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Account Engagement Automates... Record Creation

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

Overview

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.

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See How Account Engagement Automates... Record Creation Works

  • Customize your Account Engagement integration to create the records you need other than Leads in Salesforce

  • Accelerate your sales cycle

  • Improve Marketing & Sales alignment

  • Strengthen your account-based marketing process

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!

Categories

Business Needs
Marketing Automation
Admin & Developer Tools
Personas
Administrator
Marketer
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

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