Integration · Marketing
AI agents for Salesforce Marketing Cloud
Work with Salesforce Marketing Cloud Engagement: send a transactional email from a send definition and check its status, put a contact into a journey through its entry event, list journeys.
- Actions
- 7
- Read
- 4
- Write
- 3
Actions
What your agents can do in Salesforce Marketing Cloud
Work with Salesforce Marketing Cloud Engagement: send a transactional email from a send definition and check its status, put a contact into a journey through its entry event, list journeys, and read or add rows in a data extension (Marketing Cloud REST API, server-to-server installed package).
Read 4
Look things up. Nothing changes.
List transactional send definitions
Lists the account's transactional email send definitions: each with definitionKey (what "Send a transactional email" takes), name, status (Active, Inactive) and description.
Check a transactional email
Reads a transactional email's delivery status by its message key (for up to three days).
List journeys
Lists Journey Builder journeys, optionally by status (Draft, Published, ScheduledToPublish, Stopped, Deleted) or by words in the name.
Read data extension rows
Reads rows of a data extension by its external key, a page at a time, optionally filtered (such as Email eq 'ada@example.com' or Status eq 'Active').
Write 3
Create, change or send.
Send a transactional email
Sends one transactional email (a receipt, password reset, confirmation) through an active send definition, to one address, with personalization attributes the email uses.
Put a contact into a journey
Fires a journey's API entry event for one contact, which enters every running journey that listens for that event key, with data the journey can use.
Add or update data extension rows
Adds rows to a data extension, or updates the rows with the same primary key, up to 500 at a time.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the sign-in details Salesforce Marketing Cloud gives you for its API.
What you enter
- Client Id
- Client Secret
Settings
- Subdomain
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Salesforce Marketing Cloud data
Ask a question in plain words. The agent can list transactional send definitions, check a transactional email or list journeys in Salesforce Marketing Cloud, then answers with what it found.
- 02
Let an agent update Salesforce Marketing Cloud
Have the agent send a transactional email or add or update data extension rows in Salesforce Marketing Cloud as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Salesforce Marketing Cloud and Slack: it can list transactional send definitions in Salesforce Marketing Cloud and post a summary to a Slack channel in the same run.
Works well with
More Marketing tools
- Mailchimp2 actionsAdd people to your Mailchimp audiences or update them, with their merge fields and tags, and look up your audiences.
- Klaviyo3 actionsCreate or update Klaviyo profiles, subscribe people to email marketing on a list, and record events that start flows.
- ActiveCampaign4 actionsCreate or update ActiveCampaign contacts, find them by email, and add them to lists and tags.
- LinkedIn2 actionsPublish text posts on a member's LinkedIn profile and read the signed-in member's name and email, after the member signs in with LinkedIn.
- X4 actionsPost and delete on X as the signed-in account, read an account's recent posts, and look up X users by username.
- YouTube4 actionsRead a YouTube channel's statistics, its uploaded videos, a video's details and the comments people leave, signed in with the channel owner's Google account.
FAQ
Salesforce Marketing Cloud and MyDeepAgents
Can MyDeepAgents connect to Salesforce Marketing Cloud?
Yes. The Salesforce Marketing Cloud connector has 7 actions: 4 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Salesforce Marketing Cloud?
Enter the sign-in details Salesforce Marketing Cloud gives you for its API. You'll need: Client Id and Client Secret. The connection also asks for: Subdomain. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Salesforce Marketing Cloud without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Salesforce Marketing Cloud in workflows as well as agents?
Yes. Every Salesforce Marketing Cloud action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Salesforce Marketing Cloud to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.