Marketing Cloud Next - Tips from the Trenches

The place where experts share practical solutions from real Marketing Cloud Next implementations. Learn how to solve challenges, apply best practices, and get answers to common questions on Salesforce Marketing Cloud Next.

Marketing Cloud Next – Recurring Segment Triggered Flows: Start Options Decoded

Tips from the Trenches #019
4 February 2026
Learn how to configure recurring segment-triggered flows in Marketing Cloud Next. Discover key start options, including scheduling frequency (hourly to yearly), re-entry rules, and how to automate segment refreshes for real-time campaign accuracy.
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François Perret

Marketing Cloud Next – Use Flex Prompt Templates for 1:1 Personalization

Tips from the Trenches #018
25 January 2026
Learn how to use Agentforce Flex Prompt Templates in Marketing Cloud Next for true 1:1 personalization. This guide covers using Flows and Apex to generate dynamic, AI-powered email content at scale.
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François Perret

Marketing Cloud Next – Prospect, Lead, Contact or Related Record Change Event and Apex Personalization.

Tips from the Trenches #017
19 January 2026
Explore a new Event for Automation Event Triggered Flow in Marketing Cloud Next: Prospect, Lead, Contact or Related Record Change. Learn how to use Apex Personalization to send tailored emails without complex Data Graphs.
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François Perret

Marketing Cloud Next – Common Form Triggered Flow Errors: what they mean, how to fix them

Tips from the Trenches #016
17 December 2025
Discover common errors in Agentforce Marketing Cloud Next form-triggered flows and how to fix them for smoother automation and reliable form submissions.
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François Perret

Agentforce Marketing: How to Prefill Forms from Email CTAs

Tips from the Trenches #015
15 November 2025
Learn how to prefill forms from email CTAs with Agentforce Marketing: step-by-step guidance for using hidden fields and URL parameters to streamline form prefilling with Marketing Cloud Next
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François Perret

Agentforce Marketing: focus on Determine CRM Record for Individual

Tips from the Trenches #014
7 November 2025
Discover how to use the "Determine CRM Record for Individual" flow element in Agentforce-powered Marketing Cloud Next to automatically select the optimal CRM record (Contact, Lead, Prospect) for a Unified Individual.
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François Perret

Agentforce Marketing: leverage Upsert a Record for a Person

Tips from the Trenches #013
3 November 2025
Discover how to use the built-in ‘Upsert a Record for a Person’ sub-flow in Agentforce Marketing to intelligently create or update Contacts, Leads or Prospects in your Form-Triggered Flow, step by step.
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François Perret

Dreamforce 2025: From Automation to Autonomous with Agentforce Marketing

Tips from the Trenches #012
19 October 2025
Explore how Agentforce Marketing, the next-gen evolution inside Marketing Cloud, shifts marketing from automation to true autonomy. Learn about two-way engagement, Data 360 foundations and AI-powered creative in our Dreamforce 2025 recaps.
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Tammy Begley

Marketing Cloud Next: Unlocking Data on the Salesforce Prospect, Lead, Contact & Campaign Objects

Tips from the Trenches #011
21 September 2025
Learn how to surface marketing insights in Salesforce with Marketing Cloud Next. Unlock data on Prospect, Lead, Contact & Campaign objects using widgets, related lists, and copy fields.
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Claudia Hoops