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* Marketing Cloud Growth & Advanced *

Welcome! This group is dedicated to your success with Salesforce Marketing Cloud Growth & Advanced Editions. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

I’m currently working on Salesforce Marketing Cloud Next in a sandbox environment and I’m trying to understand the best approach for moving the entire setup and configuration to a UAT environment.    My questions are:

   

  • Can this be automated using VS Code + Salesforce CLI / metadata deployment?

   

  • Which types of configurations and assets can be migrated automatically, and which ones need to be recreated manually?

   

  • Are there any best practices for promoting configurations from sandbox → UAT → production in Marketing Cloud Next?

   

I’d also love to hear how you approached this in real projects and what tools or processes you used for deployment and version control.

   

Thanks!   

 

@* Marketing Cloud Growth & Advanced * @* Salesforce Developers * 

1 respuesta
  1. 12 ago, 14:14

    Yes, you can automate part of the Sandbox → UAT → Production promotion, but I wouldn’t treat Marketing Cloud Next as a “deploy the entire org with one metadata package” scenario yet. 

    My approach would be: 

    1. Use Salesforce CLI / VS Code + source control for components that are exposed through Salesforce Metadata APIs and are supported for deployment.
    2. Keep all deployable metadata in Git and promote the same version through Sandbox → UAT → Production rather than rebuilding it separately in each environment.
    3. For Marketing Cloud Next-specific assets/configurations, first verify whether that particular component is exposed as deployable metadata. Some configuration, connections, credentials, environment-specific settings, and certain marketing assets may still require manual configuration or a separate API/process.
    4. Maintain an environment configuration checklist for anything that cannot be source-controlled, especially authentication, endpoints, integrations, permissions, and environment-specific IDs.
    5. After deployment, run validation/smoke testing in UAT before promoting the same release to Production.

     

    For a real project, I’d structure the pipeline roughly as: 

      

    Dev Sandbox → Git/PR → Validate Deployment → UAT → Functional Testing/Approval → Production

     

     

    The important part is to inventory the Marketing Cloud Next components first and classify each one as

    Metadata API deployable, API deployable, or manual/environment-specific

    . That prevents surprises when trying to promote the complete setup. 

     

    I’d also be interested to hear if anyone has implemented a fully automated CI/CD pipeline specifically for

    Marketing Cloud Next

    , particularly which newer MC Next assets they’ve successfully managed through Salesforce CLI/Metadata API. 

     

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Hi,

I have uploaded a PDF to the Marketing Cloud Next CMS and would like to add a link to the PDF in an email.

I found this article explaining how to get the URL of an uploaded CMS asset:

https://medium.com/@marketingcloudtips/marketing-cloud-next-how-to-find-the-url-of-an-uploaded-image-13f385e07ba5

I followed the approach described in the article and used the Content Key, channel ID and org ID to construct the URL, but I couldn't get it to work for my PDF.

What is the correct way to get the public URL of a PDF stored in Marketing Cloud Next CMS and then link to that PDF from an email?

Is there a different process for PDFs compared with images, or is there a specific place in Marketing Cloud Next where the PDF URL can be retrieved?

Thanks! 

5 respuestas
  1. François Perret (Bamsoo) Forum Ambassador
    26 ago, 13:16

    @Zuzanna Jarczynska

     

    In that case, if attachement is not a solution, as it is quite unclear if Documents hosted in CMS can be referenced by a public URL (i'd say they can't), you'd rather store your PDF as a regular Salesforce Files, create a public link and use it in your email.

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Hi everyone! I have a question about setting up Ad Audiences in Data 360, specifically Meta Custom Audiences.

Based on my understanding, the flow should be:

Data 360 → Segment → Activation → Meta Custom Audiences → Meta Ads Manager

So, first we configure a Meta Custom Audiences Activation Target, connecting the Meta Business Manager/portfolio. Then, we create a segment in Data 360 and create an Activation associated with that target. Once the activation is published, the audience should become available in Meta as a Custom Audience, which can then be selected and used for an advertising campaign.

Is my understanding correct?

I also want to confirm whether this is the functional replacement for Marketing Cloud Advertising / Advertising Audiences (Advertising Studio). From Salesforce's current documentation, it seems that Data 360 Ad Audiences is the recommended approach for activating first-party audiences to platforms such as Meta.

For anyone who has already implemented this migration: is the flow really Segment → Activation → Activation Target → Custom Audience in Meta?

And are there any important differences or considerations compared with the previous Advertising Audiences functionality in Marketing Cloud Engagement?  

 

Thanks in advance!  

 

@* Marketing Cloud Growth & Advanced *

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The client currently has Tenant A and is planning to acquire a separate Tenant B.

Is there any way to centrally manage Tenant B from Tenant A?  

 

For example, can users access or manage Journeys, Automations, Data Extensions, or other components of Tenant B while logged into Tenant A?

Or, since they are separate tenants, must each tenant always be accessed, configured, and managed independently?

1 respuesta
  1. 26 ago, 6:15

    Since Marketing Cloud Engagement tenants are separate environments, Tenant A cannot directly manage tenant B’s journeys, automations, data extensions, or other assets from within the same tenant.

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Follow up on the recent thread about Contact Point Emails and Marketing Cloud Next consent (the one where François pointed to the multiple email addresses article, that article matches my use case closely: How should Contact Point Emails be | Salesforce Trailblazer Community). 

 

My situation is on Contacts rather than Leads. Stakeholders can have several email addresses, and the number is not fixed. Some have one, some have three or four, and (although it'd be rare) it can grow over time. So adding a fixed set of custom email fields on the Contact object (Second Email, Third Email etc) does not really work for us, as we cannot predict the ceiling.   

 

What we already have is core ContactPointEmail records against each Contact, which handles any number of addresses cleanly. The problem is these do not seem to be recognised by the consent layer. Looking at the Contact Point Email DMO in Data Explorer, the rows sourced from the standard Contact mapping have Party equal to the Contact Id, but the rows sourced from ContactPointEmail have Party equal to the core Individual Id, since that is what ContactPointEmail.ParentId points to. So they do not line up with the Individual DMO rows, which are keyed on Contact Id. 

 

My question: is it a supported approach to use a Data Transform to read the ContactPointEmail data and write it into a DLO mapped to the Contact Point Email DMO, with Party set to the Contact Id and a synthetic primary key (similar to the CONCAT approach in the article, but sourcing from real ContactPointEmail records instead of custom fields on the Contact)? 

 

That would give us an unlimited number of addresses per person while still following the Party = Contact Id convention the consent layer expects. 

 

Or is there a reason core ContactPointEmail records are deliberately not wired into the consent model, and the custom-field-plus-DLO pattern is the only intended route? 

  

Also, does Marketing Cloud Growth generate consent rows for custom Email-type fields on Contact, or only standard fields? 

One alternative I considered and would rather avoid is creating multiple Contact records for the same person with different email addresses. Apart from the obvious data quality problems, I do not think it would even work, our identity resolution matches on normalised email only, so two Contacts with different addresses would resolve as two separate Unified Individuals rather than one person with two addresses. Happy to be corrected if I have that wrong. 

 

Any guidance on the intended pattern here would be appreciated.

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I have setup a flow whereby an Email (transactional) is being sent to Segment audience in Marketing Cloud Growth. In the email I have linked the org's Default Email Preference Page. On the received email, when I click on the link, it shows up as blank page with 'Invalid Page' error.  

I have followed this helpful link to set up the Preference Page:

SFMC Tips #277 : Marketing Cloud Next: Custom Preference Page Setup | by Nobuyuki Watanabe @marketingcloudtips | Medium

 

Email Preference Page showing up as invalid page.

 

I am not sure how to troubleshoot this. The Email Template and the Preference Page are both published.

4 respuestas
  1. 25 ago, 13:45

    Update, this is now resolved. 

     

    The issue was that I had not republished the site page on which the Preference Page is hosted. The Preference Page and the Email Template were both published, but the site page itself was still having unpublished changes. After I republished the site, the link in the email is working and the page is rendering correctly with all the subscriptions listed. 

     

    So if anyone else is getting the Invalid Page error, please also check the publish status of the site page, and not only the Preference Page and the Email Template. 

     

    Thanks for your guidance 

    @François Perret, @Ritesh Maurya !

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Hi there. We are standing up Marketing Cloud Growth to replace an MCE. In MCE we could authenticate our root domain to use our "normal business email addresses" as senders (but RMM features and all other tracking/URLs used the subdomain). I understand in MCG it is a best practice to authenticate a subdomain but then it requires that any of our sending email address must need to receive mail (to validate). We have never configured our email service (Microsoft 365) to receive mail on a subdomain. How have others dealt with this problem. Does anyone take a chance on using the main "root" business domain for this purpose. Or is it a simple matter for the IT Team to allow for inbound mail on a subdomain that is exclusive to marketing cloud. Can you alias an email address on a subdomain to an existing mailbox? Thanks in advance for any thoughts.

8 respuestas
  1. François Perret (Bamsoo) Forum Ambassador
    14 ene, 18:47

    @Tim Klimasewski

     

    Hi Tim, 

    We usually go for the root domain. Managing subdomains introduces extra-complexity that makes the benefits (deliverability and reputation) less obvious. 

    Hope this helps 😎 

    #SharingIsLearning #AgentforceMarketing

      

    François. 

     

    PS : In order other Trailblazers to be pointed directly the most helpful answer, please do not forget to click “Accept this answer” below it.

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Hello everyone, MCN newbie here ;-) 

 

Has anyone managed to use a custom brand font in Marketing Cloud Next emails?

What did you try, what actually worked, and what ended up being the best compromise when the client insisted on a non-standard font? CSS, CMS, external hosting? Any working solutions welcome :-)

5 respuestas
  1. François Perret (Bamsoo) Forum Ambassador
    30 mar, 11:48

    @Zuzanna Jarczynska

     

    Hi Zuzanna, 

    The only way I can think of is by switching to HTML mode, where you can handle custom fonts as usual. I don't think it is possible in the builder in content mode.

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Has anyone else had issues sending emails to campaign members? I've had no issues sending emails via custom segments. I've mapped the specific campaign's contact record campaign member ID to the campaign member DMO. I'm unsure what else to check in terms of mapping. I keep getting a population segment of 0. 

2 respuestas
  1. 19 ago, 13:32

    I’d double-check the Campaign Member DMO mapping and, more importantly, the criteria being used to build the population segment. Having the Campaign Member ID mapped correctly doesn’t necessarily mean the campaign members will qualify for the segment.

    I’d also compare the campaign-member records that you know should qualify against the segment’s filters and make sure the relevant contact/individual IDs are resolving correctly. Since custom segments are working for you, that comparison could help isolate whether the issue is with the Campaign Member relationship rather than the email itself.

    If the goal is ultimately just to send campaign emails to Salesforce Campaign Members and the Marketing Cloud setup is becoming unnecessarily complicated, another option is using a Salesforce-connected email platform such as MassMailer for the sending side while keeping Salesforce Campaigns as the source of your audience.

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My client wants to send emails with PDF invoice attachments. Invoices are not static and unique per order. They will be housed in CRM. I know you can attach as PDF's in Marketing Cloud Engagement but are there any workarounds / custom solutions for Marketing Cloud Next? 

2 respuestas
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