Queue Sarah McLachlan’s “I will remember you,” because the Pardot Classic App in Salesforce is officially retiring on Monday, October 17, 2022.

Remain calm! The retirement of the Pardot Classic App is unrelated to the recent Pardot rebrand to “Marketing Cloud Account Engagement.”

The retiring of the Classic app was announced almost a year ago, in October 2021. Marketing Cloud Account Engagement (Pardot) will still be accessible at pi.pardot.com and through the Lightning App.

Check out this FAQ article for more information on what is changing with the retirement of the Pardot Classic App.

Pardot Classic App Retirement Implications

What does this mean? If you’re using the Pardot Classic App in Salesforce today, then you’re accessing the classic user interface (UI) via the “Pardot tab” in either your Salesforce Classic or Lightning experience.

On October 17, 2022, you’ll have two options to access Pardot moving forward:

1. Logging in at pi.pardot.com: This is Pardot’s legacy application with the same classic UI experience shared by the Pardot Classic App.
2. Enabling the Pardot Lightning App: This is the recommended application to continue using Pardot in Salesforce Lightning. The Pardot Lightning App also grants you access to the latest and greatest features not available in the Classic App or at pi.pardot.com.

Getting Salesforce Access for Pardot Users

But my Pardot users don’t have access to Salesforce!

That’s OK!

With the Winter ’23 release, users who do not require full access to Salesforce can now access the Pardot Lightning app with a new permission set. Read more about the Winter’ ’23 new release updates here.

Start Using the Pardot Lightning App

What’s the Pardot Lightning App?

I’m so glad you asked!

This app gives you access to all your favorite Pardot marketing automation features in an updated UI built on the Salesforce Platform. Check out this blog post on the benefits of using the Pardot Lightning App and the additions that come with it.

It’s Time to Switch to Pardot Lightning

Are you ready to make the switch? Check out The Salesforce Pardot Lightning Implementation Guide. Or get in touch with us for help.

Let us know how you feel about making the switch to Pardot Lightning in the comments!

Original article: Get Ready for Pardot Classic App Retirement

©2022 The Spot. All Rights Reserved.

The post Get Ready for Pardot Classic App Retirement appeared first on The Spot.

The Salesforce Winter ’23 Release Notes are out, and they include important features for marketers who are on the Salesforce platform. 

We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways. 

So, if you’re using and managing marketing operations for your company or organization and want to know more about Salesforce CRM, then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Winter ‘23 Release if you’re a marketer who uses Salesforce.

Marketing-Focused Platform Highlights  from the Salesforce Winter ‘23 Release

Marketers who use the Salesforce platform are getting lots of attention from the Salesforce Winter ‘23 Release. 

Some updates are changing the way we work to meet evolving technology demands. Others are saving us time by connecting the dots in a logical way. 

All we know is, this release includes big updates for people in the marketing world.

Highlight #1: MFA Enhancement for Smaller Orgs

The Winter ‘23 release will enable multi-factor authentication (MFA) for direct logins to Salesforce for orgs with fewer than 100 active users. This update will then become enforced when the Spring ‘23 release comes around early next year. 

If your Salesforce org falls under the 100 active user threshold, it’s best to make sure you are fully compliant with the MFA requirement now and make sure any MFA-exempt user types are prevented from being affected by this update.

Any Salesforce org that has more than 100 active users will experience this update in a future release.

Highlight #2: Dynamic Forms for Standard Objects

Dynamic Forms are now finally available for Accounts, Person Accounts, Contacts, and Opportunities! Dynamic Forms are components you can add to your Lightning Record Page to help customize your page layouts even more. 

Instead of using the standard page layout component, you can add specific fields and sections to the Lightning Record Page and add visibility rules to show users only what they need at that time. 

You can also automate the process of creating dynamic forms by migrating the Record Detail component to a Dynamic Form component with just one button.

Highlight #3: Salesforce Reports and Dashboards Updates

Salesforce continues to ensure that Reports and Dashboards get new updates with each release throughout the year. 

Enhancement #1: Filter Custom Report Types by Salesforce Fields (Beta)

Salesforce continues to provide enhancements to help ensure users can pick the best report type for any use case. Users can now filter custom report types by specific fields to ensure that report type contains the fields needed for the report. 

This feature is extremely useful for finding the right custom report type and allows users to filter by up to 20 fields that are required for the specific report they are building.

Enhancement #2: Review a Custom Report Type’s Structure During Report Creation

When getting ready to select a custom report type, users are now able to review the structure of that report type before moving forward with creating a new report. 

The details panel for the custom report type will now include a section that shows the relationships between the joined objects and provides useful information on the outcomes of the joins that were set up for the report type.

Highlight #4: User Permissions Updates

Improvement #1: Manage Your Permission Assignments with the User Access and Permission Assistant

Previously known as the Permissions Helper, the User Access and Permissions Assistant is an app through the Salesforce AppExchange to help analyze and report on permission assignments. 

Following the Salesforce best practice to approach user management by applying the principle of least privilege, this tool can help with monitoring and managing permissions across your org. 

Some features available through this tool are:

• Analyzing permissions by user, permission set, or permission set group to understand who has a particular permission.
• Converting a profile to a permission set
• Reporting on users, permission sets, or permission set groups to further understand who has what permissions.
  • You can also report on permission dependency and visualize it so you can see everything that’s dependent on a specific permission.

Improvement #2: Set Field-Level Security for a Field on Permission Sets During Field Creation

As Salesforce moves its customers toward using Permission Sets over Profiles, it will continue to push out new updates for Permission Sets to become more powerful. 

When creating new fields on an object, you will now have the ability to set field-level security on permission sets instead of profiles to help follow security best practices.

To use this new beta feature, you should enable it through the User Management Settings in your Salesforce Setup.

Highlight #5: Salesforce Flow Updates

You may have heard the phrase “Flow is the future” in Salesforce messaging over the past couple of years. This is because Salesforce is consistently releasing new Flow features to prepare for the retirement of Process Builder and Workflow Rules in the upcoming years. 

You should anticipate seeing awesome features for Salesforce Flow being included in every release moving forward for a while.

Here are some of our favorites from this release.

Improvement #1: Cut and Paste Flow Elements

If you’ve ever had to move a Flow element from one section to another you know how frustrating it has been in the past. We were required to copy a component, paste in the new section, update any references to the old version of the component, and then delete the old component. 

Salesforce has answered this frustration by providing a new feature where you can cut and paste a Flow element that eliminates all of the extra steps of cleaning up your Flow when you move an element.

Improvement #2: Specify Time Offsets in Months for Scheduled Paths

Before the Winter ‘23 release, Salesforce users were only able to set up scheduled paths by looking at the time since a trigger in minutes, hours, or days. 

This new Salesforce feature now includes the ability to schedule your path to run on the same calendar day of another month.

Improvement #3: Use In and Not In Operations to Find Related Records

Flows are getting new operators that can be used in Get Records, Update Records, and Delete Records elements. 

These new operators, In and Not In, can help users get related records without using a Loop element and reduce the number of SOQL queries and DML statements within the Flow.

Improvement #4: Select Multiple Records from a Table in a Screen Flow (Beta)

The new Data Table screen flow component is available to display a list of records on a flow screen. When building the screen flow, you can set the table to ready only or provide your users the ability to select multiple records to use later in the flow.

Improvement #5: Use Record-Triggered Flows to Update Related Records

The Winter ‘23 release brings a new feature where you can use record-triggered flows to update any record that is related to the record that originally triggers the Flow. 

With this feature, users are also able to set filters to only update specific related records instead of all related records.

Improvement #6: Workflow Rule Creation will no longer be available

The Winter ‘23 Release will now block Salesforce users from creating any new Workflow Rules moving forward. This is the next big step toward retiring Workflow Rules entirely as Salesforce continues to push users to move toward Flows. 

This update will not affect your current Workflow Rules as you will still be able to activate, deactivate, and edit your existing automations.

Check out our other blog post on migrating your current Workflow Rules and Process Builder to Flow through the new conversion to learn more about how you can prepare for the Workflow Rule retirement.

Highlight #6: Sales Cloud for Slack (Generally Available)

Since Salesforce purchased Slack in July 2021, they have been working hard to connect these two systems in a way that will improve Sales productivity. 

This release brings a new feature where sales teams can access important information and get notifications about their accounts and opportunities directly in Slack. The new Sales Cloud for Slack app provides the ability for your sales team to collaborate in opportunity-focused channels and to automate record update notifications to be pushed into Slack directly from Salesforce.

Highlight #7: Marketing Cloud Account Engagement (Pardot) Updates

Please check out my colleague Erin Duncan’s blog post on all things Pardot from the Winter ’23 release.

Salesforce is getting bigger and better all the time

B2B marketers who come to Salesforce are usually looking to scale their efforts and grow in a way that makes sense. These latest enhancements from the Salesforce Winter ‘23 Release get marketers closer to those goals by saving them time and resources. Contact the team at Sercante to get help implementing these enhancements in your Salesforce org. And leave us a comment below to let us know what you think about the Winter ‘23 Release.

Original article: Salesforce Winter ‘23 Release: Platform Highlights for Marketers

©2022 The Spot. All Rights Reserved.

The post Salesforce Winter ‘23 Release: Platform Highlights for Marketers appeared first on The Spot.

The Salesforce Winter ’23 Release Notes are out, and they include important features for marketers who are on the Salesforce platform. 

We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways. 

So, if you’re using and managing marketing operations for your company or organization and want to know more about Marketing Cloud Account Engagement (Pardot), then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Winter ‘23 Release for Pardot Admins.

Salesforce Winter ’23 Release: Pardot Highlights

Marketers who use the Salesforce platform are getting lots of attention from the Salesforce Winter ‘23 Release. 

Some updates are changing the way we work to meet evolving technology demands. Others are saving us time by connecting the dots in a logical way. All we know is, this release includes big updates for people in the marketing world!

Highlight #1: Send data to third-party systems with External Actions

New External Actions allow you to send data to third-party systems from within an Engagement Studio Program. For example, you may want to send a prospect a survey, send them a text message, or even log a case based off of an action they took with your marketing materials. 

External Actions, as well as External Activities, allow marketers to automate across platforms for a more unified experience. This feature is available to Plus, Advanced, and Premium editions of Pardot. 

Highlight #2: Perform full database syncs

Gone are the days of adding a new prospect field just to trigger a full sync! The Winter ‘23 release is adding a new option to the Salesforce Connector to allow for a full sync of Prospect records.

Image Source: Salesforce

This feature is available to all Pardot editions, but it can only be performed in Pardot Business Units with fewer than 500k prospects. A full sync can be performed once every seven days. 

Highlight #3: Pardot’s “Opt Out” Field Syncing is Changing

Starting February 26th, 2023, the Pardot “Opt Out” field’s sync behavior can no longer be set to “use most recently updated.” 

This field will be limited to “Use Pardot’s Value” or “Use Salesforce” value. If your “Opt Out” field is currently set to “use most recently updated” you likely already seeing this banner in your org:

If Pardot is the only system you are sending emails out of, you should be okay to change the syncing behavior to “Use Pardot’s Value.” 

However, if you are sending emails out of Sales Cloud, Marketing Cloud, or any other system, you’ll likely need separate Opt Out fields for each platform and then automations to keep them in line.  

This update affects all Pardot Editions. New Pardot orgs created after August 26th, 2022, will default to “Use Pardot’s Value.”

Highlight #4: Pause activity tracking for individual prospects

Do you have an onslaught of bots or prospects who are performing a massive amount of activities in a short window? 

With the Winter ‘23 release you can now pause tracking for individual prospects to keep that overactivity from being tracked. 

When a prospect’s activity tracking is paused, the following will happen:

• An icon will appear on the prospect’s list view
• An error will appear on the prospect record
• The prospect will still receive marketing emails

Highlight #5: New permission sets!

When Salesforce changed over to SSO, your marketers who needed access to Pardot but not Salesforce, likely became Identity Users. However, Identity User licenses do not grant marketers access to the Pardot Lightning app. That means they were missing out on cool new features, such as the Lightning Landing Page and Email Builders. 

The Winter ‘23 release aims to fix this with a new permission set and permission set license that grants users access to these features. 

These new permissions will be available to all Pardot Editions purchased or upgraded after February 12th, 2019. These new permissions do not grant users full access to Salesforce Campaigns though. That means users will still need full Salesforce licenses to create and manage Salesforce Campaigns. 

Highlight #6: Running Automation Rules in real time is being retired

Being able to execute your Automation Rules in real time is being retired. 

If you are not currently using this feature, this option will be removed from your org during the Winter ‘23 release. If you are using this feature, you’ll have until the Summer ‘23 release before this option is removed. 

Highlight #7: The Pardot Classic App is being retired

And finally, the Pardot Classic App is officially being retired on October 17th. This retirement only affects the Classic App within Salesforce, you will still be able to access Pardot at pi.pardot.com or via the Lightning App. 

If you haven’t made the switch to the Pardot Lightning App yet, check out Salesforce’s Pardot Lightning Implementation Guide or get in touch with us for help!

Pardot is getting bigger and better all the time

B2B marketers who come to Salesforce are usually looking to scale their efforts and grow in a way that makes sense. These latest enhancements from the Salesforce Winter ‘23 Release get marketers closer to those goals by saving them time and resources. Contact the team at Sercante to get help implementing these enhancements in your Salesforce org. And leave us a comment below to let us know what you think about the Winter ‘23 Release.

Original article: Salesforce Winter ‘23 Release: Pardot Highlights

©2022 The Spot. All Rights Reserved.

The post Salesforce Winter ‘23 Release: Pardot Highlights appeared first on The Spot.

The Salesforce Summer ‘22 Release Notes are out, and they include important features for marketers who are on the Salesforce platform. 

We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways. 

So, if you’re using and managing marketing operations for your company or organization and want to know more about Salesforce, then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Summer ‘22 Release if you’re a marketer who uses Salesforce.

Salesforce Summer ’22 Release: Highlights for Marketers

Marketers who use the Salesforce platform are getting lots of attention from the Salesforce Summer ‘22 Release. 

Some updates are changing the way we work to meet evolving technology demands. Others are saving us time by connecting the dots in a logical way. 

All we know is, this release includes big updates for people in the marketing world.

Highlight #1: Enabling Person Accounts

For any organization who has considered Person Accounts, you know that you have to reach out to Salesforce Support to get them to enable Person Accounts in your Salesforce environment.

With the Summer ‘22 release, organizations are now able to enable Person Accounts on their own through Salesforce Setup. Similar to the previous process, enabling Person Accounts cannot be reversed from your Salesforce environment.

If you are looking to implement Person Accounts for your business and are looking for a partner to assist you with it, please reach out to us to find out more on how we can help you through the implementation process.

Stay tuned… we’re working on a blog about how Person Accounts work with different Salesforce products.

Highlight #2: Custom Field and Related List Updates

Improvement #1: Custom Address Field (Beta)

Salesforce Administrators have been wondering for years “how can I create a custom Address field so I can record multiple addresses on my customer records?” 

 Our questions have finally been answered with the new beta feature of creating custom Address fields on various objects. These custom fields will mimic the behavior of the standard Address fields you see on the Contact and Account objects. 

It will be interesting to see how new custom Address fields will play with Pardot if your organization decides to sync those fields over.

Improvement #2: Picklist Enhancements

Have you ever needed to inactive multiple picklist values and realize you’ll be clicking “deactive” for nearly five minutes? 

Salesforce has finally improved this process by providing the option to manage picklist values in bulk. 

This is a beta feature that you will need to enable in Setup. It gives you the option to select multiple picklist values at one time and perform various actions on those values.

There is also a new picklist feature where you can get an email sent to you if your custom picklist fields have more than 4,000 inactive values. You will then be able to bulk delete these inactive values through the feature above.

Improvement #3: Dynamic Related Lists

This is probably my favorite feature in this release. The introduction of Dynamic Related Lists will bring amazing opportunities to customize your org’s Lightning Pages. 

With this improvement, you can add the new Dynamic Related List – Single component on your Lightning Page. You’ll select the fields you would like to display, and then apply filters to ensure only certain records show in your new related list. 

You can create multiple related lists for the same object if you would like to display different groups of records, such as filtering on Opportunity Record Type.

Highlight #3: Reports and Dashboards Updates

Salesforce continues to ensure that Reports and Dashboards get new updates with each release throughout the year. Some features that were in Beta during the last release are now Generally Available, while there are new features entering the Beta phase.

Improvement #1: Find the Right Report Type for New Reports (GA)

This improvement was highlighted in our Spring ‘22 Release Article when it was a Beta feature. It is now Generally Available to all Salesforce customers.

Improvement #2: Edit Multiple Fields on the Report Run Page (GA)

Similar to the improvement above, we highlighted this feature in our Spring ‘22 Release Article when it was just a Beta feature, and it is now Generally Available to all Salesforce customers.

Improvement #3: Create Reports Based on Selected Salesforce Objects (Beta)

Have you ever had to scroll through all of your report types to try to find the ones that contain the specific object you are looking for? This new Salesforce beta feature allows you to filter the report types on the specific objects you need to ensure are in your report. 

This feature, along with Improvement #1, compliment each other in a way that will help you find the right report type faster.

Improvement #4: Use Median as a Summary Function in Reports

One of the smaller features in this release, this improvement provides the ability to summarize your fields in a report based on the median action along with the previously available actions.

Highlight #4: Salesforce Flow Updates

You may have heard the phrase “Flow is the future” in Salesforce messaging over the past couple of years. This is because Salesforce is consistently releasing new Flow features to prepare for the retirement of Process Builder and Workflow Rules in the upcoming years. 

You should anticipate seeing awesome features for Flow being included in every release moving forward for a while. And be sure to check out this solution from Mike Morris on how to manage Salesforce campaign activation with a simple flow.

Here are some of our favorites from this release.

Improvement #1: Use Formulas as Flow Entry Conditions

Flows will now have the opportunity to use formulas as entry conditions instead of just field value criteria. This improvement provides so much more flexibility then we previously had, and it’s something I am very excited to implement in my client’s Flows to help optimize them even more.

Improvement #2: Add Section Headers Screen Flows

Screen Flows will also receive a couple updates during the Summer ‘22 release. 

You will now be able to add a Section component to your Screen Element that can be collapsible to make the screen flow completion more efficient.

Along with this feature, there will be a new beta feature to place Name and Address Record fields directly on your Flow Screens. 

Through this feature, your screen flows can become even more efficient as you can have these fields populated with either existing values and even have autocomplete functionality with the Address record fields.

Improvement #3: Manage the Run Order of Flows from Flow Trigger Explorer

The Summer ‘22 release brings the ability to easily update the run order of your record-trigger flows without needing to open and edit the individual flows themselves. 

Through the easy-to-use UI, you can ensure that your record-trigger flows are executing in the exact order you specify for an individual object.

Improvement #4: Convert Workflow Rules to Flows with the Migrate to Flow Tool (GA)

Salesforce will continue to push its customers to Flow in preparation of the retirement of Process Builder and Workflow Rules. Thankfully we are provided tools to help make the migration process a lot easier than just creating flows ourselves. The Migrate to Flow Tool was already available for certain Workflow Rules in the previous release, but now supports more kinds of workflow rules. THe tool will now support the following:

• Equal to null
• Not equal to null
• Rule criteria formula

Stay tuned for a  blog post on migrating Workflow Rules and Process Builder to Flow through this tool to learn more about it. 

Highlight #5: Marketing Cloud Account Engagement (Pardot) Updates

Probably the biggest update to Pardot during the Summer ‘22 release is the name change to Marketing Cloud Account Engagement that was announced recently. 

The name will always be Pardot in our hearts and therefore deserves its own section for feature highlights from this upcoming release.

Here’s a musical tribute to the Pardot name for your listening pleasure.

Improvement #1: Conditional Completion Actions

Every Pardot Admin probably screamed with glee when they saw this feature was finally being released. We are now able to include conditions on Completion Actions to ensure that subsets of your prospects are meeting the criteria for certain completion actions. Previously we could only include completion actions that fired for each prospect that completed the asset so this improvement will help all companies enhance their marketing automation efforts.

If you want to read more information about this feature, check out Marcos Duran’s preview blog post exclusively on Conditional Completion Actions.

Improvement #2: Review Email Bounce Data in One Report 

The Summer ‘22 release will bring a single report for you to review all of the bounced email addresses from the past year for each email sent. This is a huge improvement from needing to view individual list email reports in order to find the prospects that had bounced email addresses for that email.

Check out Laura Curtis’ blog post on the Pardot Email Bounce report to learn more about this awesome feature.

Improvement #3: Get Improved Mailability Insights on List Email Reports 

The Summer ‘22 release will bring four new fields to your list email reports:

• Total Prospects on recipient lists
• Total suppressed Prospects
• Total unmailable Prospects
• Total duplicate Prospects

These new fields will provide a more accurate picture of who is receiving your emails and give you more information to help with your prospect management decisions.

Highlight #6: Marketing Cloud Updates

Please check out my colleague Kirsten Schlau’s blog post on all things Marketing Cloud from the Summer ‘22 release.

Salesforce is getting bigger and better all the time

B2B marketers who come to Salesforce are usually looking to scale their efforts and grow in a way that makes sense. These latest enhancements from the Salesforce Summer ‘22 Release get marketers closer to those goals by saving them time and resources. Contact the team at Sercante to get help implementing these enhancements in your Salesforce org. And leave us a comment below to let us know what you think about the Summer ‘22 Release.

Original article: Salesforce Summer ’22 Release: Platform Highlights for Marketers

©2022 The Spot. All Rights Reserved.

The post Salesforce Summer ’22 Release: Platform Highlights for Marketers appeared first on The Spot.

If you were like us, you thought the Summer ‘22 Release was going to be a summer of NO love for Salesforce Marketing Cloud Engagement. But, thankfully we were wrong! 

Salesforce Summer ‘22 Release notes were quietly published late last week. We’ll highlight what Salesforce deems its Top Feature/Release Highlights. And we’ll also throw in a few gems not to be overlooked! 

Salesforce Marketing Cloud Summer ‘22 Release Highlights

Before we jump into it, we wanted to point out the key theme we are continuing to see: enhancements that allow for greater cross-collaboration use cases. The lines between studio, platform, and cloud are blurring more than ever. Now on with the show…

Einstein: Engagement Frequency ‘What-If’ Analyzer

Users will now be able to clearly see how saturated contacts are within a business unit based on engagement data. It’s no longer a guessing game or trying to compare yourself against industry benchmarks and best practices. 

 The goal of Einstein Engagement Frequency ‘What If’ Analyzer is to help you better plan for your upcoming campaigns and more specifically, can help you decide how many message activities to add to each of the paths and Einstein Frequency Split Activity within Journey Builder. 

Key Benefits Include 

• Greater visibility into frequency performance:  grouped by on-target, over-saturated and undersaturated, you can now segment and target based upon these groupings. Pull back on recipients who may be experiencing email fatigue, ramp up on those who are not getting enough communications, and stay the course with those who are on target. The end goal should be to have the majority of your contacts in the on-target grouping. 
• Visually test multiple message frequency scenarios: instead of testing scenarios in the wild and coming to learn potential negative outcomes that are too late to be course-corrected, you can view possible outcomes on how additional messages will affect your engagement over time through the power of AI. It’s like a crystal ball into the future! 

Availability: customers who have access to Einstein Engagement Frequency (paid add on to pro, included with corp editions and above)

Personalization: Triggered Campaign Messages

Combining Marketing Cloud Personalization (Interaction Studio) with the outbound communication engine of Journey Builder, users are now able to easily deliver personalized, relevant messages across numerous channels based on deep, contextual customer behavior — all in real-time. 

You can use nine configurable, real-time, behavioral triggers to start Marketing Cloud Journeys. That includes cart or browse abandonment, product price reduction, and product back-in-stock. 

You also can send user information and recommendations from Interaction Studio to Journey Builder Entry Events, and then use that data for personalization and decision splits. You can run A/B tests and analyze the performance of your triggered campaigns with built-in reports and dashboards.

Availability: Included in both Growth and Premium editions of Marketing Cloud Personalization.

Engagement: Data Extensions Query Support for Intelligence Reports Advanced 

Before we dive right in, as a reminder, Intelligence Reports Advanced (formerly known as Datorama Reports Advanced) is a premium upgrade for Marketing Cloud Engagement (SFMC). It’s an included analytics tool for analyzing and optimizing email, mobile and Journey Builder messaging. 

With Intelligence Reports Advanced, you can create your own dashboards, dimensions, and measurements, query high volume and granular data with a Codeless Query Builder, and start your cross-channel analytics journey. You have access to ready-made apps for connecting email to the web, advertising studio first-party audiences to performance data and more. 

Now to the latest enhancements. In a nutshell, users who have Intelligence Reports Advanced will be able to add Data Extensions and query them with Engagement Data (Opens, clicks,  bounce, unsubs, etc).

Key benefits include: 

• Enrich Engagement Data with Data Extensions: by easily querying your data extensions alongside email and mobile push engagement you’re able to add additional context and optimize messages based on performance by audience attributes from your data extensions
• Optimize future messaging based on performance by audience attributes: Perform codeless queries to uncover optimization opportunities per any audience attribute stored in a Data Extension.
  • Use Case: You have a data extension of subscriber IDs and an audience attribute indicating that they’re part of your brand’s loyalty program. Now, you can join this data and then run queries to compare performance for subscribers in that loyalty program, versus customers not in that loyalty program. Once your data connections are connected, querying them is easy. 
• Query Data Extensions to validate and explore their data: Understand the structure and rows of your Data Extensions with standalone querying.

Availability: Requires Intelligence Reports Advanced for Engagement.

Intelligence: Database Exports

Users can now easily export clean and harmonized marketing data into your enterprise database, specifically for Snowflake and Postgres, and in turn unlock more value in your enterprise data strategy while creating an audit-proof system of data for managing exports.  

To break this down a bit more, your marketing data no longer needs to live in a silo. It can be made available to your Business Intelligence group to make insights accessible across the org in a manner that addresses concerns such as data integrity and auditing.  

Highlights include: 

• Automation of the export of cleansed and harmonized marketing data into your orgs database
• Marketing Data is available to other parts of your org for analysis and deeper insights
• Marketing data is backed up in your preferred database, creating an audit-proof system for all your enterprise data.

Availability: Included in all Intelligence (Datorama) editions

Customer Data Platform (CDP): Activation Enhancements

Users can now send additional customer profile information from CDP to marketing platforms like Marketing Cloud Engagement (SFMC). This feature allows marketers to enhance personalization communication and leverage mobile push as an activation contact point, which until now was not possible. And as a result, you can more easily reach customers with the right message on their preferred channels. 

Benefits include: 

• Greater personalization options for messaging and journeys by changing the volume and variety of data types that can be shared with Marketing Cloud Engagement, for example.
• Ability to connect data from across the enterprise: blend marketing (loyalty data) and non-marketing (transactional) systems simultaneously during activation across clouds.
• Meet customers on preferred channels: increase marketing reach and flexibility, specifically driving personalization mobile messages.

Availability: Included in all CDP editions

Some other gems we wanted to call out…

Marketing Cloud Einstein and Analytics

• GA Integration with Journey Builder:  You can now see how your SMS, mobile, and email activity throughout a journey impact conversion events on a website or mobile app (err… about time )
• Einstein & Mail Privacy Protection: Einstein models have been updated to address the expanding list of MPP initiatives, allowing more accurate predictions
• Subject Line Performance: Uncover which language factor is impacting your subject line. For each factor, you get a score and guidance on how best to update to get the highest impact 
• Einstein Weather Content Selection:  Use local weather conditions including forecasts (temperature and precipitation) and alarm events (thunderstorms) to personalize and promote your content.

Marketing Cloud Journeys and Mobile App

From activating audiences in CDP (as previously mentioned) and retargeting contacts when they open a push notification or engage with an in-app message to directly linking between your mobile app and Journey builder, which allows for marketers to listen for corresponding in-app message engagement as a wait step in a journey, this release is finally expanding on the potential of mobile push and in-app interaction points. 

See full Salesforce Marketing Cloud Summer ‘22 Release details here.

Summer of Love

As you can tell, the Marketing Cloud Engagement product teams have been quite busy and super focused on cross-cloud capabilities. This release is chock full of terrific enhancements that will allow marketers to continue to push the limits and advance their digital marketing initiatives forward. Thanks for the love, Salesforce!

To learn more about this release, register to attend Salesforce’s Marketing Cloud Summer ‘22 New Feature Overview Webinar on June 23, 2022, or contact us for assistance on how to unlock some of the exciting new enhancements for your org. We are ready to take your program to the next level!

Resources: 

1. Full Release Notes
2. Release Demo
3. Release FAQs

Original article: Salesforce Marketing Cloud Summer ‘22 Release Highlights

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