Account Engagement and Marketing on the Core Platform

Marketing CloudAccount Engagement and Marketing on the Core PlatformDevelop for Marketing Cloud Account Engagement (Pardot): prospects, visitors, business units and the v2 Salesforce connector, API v5 with Salesforce OAuth, export and import, form handlers, external activities and actions, Engagement Studio and Apex integration. Then move to marketing on the core platform with Marketing Cloud Next (Agentforce Marketing): Data 360 segments, marketing flows, CMS content, the consent data model, migration planning and Agentforce.Advanced · about 85 minutesWhat you will learn

Explain the Account Engagement data model (prospects, visitors, activities, business units) and how the v2 Salesforce connector syncs it

Authenticate to Account Engagement API v5 with Salesforce OAuth and the Pardot-Business-Unit-Id header, and use query, upsert, export and import endpoints

Integrate websites with form handlers and external systems with external activities and external actions

Use Account Engagement data from Apex, Flow and SOQL inside Salesforce

Describe the Marketing Cloud Next architecture: Data 360 segments, marketing flow types, CMS content and the core consent objects

Plan a migration from Marketing Cloud Engagement or Account Engagement to Marketing Cloud Next, including feature mapping and coexistence

Contents

Part 1: Account Engagement architecture

Part 2: Account Engagement API v5

Part 3: Forms, form handlers, external activities and actions

Part 4: Account Engagement inside Salesforce

Part 5: Marketing on the core platform (Marketing Cloud Next)

Part 6: Migration and coexistence

Part 7: Agentforce for marketing

Best practices

Common pitfalls

Hands-on exercises

Key takeaways