New to working with Marketing Cloud Account Engagement in Lightning?
In this Get Started video, learn how to set up and navigate the Account Engagement app in the Salesforce Lightning experience with this video session.
In this session, we will cover:
- The benefits of the Account Engagement Lightning App
- How to enable and customize the app as an admin
- How to navigate and customize the app as an end user
- Considerations and best practices tips to get the most out of the app
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:18 Account Engagement Lightning App Overview
1:21 Pre-Setup Actions
3:03 Data Visibility Considerations
4:25 Enable and Customize the App as an Admin
8:23 Navigate and Customize the App as an End User
11:23 Recap and Outro
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Get Started: Account Engagement: Use the Account Engagement Lightning App
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