Highlights of Marketing Cloud Account Engagements in Salesforce Winter 24

A. General Enhancements -

Enhance customer experiences by providing quicker and more tailored interactions through Engagement Studio, with wait times of under 24 hours. With the latest updates, Account Engagement now offers the functionality to automatically remove outdated visitor activity records and manage the display of your form code by specifying permitted domains.

B. APIs and Integrations -

Copy marketing assets from a sandbox to a production business unit with API V5 for Flow. External Activities are now fully packageable.
You also get new and updated fields in Account Engagement API version 5.

A. General Enhancements

1. Restrict Which Domains Can Display Account Engagement Assets - In order to enhance data security, there is now the capability to control iframing for Account Engagement assets, including forms and landing pages. This feature allows you to manage iframing settings based on your needs. Through your Business Unit Settings, you have the flexibility to choose whether to completely restrict iframing, permit iframing exclusively for designated domains, or opt for no restrictions at all. It is important to note that business units created to post the Winter 24 release have iframing restricted by default, while those established prior to the Winter 24 release remain unrestricted by default.


2. Chart Historical Prospect Changes by Feature - Review prospect changes at a glance using the new Prospect Change Monitor histogram in the Account Engagement Optimizer. Easily focus on specific feature areas or view all changes across your business unit.


3. Restore a Paused Prospect by Deleting Their Visitor Records - In cases where prospect activity reaches levels that might affect the performance of Account Engagement, a pausing mechanism is triggered. Should you have a significant prospect on hold, you now have the option to reactivate them by erasing their visitor activity records. This involves selecting a prior date, prompting Account Engagement to eliminate the prospect is activity records preceding that date. As you progressively remove adequate activity records, Account Engagement reinstates tracking for the particular prospect. However, it is essential to remember that if the prospect surpasses the activity threshold in the future, the pausing mechanism will be triggered again.


4. Remove Unconverted Visitor Activity Records - Free up system bandwidth by removing old visitor records that did not convert to prospects. Use the new Stale Unconverted Visitors option in your Business Unit Settings to automatically remove unconverted records older than 365 days.


5. Update Email Templates with Invalid Senders - As part of the domain validation requirement from Spring 23, Account Engagement does not send email templates with a sender address that includes an unverified domain. You can now review templates with invalid senders on the Email Templates page. Change the sender or validate the sending domain to continue using the template.


6. Design Engagement Programs with More Precise Wait Times - Prospects can now wait in Engagement Studio Program steps from 2 to 8 hours. Previously, wait times were limited to increments of days.

B. APIs and Integrations -

Copy marketing assets from a sandbox to a production business unit with API V5 for Flow. External Activities are now fully packageable. You also get new and updated fields in Account Engagement API version 5.

Account Engagement API: New and Changed Items

Access more of your data with new and updated objects for Account Engagement API version 5.
Copy marketing assets from the sandbox to production business units using Salesforce Flow.

Updated Objects in Version 5

Added support for Dynamic Content endpoint.

Improved large export processing speeds.

Added support for querying by ID array.

Other API Changes

Now you can copy marketing assets between business units or from sandbox to production business units using Salesforce Flow.

An example flow is included to help you model your custom copy flows.

Summing up

The Salesforce Winter 24 Release empowers marketers to create more personalized and effective engagement programs while maintaining data security and efficiency in marketing operations. These updates open the door for improved customer interactions and more impactful marketing strategies.