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#AccountEngagement2 discussing

Has anyone successfully validated a subdomain? Salesforce documentation says both a CNAME and TXT record validation are required. However when attempting to add these, we see that both can NOT exist on the same subdomain.

1 answer
  1. François Perret (Bamsoo) Forum Ambassador
    Jun 16, 4:56 PM

    @Candice San Juan

     

    Hi Candice, 

    The TXT record should be added as a root domain record ("@" record), while the CNAME should be an alias of go.pardot.com. See the working attached screenshot.Hi Candice, The TXT record should be added as a root domain record (

    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 most relevant one. 

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Hi Everyone,  

In MCN I designed a Segment-triggered Flow to send an Email. The flow uses a Segment created from Campaign Members, where Campaign Member Status is not "Registered" 

 

In the email there is a link to a LP/Form where the Contact can submit his registration. The underlying flow updates the campaign Member status from "invited" to "Registered" 

 

I set the segment to be refreshed every 12 hours. 

I made  a test : when the contact submits the form, after the next refresh, it is removed from the Segment. 

 

My concern is the following : I want to send a reminder 10 days after the initial email, and only to people who have not registered yet. If I use one "segment-triggered" flow that sends a first email, then wait 10 days, then send a second email : my already registered Contacts receive the second email, even if they are not in the segment anymore.  

I understand this is the expected behaviour of Segment triggered flows. 

My question : what is the best practice for this Use Case ?  

Creating a second flow, that uses the same segment and scheduled for T + 10 works, but I find it a little bit "old school" to create 2  independant flows  

 

Thanks in advance. 

 

2 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Mar 16, 5:18 PM

    @alexandre lavorel

     

    Hi Alexandre, 

    I'd suggest you leverage the Exit Rules of the Segment Triggered Flow (remove a Unified Individual from the Flow interview when a set of condition is met, like a member status). 

    Hope this helps 😎 

    #SharingIsLearning #AccountEngagement

      

    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. 

    Hi Alexandre, I'd suggest you leverage the Exit Rules of the Segment Triggered Flow (remove a Unified Individual from the Flow interview when a set of condition is met, like a member status).

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how to fix invalid record ID error? I'm trying to create engagement metrics in lighting record page, Connected campaigns is configured already.  Below is the error:

 

Error creating info component: Failed to initialize a component [An invalid record ID was supplied: 'undefined']

 

Does anyone know how to fix this?

 

Thanks in advance.

2 answers
  1. Jan 29, 3:05 AM

    @SUNNY PATWA This isn't really helpful at all.  We get the same error simply when dragging the OOTB  Pardot (MCAE) "Engagement Metrics" component onto a Campaign Lightning Record Page.  There is nothing to "check" here, nowhere to enter ID's or anything configure, etc.  You're already on the Campaign record page in Lightning App Builder, so it should be inheriting/pulling the recordId from that page (which is a valid and active Campaign). Note also that the component itself seems to render fine -- it's just an error thrown in Lightning App Builder when dragging the component onto the page or refreshing the page. 

     

    I also tried manually removing every single Metric Type element in the component and resaving, and it still throws a single error (instead of one for each Metric Type):

      

    Error creating info component: Failed to initialize a component [An invalid record ID was supplied: 'undefined'] 

    D.error()@

    https://[OrgName].lightning.force.com/auraFW/javascript/REdtNUF5ejJUNWxpdVllUjQtUzV4UTFLcUUxeUY3ZVB6dE9hR0VheDVpb2cxMy4zMzU1NDQzMi41MDMzMTY0OA/aura_prod.js:1032:298

     

    eval()@

    https://[OrgName].lightning.force.com/components/builder_framework/visualEditorInfoComponentWrapper.js:2:175

     

    As I am not a developer, this is mostly gibberish to me... I'm a Salesforce Admin with MCAE admin access ('Marketing User' is checked on my Profile and I'm in the Account Engagement User profile and can access and admin Pardot without issues). 

     

    Instead of providing canned troubleshooting responses, can someone provide the actual root cause of this seeminly out-of-the-box Marketing Cloud Account Engagement (MCAE) component error in Lightning?

     

    @Deekshita M - Did you or anyone else here ever find the real root cause? 

     

    #AccountEngagement #Pardot B2b Marketing Automation #Pardot Lightning App #MCAE

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Salesforceコミュニティ内の Marketer Group で開催している Account Engagement(旧Pardot) User Communityのリーダーをつとめる三宅です。皆様いかがお過ごしでしょうか。

2025ĺš´6月に開催した第2回に続き、 珏3回 Account Engagement(旧Pardot) User Communityを 【10㜈30日(㜍) 15:00〜】にハイブリッド形式で開催いたします! 

Salesforceコミュニティ内の Marketer Group で開催している Account Engagement(旧Pardot) User Communityのリーダーをつとめる三宅です。皆様いかがお過ごしでしょうか。2025年6月に開催した第2回に続き、 第3回 Account Engagement(旧Pardot) User Communityを 【10月30日(木) 15:00〜】

 

🔗申込はこちら → https://trailblazercommunitygroups.com/e/m4atqa/

 

※Account Engagementユーザーでなくても参加可能です。

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16:30-16:55 パネルディスカッション(登壇者×参加者) 

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📸イベントの様子はレポート用に撮影予定です。撮影NGの方は当日スタッフまでお知らせください。

⚠️詳細(入館方法・参加方法・注意事項など)はイベントページをご確認ください。 

 đŸ“ŹăŠĺ•ă„ĺˆă‚ă›ăƒ•ă‚Šăƒźăƒ  → https://forms.gle/MKtKPGRV78bwSrTw7

  

#AccountEngagement    #Marketing #MarketingCloud

 

@SFUG - 【移動】Account Engagementユーザ分科会

@Marketer Group, Tokyo, JP

@Japan Trailhead (日本)

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🚀 お客様の成功を力強くサポートする新しいページが登場しました! 

 

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 đŸ‘‰ 詳しくは FAQをご確認ください。 

 

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#Sales Cloud #Service Cloud #Marketing Cloud #AccountEngagement #Salesforce Platform #Agentforce

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Hi Team, 

I had a few queries regarding the Marketing Cloud on Core (MC on Core) setup: 

  1. Does MC on Core support the concept of Business Units, similar to traditional Marketing Cloud Engagement?
  2. If Business Units are not supported, is it possible to manage access and segregation at the profile or workspace level?
  3. Since MC on Core leverages Data Cloud, how can we efficiently manage scenarios where we have multiple entities (business units or brands) using the same MC on Core instance?
  4. As per my analysis, every user has access to the default workspace. In that case, how do we manage content (emails, templates, images) specific to each entity? Is there any best practice for content segregation?

 

Looking forward to your inputs and any recommended approach for handling multi-entity setups in MC on Core. 

 

1 answer
  1. François Perret (Bamsoo) Forum Ambassador
    Aug 1, 2025, 12:57 PM

    @Aishwarya Pawar

     

    Hi! 

    1. Not yet, but coming. 

    2. It may be better to wait for BUs 

    3. Not easily as-is, so far there are no custom preferences center (they are coming too) 

    4. You can create multiple Workspaces and manage access per user (however the campaign templates will generate assets into the default one, created during setup) 

     

    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, 

 

I'm thinking of creating a new data graph to be used for personalization on content in the marketing cloud to make it easier for our users, because the current one contains unnecessary related objects. 

 

I'm therefore wondering what is the best practice, to add the fields on the unified individual (so that they are available via the Primary Object) or to add the fields on the Individual on the related Object? Alternatively, is there an advantage to having the fields both as direct and via related? 

For example, I'm thinking of Record Owner Name, Record Owner email, Last login, Last Order date etc. (Stored on Lead or contact in CRM) 

 

Then I'm wondering if anyone has tried replacing the default data graph (from setup) and how it might affect current email etc. 

 

Thanks in advance.

1 answer
  1. François Perret (Bamsoo) Forum Ambassador
    Jul 22, 2025, 11:20 AM

    @Patrik Lundgren

     

    Hi Patrick,  

    If you add Fields to the Individual DMO, they will be added to the Unified Individual DMO by the identity resolution process and you will be able to define what value will be used for the Identity Resolution (last modified, source priority, etc). 

    If you keep the fields on the related object, you will have to define what to display when used as Merge Fields. I'd say extend your Unified Individual model with Fields that are mandatory for the business and keep others in related objects. 

    To your last point, previous emails will keep being bound to the previous DG after you change the default. 

    Hope this helps 😎 

    #SharingIsLearning #AccountEngagement

      

    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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Dear there, 

I am learning Account Engagement with Sales Cloud and I am new sys admin for both. 

For some Landing Page records, the Publish/Unpublish buttons are visible, however for some others, only “New Note” and “View Pardot Record” buttons are visible. 

There’s only one record type. 

May anyone let me know why is this difference happen? 

Thank you! 

 

#Landingpage  #AccountEngagement

4 comments
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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.

4 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Aug 1, 2024, 2:06 PM

    @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 Trailblazers, 

I am trying to find a solution for Double Opt-in Marketing Cloud Advance. (Where a user needs to confirm their registered email) My first thought was to create a landing page with a form with an associated flow. In the flow, send an email where the user needs to confirm by clicking a button and then wait until event to wait (click) and then do Opt-in. However, I have been confirmed by Salesforce support that "Wait until event" does not work in an event trigger flow. Does anyone have a solution for this? 

 

Thanks in advance!

15 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Feb 3, 2025, 5:14 PM

    @Patrik Lundgren

     

    Hi Patrick, 

    Yes, there is a solution. 

    You will simulate the "Wait for Click" activity, by taking advantage that MCG/A stores the Engagement information in the "Email Engagement" DMO. This idea is to send the email, wait for some minutes and then check for a link click in the DMO. If you find a record in Data Cloud, the user is DOI, else you may resend an email. See screenshot. 

    Hope this helps 😎 

    #SharingIsLearning #AccountEngagement

      

    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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