Salesforce Agentforce Marketing
Marketing Cloud Next: marketing that truly knows your customers.
This is about more than better email sending. One customer profile in Data 360, segments and content across every channel, in real time if you need it, and AI agents that help plan your campaigns. All of it right inside Salesforce, with no connector in between.
Today, Marketing Cloud Engagement, formerly ExactTarget, usually runs alongside Salesforce. Data gets copied back and forth, and every new audience needs someone who writes SQL. Using your current system as the example, we show you what Next can already do, where its limits still are and what your move over the coming months looks like.
The big picture
Everything your marketing needs, on one platform
Understand customers
Customer Insights
Data 360 brings CRM, web, app, service and commerce together in one profile. Segments can be updated in real time on request.
Click an area to learn more about it.
Segmentation
Describe your audience instead of building it
You say who you want to reach. Agentforce turns that into segment rules on the unified customer profile, no SQL needed.
- A segment in minutes, not days
- Review, adjust, create
- On Advanced also at account level
Campaigns
The one-way street becomes a conversation
Email, SMS and WhatsApp from one Flow. Replies do not go nowhere: the Flow waits, responds and hands over to a bot or to service, in the same thread.
- Two-way SMS and WhatsApp conversations (Advanced)
- Hand-off to Agentforce or Service Cloud
- Consent held centrally in Data 360
Planning
The agent plans, you decide
You name a goal in plain words, and the agent delivers the brief and the audience. On Advanced, the Campaign Designer builds the whole campaign flow from it.
- A campaign from one prompt
- Results where the team works
- Approval stays with a person
Personalisation
Content per recipient, not per segment
Email and landing page adapt to the person: on brand, from your templates, in your tone of voice. The agent generates the variants, you set the guardrails.
What changes
From campaign tool to platform
- Today the campaign tool runs alongside Salesforce. In between sits a connector that shuffles data back and forth and needs looking after.
- With Marketing Cloud Next, your marketing moves into the platform. The connector disappears, and everyone works with the same data in Data 360.
- Agentforce helps orchestrate. Business customers and consumers live in the same system, and every change takes effect in every channel.
At a glance
10 reasons for Marketing Cloud Next
- 1
customer picture instead of many lists
CRM, web, app, service and commerce merge into one profile in Data 360.
Real-time segments possible
You describe the audience in one sentence. The segment works in every channel and can be updated in real time on request.
Campaigns that can reply
The flow waits for the answer and responds. Two-way SMS and WhatsApp conversations in Advanced.
Hand-off to service without a break
A campaign becomes a service case, in the same conversation, without a new ticket.
Content per recipient
Email and landing page adapt to the person, within your templates and tone of voice.
B2B and B2C in one system
Ideal if you serve both. You reach business customers and consumers on the same platform, each with their own profile.
The agent plans, you decide
One goal becomes a brief and an audience. A person signs it off.
- 100%
Your campaigns keep running
Next grows alongside your current system. You switch at your own pace, with no cut-over date.
Consent in one place
Consent sits centrally in Data 360 instead of per channel.
- −1
system less to maintain
Agentforce, Sales, Service and Loyalty Cloud work with the same data. No connector between marketing and CRM.
Editions
Growth or Advanced?
Same product, same foundation. Advanced unlocks what turns automation into optimisation.
| Growth | Advanced | |
|---|---|---|
| Agentforce campaign creation | ● | ● |
| Segments from a description | ● | ● |
| Multichannel flows: email, SMS, WhatsApp | ● | ● |
| Forms, landing pages, preference centre | ● | ● |
| People scoring | ● | ● |
| Path Experiments with up to ten variants per test | ○ | ● |
| Einstein Engagement Scoring and Frequency | ○ | ● |
| Two-way conversations over SMS and WhatsApp | ○ | ● |
| Unified Account and account scoring | ○ | ● |
| Campaign Designer (beta) | ○ | ● |
● included · + optional · ○ not included
Quick check
Is Marketing Cloud Next right for you?
Four questions, one minute. At the end you know which route fits your starting point and what the first step is.
Your answers stay in this browser. No form, no email address, nothing is transmitted.
Your next step
Three offers for your move
made with AI
Your migration strategy
We look at your current system, your use cases and campaigns. You learn what Next can do today and where its limits still are, and you get your roadmap for the coming months. With a budget frame for 2027 if you like.
Request a consultation
made with AI
Marketing Cloud Next Quick Start
The foundation in a few weeks: Data 360, consent, first segments and a newsletter template. For everyone who wants to start cleanly and with little risk.
Go to the Quick Start
made with AI
The 8-week transformation
For Account Engagement customers: from the target picture to the first live use case in eight weeks, while your current setup keeps running unchanged.
Go to the 8-week transformation
Your roadmap
Your path to the first live use case
Pick your starting point.
Day 1–20
Foundation
- Connect Data 360
- Map business unit 1:1
- Users and permissions
Day 21–40
First use case
- Link journeys to campaigns
- Segment without SQL
- Flow around an existing journey
Day 41–60
Live and measured
- Test and approve
- Go live
- Review impact
From day 60
Expand
- More use cases
- New channels
- Agentforce
First use case live after 60 days
Week 1–2
Discovery and target picture
- Inventory
- Target architecture
- Pick the first use case
Week 3–4
Foundation
- Activate Data 360
- Identity resolution
- Data graph
Week 5–6
First use case
- Account segment
- Flow with sales hand-off
- Test and sign-off
Week 7–8
Live and expand
- Go live
- New reports
- Roadmap
First use case live in week 8
Step 1
Enable
- Concepts and roles
- Data 360 and consent
- Understand credits
Step 2
Clarify
- Users and roles
- Sender domain
- Data fields
Step 3
Build
- Consent and preference centre
- Campaign templates
- First email with AI
Step 4
Hand over
- Test and analytics
- Admin training
- 30/60/90 plan
First campaign sent from Next
made with AI
Your marketing team builds audiences and campaigns itself. No SQL, no waiting for IT.
- Segments from a sentence, not SQL
- Campaign plan from the agent
- Email, SMS and WhatsApp from one flow
Results
What customers achieve with it
+32%
marketing ROI
+34%
customer lifetime value
+32%
customer engagement
−27%
cost per new customer
+206%
more unique email opens
Product and offer recommendations per customer
+40%
more patient engagement
Appointment reminders and follow-up as a conversation
−80%
time to create sub-segment emails
Onboarding journeys with hand-off to advisors
−50%
time to build campaign audiences
Spot churn early and act on it
55%
faster to a finished journey
Proactive maintenance and service on the preferred channel
56.5 bn
messages sent in Cyber Week 2024
99.9%
availability
8 years
in a row a Leader in the Gartner Magic Quadrant for B2B Marketing Automation
Salesforce Customer Success Metrics for Agentforce Marketing and customer examples from Salesforce material, 2024–2026. These are averages and individual results, not a promise for your setup.
Why move?
Many data sources become one customer picture
- Today your data is spread out: email tool, CRM, service, shop. Someone reconciles lists, and the email still arrives twice.
- Marketing Cloud Next brings your sources together in one profile, step by step rather than all at once. Your current system keeps running.
- One profile gives you segments, campaigns and content per recipient. And Agentforce takes on the busywork.
AI-generated
This image was created with generative AI.
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- Marketing, CRM & AI connected end to end
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Frequently asked questions
No, and there is no cut-over date. Engagement and Account Engagement stay. But agents, new channels and the integration with Sales and Service are built on Marketing Cloud Next. So the question is not whether, but at what pace.
Salesforce calls it convergence: what exists stays in operation, what is new is built alongside, operations move step by step. A lift-and-shift does not work, because data model and automation follow a different logic.
Next currently supports AMPscript only to a limited extent. In the consultation we are happy to analyse your current scripts and check which of them can already be implemented directly with AMPscript in Next and where new approaches are needed.
Growth for multichannel campaigns and Agentforce creation. Advanced as soon as you want to test, predict, hold real conversations or work at account level. We decide that on your use cases, not on the feature list.
Licence, Data 360 credits and the project. The project depends on where you start: anything from a few weeks to a roadmap over several quarters. In the consultation we also estimate your budget frame for 2027 with you, so it makes it into your planning in time.
No. To start, you need the data connection, identity resolution and the segments for the first use cases. Data 360 then grows with you, use case by use case rather than as a big preliminary project.
Yes. Existing journeys keep running unchanged. Flow can trigger them, chain them and react to their events. So you build around what exists instead of replacing it.
It stays yours. The Einstein Trust Layer masks sensitive data before a language model sees it, and external models never train on your information. On top of that, the agents only act within the guardrails you set.
With Methode42, our approach to change: we involve people early, take concerns seriously and learn on real campaigns rather than in a classroom. The training comes from the factory42 Academy.
Yes. Your sales team sends approved marketing templates themselves, personal and on brand. And they see right on the account, lead and contact how someone has engaged with your content. So they know whom to call first.
Yes. Since February 2026 there are business units: data, content and campaigns of each brand or country stay cleanly separated, while reporting still works across all of them. We recommend starting small, with one new business unit for each existing one.
With a conversation about your migration strategy. We look at your current system, your use cases and campaigns and tell you openly what already works and where the limits still are. That shows the way: Quick Start, 8-week transformation or a HealthCheck first.
Our long-standing, satisfied customers
made with AI
The first step
Your migration strategy for the coming months
Using your current system, use cases and campaigns, we work out what Next can do today, where its limits still are and what budget you need for 2027. We have done Salesforce marketing since 2013, as an ISG Leader for Marketing Cloud.
Whitepaper
Artificial Intelligence in Salesforce
The strategic guide for decision-makers.
- Agentforce: from assistance to autonomy
- Data Cloud as the foundation for real-time data
- Einstein Trust Layer: security and compliance
- 20 pages, compactly presented
- 10 chapters from technology to ROI
- Free, delivered as a PDF
