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Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how to get visibility into real-time customer actions such as pages viewed and purchases made.
  • Define the tool that lets you connect customer data, performance data, and revenue data into one complete view.
  • Describe how to automate payment setup and easily generate and send a secure payment link from an Opportunity record.
  • Explain the best way to generate segment membership rules and fully operational segments from a descriptive natural-language prompt.
  • Describe how to connect marketing campaigns with web and mobile apps to better understand customer engagement.
  • Define the enhancement that allows agents to order on behalf of customers.

Segment Intelligence

Marketing Cloud Engagement

Improve your segment activations by connecting customer data, performance data, and revenue data into one complete view—no set-up required. Then, use insights from this data to create and enhance segments with help from Einstein.

Segment Creation

Marketing Cloud Engagement

Generate segment membership rules and fully operational segments from a descriptive natural-language prompt. Target a specific audience for personalization to reduce complexity and time-to-value during the audience-building process. 

Create Segment with Einstein GPT screen.

Google Analytics 4 Audiences

Marketing Cloud Engagement

Connect marketing campaigns with web and mobile apps to better understand customer engagement. Use audience engagement to trigger customer journeys. With this integration, you can manage your audiences and segments directly in Engagement.

Sandbox-to-Production Flow

Marketing Cloud Engagement

Copy assets from your sandbox to production with ease using the API V5 flow. Users can now build and test landing page templates, dynamic content, and form handlers before deploying to production.

Learn more about Sandbox-to-Production Flow.

Real-Time Customer Event Stream

Marketing Cloud Engagement

Get visibility into real-time customer actions such as pages viewed and purchases made inside Sales Cloud and Service Cloud. Empower users to have more impactful and relevant customer conversations.

Einstein for Commerce

Commerce Cloud

Drive productivity and conversion with generative descriptions and smart promotions based on shipping and bonus products. Begin using SMART–specific, measurable, achievable, relevant, and time-bound–goals to improve conversion and average order value (AOV) with the new beta for Commerce Goals and Recommendations.

Learn more about Commerce GPT.

Pay Now for Salesforce Starter

Commerce Cloud

Get paid faster when you automate payment setup in Salesforce Starter. After an opportunity is closed, sales reps can easily generate and send a secure payment link from an Opportunity record.

Learn more about Pay Now for Salesforce Starter.

Salesforce Commerce Enhancements

Commerce Cloud

Get to value faster and save costs with new setup flows for Salesforce Commerce. Launch new and convenient payment methods for B2B and D2C channels. Meet complex buyer needs with support for a high volume of items in-cart and split-shipment capabilities.

A setup flow in Commerce Cloud.

Learn more about Salesforce Commerce Enhancements.

Composable Storefront Enhancements

Commerce Cloud

Save time for merchandisers and developers with Storefront Preview for Composable Storefront. Maximize upgradability while minimizing maintenance overhead for developers with PWA Kit v3.0.

Learn more about Composable Storefront Enhancements.

Order Management Enhancements

Commerce Cloud

Allow agents to order on behalf of customers with inventory insights in Salesforce Commerce. Plus, use shipping eligibility to determine which items are available for shipping versus in-store pickup.

Learn more about Order Management Enhancements.

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