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Account Engagement Automates... Record Creation

By Salesforce Labs

Extend MCAE to create Contacts, Accounts, Opportunities, Cases, and more.

Free  

Never requires payment

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Business Need
Marketing Automation
Admin & Developer Tools
Requires
Marketing Cloud Account Engagement

Get ready for Marketing dreams to come true! Using External Actions, Account Engagement utilizes Engagement Studio and Flow to easily trigger the creation of a Contact, Account, Opportunity, and more. Find the User Guide under More Details below.

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
Professional
Enterprise
Unlimited
Additional Requirements
Marketing Cloud Account Engagement Plus Edition or higher. If working in an AE Demo Org, it would need to have been created after ~10/17/2022.

App Details

Version
MCAE Automates Record Creation/Initial 1.0.0
Listed On
01/27/2023
Latest Release
01/27/2023
Supported Features
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.
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: 0
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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/10/2023

Additional Details

Get ready for Marketing dreams to come true! Using an External Actions, Account Engagement utilizes Engagement Studio and Flow to easily trigger the creation of a Contact, Account, Opportunity, and Cases. Marketers can choose to create a single record or combination of records using one or more Flows. With this solution, Marketers can work alongside the Sales/Development teams to quicken qualification and the creation of records in Salesforce. By using Account Engagement to create additional records, they can increase process efficiency, drive Sales-Marketing alignment, and empower their teams!

Need help?

Salesforce Labs

San Francisco, CA, USA

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