How easy is it to create a journey template?

[khatunhumaira]

According to information published by Salesforce, you start by saving a draft of a Journey created as a Template by adding a name, a description and instructions for other users. When saving, you can choose whether to share it with other people. To find them again, you can access them from the 'Template Gallery' in the My Template tab.

Now for the second update. Salesforce has discovered that some Marketing Cloud customers want users to access only Salesforce events, while others want to access only Sales and Service Cloud activities. With this in mind, Marketing Cloud has australia email list added two permissions to the installation .

So if you already had a Salesforce account, your users will have both permissions. However, accounts created after the launch will not automatically have this ability unless they are Admin. Each user will need explicit access.

Why is this? Because with the new update, these permissions automatically replace any other permissions already associated by role to a particular user. To add them, all you have to do is allow this type of access using their Company ID (EID) or Member ID (MID).

Jen Hernández, Marketing Cloud Technical Consultant at LeadClic.

"We can tell that Salesforce is continuing to work to increase the speed and efficiency of the platform; that's why the idea of ​​being able to directly create Templates in Journey Builder accessible from different markets is exciting for us. Likewise, giving different visibility to events or activities that trigger a user's entry into a Journey brings us even closer to the idea that the integration with the CRM is even more real."

[yadaysrdone]

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