models, the value shows opportunities added by auto-association only. Customizable Campaign Influence To preserve opportunity data, custom campaign influence records aren’t deleted when the associated campaign is deleted. You can delete campaign influence records from the Opportunity related list or via the API. Auto-Association Settings Customizable Campaign Influence models use auto-association based on your criteria, such as time frame and campaign types, with additional filters using standard fields. The same settings apply to all models. You can set an auto-association time frame in Setup to define when a member-contact relationship is considered influential. To allow users to assign influence percentages, create a custom model. Both default and custom models can use auto-association rules based on standard and custom fields. Additional Campaign Influence Models for Marketers For users of both Sales Cloud and Account Engagement, additional models like first touch, last touch, and even distribution can be enabled. These models support auto-association rules using standard fields only. Additional Models: If these additional models aren’t enabled, only the Primary Campaign Source model and custom models are available. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

December 3, 2023in Salesforce Marketing Cloud Account Engagement (Pardot)

18Jan

Marketing Cloud Account Engagement and Google Analytics with Heeet from the AppExchange

Introducing Google Analytics with Heeet for Marketing Cloud Account Engagement: A Solution for Holistic Insights Heeet serves as a connector between Salesforce and various channels, including Google Analytics and Google Ads. It goes beyond the limitations of existing connectors, providing detailed first and last touch data into Salesforce and recording essential conversion points in Google Analytics as “goals.” Heeet’s philosophy is to eliminate guesswork in lead acquisition costs, offering organizations a comprehensive solution for enhanced marketing insights. Heeet allows marketing teams to: – Sync all their paid campaigns with your Salesforce campaigns. – Track where their digital leads are coming from without cookie – Measure ROI of their investments – Send conversion data to Google Analytics TRACK ALL TRAFFIC SOURCES IN SALESFORCE – First/Last Click Channels (SEO, SEA, Social, Direct, Other) – First/Last Click UTMS (name, source, keyword) – First/Last Click Landing Urls – Interactions per channels before form completion Heeet is available on the Salesforce AppExchange. If you need assistance installing and implementing Heeet to track Account Engagement traffic sources, contact Tectonic today. Heeet automates all your marketing KPIs in Salesforce by telling you what marketing activities are truly driving revenue, what are your true marketing & sales acquisition costs and how your marketing contents & SEO are influencing acquisition and revenue. Multitouch attribution, campaign ROI, acquisition costs, SEO and content engagement, GA4 integration and more. Trully see how each digital channels, campaigns & keywords contribute to your revenue. MULTITOUCH COOKIELESS TRACKING Trully see how each digital channels, campaigns & keywords contribute to your revenue. Heeet advanced digital influence feature enables you to have a clear understanding on: Digital channels, campaigns and keyword impact: measure how each channels (SEO, SEA, Social Ads, Social Organic,…), campaigns and keywords are contributing to your lead acquisition and revenue. Enhanced Campaign ROI: identify all opportunities that have been influenced by your campaigns to really measure their effectiveness and show their true ROI. SALESFORCE INTEGRATION WITH GOOGLE ADS, FACEBOOK ADS, BING ADS AND LINKEDIN ADS Connect your paid ads platforms with Salesforce. In few clicks, connect Salesforce with your different paid platforms tools (Google Ads, Facebook Ads, Linkedin Ads, Bong Ads) Campaign Data Sync: your paid campaigns are created and updated automatically in Salesforce Campaign Historical data: Monitor your campaigns performances evolution over time (costs, impressions, clicks, # of leads, revenue,…) directly in Salesforce. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

January 18, 2023in Google Analytics, Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud

05Sep

Account Engagement and Connected Campaigns

You connect Salesforce campaigns to Account Engagement with Connected Campaigns. If you’re new to Salesforce and Account Engagement, the Connected Campaigns feature is already partially enabled. Connect campaigns to save time, reduce clutter, and access valuable cross-product features and reporting. For example, work with Campaign Influence attribution models, Engagement History, and Einstein Campaign Insights for a complete view of your business. Plus, you can work with prospects and engagement data without leaving Salesforce. To streamline the way that you provide multifaceted campaign data to sales and marketing teams, connect your Salesforce and Account Engagement campaigns. As a prospect interacts with the marketing assets on an Account Engagement campaign, metrics are pushed to its equivalent Salesforce record. From there, marketers can track influence, and sales users can clearly see the prospect’s journey to becoming an opportunity. If you purchased Account Engagement after March 22, 2019, Connected Campaigns is partially enabled by default. To configure campaigns to work best for your business, complete a few tasks. To work with Account Engagement Campaigns in Account Engagement Lightning App, add the Account Engagement Campaigns tab to the navigation. Now you’re ready to start creating Salesforce campaigns. Each time you create a campaign in Salesforce, an equivalent campaign is created in Account Engagement. That Account Engagement campaign generates new prospects and tracks marketing engagement, which appears as Engagement History on your campaign records. To automatically create lead records from new prospects, add an assignment completion action to your marketing forms. To automatically add prospects as members to a campaign, create an automation. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 5, 2022in Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot)

23Feb

Salesforce Campaigns Unleashed

Salesforce Campaigns Unleased. Salesforce Campaigns serve as a vital tool for marketers within Salesforce, acting as a central hub for managing campaign recipients, engagement, budget, and ROI. While they might initially appear straightforward, deeper exploration reveals their intricate connections within your Salesforce ecosystem. Harnessing Salesforce Campaigns to their full potential is key, yet many users only scratch the surface. This insight, derived from our experience as Salesforce/Pardot Consultants, are shaped by pivotal moments like the introduction of Connected Campaigns. This transition elevated Salesforce Campaigns to a source of truth, rendering basic “first-touch” Pardot campaigns obsolete and aligning both systems for “Pardot” and “multi-touch attribution” to be spoken in the same breath. Here’s a distilled guide packed with best practices to empower your utilization of Salesforce Campaigns for improved tracking and reporting. Salesforce Campaigns Unleased Unleash the full potential of Salesforce Campaigns with these insights, transforming them into a strategic powerhouse for your marketing endeavors. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

February 23, 2022in Salesforce

14Dec

Marketing Cloud Account Engagement and Salesforce Campaigns

The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify the disparities between the two and shed light on their respective functionalities. Marketing Cloud Account Engagement and Salesforce Campaigns. Account Engagement Campaigns: Account Engagement Campaigns serve as the cornerstone of tracking prospect interactions within Account Engagement. When creating marketing assets such as emails, landing pages, or forms, associating them with a Campaign is essential. This linkage facilitates tracking interactions with these assets, with the first Campaign a Prospect interacts with becoming their Source Campaign. Here’s a breakdown: Salesforce Campaigns: Salesforce Campaigns operate differently from Account Engagement Campaigns, serving as a mechanism to track various touchpoints or interactions with leads and contacts. They enable more complex attribution reporting within Salesforce: Salesforce Campaign Integration with Account Engagement: Despite their differences, Account Engagement and Salesforce Campaigns can be integrated to complement each other’s functionalities: Choosing Between the Marketing Cloud Account Engagement and Salesforce Campaigns: The decision between using Salesforce Campaigns or Account Engagement Campaigns boils down to their distinct utilities: Update: Since 2018, Connected Campaigns have bridged the management experience between Salesforce and Account Engagement, streamlining cross-platform alignment and campaign reporting. This enhancement alleviates previous confusion and enhances campaign management efficiency. In conclusion, leveraging both Salesforce Campaigns and Account Engagement Campaigns is recommended for comprehensive campaign management and attribution analysis. If you require assistance with campaign setup, don’t hesitate to reach out to our experts. Content updated November 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

December 14, 2017in Marketing Automation, Salesforce, Salesforce Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot)

Account Engagement Marketing Attribution

Winter 25 for Marketing

Connecting Account Engagement, Marketing Cloud, and Salesforce

Account Engagement Marketing Attribution

How Einstein Assistant for Account Engagement Works

Customizable Campaign Influence

Marketing Cloud Account Engagement and Google Analytics with Heeet from the AppExchange

Account Engagement and Connected Campaigns

Marketing Cloud Account Engagement and Salesforce Campaigns

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