Marketing Cloud · Marketing Cloud Next

Configure Marketing Cloud Next

Get Marketing Cloud Next ready to send. That means connected data, published content, campaigns and journeys, so a team can demo or run campaigns without assembling each piece by hand.

129 tasks
Method

How MeshMesh does it

  1. Sets up the Data 360 side: CRM data streams, Individuals, contact point records and consent records.
  2. Deploys calculated insights, segments and CMS email content, then creates segment-triggered flows in Draft.
  3. Creates communication subscriptions with channel type mappings.
  4. Builds email templates with Data Graph merge fields, including multi-brand templates, and records the platform limits it finds along the way.
  5. Builds supporting demo pieces where needed, such as an interactive walkthrough and a Slack prototype showing a campaign request and approval flow.
  6. For agent-backed demos, publishes a new Agentforce agent version as inactive, keeps the current version active as a rollback, and adds a test suite, test conversations and documentation.
  7. Leaves identity resolution runs and segment membership checks to the user when identity resolution jobs fail.

For building the flows themselves, see Build Marketing Cloud Next Campaign Flows.