Agentforce Marketing
Gain hands-on experience with this next-generation platform through self-guided, practical workshops.
Begin your learning journey by configuring a Simple Demo Org (SDO) to follow this guided workshop series.
Establish your brand’s colors, typography, and visual styles to ensure a consistent look and feel across all marketing assets.
Use Agentforce to instantly generate campaign briefs and message components—reducing planning time and effort.
Bring together structured DMO data into unified, reusable views that drive personalization and targeting across multi-channel campaigns.
Build personalized experiences with dynamic elements and targeting rules, then tailor each content variation to your audience.
Assign scores to individuals based on their engagement with your marketing content and how closely they fit your ideal customer.
Include dynamic content blocks that display multiple records of products, events, or promotions in a single email.
Capture contact information from a form on a landing page and customize a flow to create a new CRM record in real-time.
Create a low-code solution that captures form data from an external website and creates records in Salesforce CRM using flow.
Track website visitor behavior on an external website and configure a custom consent banner to capture consent for data collection.
Invoke a record-triggered flow that assigns variables to an Apex class and sends a personalized email when a new CRM record is created.
Use API calls to trigger on-demand flows from external websites or third-party platforms to automate business processes.
Learn how to set up Marketing Intelligence, including installation requirements, configurable features, and setup options.
Define the appropriate app settings and permissions to create personalized experiences with Salesforce Personalization.
Create a web sitemap using the low-code Sitemap Builder browser extension to define what should be tracked on your website.
Upload a website sitemap and schema file to capture and ingest structured website interaction events into Data 360.
Deploy a website connector and map the associated web data streams in a Data 360 data space.
Create an identity resolution ruleset in Data 360 that powers a real-time profile data graph.
Create a data graph to power rules-based and objective-based recommenders for cross-channel personalization.
Create a real-time data graph that returns in-the-moment profile data for real-time personalization and decisioning.
Create rules-based and ML powered objective-based recommenders to return 1:1 recommendations in real-time.
Configure a response template that defines the configuration options available to marketers when they’re building a personalization decision.
Bring together recommenders, response templates, and targeting logic to deliver personalization across channels.
Create channel-specific experience templates to control how personalization decisions are rendered.
Configure custom attribution models to track personalization point performance and build an attribution model funnel.