See What’s New with Marketing, Revenue, and Slack

Learning Objectives

After completing this unit, you’ll be able to:

• Define how to build highly customized, responsive emails using your own designs.
  
• Describe how to get feedback based on lead qualification status.
  
• Explain how to engage customers in real time with personalized recommendations in your email campaigns.
  
• Describe how to simplify content creation with reusable, drag-and-drop content blocks.
  
• Explain how Slack Enterprise Search, To-Dos, Calendar, and Salesforce Channels improve productivity and team collaboration.
  

Marketing Cloud

HTML Code View: Marketing Cloud Growth and Advanced Editions

Control email design with access to editable HTML and CSS in the Email Builder. Build highly customized, responsive emails using your own designs.

Prospect Enhancements: Marketing Cloud Growth and Advanced Editions

Send highly engaged leads to sales teams by converting prospects to contacts and person accounts in Sales Cloud. Get feedback based on lead qualification status.

Personalization for Email: Salesforce Personalization

Engage customers in real time with personalized recommendations in your email campaigns (Marketing Cloud Advanced Edition) to create a truly seamless, personalized cross-channel experience.

Segment Intelligence: Marketing Intelligence

See how your paid campaigns are performing by segment so you can adjust your spending or content to improve results for your target audiences.

Learn more about Marketing Intelligence

Visitor Data Cleanup: Marketing Cloud Account Engagement

Marketing admins are now able to delete visitor records from bot-like and paused prospects.

Repeaters: Marketing Cloud Growth and Advanced Editions

Using content grids, personalize emails with multiple pieces of content, including product lists, order summaries, and lists of blog posts. Simplify content creation with reusable, drag-and-drop content blocks.

Revenue Cloud

Quoting

Generate accurate, compliant quotes in seconds with natural language input. Adjust pricing in real time and launch faster with prebuilt or custom actions, all while staying compliant.

Revenue Management Intelligence

Access AI-driven insights across the entire revenue lifecycle. Enable sales teams to prioritize efforts, pricing leaders to optimize margins, order management teams to minimize fallout, and finance teams to access real-time billing visibility.

Product Configurator Enhancements

Use a dynamic, constraint-based approach to product configuration, augmenting rigid if/then rules with simple constraints.

Slack

Enterprise Search

Find what you need faster with Slack’s enterprise search. Connect data from apps, databases, and repositories in a secure, unified search experience—unlocking insights and boosting productivity.

Slack To-Dos

Manage all your tasks, reminders, and approvals across Slack, Salesforce, and third-party apps with to-dos in Slack.

Slack Calendar

Stay on top of your schedule with your calendar in Slack. View, prep for, and join meetings with one click, plus access reminders, threads, and AI-powered recaps–all in Slack.

Salesforce Channels

Bring Slack into Salesforce and Salesforce into Slack. Win deals, close cases, launch campaigns faster, and accomplish so much more with every teammate across every function and all your customer data in one connected, conversational experience.