Set Up Key Capabilities
Learning Objectives
After completing this unit, you’ll be able to:
- Share and reuse marketing content using Salesforce CMS.
- Align subscription and email consent between Account Engagement and Marketing Cloud Next.
Share and Reuse Marketing Content with Salesforce CMS
With your strategy defined and your roadmap underway, it's time to configure the core capabilities that make cross-platform marketing possible. Let's start with content management.
You have already spent hours building perfectly branded emails and images in Account Engagement. The good news is that you don't have to leave them behind or rebuild them from scratch. Salesforce Content Management System (CMS) allows you to share and reuse content between Account Engagement and Marketing Cloud Next.
Salesforce CMS is a centralized hub where you store, manage, and distribute marketing content across all your Salesforce applications including Account Engagement and Marketing Cloud Next.
Migrate Existing Account Engagement Assets
You don't need to manually re-upload everything you've already built. Account Engagement makes it easy to move your existing assets into the shared Content Workspace.
- Sharing Images and Files: From the Files tab in Account Engagement, you can select existing files and images and push them directly into this CMS workspace for immediate use in Marketing Cloud Next.
- Sharing Emails via the New Email Experience: The content editing experience in Marketing Cloud Next uses the same design framework as the drag-and-drop email builder in Account Engagement. To move an existing email into the new platform:
- Open an existing email in Account Engagement and opt into the New Email Experience. This action copies your email directly into the CMS workspace.
- Once the email is in the CMS, you can select it in Marketing Cloud Next and enhance it using new features such as cross-object merge fields, rule-based dynamic content, or Agentforce copy adjustments.
- Open an existing email in Account Engagement and opt into the New Email Experience. This action copies your email directly into the CMS workspace.
While you can use emails built for Account Engagement in Marketing Cloud Next, the inverse isn't true; emails built natively in Marketing Cloud Next cannot be pushed back to Account Engagement.
Your email templates, images, and content blocks instantly become available for multi-channel campaigns, no manual migration required. Once your assets are in the CMS workspace, they become part of your everyday workflow across platforms. Here's how you'll use them.
Your Daily Content Workflow
With your existing assets migrated, you're ready to put Salesforce CMS to work. Here's what your day-to-day content workflow looks like.
Task | Description |
|---|---|
Store Your Content | Upload and organize marketing assets in Salesforce CMS such as images, documents, videos, and reusable content blocks. Use collections and tags to keep everything structured and easy to find. |
Access from Account Engagement | In the email editor, open the Content Library to browse or search Salesforce CMS assets. Drag and drop images, insert document links, or embed videos directly into your email. Content always pulls the latest version from CMS. |
Access from Marketing Cloud Next | In Content Builder, access the same Salesforce CMS library to insert images, link documents, or personalize web experiences across SMS, WhatsApp, and more. |
Update Once, Reflect Everywhere | When you update an asset in Salesforce CMS, the new version is instantly available to both platforms. Future emails and messages automatically use the updated content. |
Managing content across multiple platforms can quickly become a nightmare—different versions, outdated assets, duplicated work. Salesforce CMS solves this by providing a central content repository accessible from both Account Engagement and Marketing Cloud Next.
Manage Consent Across Platforms
One of the most critical aspects of coordinating Account Engagement and Marketing Cloud Next is to make sure customer preferences and consent are respected consistently across all channels. Without proper alignment, you risk sending unwanted messages, violating privacy laws, and damaging customer trust.
To comply with privacy laws and respect buyer preferences, consent management in Marketing Cloud Next is shifting from global email opt-outs to subscription-level consent powered by Data 360. This lets you manage multiple marketing channels such as SMS, WhatsApp, and email through distinct subscriptions. By default, consent isn't automatically shared between Account Engagement and Marketing Cloud Next. You have two options for aligning this data:
- Automatic Consent Matching: Your admin can use the Account Engagement Optimizer to turn on email consent matching. This automatically creates a subscription called B2B Email Consent in Marketing Cloud Next. Account Engagement then continuously syncs opt-in/opt-out status for all active prospects based on their email address.
- Manual Export and Import: If you want more granular control, you can export your subscription preference lists from Account Engagement as a CSV file, and then manually import those preferences into specific subscriptions in Marketing Cloud Next.
To enhance the customer experience, create unified preference centers where customers can manage all their communication preferences such as email topics, SMS alerts, and WhatsApp updates in one place. These preferences feed into Data 360 and automatically apply across platforms.
Next Up
In this unit, you learned how to set up key Marketing Cloud Next capabilities. Next, dive into real-world applications to see those capabilities in action.
Resources
- Salesforce Help: Prepare Account Engagement Content for Campaigns in Marketing Cloud
- Salesforce Help: Manually Match Consent and Subscriptions Between Account Engagement and Marketing Cloud Next
- Salesforce Help: Automatically Match Overall Email Consent Between Account Engagement and Marketing Cloud Next