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5 ways to Push Prospects from Account Engagement ...
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Assign to a QueueYou can set up queues in Salesforce for the lead object and link them to Account Engagement (think of a queue as a “pre-assignment bucket” that holds leads on behalf of a group of people that all can view the contents of the queue (bucket) and then assign them to themselves or others. This can work well if you have teams of people that review incoming leads; you can set up multiple queues with multiple members and assign records to each queue according to specific criteria. To link a Salesforce lead queue to Account Engagement, head to the Users page in Account Engagement Settings and there’s a button at the top that says “add queue”, which is really “link queue”. Once queues are linked they become a valid assignment option on any object that can do an assignment. So you can use this as a completion action, automation, or as an action in an Engagement Studio. “You can combine individual users and queues as assignment outcomes of the rules” Account Engagement / Pardot GroupsThis one is a sort of leftover feature from when Account Engagement could be used as a standalone system. These days it’s little known but still works and can still come in handy, especially if you want to do a simple round-robin assignment strategy with equal distribution of incoming leads to specific people.
Assign to a Specific UserThis is the most direct way to do it, simply choose in your completion action who to assign a record to, or use an automation or engagement studio to choose the user based on prospect criteria. This is the most direct way to do it, but it can be a bit challenging to do it at scale if you have a lot of possible assignment recipients. “This can work well if you have teams of people that review incoming leads; you can set up multiple queues with multiple members and assign records to each queue according to specific criteria.” Salesforce Lead Assignment Rules (Active Assignment Rules)This is the dropdown option in MCAE called “Assign via Salesforce Active Assignment Rule”, which is called just “Lead Assignment Rules” and is set up in Salesforce Setup. This is is an alternative to using an Engagement Studio as the assignment mechanism but works using similar logic, it’s a hierarchical list of who should get the lead based on first match to a rule gets the assignment. You can combine individual users and queues as assignment outcomes of the rules, and the available logic is a bit more powerful than using an Engagement studio, especially if your rules contain criteria like lists of states or countries, the logic rules here allow for a greater number of individual options because you can use a comma separated list of possibilities. Limitations: The maximum number of individual rules is 50. You also can’t branch the logic, it’s strictly a top-to-bottom hierarchy.
With all the alignment that’s come in recent years between Marketing Cloud Account Engagement (aka MCAE aka Pardot) and Salesforce, there’s still one advantage of the Account Engagement database of prospects still remaining separate, and that is we as marketers we are not always “ready” to hand over a record to sales the moment it comes into our possession. “Sometimes the person is merely interested, but there is no intent.” The first four options are callable from the following objects: Automation Rules, Engagement Studios, and Completion Actions, which gives you a lot of flexibility to mix and match different strategies based on different segmentation or needs.
“there’s still one advantage of the Account Engagement database of prospects still remaining separate, and that is we as marketers we are not always “ready” to hand over a record to sales the moment it comes into our possession.” Sometimes the person is merely interested, but there is no intent. Sometimes we have a list of prospects from a trade show and we want to prioritize the sales followup according to the rating that the team at the show assigned to each visitor. In short, you can “hold” a prospect in Account Engagement that isn’t already in Salesforce for as long as you like and control when and how to assign them. This article describes the 5 main options and the variety of strategies available to you.
With all the alignment that’s come in recent years between Marketing Cloud Account Engagement (aka MCAE aka Pardot) and Salesforce, there’s still one advantage of the Account Engagement database of prospects still remaining separate, and that is we as marketers we are not always “ready” to hand over a record to sales the moment it comes into our possession. “In short, you can “hold” a prospect in Account Engagement that isn’t already in Salesforce for as long as you like and control when and how to assign them.” The first four options are callable from the following objects: Automation Rules, Engagement Studios, and Completion Actions, which gives you a lot of flexibility to mix and match different strategies based on different segmentation or needs.
With all the alignment that’s come in recent years between Marketing Cloud Account Engagement (aka MCAE aka Pardot) and Salesforce, there’s still one advantage of the Account Engagement database of prospects still remaining separate, and that is we as marketers we are not always “ready” to hand over a record to sales the moment it comes into our possession. “Sometimes we have a list of prospects from a trade show and we want to prioritize the sales followup according to the rating that the team at the show assigned to each visitor.” The first four options are callable from the following objects: Automation Rules, Engagement Studios, and Completion Actions, which gives you a lot of flexibility to mix and match different strategies based on different segmentation or needs.
The first four options are callable from the following objects: Automation Rules, Engagement Studios, and Completion Actions, which gives you a lot of flexibility to mix and match different strategies based on different segmentation or needs. “simply choose in your completion action who to assign a record to, or use an automation or engagement studio to choose the user based on prospect criteria.” Assign to a QueueYou can set up queues in Salesforce for the lead object and link them to Account Engagement (think of a queue as a “pre-assignment bucket” that holds leads on behalf of a group of people that all can view the contents of the queue (bucket) and then assign them to themselves or others. This can work well if you have teams of people that review incoming leads; you can set up multiple queues with multiple members and assign records to each queue according to specific criteria. To link a Salesforce lead queue to Account Engagement, head to the Users page in Account Engagement Settings and there’s a button at the top that says “add queue”, which is really “link queue”. Once queues are linked they become a valid assignment option on any object that can do an assignment. So you can use this as a completion action, automation, or as an action in an Engagement Studio.
Assign to a Specific UserThis is the most direct way to do it, simply choose in your completion action who to assign a record to, or use an automation or engagement studio to choose the user based on prospect criteria. This is the most direct way to do it, but it can be a bit challenging to do it at scale if you have a lot of possible assignment recipients. “You can set up queues in Salesforce for the lead object and link them to Account Engagement” Salesforce Lead Assignment Rules (Active Assignment Rules)This is the dropdown option in MCAE called “Assign via Salesforce Active Assignment Rule”, which is called just “Lead Assignment Rules” and is set up in Salesforce Setup. This is is an alternative to using an Engagement Studio as the assignment mechanism but works using similar logic, it’s a hierarchical list of who should get the lead based on first match to a rule gets the assignment. You can combine individual users and queues as assignment outcomes of the rules, and the available logic is a bit more powerful than using an Engagement studio, especially if your rules contain criteria like lists of states or countries, the logic rules here allow for a greater number of individual options because you can use a comma separated list of possibilities. Limitations: The maximum number of individual rules is 50. You also can’t branch the logic, it’s strictly a top-to-bottom hierarchy.
The first four options are callable from the following objects: Automation Rules, Engagement Studios, and Completion Actions, which gives you a lot of flexibility to mix and match different strategies based on different segmentation or needs. “This is the most direct way to do it, but it can be a bit challenging to do it at scale if you have a lot of possible assignment recipients.” Assign to a QueueYou can set up queues in Salesforce for the lead object and link them to Account Engagement (think of a queue as a “pre-assignment bucket” that holds leads on behalf of a group of people that all can view the contents of the queue (bucket) and then assign them to themselves or others. This can work well if you have teams of people that review incoming leads; you can set up multiple queues with multiple members and assign records to each queue according to specific criteria. To link a Salesforce lead queue to Account Engagement, head to the Users page in Account Engagement Settings and there’s a button at the top that says “add queue”, which is really “link queue”. Once queues are linked they become a valid assignment option on any object that can do an assignment. So you can use this as a completion action, automation, or as an action in an Engagement Studio.
“there’s still one advantage of the Account Engagement database of prospects still remaining separate, and that is we as marketers we are not always “ready” to hand over a record to sales the moment it comes into our possession.” Sometimes the person is merely interested, but there is no intent. Sometimes we have a list of prospects from a trade show and we want to prioritize the sales followup according to the rating that the team at the show assigned to each visitor. In short, you can “hold” a prospect in Account Engagement that isn’t already in Salesforce for as long as you like and control when and how to assign them. This article describes the 5 main options and the variety of strategies available to you.