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Marketo Users Verification Email Send

Over the past year, Marketo Engage has been rolling out email verification to customers. After our rollout correction earlier this year, the email verification status of the SSO Only users and any users having a shared email conflict were changed back to ‘Unverified’.   Today, Marketo has proactively triggered emails to any and all users who have an unverified email address in an effort to get these users ready for migrations to Adobe Admin Console and Adobe Identity. Users can access Marketo Engage with their Marketo ID regardless of email verification status until their subscriptions migrate. However, only users with verified email addresses can be migrated to Adobe identities.    More information about email verification can be found in the relevant Experience League Documentation.   More information about Marketo user migration can be found in the relevant Experience League Documentation.    Email Verification Resources   February Rollout of Email Verification Corrections November Marketo Nation Update Announcement  Original Marketo Nation Announcement   Email Verification Documentation   Email Verification Release Notes    Marketo Subscription and User Migration Resources Understanding Marketo Subscription and User Migration to the Adobe Admin Console Marketo Guide for Migrating to Adobe Identity Marketo and Adobe Identity Management FAQ  

New Terminology Alert: B2B Revenue Marketing Platforms

Adobe was just named a Leader in The Forrester Wave™: B2B Revenue Marketing Platforms, Q3 2024. What is a B2B Revenue Marketing Platform? Why does it matter?   These two quotes from the Forrester report provide the first clues as to what Adobe’s B2B Revenue Marketing Platform includes:   “Adobe’s vision is compelling: it aims to converge ABM and marketing automation capabilities, inbound and outbound channel orchestration, and CDP capabilities in a next-generation revenue marketing platform.”   “Adobe offers a tightly integrated solution with a bold vision for buying groups.”   So, in our view, key ingredients here are customer data, person and account prioritization, journey orchestration, personalized cross-channel engagement, performance measurement, and buying groups. These all represent investments Adobe has been making (and continues to make) to provide our customers with a powerful, integrated, best-in-class solution for B2B marketing and go-to-market; ultimately, a solution to help organizations drive growth and do so more efficiently while delivering the personalized experiences demanded by today’s customers and prospects.   Forrester defines B2B Revenue Marketing Platforms as, “A comprehensive solution that enables marketing teams to execute their lifecycle revenue marketing efforts by providing a holistic view of prospects, buying groups, and customers, as well as their interactions and impact on the business.”¹   Let’s unpack all this.   Last millennium, CRMs were supposed to be the all-in-one solution for managing customer interactions. They fell far short for marketers. Marketing Automation Platforms including Adobe Marketo Engage were born. By now, customer engagement was shifting to digital channels and personalization was already a must. B2B teams needed automation to scale their marketing and deliver the right content, through the right channel, to the right person, at the right time. Enterprise companies needed automation with the flexibility to do all of this for a broad range of products, markets, and buyers.   First priority: engagement (you know, the actual marketing) Today, automated engagement remains at the core of B2B marketing. It’s where the rubber meets the road and where the marketing actually happens. Minds are won or lost. Your organization helps educate prospects and progress their decision-making…or not. Customers have a great experience and grow their investment with you…or not. Whether your demand process is lead-based, account-based, or a mix, it’s always about how well you can connect with and engage with people. It’s why we continue to invest heavily in new native Marketo Engage channels such as chat and webinars, in addition to AI-driven marketing attribution and an AI-fueled content supply chain. Forrester had the following to say about Marketo Engage:   “Adobe Marketo Engage stands out for its sophisticated e-mail marketing, web experiences, and multichannel and full customer lifecycle support.”   So, what is a B2B Revenue Marketing Platform? Forrester has referred to it as “the core B2B engagement platform”. So, if you remember nothing else, remember this – a B2B Revenue Marketing Platform needs to, above all else, be great at automating and orchestrating personalized, cross-channel engagement across GTM motions and demand funnel stages. Without that, you can improve things like audience targeting all you like, but the actual marketing will fall flat. For this reason, a good number of the capabilities said to be within a B2B Revenue Marketing Platform (and some of the most important ones, in our view) are core features of Marketing Automation Platforms. Forrester is now viewing their capabilities as ingredients in a larger recipe. What else is in the recipe?   Deeper data: Unlocking next-level prioritization, segmentation and personalization A little over 20 years ago, the IT Services Marketing Association (ITSMA) invented the term Account-based Marketing (ABM). The idea was simple: by better prioritizing accounts, Marketing could focus their efforts where they mattered most and team more closely with Sales on a narrower set of opportunities. Makes sense. Over time, data providers emerged offering 3rd party account intent data. Others provided account-based advertising, often guided by that intent data. Together, these capabilities have helped B2B teams at the top of the funnel with new customer acquisition.   Now, capabilities including Adobe’s AI-powered predictive lead and account scoring extend prioritization to the rest of the funnel and a broad range of GTM motions including upsell and cross-sell. It’s just one example of how the deeper B2B customer profiles of products like Adobe Real-Time CDP can fuel not just better personalization, but also better segmentation, targeting, and prioritization across the customer lifecycle. So, if engagement is the first ingredient of a B2B Revenue Marketing Platform, data / data management is likely the second. Doing it right takes a flexible and powerful CDP.  Many Marketo Engage customers have made this move with several, including Vanguard, Qualcomm, Nasdaq, and Avantor, sharing their success stories at Adobe Summit earlier this year.  Here’s what Forrester said about Adobe Real-Time CDP as a component of Adobe’s B2B Revenue Marketing Platform:   “It (Adobe Marketo Engage) is tightly integrated with Adobe Real-Time CDP, which excels in consolidating customer data from numerous sources into unified profiles, enabling real-time personalization and segmentation across channels.”   Buying groups: the go-to-market orchestration B2B Marketing and Sales have always needed The final ingredient in B2B Revenue Marketing Platforms represents one of the most important evolutions in B2B marketing to take place this century – buying group assembly and engagement orchestration. Why? Buying decisions in B2B are most often made by a group of people, not an individual lead and certainly not every single person working for an account. As such, the core cross-channel engagement capabilities of Marketing Automation Platforms have given us the marketing foundation we need. Deeper data and more unified data management has helped us better prioritize and deliver personalized engagement. But something important has been missing – the ability to understand, target and automate cross-channel engagement with buying groups. In other words, the ability to align our marketing and sales to the buying opportunities within an account, whether one or many.   Targeting the key personas in a buying group got us part way there as we inched closer to true 1:1 engagement, but still what’s been missing is the ability to use signals from an individual as context for engaging the entire buying group and continue to message at the buying group and individual level, throughout the journey, to help buying group members reach consensus faster, which is especially important when buying groups are large and distributed as is frequently the case today. This also opens the door to scoring and qualifying buying groups, in addition to individual leads and contacts, to give Sales a more complete picture of demand for specific offerings.   As such, within B2B Revenue Marketing Platforms, you will see an expectation that software vendors offer this capability. We believe Adobe addresses this need most completely with Adobe Journey Optimizer B2B Edition. It did not count toward our “current offering score” in this first-edition Forrester Wave because it was still in beta at the time, but, with its general availability, this application is a true game-changer for enterprise B2B marketing teams. What Forrester said about Adobe and Adobe Journey Optimizer B2B Edition:   “The company’s product strategy is differentiated by its strong commitment to buying groups, with the release of Adobe Journey Optimizer B2B Edition on the near-term roadmap. Adobe Journey Optimizer B2B Edition will seamlessly integrate with Adobe Marketo Engage and match individual addressable audiences to buying groups in target accounts.”   Final thoughts We find Forrester’s market view aligns very closely with our own vision, innovation, and roadmap. We’re proud of our performance and of being named a Leader and we look forward to continuing to work with our customers to advance their marketing and marketing careers.   We believe, as time passes and future editions are published, the component capabilities and weightings will shift to even better reflect what we see as the most important aspects of a “core B2B engagement platform”. We also believe that, as more teams invest in buying group orchestration (since the tech is now here to do it), that will become a more significant factor within this and other analyst reports.  On that note, we always encourage our customers to use these evaluations as just a starting point. What capabilities are most important to you? Which vendors have the breadth and depth to deliver against all your use cases?  That’s what really matters. Our approach at Adobe is to provide a tightly integrated B2B Revenue Marketing Platform with everything enterprises need to achieve their pipeline, revenue, efficiency, and customer experience goals – now and down the road.   I hope this helped. It can be a terminology soup out there. That said, this is one worth paying attention to. B2B marketing is evolving and there has never been a more exciting time to be a part of it!   Check out the full Forrester report here.   ¹”The B2B Revenue Marketing Platforms Landscape, Q2 2023”, Forrester  

All Marketo admins are now admins of Dynamic Chat

Hello Nation,   As some of you know Dynamic Chat, can be accessed through https://experience.adobe.com and its user management is through https://adminconsole.adobe.com    In 2022, we launched Dynamic Chat as an add-on to Adobe Marketo Engage, and the Dynamic Chat Select version is included in all Marketo packages. We have completed the provisioning of Dynamic Chat to all our Marketo customers and have added only one admin.  Since then we had an influx of requests for not being able to access Dynamic Chat and are unsure who the current admin is. In the recent release, we have made all Marketo admins as Dynamic Chat product admins, ensuring they can now access the Dynamic Chat of their respective instances.   Steps to access Dynamic Chat Login to your Marketo instances > My Marketo > click on Dynamic Chat tile   You will taken to https://experience.adobe.com and asked for login Type in your email that you used for accessing your Marketo Engage instance. If you are access this for the first you will asked few more details to type in (only * fields are mandatory) Once you have done with the login, you will be redirected to your Dynamic Chat instance or https://experience.adobe.com   By clicking on the Dynamic Chat tile you can access the product. If you do not see Dynamic Chat tile, goto https://adminconsole.adobe.com and add yourself as a user. If you don't have access to https://adminconsole.adobe.com please request any of your Marketo admin to add you as a user in Dynamic Chat.   Important/Useful links Guide to manage access through Admin Console  Dynamic Chat documentation Dynamic Chat tutorials Best practices with Dynamic Chat  Yes, you can use Dynamic Chat beyond chatbot   

Blueprint Released: People Manager Dashboard

Want to know what your team is up to? We built this dashboard to give you insight into your direct reports’ work and play (time off). From understanding your team’s workload, to viewing the projects they own, to analyzing cycle time, there is a lot of valuable data to be uncovered. This is sure to be a crowd-pleaser with your managers!A few things to note:The reports on the dashboard have been built to support the needs of a wide audience and it is likely that you will need to change filters, views, and groupings on some reports to better meet your organization’s needs. All these reports contain a filter that provides results for the logged in user’s direct reports in Workfront. You may not need all the reports, so feel free to remove them.  All reports have tags in their descriptions for searchability: #peoplemanager Finally, we recommend making copies of these reports before editing in case you want to go back to the original reports. This dashboard is now available to install from your blueprints. Learn how to install this dashboard from blueprints Reports Included in the People Manager Dashboard: My Team's Active Tasks by User  Shows all your direct reports’ incomplete tasks on active projects. Use this report to understand the number of outstanding tasks per user.  My Team's Active Issues by User Shows all your direct reports’ open issues on active projects. Use this report to understand the number of outstanding issues per user. My Team's Active Late Tasks by Week Shows all your direct reports’ late, incomplete tasks on active projects. Use this report to understand number of late tasks per user and number of days late. My Team's Tasks Due This Week and Next Week Shows all your direct reports’ incomplete tasks on active projects due this week and next week. Use this report to understand your team’s bandwidth. My Team's Active Projects by Priority Shows all active projects owned by your direct reports. Use this report to understand or change how in-flight work aligns to your priorities. My Team's Active Tasks - Planned vs. Actual Hours by Week (Burn Down) Shows the variance of planned vs. actual hours on your direct reports’ active tasks. Use this report to understand actual hours over or under planned hours. My Team's Recently Logged Hours by Week  Shows all your direct reports' logged hours in the last 4 weeks.  My Team's Completed Tasks This Year by Month Shows the volume of tasks completed by your direct reports each month. Use this report to understand not only volume, but also the variance of planned vs. actual of both hours and duration. In turn, you can analyze task cycle time and level of effort. My Team's Completed Tasks Last Month by User  Shows all your direct reports' tasks completed last month.  My Team's Completed Late Tasks by User Shows all your direct reports’ late, completed tasks. Use this report to understand number of late tasks per user and number of days late. My Team's Completed Tasks - Planned vs. Actual Hours by Project Shows the variance of planned vs. Actual hours over or under planned hours. My Team's Time Off in the Next 3 Months by Week Shows all your direct reports’ time off in the next 3 months. Dates in purple represent time off in the next 4 weeks.

Blueprint Released: Value Realization | Govern Compliance Workflows Dashboard

If you’re a system admin, product owner, champion or manager of Workfront users, you’ve probably been asked to demonstrate the value Workfront is bringing to your business. We’ve identified five key areas where your business can realize value. Workfront provides the ability to: Centralize work in one solutionManage work processesReview and approve digital workGovern compliance workflowsDeliver client-facing services We’ve created the Value Realization | Govern Compliance Workflows dashboard to help you realize value by providing reports that can be used for auditing purposes, especially in highly regulated industries. These reports are designed to support common compliance needs. For example, you can: Identify the correct system and group admins in your organization when you need assistance with processes or system informationEasily search for key brand and compliance documentsProvide documentation of an approvalEnsure critical data is maintained on projects which may cause non-compliance and reporting issues if left blank  This dashboard is now available to install from your blueprints. Learn how to install this dashboard from blueprints. A few things to note:  The reports on the dashboard have been built to support the needs of a wide audience. It’s likely you will need to change the filters, views, and groupings in some reports. This is especially the case when it comes to filtering on status or date/time. You may not need all the reports, so feel free to remove them.All reports have tags in their descriptions for searchability:#governcomplianceworkflows#valuerealizationFinally, we recommend making copies of these reports before editing in case you want to go back to the original reports. The Govern and Compliance Workflows Reports: Active System AdminsUse this report to identify active System Admins.Active Group AdminsUse this report to identify active Group Admins.Documents Search for Brand, Compliance, and Governance PurposesUse this report to locate brand, compliance, and governance documents. Adding filters is recommended.Document Approval AuditUse this report to audit document approval decisions.Requests Pending Approval by Approval ProcessUse this report to identify pending issue approvals.Tasks Pending Approval by Approval ProcessUse this report to identify pending task approvals.Projects Missing Key DataUse this report to identify missing project data. 

AEM Assets Content Hub and Dynamic Media with OpenAPI capabilities now GA!

We are excited to announce the General Availability of Experience Manager Assets Content Hub and Dynamic Media with OpenAPI capabilities, available to Assets Cloud Service customers on 28 June 2024. Content Hub puts branded content at your fingertips, enabling any teams to easily discover, remix, and activate approved assets at scale, through an intuitive portal. Teams throughout the enterprise can quickly access brand approved assets for reuse or inspiration and activate content across all distribution channels throughout the organization and extending to its business partners like agencies or distributors. Learn more about Content Hub via below Experience League documentation: Overview Provisioning Configuration With Dynamic Media with OpenAPI capabilities, assets are referenced from the DAM (no binary copies), so whatever changes are made in the DAM will auto-propagate in downstream applications while maintaining asset governance. Further, the assets are optimized and transformed at the edge for fast performance, and delivery insights. Customers can also deliver assets public or secure.  Learn more Content Hub, together with Dynamic Media with OpenAPI capabilities and our Asset Selector MFE technology, will help democratize and simplify access to approved assets for activation at scale across channels and use cases, both in-app as well as through a browser-based portal. Organizations will retain the overall governance and maintain the source of truth for their assets with AEM Assets Cloud Service remaining the foundation of their DAM deployments.

Adobe Real-Time CDP Monthly Global Releases June 2024

Adobe Real-Time CDP Monthly Global Releases June 2024Here is a summary of the Real-Time CDP product releases. Click on the many Experience League documentation links of each feature or review the release notes: Adobe Experience Platform Release Notes (updates coincide with monthly release). Data Distiller Customizable Insights – Available to all customers with Data Distiller.Data Distiller customers can now directly visualize the output of SQL and persist as a chart. As a Data Distiller customer, you can now author any dashboard directly via SQL. Data Distiller enables the creation of reporting data models with customizable insights such as: Visualization Library, Dashboarding, Global Filters, BI Connectivity and many more.Read the extensive blog written by the Product Manager here for details on this product release.  Mastering Consent Analysis in Adobe Real-Time CDP: A Guide to Building Your Customized Insights usin.... AI Assistant in Adobe Experience Platform – Available for all Real-Time CDP tiers including B2B, B2C and B2P customers in Prime and Ultimate editions.AI Assistant is an intelligent conversational, generative AI tool that will boost productivity and redefine work in Adobe Experience Platform based Applications.  You can use AI Assistant to better understand product knowledge, troubleshoot problems, or search through information and find operational insights. AI Assistant supports Experience Platform, Real-Time Customer Data Platform, Adobe Journey Optimizer and Customer Journey Analytics. In this initial release, we have unlocked two capabilities:Product Knowledge and Operational Insights which is currently in a public beta. Product Knowledge refers to topics grounded in Experience League documentation. It can provide pointed learning about various product features, discovery on how-to’s and best practices, as well as troubleshooting guidance.Operational Insights generates insights about your meta data objects. You can ask AI Assistant questions about attributes, audiences, datasets, sources, destinations, dataflows, and more.As a platform practitioner I want to increase my productivity and streamline operational workflows across Experience Platform. To access AI Assistant for Experience Platform, Real-Time CDP, and Journey Optimizer, you must be added to a role that includes the Enable AI Assistant and View Operational Insights permissions. For more information, read the feature access guide. You must use the Admin Console for access in Customer Journey Analytics. Use Case Playbooks Now easier to discover – Available for all Real-Time CDP tiers including B2B, B2C and B2P customers in Prime and Ultimate editions.Use Case Playbooks are a curated catalog of industry-specific playbooks, 40+ turnkey use case templates, by industry, application, marketing goal and more for business-focused prioritization. Introducing a left navigation item called Playbooks in all Development & Production Sandboxes; upon clicking this navigation, the user lands on the Playbook gallery page and is able to browse playbooks. On clicking a specific Playbook, the user can either automatically configure an empty inspirational sandbox to setup UCP or can be re-directed to the inspirational sandbox. As a new user I want to easily get started with deploying use cases today with fewer clicks and as an experienced user I want to explore undiscovered use cases. To get started, read the Use Case Playbooks overview, which provides an overview of the playbooks’ functionality, their purpose, and an end-to-end demonstration, including how to create instances and import generated assets into other sandbox environments.

Dynamic Media with OpenAPI capabilities - now GA! (Radically easy to access the DAM and deliver rich media)

We are excited to announce the launch of Dynamic Media with OpenAPI capabilities. Dynamic Media with OpenAPI capabilities enables users across the enterprise to access and activate digital assets directly from the DAM, optimized for multiple channels. The value here is the ability to search and select on-brand approved assets from the DAM to downstream applications.  The assets are referenced from the DAM (no binary copies), so whatever changes are made in the DAM will auto-propagate in downstream applications while maintaining asset governance. Further, the assets are optimized and transformed at the edge for fast performance, and delivery insights. Customers can also deliver assets public or secure.  By leveraging the OpenAPIs from Dynamic Media it truly democratizes the access of approved content from the DAM. All the public documentation on this Experience League Page  When should customers leverage DM with OpenAPI capabilities?  Use cases include integrations to Adobe application or 3rd party applications, empowering marketers to access DAM content from the tools they are most familiar with – no manual process of download and upload necessary. Destinations can be AEM Sites 6.5, Cloud Services (next evolution of Connected Assets), Edge Delivery Services, or any other Adobe or 3rd-party app. This is a huge step toward our modern composable DAM vision.   What’s included with the launch and how can my customers get access?  Existing and new customers with AEM Assets Cloud Services and Dynamic Media Add-On can request access to this feature. To enable Dynamic Media with OpenAPI capabilities on AEM as a Cloud Service, customers need to submit an Adobe Support ticket with their Cloud Service program and environment ID, as well as their contact information.  Please leverage this new innovation and share your feedback. Apoorva GuptaProduct Head, Dynamic Media

Adobe Real-Time CDP Monthly Global Releases June 2024

Adobe Real-Time CDP Monthly Global Releases June 2024Here is a summary of the Real-Time CDP product releases. Click on the many Experience League documentation links of each feature or review the release notes: Adobe Experience Platform Release Notes (updates coincide with monthly release). Data Distiller Customizable Insights – Available to all customers with Data Distiller.Data Distiller customers can now directly visualize the output of SQL and persist as a chart. As a Data Distiller customer, you can now author any dashboard directly via SQL. Data Distiller enables the creation of reporting data models with customizable insights such as: Visualization Library, Dashboarding, Global Filters, BI Connectivity and many more.Read the extensive blog written by the Product Manager here for details on this product release.  Mastering Consent Analysis in Adobe Real-Time CDP: A Guide to Building Your Customized Insights using Data Distiller. AI Assistant in Adobe Experience Platform – Available for all Real-Time CDP tiers including B2B, B2C and B2P customers in Prime and Ultimate editions.AI Assistant is an intelligent conversational, generative AI tool that will boost productivity and redefine work in Adobe Experience Platform based Applications.  You can use AI Assistant to better understand product knowledge, troubleshoot problems, or search through information and find operational insights. AI Assistant supports Experience Platform, Real-Time Customer Data Platform, Adobe Journey Optimizer and Customer Journey Analytics. In this initial release, we have unlocked two capabilities:Product Knowledge and Operational Insights which is currently in a public beta. Product Knowledge refers to topics grounded in Experience League documentation. It can provide pointed learning about various product features, discovery on how-to’s and best practices, as well as troubleshooting guidance.Operational Insights generates insights about your meta data objects. You can ask AI Assistant questions about attributes, audiences, datasets, sources, destinations, dataflows, and more.As a platform practitioner I want to increase my productivity and streamline operational workflows across Experience Platform. To access AI Assistant for Experience Platform, Real-Time CDP, and Journey Optimizer, you must be added to a role that includes the Enable AI Assistant and View Operational Insights permissions. For more information, read the feature access guide. You must use the Admin Console for access in Customer Journey Analytics. Use Case Playbooks Now easier to discover – Available for all Real-Time CDP tiers including B2B, B2C and B2P customers in Prime and Ultimate editions.Use Case Playbooks are a curated catalog of industry-specific playbooks, 40+ turnkey use case templates, by industry, application, marketing goal and more for business-focused prioritization. Introducing a left navigation item called Playbooks in all Development & Production Sandboxes; upon clicking this navigation, the user lands on the Playbook gallery page and is able to browse playbooks. On clicking a specific Playbook, the user can either automatically configure an empty inspirational sandbox to setup UCP or can be re-directed to the inspirational sandbox. As a new user I want to easily get started with deploying use cases today with fewer clicks and as an experienced user I want to explore undiscovered use cases. To get started, read the Use Case Playbooks overview, which provides an overview of the playbooks’ functionality, their purpose, and an end-to-end demonstration, including how to create instances and import generated assets into other sandbox environments.

[Release Update] Adobe Journey Optimizer June 2024 Release

June 2024 release notes Check out what's new and improved in the latest Adobe Journey Optimizer product release update: Release Notes   New capabilities Content Fragments customization: You can now define specific fields in a fragment that can be edited when the fragment is added to a campaign or journey. This allows for the adjustment of content portions at the time of use, providing flexibility to override default values with context-specific details. Reporting with Customer Journey Analytics (Beta): Journey Optimizer reporting is now fully integrated with Customer Journey Analytics capabilities, standardizing reporting across both platforms and improving data consistency and reliability. This seamless integration between Journey Optimizer and Customer Journey Analytics provides a clearer view of performance metrics, enabling users to make more informed decisions. AI Assistant in Adobe Journey Optimizer: The AI Assistant is a user interface feature that you can use to navigate and understand Adobe concepts and get operational insights for your specific environment. It is available in several products across Adobe Experience Cloud, including Adobe Journey Optimizer. Multilingual messages in journeys and campaigns (Limited Availability): You can now effortlessly create content in multiple languages within a single campaign or journey. With this feature, you can switch between languages when editing your campaign or your journey, streamlining the entire editing process and improving your capability to efficiently manage multilingual content. Multilingual content is currently only available for a set of organizations (Limited Availability). To gain access, contact your Adobe representative. Experimentation in journeys (Limited Availability): Already available in campaigns, Adobe Journey Optimizer now supports experiments in journeys. Experiments are randomized trials, which in the context of online testing, means that you expose some randomly selected users to a given variation of a message, and another randomly selected set of users to some other variation or treatment. After exposure, you can then measure the outcome metrics you are interested in, such as opens of emails, subscriptions, or purchases. Experimentation in journeys is currently only available for a set of organizations (Limited Availability). To gain access, contact your Adobe representative.   Please find the detailed information around the new capabilities and improvements here: Latest Release   Feel free to reach out in case you have any questions and/or feedback through the below comment section.

Marketo Measure: Salesforce Lead and Contact Field Deprecation – 06/14/2024

During the next Marketo Measure product release, scheduled on June 14, 2024, Marketo Measure is deprecating the Salesforce fields that our managed package pushes to the Lead and Contact Objects in SFDC (see the Release Notes link at the bottom of this post to learn which fields). This blog post highlights the benefits and rationale of why Marketo Measure is turning these fields off, as well as how to retain the same information on your Leads, Contacts, and Reports in SFDC. Why deprecate these fields? There are multiple reasons: Eliminating the need to export to the Lead and Contact objects frees up bandwidth and API Calls, leading to fewer SFDC API credits used and improved processing speeds. Fewer direct object interactions means fewer opportunities for validation errors or permission issues for our SFDC<>Marketo Measure connected user. These changes also help with our data infrastructure, preventing unnecessary duplication of our core data points and minimizing reliance on related objects for data flow. What does this mean for me as a customer? The biggest impacts this deprecation will have on your system relate to how Marketo Measure data is surfaced for a Lead and Contact, both on any page layouts as well as in reporting. Information such as “Marketing Channel (FT)” or “Touchpoint Date (LC)” will no longer natively exist as a Field on the Lead or Contact; this data can be replicated with lookups to the related Touchpoint object. Similarly, any reports in Salesforce that are centered around the Lead Object or Contact Object that are referencing these fields need to be revamped (more info linked below). How can I “replicate” these data points? Marketo Measure provides documentation on how to replicate this data, both within your reporting as well as on your Lead and Contact Objects themselves. Our Release Notes detail creating a Custom Report Type that joins data between the Lead/Contact object with the Buyer Touchpoint object. This powerful report allows all the Marketo Measure data previously found on any Lead-only or Contact-only reports, and more.  Keep an eye out for upcoming blog posts from Salesforce experts on our Marketo Measure Partners team, who will outline exactly how to integrate Lookup fields on your Lead and Contact page layouts to display Marketo Measure data directly on the Leads/Contacts themselves.   Still have questions?Please contact Marketo Measure Support with any questions or issues you encounter around this release.

Adobe Real-Time CDP Monthly Global Release May 2024

Adobe Real-Time CDP Monthly Global Releases May 2024Here is a summary of the Real-Time CDP product releases. Click on the many Experience League documentation links of each feature or review the release notes: Adobe Experience Platform Release Notes (updates coincide with monthly release). Audience Portal UpdatesAudience Portal: Audience Lifecycle Management – Available for all Real-Time CDP tiers including B2B, B2C and B2P customers in Prime and Ultimate editions.As a marketer, I want the ability to exclude certain audiences from evaluation and re-publish them so I can activate to destinations later. Now manage audiences with greater flexibility.  Including moving audiences between draft, published and inactive states. Reduce number of audiences that are being evaluated at a given time. Audiences that are not active remain in the inventory for later use. Audience Portal: Required permissions to import an audience  -  Available for all Real-Time CDP tiers including B2B, B2C and B2P customers in Prime and Ultimate editions.New role-based access controls, allowing less technical marketers to import audiences with reduced risk of adverse effects. The following permissions are required to import audiences: view and manage segments as well as Import audiences. Mutual Transport Layer Security (mTLS) – Real-Time CDP and Journey Optimizer customers that have access to AJO Custom Actions and HTTP API destination will get support of mTLS protocolUtilizing standard mTLS protocol provides customers a way to identify and securely connect on an HTTP connection originating from AJO Custom Actions & HTTP API Destination (i.e. outbound HTTP connection).As a data engineer, I want to send data to my tech stack behind my organizational firewall over mTLS protocol. My organization always needs to verify the originator of the call before establishing a HTTP connection.

[Release Update] Adobe Journey Optimizer May 2024 Release

May 2024 release notes Check out what's new and improved in the latest Adobe Journey Optimizer product release update: Release Notes   New capabilities Experience Decisioning - Limited Availability: Experience Decisioning simplifies personalization by offering a centralized catalog of marketing offers known as 'decision items' and a sophisticated decision engine. This engine leverages rules and ranking criteria to select and present the most relevant decision items to each individual. These decision items are seamlessly integrated into a wide range of inbound surfaces through the new code-based experience channel, now accessible within Journey Optimizer campaigns. Experience Decisioning decision policies are available for use in code-based experience campaigns only. Experience Decisioning is currently only available for a set of organizations (Limited Availability). To gain access, contact your Adobe representative. Email surface personalization - Limited Availability: You can now define dynamic subdomains and personalized header parameters when creating email channel surfaces, for increased flexibility and control over your email settings. Email surface personalization is currently only available for a set of organizations (Limited Availability). To gain access, contact your Adobe representative.   Please find the detailed information around the new capabilities and improvements here: Latest Release   Feel free to reach out in case you have any questions and/or feedback through the below comment section.