The Salesforce Summer ’23 Release is packed with new features and updates, and we’re here to highlight the key updates for Marketing Cloud Account Engagement. One exciting addition is the ability to trigger external actions after a prospect engagement, allowing for even more personalized and targeted marketing efforts. Plus, the Optimizer feature is now generally available and includes new tools to help keep your business units running smoothly. Keep reading to learn about additional updates, including the Prospect Change Monitor, the ability to convert dynamic lists to static, and more.
Trigger an External Action After a Prospect Engagement
Now you can trigger an external action on any Account Engagement asset that has a completion action. For example, after a prospect completes a sign-up form, you can register the prospect for a webinar. You can send a text message after a prospect clicks a custom redirect link or send an alert to your sales team when a prospect visits a pricing page.
Keep Your Account Engagement Business Unit Running Smoothly with Optimizer (Generally Available)
Get performance information, recommendations, and required steps on the Optimizer page when you need them. The Optimizer feature, now generally available, also includes some changes since the last release. Diagnose and treat setup problems that are blocking your access to features with the Configuration Issues table. The Performance Improvement Measures table now includes good measures so that you can see what’s working well in your business unit. Plus, the new Prospect Change Monitor helps you understand which features result in the most prospect changes for your business unit.
Monitor the Source of Prospect Changes
Find out which features are creating or updating prospect records in your business unit with the Prospect Change Monitor. Use the monitor to help you adjust your API integrations and automations that could be eating up processing power in your business unit. Access the Prospect Change Monitor from the Optimizer page in Account Engagement.
Convert Unused Dynamic Lists to Static Lists
Save processing power in your business unit by converting your old or unused dynamic lists to static lists. After you convert a dynamic list, you must manually add and remove prospects because the list no longer updates based on rule criteria. Select inactive or unused dynamic lists and use the table action dropdown menu to convert them to static. You can also convert individual lists from the record home.
Use a New Opted Out Field Status
Based on customer feedback, you can now use the most recently updated field value as a source of truth for the prospect Opted Out field. You also choose either Salesforce or Account Engagement to use as the system of record instead. Previously in the Spring ’23 release, selecting a system of record was required. Business units created after October 18, 2023 use the Account Engagement value by default.
Get First-Touch Attribution When Visitors Consent to Tracking
Tracking cookies are now added retroactively after a prospect confirms consent. Previously, tracking cookies were added before a prospect clicked the consent banner and then deleted if they didn’t consent.
Enhanced Builder Columns Are Evenly Spaced
The Enhanced Email Builder now aligns images evenly. Previously, the content in the far right column was wider and taller than the columns to the left. Check to see if images in email templates published before this update need to be adjusted.
Learn More about the Salesforce Summer ’23 Release Notes
If you want to learn more about the exciting new features of the Salesforce Summer ’23 Release for Marketing Cloud Account Engagement, don’t hesitate to contact us and we’ll be happy to provide you with all the information you need.
About Corrao Group
As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!
Salesforce Summer ’23 Release: Marketing Cloud Account Engagement