Marketing Cloud Account Engagement and Digital Engagement SMS Integration logo

Marketing Cloud Account Engagement and Digital Engagement SMS Integration

By Salesforce Labs

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Pricing
Free
Listed since
2021

About Marketing Cloud Account Engagement and Digital Engagement SMS Integration

Send SMS Messages within Marketing Cloud Account Engagement automations

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

Highlights

  • Super quick and easy setup
  • Easy to use, simply set the required fields within the Pardot Automation, or add the prospect to a Campaign to trigger the SMS.
  • Handle replies within Salesforce with standard Digital Engagement functionality, and even Einstein Bots

Screenshots

Reach customers on their preferred channel by integrating Salesforce Digital Engagement with Pardot
Reach customers on their preferred channel by integrating Salesforce Digital Engagement with Pardot

Pricing

Free.

Compatibility

Requires
  • Pardot
Salesforce editions
  • Essentials
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on January 18, 2022
Languages
  • English