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Marketing Cloud Account Engagement and Digital Engagement SMS Integration

By Salesforce Labs

Send SMS Messages within Marketing Cloud Account Engagement automations

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Requires
Marketing Cloud Account Engagement

Quickly and easily send SMS messages within MC Account Engagement (formally Pardot) automations with the use of Digital Engagement NOTE - you MUST own Digital Engagement, and have Messaging enabled before you can install this package.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Marketing Cloud Account Engagement
Salesforce Editions
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Digital Engagement must already be owned with Messaging turned on in the Salesforce Org before this will install successfully.

App Details

Version
PardotSMS/Summer 21 1.5.0
Listed On
08/10/2021
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/18/2022

Additional Details

Send SMS messages within Marketing Cloud Account Engagement (formally Pardot) automations with the use of Digital Engagement. This package contains setup to enable Marketers to send SMS messages as part of Account Engagement Automations. There are 2 different ways that you are able to trigger the automation - either works very similarly and will be up to your own preference and use case as to which you use. NOTE - you MUST own Digital Engagement licenses, and have Messaging Enabled in this Org before you can install this package. Assumptions * You already have Marketing Cloud Account Engagement setup and are familiar with automations * You have access to Salesforce * Your Salesforce Org has Digital Engagement licenses provisioned * Digital Engagement has been setup, with a number provisioned (Messaging MUST be turned on to install the package) * Your User has access to setup up and configure Messaging/Digital Engagement in Salesforce * Marketing Cloud Account Engagement → Salesforce connector has already been setup and is running

Need help?

Salesforce Labs

San Francisco, CA, USA

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