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#SharingIsLearning토론 중인 항목 6개

Hi Team, 

 

Thank you for response and clarification on Mc on core. 

 

As I'm currently exploring Consent Management in Salesforce, I came across the following objects:

  • Communication Subscription
  • Communication Subscription Consent
  • Communication Subscription Channel Type
  • Communication Subscription Timing
  • Engagement Channel Type

While I understood the purpose and usage of each object, I would like to get more clarity on the end-to-end data flow involved, particularly in the opt-in/opt-out scenarios.

For example:

  • If we are managing leads or contacts and a user opts out of a marketing communication subscription through the preference center, how exactly is the flow handled in the backend?
  • As per my understanding, MC1 Core doesn't provide a fully automated consent configuration, and inserting a consent record shows the status (e.g., opt-in/opt-out) at the record level, but the backend process and record updates aren't very clear.

Could you please help explain:

  1. When a user opts in to a communication subscription, what records are created or updated in the background?
  2. Similarly, when a user opts out via the preference center, what exact changes should we expect in the backend?
  3. Is there any automation or custom logic required to complete this flow, or is there a recommended standard implementation?

Looking forward to your guidance to better understand the complete flow and best practices for implementing consent management.

답변 4개
  1. François Perret (Bamsoo) Forum Ambassador
    2025년 7월 29일 오후 2:30

    @Aishwarya Pawar

     

    Hi, 

    First note that Salesforce Object are not used as it pertains to Consent Management in MCGA. Only the DMOs in Data Cloud are used. 

    The main DMO is Communication Subscription Consent which stores the Status as Records for a given Subscription and a given Email Address (for Email Channels). 

    In that DMO, you may have several records for a given Subscription and Email Address: the status of the latest record is used. If no records are found then the Status is opt out be default. 

    The Preference center handles autonomously the update / record creation in Communication Subscription Consent. 

    You can also manage Consent using an Import File, by hand on Leads and Contact (provided you added the Privacy Component) and by Flows. 

     

    Hope this helps 😎 

    #SharingIsLearning #MarketingCloudGrowth

     

    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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We have a transactional email send use case and the calling application will not know the required SF IndividualId and/or the contact may not exist in SF yet. 

 

Documentation states requirement to provide IndividualId   

Send Transactional Messages Through On-Demand Flow | Manage Transactional Messages | Marketing Cloud Next | Salesforce Developers 

{ "inputs" : [ {   "EmailAddress" : "XXXXXXXXXXXXXXX@XXXXXXXX",   "IndividualId" : "XXXXXXXXXXXXXXXXXX"   } ] }

 

As per Nobuyuki Watanabe @marketingcloudtips - 

SFMC Tips #182 : Marketing Cloud Next: On-Demand Flows with REST API | by Nobuyuki Watanabe @marketingcloudtips | Medium

 "Note: Use an 18-digit Salesforce ID for the IndividualId. If you enter an ID that does not correspond to an existing CRM record, an error will occur during flow execution." 

Is there a way to bypass the IndividualId? and/or what alternative options are there?  

Thanks

답변 3개
  1. François Perret (Bamsoo) Forum Ambassador
    6월 26일 오후 2:25

    @David Agnew

     

    It will be reported at the dummy Individual level.

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Patience Adaobor 님이 #Trailhead에 질문했습니다

I am a Marketing Automation Specialist. I have never used Pardot. I intend to apply for roles on Pardot. I know it was renamed to Marketing Cloud Account Engagement. I checked out the resources in Trailhead; there were a lot and I didn't know where to start, so I am not all over the place. I would greatly appreciate your guidance on the best way I could learn Pardot from scratch.

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  1. François Perret (Bamsoo) Forum Ambassador
    2024년 8월 1일 오후 2:06

    @Patience Adaobor

    Hi Patience,

    Certification preparation are great ways to start. There are two Account Engagement certifications : Specialist and Consultant. Following the Specialist preparation trailmix (every cert has an associated trail mix to guide you through the prep.) is a good start.

    Hope this helps 😎

    #SharingIsLearning #AccountEngagement 

    François.

     

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

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Hi everyone, 

I’m currently exploring

Marketing Cloud Next (Core) and I’m trying to better understand how Data Graphs and Dynamic Content work together for personalization.

Specifically, I’m looking for guidance on:

  • How to set up and structure a Data Graph in MC Next (Core)
  • How merge fields are resolved from graph relationships (vs traditional data extensions)
  • How Dynamic Content is configured when data comes from multiple related objects
  • Whether there are any best practices or limitations when using graph-based personalization at send/runtime

I’ve seen references to the concept of a Data Graph replacing more traditional data extension modelling, but I haven’t found a clear end-to-end walkthrough yet.

If anyone has:

  • A video demo or Trailhead module
  • Documentation on Data Graph creation
  • Or examples of dynamic content rules using graph data

That would be really helpful.

답변 3개
  1. François Perret (Bamsoo) Forum Ambassador
    5월 15일 오후 12:13

    @Jen Reeves

     

    Hi Jen! 

    I suggest you have a look at this article especially the «Dynamic Content»: Reusing Decision Logic for Consistent Personalization section.  

    The focus is on on personalisation using data graph, not directly on how to create a data graph, though.

     

    Hope this helps 😎 

    #SharingIsLearning #AgentforceMarketing #MarketingCloudNext

     

    François. 

     

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

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My scenario is: when a contact clicks a link in an email sent through a campaign, I want to update a specific field for that particular contact in Salesforce Data Cloud. 

 

I’m using the Marketing Cloud Next (demo org) and would like to know the exact process or recommended approach to achieve this. 

 

How can I update only the engaged contact’s record based on the email click link event ? 

 

I tried implementing it through Flow, however, I am not able to uniquely identify the contact record (who clicked on the email link) via Segment Triggered flow, and hence not able to update it.  

Please let me know how this can be implemented.

답변 2개
  1. 5월 13일 오전 11:55

    Hello @Akshay Bhokare, I recently faced the same issue so I thought I can add my observation and conclusion. The Automation Event Triggered Flow's event library includes the Email Link Click but it requires that a specific email is selected. Since I wanted this with any email, I suppose it needs to be within the Segment Triggered flow after a Wait Until. @François Perret gave us this approach:  Marketing Cloud Next: Trigger a reaction on click or open event - The Agentic Marketer . I have yet to implement this, but I plan to create subflows for all the data manipulations on sales cloud records based on email engagement signals and call them from all my segment triggered flows. (The alternative I have been considering is to create custom calculated insights for something similar). My aim is to go beyond the standard scoring rule to provide a user of the lead or contact record clear indication of recent email engagements.

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Is the following approach realistic for subscription management in Marketing Cloud Advanced?

We are planning to create custom checkbox fields (True/False) on both the Lead and Contact objects in Salesforce to manage subscription preferences.

We would like to use these fields for:

  • Segmentation
  • Determining whether a user is eligible to receive emails at send time

In addition, when a user unsubscribes from email content, we would like to synchronize that information back to Salesforce and automatically update the Contact (or Lead) record by setting the checkbox field to FALSE.

Would this be considered a standard and realistic architecture in Marketing Cloud Advanced?

Also, would you recommend:

  • Managing this together with All Subscribers status
  • Using Publication Lists
  • Or implementing a custom preference center / unsubscribe process?

 Thank you in advance for your advice. 

답변 3개
  1. François Perret (Bamsoo) Forum Ambassador
    5월 1일 오후 12:56

    @Wakana Miyazawa

     

    Hi Wakana, 

    Yes, you need to create Subscription and a Pref Center (you'll add a link to it in your emails), and the mapping/handling of Consent will then entirely made by MCN. 

    To your point, there are multiple ways of changing the consent status of a given recipient in MCN (of course the recipient can handle it from the email): directly from the CRM, by importing a CSV files in MCN or using Flows.  

    The simpler is export / import using a file, but requires a manual action. If you want a completely automated sync, you'd need to bridge both APIs.

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Hi everyone, 

I'm working on an Automation Event-Triggered Flow in Marketing Cloud Next and I'm facing an issue with dynamic content in email templates using a Data Graph. 

Setup: 

- Automation Event-Triggered Flow on object: Offer (custom object), triggered via Related Lead 

- Email template with a custom Data Graph as Data Source (Lookup Data Graph Data Provider) 

- Data Graph structure: UnifiedIndividual (Primary DMO) → Unified Link Individual → Individual → Lead → Custom DMO (populated by Data transform) 

The flow triggers correctly, the email is sent, but all dynamic fields from the Data Graph are empty. 

I've checked the following topics : 

- The Data Graph is added as a Data Source in the email template 

- The Batch Data Transform has been configured and run 

- Identity Resolution  is published and has run successfully 

- The Lead → Individual relationship has been activated in the Data Model 

 

I have gone through Trailhead modules and Salesforce documentation related to Data Graphs, Automation Event-Triggered Flows and email personalization in Marketing Cloud Next, but I couldn't find any concrete end-to-end example covering this specific use case.  

 

Has anyone successfully implemented dynamic Data Graph content in an Automation Event-Triggered Flow triggered from a custom object via Related Lead, and if so, could you share the steps or point me to the right resources?  

 

I must be missing something but I can't figure out what... 

 

Any guidance would be greatly appreciated! 

 

Thanks 

 

Pierre-Nicolas

답변 1개
  1. François Perret (Bamsoo) Forum Ambassador
    4월 28일 오후 9:07

    @Pierre-Nicolas Lemoine

     

    Hi Pierre-Nicolas, 

    I'd say Data Graph won't be working here as this is no Unified Individual entering the Flow. 

    Apex personalization is worth a try there. See here

    Hope this helps 😎 

    #SharingIsLearning #AgentforceMarketing #MarketingCloudNext

      

    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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Hi Team,

We are working on a form in Salesforce Marketing Cloud Next (MC Next) and need to implement input validation (e.g., blocking specific email domains like gmail.com) before form submission.

However, we are unable to find a way to add custom validation rules directly on the MC Next form. Validation rules on the Salesforce Lead Object are working, but they only trigger after submission, not at the form level.

Could you please confirm:

  •  Does MC Next support native form-level validation? 
  •  If not, what is the recommended approach for front-end validation? 
  •  Are there any supported methods (JavaScript, AMPscript, etc.) to achieve this? 

Thanks in advance for your guidance.

답변 3개
  1. François Perret (Bamsoo) Forum Ambassador
    4월 24일 오후 12:15

    @Tim Klimasewski

     

    Hi Tim, the link between From -> From Triggered Flow is one way. So can decide how you handle the data within the Flow, but you won't be able to update the Form based from the Flow outcomes.

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Hii 

 

In Marketing Cloud Growth/Advanced Flow Builder, 

 I am trying to send an email message.

Within the element, I can choose to turn the following settings on or off:

Set Recipient Engagement Tracking

  • Track Clicks
  • Track Opens

If I turn these on, where will the data be recorded?

답변 6개
  1. François Perret (Bamsoo) Forum Ambassador
    2025년 9월 19일 오전 7:28

    @Wakana Miyazawa

     

     

    Hi! 

     

    In Marketing Cloud Next (Growth and Advanced Editions), Email engagement data is stored in Data Cloud.  When a click is made (and if the tracking toggle is on in the Flow), the Ingestion API adds a record in a DSO/DLO (MessagingEmailEvent) which is mapped to the Email Engagement DMO. This is where you can get open, click, bounce and unsubscribe information. 

     

    Hope this helps 😎 

    #SharingIsLearning #MarketingCloudGrowth

      

    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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Hi. I'm running into issues trying to build my first marketing landing page in Marketing Cloud Growth when it comes to Google Tag Manager (GTM).  

 

GTM has provided 2 pieces of code - one goes in <head> and another goes in <body>.  

 

While editing the landing page, I found under "SEO", the "Edit Head Tags" field. When I include my GTM <head> code, I get this error message: 

"The customHeadTags field can only contain link, meta script tags, and valid tag attributes. Provide a valid value for the {page} view's seoAssistant component.:Content Type : sfdc_cms_landingPage" 

 

I have not found any place to put the <body> code, since <noscript> is not allowed in the HTML drag & drop component.  

 

Has anyone else run into this? Any suggestions? 

Andrea

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