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I'm new into salesforce, so far I have grasped the concepts of admin, now i want to focus on marketing cloud next and learn it from scratch. I have tried to find official trailmixes or trailhead journeys but so far no luck. any help regarding this highly appreciated, thank you! 

 

#MarketingCloudNext  #Marketing Cloud

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Jul 16, 9:53 PM
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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

3 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Jun 26, 2:25 PM

    @David Agnew

     

    It will be reported at the dummy Individual level.

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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.

3 answers
  1. François Perret (Bamsoo) Forum Ambassador
    May 15, 12:13 PM

    @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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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. 

3 answers
  1. François Perret (Bamsoo) Forum Ambassador
    May 1, 12:56 PM

    @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

1 answer
  1. François Perret (Bamsoo) Forum Ambassador
    Apr 28, 9:07 PM

    @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.

3 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Apr 24, 12:15 PM

    @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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Hello,

Could you please advise on consent management?

For the DMO where customer lists are stored, which consent management DMO should be linked?

I’m not fully familiar with how consent management works in Marketing Cloud Growth Advance.

Could anyone share best practices?

Thank you in advance.

1 answer
  1. François Perret (Bamsoo) Forum Ambassador
    Apr 14, 1:05 PM

    @Wakana Miyazawa

     

    Hi Wakana, 

    The Consent is stored in the Communication Subscription Consent DMO. 

    See here for details

    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 Everyone,  

I am new on Marketing Cloud Next, my question might seem dumb. 

My use case :  From a segment created from  a campaign/ CampaignMembers, we send an email that contains a link to a Form. When clicking,  a landingPage is opened, containing a Form with firstName / lastName/Company/ Email + a picklist list "Registration" with 2 values "Register"/"Decline". When submitted, we record the decision in the CampaignMember Status . Normally we send invitaiotn only to Contatc but we could imagine that the email is sent to Collegues, meaning we would like to cpature Leads as well.  

I am not able to prefill the form Fields (except by passing all the data in the URL but I don't think it is a good practice).  

 

Is it possible to prefill a Form in Marketing Cloud Next? 

Thanks in advance

4 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Mar 10, 8:31 AM

    @alexandre lavorel

     

    Hi Alexandre, 

    So far, there is no Form pre-filling feature in Marketing Cloud Next. 

    You only option is passing the parameters from the URL and define default fields value with the URL parameters used. 

    See here for details. 

     

    Hope this helps 😎 

    #SharingIsLearning #AgentforceforMarketing #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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Hello everyone 👋

I’m trying to design a real-time WhatsApp communication flow using Marketing Cloud Growth + Data Cloud, and I’m facing a limitation that I can’t fully understand.

Here’s my current architecture:

  • I have an external CRM that triggers an event whenever a new student is created
  • This event calls the Data Cloud Ingestion API
  • The event is successfully ingested and updates my Real-Time Data Graph
  • I can see the event data correctly in Data Cloud
  • The goal is to send a WhatsApp message automatically every time this event happens

What I tried:

  • I created a Campaign in Marketing Cloud Growth
  • I selected Event-based trigger
  • I selected the event coming from the Ingestion API
  • When configuring the flow, I tried to use the Send WhatsApp action

However, I get an error saying that “Send WhatsApp action type is not supported in Autolaunched Flows”, which blocks this approach completely.

What I’m trying to achieve:

  • Every time a new student event is ingested into Data Cloud
  • And my Real-Time Data Graph is updated
  • I want to send a WhatsApp message using Marketing Cloud Growth, not Salesforce Core automations

Important context:

  • Today, I’m already able to send this WhatsApp message using Salesforce Core (Flow / Messaging)
  • But I want to centralize communications, templates, tracking, and scalability inside Marketing Cloud Growth
  • The use case is near real-time / transactional, not batch marketing

My questions to the community:

  1. Is it currently supported to send WhatsApp messages from Marketing Cloud Growth based on a real-time event (Ingestion API)?
  2. Is there a recommended pattern or workaround to bridge real-time Data Cloud events with WhatsApp sends in Marketing Cloud Growth?
  3. Are WhatsApp actions intentionally restricted from Autolaunched Flows, and if so, what is the intended architecture for event-driven WhatsApp messaging?

Any guidance, best practices, or confirmation of current product limitations would be greatly appreciated 🙏 

 

Thanks in advance!

1 answer
  1. François Perret (Bamsoo) Forum Ambassador
    Feb 6, 7:31 PM

    @Camila Betiol

     

    Hi Camila, 

     

    It's weird that you use an Automation Event-Triggered Flow but the error mentions an Autolaunched Flow. 

     

    If you can wait Spring '26 to be rolled out, I'd suggest you use an Automation Event-Triggered with an Individual-Related Record Event. This triggers whenever a Prospect, Lead, Contact or a CRM Record related to a Prospect, Lead, Contact is created / updated.  

    This event is based on CRM changes, so it's much simpler that relying on Data Cloud Records (no need to trigger the Ingestion API, no Sub-Second realtime option needed, etc.). 

    It is near real time and supports WA Messaging. I'am not sure how the personalization is made is WA message, for Email Messages, it is based on Apex Personalization (

    see a welcome Email example using this). 

     

    Hope this helps 😎 

    #SharingIsLearning #MarketingCloudNext #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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Hi Everyone, 

 

I am setting up MCA and wanted to send a test email. However, when I go into Flows, the only Send Email options are the default ones (no access to MCA content). Similarly, when I create a campaign and go to add a Send Email flow, I get the following error "

We can’t find the default marketing workspace. Your Salesforce admin can help with that." 

I have created a Marketing CMS workspace with myself as the Admin/contributor.  

 

Any idea as to why I am having trouble with this? It almost seems like MCA is not fully provisioned? I have all the Marketing Cloud and Data Cloud permissions sets on my user account as well as being a System Admin.  

 

Thanks! 

-Luke

2 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Dec 19, 2025, 3:20 PM

    @Luke Bright

     

    Hi Luke, 

    The default MCN Setup should create the create the Workspace on your Behalf. 

    You may try to recreate one using the following steps: 

    -> Go to the Content tab to access your CMS workspaces 

    -> Click on the Add Workspace button 

    -> Select Marketing, and click Next. 

    -> Select the Enhanced CMS Workspace option 

    -> Add the Name 'Content Workspace for Marketing Cloud' 

    -> Add the API Name "Default_Content_Workspace", and click Next. 

    -> Select your default language, and click Finish. 

     

    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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