Agentforce Marketing
Gain hands-on experience with this next-generation platform through self-guided, practical workshops.
Setup Demo Org
Begin your learning journey by configuring a Simple Demo Org (SDO) to follow this guided workshop series.
Branding Content
Establish your brand’s colors, typography, and visual styles to ensure a consistent look and feel across all marketing assets.
Campaign Creation
Use Agentforce to instantly generate campaign briefs and message components—reducing planning time and effort.
Data Graphs
Bring together structured DMO data into unified, reusable views that drive personalization and targeting across multi-channel campaigns.
Dynamic Content
Build personalized experiences with dynamic elements and targeting rules, then tailor each content variation to your audience.
Scoring Models
Assign scores to individuals based on their engagement with your marketing content and how closely they fit your ideal customer.
Repeaters in Emails
Include dynamic content blocks that display multiple records of products, events, or promotions in a single email.
Forms & Landing Pages
Capture contact information from a form on a landing page and customize a flow to create a new CRM record in real-time.
External Forms
Create a low-code solution that captures form data from an external website and creates records in Salesforce CRM using flow.
Website Tracking
Track website visitor behavior on an external website and configure a custom consent banner to capture consent for data collection.
Record-Triggered Emails
Invoke a record-triggered flow that assigns variables to an Apex class and sends a personalized email when a new CRM record is created.
API Triggered Flows
Use API calls to trigger on-demand flows from external websites or third-party platforms to automate business processes.
Setup Personalization
Define the appropriate app settings and permissions to create personalized experiences with Salesforce Personalization.