Salesforce, Inc. (CRM) Earnings Call Transcript & Summary

Hi, everybody. Welcome to the spring release at webinar. My name is Jasmin. I'm here coming to you from Sydney, Australia. I'm a solution engineer in the Marketing Cloud team, and I'm really excited to be here with my colleagues delivering the release next year. Now given that a few of us are here based in Australia, I wanted to start with an acknowledgment of country. In the spirit of reconciliation, Salesforce technologies, the traditional custodial owners and ongoing custodians of the land, waterways and skies across Australia. We pay our respect to their elders, past and present and recognize their contributions of all first nations people to the land on which we live, run, love and play. I also just wanted to take this chance to open up a massive thank you for all of our attendees, taking time out of your busy schedule to join us. I'm always so impressed by our turnout to these and everybody's commitment to learning all things Marketing Cloud -- now there's a few pieces of admin that we'll need to do and some housekeeping. You may want to bookmark these links for some more in-depth content around Marketing Cloud, account engagement and data card marketing. But also around navigating the webinar platform. We want to use the little microphone button to submit any questions that may come up during the session, and those will be answered by the end of the session. So hold out, think of an answer immediately. So, we are answered by the end 7 technical question will need assistance. There's a little head burns widget on the bottom left corner of the console. All the resources that I've mentioned so far are available on the right side of the slides at that click-up point of person. And of course, this session is being recorded, which is available on demand via the URL, which you registered or that link that you can see on the screen… So, we do 3 big releases a year. We are super committed to being the best platform we could be. And in 2023, this is our first release. Being an APAC audience, these things might be a little confusing since we're in the Southern Hemisphere and its autumn for us. So just think about the opposite. So, we're sitting here at the Spring 23 release notes. But if there's something you don't hear today or maybe an update you're hoping to see in the retail -- please stay tuned for our summer and winter releases you. But keep in mind that, yes, we are super committed to our learning, and there's always things on the road back. There's something you don't see today. So, for today's agenda, though, we are going to be covering quite a few things around Marketing Cloud. We'll start with the overview of our engagement solution, so including WhatsApp updates, engagement updates, to build updates and intelligence reports updates. We'll move into intelligence overview as a whole as well as well as everything data class on marketing as well as [indiscernible] and will finish it off on account engagement as well. And then Mike mentioned, we'll end up on a live Q&A, too. So please stay tuned to hear some answers around. Those are real duty questions that I'm sure are about to cut off. Now lastly for me on a bit of a legal note, I wanted to give a quick reminder that Salesforce customers should base it chasing decisions on products and services that are currently available, luckily, all the updates we show today are ready to go and live. So, if you are thinking about making a purchase based on what you see, it's all ready to go. So, without further ado, I'm actually going to pass over to Nikki and my colleague now to take us through all the engagement updates within Marketing Cloud.

Thank you, Jas. Hi, everyone. My name is Nikki, and I'm a solution engineer at Salesforce based in Melbourne, Australia. So, like Jas already mentioned, I'm going to be taking you through quite a few different engagement updates, but just to recap that, I'm going to be going through WhatsApp cloud pages, distributed marketing, [indiscernible], automation studio and [indiscernible]. So with that, let's kick off with a really exciting what type update. So now we have a new direct integration with WhatsApp Business Messaging, which means that you can now speak with our customers on a personal level and deliver parties mobile-first messaging experiences. There are so many possibilities here for you, so you can automate your customer engagement, you can accelerate sales, drive better customer support, and that's just a couple of examples. There's very much more that you're going to be able to do. But even more than reaching your customers at the preferred channels, you can now also deliver a truly end-to-end personalized and actionable experience and do so in a way that's automated, it's efficient and it's scalable as well. Of course, it's going to be across channels. So that means that you can create stronger connections with your customers and keep them stronger for many years to come. So now let's see that in action with a demo. Today, let's explore Marketing Cloud's new direct integration with WhatsApp business messaging. Now with accelerated self-service onboarding through Salesforce embedded sign-up, we can quickly connect their marketing cloud and WhatsApp accounts so they can spend less time getting started and more time achieving their goals. For example, let's say you want to increase conversions on abandoned carts by creating personalized WhatsApp chat messaging experiences in Journey Builder to support customers through their purchase journey. To do so, just drag and drop WhatsApp chat messaging activity into a journey, then select each message, Next, divide each path based on customer responses to deliver the right chat experience to every customer. And with that, we're ready to deliver personalized chat messaging to your customers on WhatsApp. With WhatsApp marketing cloud, brands can create rich personalized conversations to increase engagement, build loyalty and deepen relationships with our customers... Awesome. So now let's move on to package Manager. So. if you're not already familiar with packaged manager, what it does, it allows you to bundle your changes and deploy them across different environments. So, for example, if you have a set of journeys or automations that you want to reuse, you can bundle them with their dependencies and then deploy them to other business units. So, this is actually a free marketing cloud feature, and it now also includes journey biller templates as well as in at message activities. And previously, you need to be -- you need to manually select in our messaging activities, but now they're going to be included automatically for you. So that's going to save you time. This package manager update also includes a few new ease-of-use features and functionalities. So here on the screen, we're highlighting the new option to select share data extensions and improvements to our synchronized data extension is true. Now moving on to Cloud Pages. If you're an avid Cloud Page customer, you're going to be really excited about the next update. So, the first highlight for this release is the copy page state. As a function within cloud pages, Page states allow you to have different content versions for the same cloud page. So, what's new in this release, it's the copy button, and that's going to enable you to create new page states, starting from their existing content rather than having to start in scratch to create different versions. And what that means to you is greater scalability, while also taking [indiscernible]. Next chart is the Cloud Page preview. So, Cloud Pages will now surface errors related to marketing cloud scripting languages such as Ascot, certified JavaScript and guide template language. And that's going to help developers troubleshoot issues before publishing their pages. This update is an improvement to your error messages and it should also help alleviate some of your [debuting] [indiscernible]. Now I want to switch gears and go into distributed marketing. Distributed marketing, for those of you that don't know, is a tool that Connect Sales Cloud and Marketing Cloud so that marketers can provide curated customer-facing content and messages to their sales teams for a more personalized distribution. With this update, distributed marketing administrators can now enable tracking for quick sent messages so that they're going to have greater visibility on message utilization and high performance within their sales team. This update gives you access to easy-to-use reporting that provides you with greater visibility on messages being sent out your sales org. One thing to note, though, admins will need to enable this function on the administrative page. Now let's talk through a couple of the key updates to buildup. So faster, we've improved the dashboard experience by providing new visual charts, more data and filtering as well. You can now download streaming data to get up to 30 days of journey history activity. You can also uncover useful details and get really granular with Journey entry exit status, activities and more. You'll also be able to identify sources and causes of impact and quickly see which business units, journeys and activities are impacting overall system performance. The centralized command center is really easy to digest and it means that you have all of the views and controls to optimize the journeys in your account and find exactly that metric that you need quicker so that you can share with your stakeholders more infinitely. Sorry, let me now show you what that looks like in a demo. A journey builder history dashboard has received a new look with new functionality designed to improve your user experience. And Journey Builder is the same click path to get to the history dashboard as before. After you've locked into Marketing Cloud and clicked into Journey Builder, you'll click the history tab at the top of the screen. With this update, you can cut your manual workload and make it easier to surface insights about journeys and contacts more efficiently. You'll have new data visuals and you can pull data about a journey or even a single contact in just a few clicks. So, at the top of the page are 3 new visual dashboards. The view default to a 24-hour window, where you can customize the time frame and sort by up to a 30-day view. On the left is the success rate view. This is designed to provide you with a quick glance visualization to identify any errors more quickly. In the middle is the contacts entered view. This is a great way to note how many contacts have been entered and exited so you can see movement across all journeys holistically. And on the right is the history events over time view. This aggregates all the history events in the table and shows you occurrences over time. So, you can see your journey canvas activities and a time line view rather than laid out in the campuses step-by-step view. Now moving below the new dashboard, with this update, the whole table is no longer read only. You can remove certain columns if they're not needed, and you can even sort by the time column for an ascending or descending view. We've also added an automated contact key to filter button. So, you can not only filter by journey, but you can filter by contact now too. And to make it easy, you can automatically move the contact you're viewing in the table to the filter to see a specific contact history. You can even filter from multiple contacts at a time. You can take that a step further by opening their journey health. This click will connect the contact back to the specific journey that they took. This release update shortens the path to getting there and makes it easier to evaluate each and every contact activity. Finally, this update also includes an export feature. The ESC report that you'll download reflects your filtering in the tool. So, you can download the table exactly as is or you can filter and sort in Journey Builder and you won't have to repeat your work in the CSB later. One call out to know this update provides a great opportunity for marketers to share their success with nonmarketing cloud users. This could be a great way to connect behaviors and strategic planning, share learnings with your marketing work and surface success metrics to your leadership team. This update will help save you time sorting data in the tool and give you the power to extract data from the tool. That's the update for Journey Builder's history dashboard designed to meet your marketing more efficient... So now let's move on to the rest of the Dallas -- so as part of Journey validation functionality, Joni builder proactively surfaces mornings about configurations that could impact your journey. Now though these warnings include recommendations for decision slips, weight activities and more. You can use these warnings to help you achieve maximum scale and performance, and these warnings won't prevent you from activating your journeys, but they would the ability to import from and export data files to a or globe storage in all accounts and the same import and export capability using Google Cloud storage, which is also available for beta cider. If you're using any of the 3 major public clouds such as S3, AZA and GCS, you can also take advantage of those import and export capabilities to reduce the time to move files and improve the overall security as well. And then one last update from me before I hand it over, and it's all about Einstein AI -- so our sales force, we are really proud of our trusted AI model, which empowers customers to be input and output details for each model, and it also ensures customers aren't introducing bias by scanning profile attributes for you. Now global opt-in and opt-out models, our global opt-in and opt-out will be available through self-service for our machine learning models and AI for marketing. This will give you better control over whether or not you'd like to participate in the global model. Next up, we're going to stay with Marketing Cloud engagement, but I am going to hand it over to [ Amy ] to take us through engagement intelligence...

Thanks, Nikki. Hi, everyone. My name is [ Amy Jin ] and I am a solutions engineer from marketing cloud. And today, I'm going to talk to you about some of the latest updates for intelligence reports for engagement. So, without further ado, let's get into it. I am firstly going to start and take you through the update to the visual pivot tables, which is that box on the left-hand side of the screen. So, this update is available for both intelligence reports and intelligence reports and bank users. So, the visual pivot table is a full feature enhancement to the traditional pivot tables experience. The UI and the filtering have been modernized to provide easier interaction with startup and the new visualization component that allows users to automatically create a wider visualization from an existing pivot table as well. So now what this means is that you can shift between a detailed table view of your granular data to a more aggregated visual view. So this flexibility is going to help you to spot trends in your data, identify anomalies in your data... And... Also identical issues if which isn't populating correctly, which is incredibly helpful. Now the second update on the screen on the right-hand side is an improvement to the e-mail leak ALS within the platform. So, if you're not familiar, the e-mailing AS allows you to track and measure traffic driven from an e-mail engagement to your side at the e-mail link level. So, with this new improvement, users can now better see which links or clicks are driving traffic to the site for better insight into specific areas of e-mail performance. So, you can give each link or each button in your e-mail and name, otherwise owners and Ali -- and you can view its performance alongside other in Milling to identify high and lower performance and also inform teams on how you can better optimize your e-mail performance -- so now we're going to move on and I'm going to walk you through the new features and enhancements to the full intelligence platform this quarter. Our first feature, again, is that visual pivot tables, which I just spoke through previously a few minutes ago. So, this speed is available in the full intelligence platform as well. So it's available for all intelligence users. However, it does come with a few additional capabilities in the full platform, which I'll take you through. So a little bit about pivot tables, they both leverage today by markers and data analysts for a number of reasons because they're a really great way of how you can begin to organize large amounts of granular data. You can start to group it, organize and filter it to really answer those pointed marketing questions. So, to enhance that experience, we've made several improvements and added some new functionality to pivot tables in the platform. Firstly, the UA and the layout have been completely modernized to match the experience across the rest of the platform. So, we've improved that field selection, and we've moved it to the side of the table instead of it being a pop-up window, which it is what's previously. Secondly, we've improved the filtering capabilities. We can now filter that pivot table from the side panel or directly within the pivot table. And thirdly, we've enabled users to create calculated dimensions and metrics directly within the pivot table page. So, whereas before you had to navigate a separate page to create that calculated field. Now that experience is much faster, easier and more flexible. So, creating and customizing your pit tables just got a whole lot easier. And on top of these pivotable updates, we've also added a visualization component that directly connects your pivot tables to your dashboard pages. So, you have the option to automatically toggle on an visualizations. So that could be a bacha or a line graph, whatever it is. And we can export this visualization immediately to any dashboard page so you can view this start-up now alongside the rest of your marketing data in that dashboard. So that's enough of me talking and let's actually see this in action in a demonstration. Today, let's explore visual pivot tables available as part of the spring '23 release with Marketing Cloud Intelligence, Pivot tables are a great way for marketers to get started dissecting and exploring data across various dimensions and measurements. We're enhancing the pivo table experience by making it faster and easier for you to QA, validate, analyze and interact with data in a new visual environment that improves data quality and helps answer critical marketing performance questions. First, the pivot tables UI has been made more intuitive and consistent with the rest of the intelligence platform for easier navigation. You can select dimensions and measurements with a new field panel and creating edit calculated metrics directly from the pivot tables page. You can also flexibly filter categories from the panel and from the pivot table [indiscernible]-- once pivot table is s created, then you can select a preferred pivotal view or flat table view with a new visualization option that automatically creates a widget of your pivot table data -- this widget can be configured and exported to any dashboard page for further exploration. Finally, a bidirectional relationship between pivot tables and dashboard widgets also allows you to shift from an aggregate widget view to a detailed pivot table to inspect any data discrepancies and insurance accuracy to improve your data trustworthiness, accuracy and exploration while speeding time to insight with visual pivot tables. [indiscernible] So, the next intelligence feature is the data stream control center. So, our admins, our marketers, -- we're also familiar with the countless data streams that need to be managed across all of our marketing data sources. So, ensuring that the data is collected and ingested into the platform in a timely and accurate manner is a huge challenge. So, to increase data transparency, data quality and oversight, the data stream control center centralizes all of your data insights and management into a single landing page so that you can immediately visibly see into which data streams need your attention ultimately optimizing your efficiency. So, within this landing page, you'll find insights into the data stream status. So is it successful, is it fails in progress or waving -- you'll see visualizations that track data volume and room management. So, you can see our real-time go usage as well as forecast to ensure that you stay within your row and usage limits. And you also have the option to receive e-mail and Slack notifications when changes or anomalies in specific sources and streams occur. So, you can proactively respond to areas and maintain the health of your data. So, in this singular view of status and quality of your data is a critical step to a trust by the data practice. Again let's see this brand-new control center and what it looks like in the demonstration. Today, let's explore data stream control center available as part of the Spring 23 release with Marketing Cloud Intelligence. With rapidly changing data and a growing number of sources, marketers need increased transparency and oversight of their data. The new data stream control center centralizes data stream management into a single view with actionable insights to help you easily understand stream status, monitor data usage, evaluate data quality and identify ingestion issues. From this new landing page, you have immediate visibility into what data streams need your attention, optimizing your efficiency. -- out-of-the-box analytics on your data ingestion flows provide daily insights into data freshness with an overview of data processing organized by failed, success and progress in waiting. Then for a more filtered look, you can view processing status across each data source. If an error occurs, you can explore failed data streams by source for the last 7 days, with a chart displaying data streams scheduled to reprocess, enabling you to respond quickly to errors. Finally, users can improve data stream maintenance and governments with visibility into current row usage to prevent overages and to monitor when you may need to add more data roads, you can also view a usage forecast, which estimates when you are projected to reach your usage limits. These new insights in the data stream control center empower you to say on top of data management and future proof of trusted strategy by improving your overall data hygiene... Definitely a lot more transparency into your dog with that update. To my last and final intelligence update is part of is all around the processing queue. So, this is a new self-service tool for NIMs that provides increased control over your data processing tasks. So this new feature now gives admins ability to prioritize certain data processing tasks over others and also to specify dates so when processing will occur. So, for example, let's say you have 2 or more processing tasks that are scheduled at the same time, and they require the same amount of resources. The prioritized tasks called take precedents to avoid any conflict and avoid or data breaking as well. So having this new autonomy expands the admin capabilities, they can now scale data processing by better managing download and cues. And now that's also intelligent, and I'm going to pass it on to Rachel, who is going to take you through data cloud and for marketing updates...

Great. Thanks, Amy Jin. Hello, everyone. Thank you for joining us today. My name is Rachel Cassidy. I'm a Principal Solutions Engineer here from Marketing Cloud, and I've worked within the organization for just under 8 years. So. I'm here to [indiscernible] talk to you about Data Cloud. So, Data Cloud has been launched as a hyperscale data platform pairing the world's first real-time CRM. Personally, when I first had this, I had to Google hyperscale, what do we mean by that? And what we mean by that is it means a massive business-critical facility, which is designed to support really robust, scalable, big data producing companies, think of Facebook, Google and core sales force. So, we have billions of data touch points, and we need to accommodate this to allow our customers to model their data. So that's a hyper force element, and then we've got that real-time platform with the transactional database as well. And we're calling this the real-time CRM because this technology can accommodate more than just your marketing. So, we can extend these use cases across sales, service, commerce, Slack, Tableau. And the data infrastructure that Data Cloud uses is clinical. So, this basically means you can define a data model with a standard set of data sites, really regardless of its technical origins. And we can map these together and they let you easily change and at this stage between different systems and applications so that they can all work together and be unified and harmonized -- and also, none of it, none of this is a permanent stitch, -- so we're not changing any of that data at its core. So, if you don't map it today, you can map it tomorrow. So, Data Cloud is a net new capability within the core platform by core [indiscernible] Sales and Service Cloud. And it just allows huge volume of dates to be processed, and it can alongside the transactional database, which is more of the historic database than Healthworks, we have the engagement data as well. So those more applications can now be run on top of this data. And we've embedded -- in there, and we've also got flow and automation. But I did speak a bit into this vision for Data Cloud. Let's have a few moments just discuss how we got there. Those who are our sales force spectrums have probably had a few different names for the composition of Data Cloud. So, it started off as Customer 360 and CDP, and this was launched back in 2019. And this really quickly evolved because we knew we needed a broader application outside of just marketing for the use cases for CDP. And we needed more data to be able to fulfill these use cases. So, the product really decided to quickly scale in '21 and '22. And we can see we had billions of records process every day, billions of profiles created as well and resolved. And then also billions of profile has been activated every month down into the downstream activation channels. And then come last year in this year, we've launched Data Cloud. The Data Cloud, the underpinning architecture of data cloud is a data lake has. And this can still a huge raw amount of data, which can then be mapped to your data model with clicks and not code. But what does this mean for the marketer. So we have data cloud, and we have the use case of Data Cloud, which is data cloud for marketing. And what this means for the marketer is no heavy reliance on IT. So we can connect and map your data in real time, probably want unless you have additional data sources coming up, then, for example, if you said a loyalty scheme or something like that, you need to that in, then the marketer can go and build very sophisticated segments. You can see the predictive size of that segment see if it's worthwhile to use this data for that campaign, see how valuable it's going to be seen in learning. And then we can overlay this as well with reporting to show you what's working, what isn't working, how can I optimize this -- and we can extend this data with our app exchange network as well. So, we always have new activation targets on road map and go and we've got that ability to be able to integrate with activation systems, either through the app exchange or musubi you have that. And then talking of new connectors, one of the connectors we've just released is a data cloud bundle for sales force commerce. So, this actually bring in really, really quickly, product, order and fulfillment data, and it already comes in sort of a predefined data model map, meaning it's really accessible. You can start using it for segmentation and power and calculated insights. And for those of you who don't know what calculated insight is it is essentially an inside that you want to pull from this data. From all your data sources, does it indicate that this person only buys things when they're reduced or only by tens that are full price. 2 quite key pieces of information that you want to know to make sure you're not actually cross-selling someone who always base full-price products to a stale product… The next update that we have is the fully qualified key within data cloud. So, this is another core release. For those of you familiar with Marketing Cloud, this is really similar to when you set up a data extension and you specify which column is the primary key -- so this feature that you choose your primary case from your data source. So, it just gives more confidence for you when you connect in all of your sources and your data lake objects without the risk of key complex and incorrect results, potentially an incorrect content e-mail engagement because you have a key across different data models, which may company use a twice. This will be automatically rolled out for new customers and you can opt into it for existing customers. We also have as well our workflow orchestration for Data Cloud. So why was this needed? So, data cloud processes were or are scheduled based. And sometimes those practices will be in triggered when they weren't required. And obviously, you've got a lot of data, this can take a long time, and then we could have a long waiting time between these processes. So, with this change, data cloud admins can now define really granular connected workflows with really flexible execution schedules as well. So, this can lead to a near real-time execution in a sequence based on your needs. So, an example of this could be if you've had a technical failure on your website, so you want to reward customers who were impacted with some loyalty points of their account and you will send them an e-mail. So, you can kick off a calculated insight to see who was impacted by this. When you ingest that data, that could be your workflow -- and then in addition to that workflow, you can have once that calculated insight is completed, let's grant in those points, send them an e-mail, to kick off that segmentation and activation… The next update I wanted to talk to you about is data cloud advertising. So, we now have the ability to send these segments that you have made in your first-party data through to the advertising networks, the likes of Google, Meta for named Facebook, when I say Meta Facebook and Instagram, Amazon ads as well and also Channel 9. So, this can help you deliver some really, really powerful audience segmentation and personally as you're creative based on what you know about that customer. So, if we keep my use case of your sale customers versus your full price customers. They are 2 audiences, you could send them through to the ad networks and just make sure you're sharing your full-price customers, the latest releases and also using it as a source for a lookalike audience to find people just like them. So now I'm going to watch a quick demo of this action. Today, we'll be walking through a new feature, which allows CDP customers to activate audiences directly to Google Ads and met a business manager for use in targeting ad campaigns. Upon provisioning, CDP users will automatically see meta and Google ads as available destinations when creating a new activation target. In this demo, I'll be creating a new target to send audience list to my Google Ads account via the Customer Match API. So, I'll sign a name to this activation target. And then upon save, it's going to kick me out to an off process -- so once I've often I have the ability to select the Google Ads account that I want to send the audience to. So, I'll select the Northern Trail Outfitters account once created the activation target. Now I can go and find a segment that I'd like to activate to that Northern Trail Outfitters Google as account -- so I'll find the target that I just created. So, what that I'll be activating on individuals. And here, actually, you can see the -- that I'll be sending Google hash e-mail addresses from the contact point e-mail object. Now if I were storing e-mail address in another location, I would be able to click this pencil icon and select another field on the object. But for now, we'll just stick with the predefined mappings. So next -- and that's all there is to it. I've now activated an audience to one of my Google ads API accounts. Thank you for your time... Okay. And so maybe on from Data Cloud. We're now going to talk about the update that has been within Marketing Cloud personalization. So, this is a big one. I've worked on this product for about 4 years, I think. And this has, without doubt, being one of the most requested features that we have had. So, what this really does is it allows us to enhance that real-time connection that we have between personalization and sales and service to now pushing data through from the Affinity well. So previously, personalization was you were just really able to pass recommendations and offers decisions into CRM despite having this additional rich data that could help enrich and inform cross-channel interactions. So, with this update, it can allow your service agents to have a really true and real time understand enough who the person at the end of the phone is. So, an example of this could be if you are a financial customer in a bank and you have someone on the phone that has recently been looking at content on the website that shows they want to churn or they want to remortgage. That data sits within the Affinity wheel, and we pushed that through to sales and surface. So, you're likely going to talk to them in a different way and if you didn't know that information or maybe you didn't put them in a quicker call a quick key time or put them through to a different representative as well. So, it just lets the sales and sales agency what their customers are actually interested in right at that moment. And within Sales and Service power, they can actually filter this data by the view, time versus the amount of views as well and to get that idea of engagement and where their customers have been. And these digits are easily configurable as well. And so, your agents can customize their view to best support their KPIs and their goals. So that's the first [indiscernible] update for personalization. And the second one as well, we've also upgraded the connection as well to let you pull in the most up-to-date attribute data and customer interaction. So, it can be something like a change in e-mail that's been initiated through the website. It can be pushed through. So, prior to this release, Salesforce customers can only pull contact account and leads on their sales status cloud instance and send to marketing cloud personalization on a daily basis. But now with this release, you can send Salesforce objects, used entities, user attributes, related profile objects from sales of Service Cloud into marketing cloud personalization at the very moment that the change occurs within the data, and that triggers a flow straight through. Okay. I'm now going to -- thank you for time and going to pass you through to Lauren.

Thank you so much for that, Rachel. Hi, everyone. My name is Lauren. I'm a solution engineer here in Sydney from Marketing Cloud Account inpatient. And like always, we really do save the best for last, although I might be a bit biased. So, without further ado, let's jump in. It's official. Over the last year, you would have heard about the updates we've made to Marketing Cloud Account engages name, and I'm happy to say that the new name has officially been updated in the product. So, you'll notice this in the Lightning app in the top left-hand corner as well as some of the select tabs within the Lightning App as well, such as our e-mail builder and reports. So with the spring 23 release, account engagement admins can now opt into beta account engagement Optimizer for insights on their use of the product. For example, you can send an e-mail to an excessive number of prospects. And we'll let you know the value to reduce your recipient list in order to attain the greatest efficiency incenting or if you're experiencing processing delays using engagement studio, the tool may prompt you to delete or pause in active engagement studio programs. So, the tool includes table action manager, which tells you which actions to cause to free up processing bandwidth for other priorities, inactive automation rules that haven't had any activity in the last 30 days and inactive dynamic list that haven't had any prospects added or moved in the last 30 days. This is a beta feature open to all account engagement customers, and you can reach this optimizer by navigating the account engagement setup top, optimized [indiscernible], and in the classic experience this would be admin optimizer beta. Next, we've got our export API B5, which is making it easier for account engagement customers to sync their marketing data to data lake, CDP or any analytics environment. The export API is now quicker to retrieve large volumes of data and now covers over 28 objects in the export. This update to the export API also allows customers to adjust the MAX file size of export between 10 megabytes and 500 megabytes. The export API will prioritize critical marketing functions over the data export, meaning that running the export will not impede any of your marketing programs -- so last year, if you recall, we released our external actions feature. We have an update to the external actions, era reporting, which consists of 2 tables, the external actions error table and the usage report. The external actions error table gives marketers a log of any era generated by external actions, allowing their team to easily see and resolve issues. So being quite proactive. The usage report allows admins to see if they're approaching their API column. This is automatically enabled for account engagement plus advanced and premium customers. So, if you're using external actions, this will automatically be available. So don't worry. And so as the environment of consumer online privacy standards have evolved and order from market -- in order to market ethically build trust with customers and respect various privacy regulations, marketers really need to respect their customers' privacy preferences. So, the new privacy by default settings allow marketers to be privacy forward the moment they start using marketing cloud account engagement. And so some of the following features that have now been turned on for new customers are that first priority tracking, cookies that are set to expire in a year. honor do not track opt-in preferences to set -- to ask consent from all customers and any force HTTPS. This will occur automatically for all current customers so you can also go into account engagement admin settings and change this setting to keep sir. Next, we'll be jumping into the e-mail sending domain. -- e-mail sending domain validation key, which is now being available for increased security of your ore by providing ownership over an e-mail sending domain. So, all newly created e-mail sending domains will require a new validation key. In this release, the feature will only be available to customers who created ascending domain after January 16, 2023. Those with existing e-mail domains will stay verified and those who do not have verified e-mail that being domain set up, we're getting additional communication on migrating the Domain validation key in the coming months. So, keep an eye up for an e-mail with some further instructions. And as I mentioned, with the privacy changes who doesn't love a little privacy and security these days. So, we have a few updates here for you. Firstly, the opt-out sync migration ensures a single source of truth for opt-out consent and prevents data loss. Next, the connector token rotation increases your org security by rectifying the access token being stored in the clear for a period of time. So please refer to any of the knowledge articles there that will help provide you with a little bit more information on both of those. And lastly, we do have a few features that we'll be stepping into retirement. So first, we have the first phase of the real-time automation rules retirement. During this retirement, we will remove the real-time automation rules setting for new accounts as well as for accounts with no usage of this setting. Don't worry, Customers do not need to take any action. This retirement will not impact any existing automation rules. You can refer to the knowledge article again for a little bit more information. And next, we will be retiring our Slack beta connector. If you're currently using the Slack beta connector, you will need to upgrade to the official account engagement for stock up. Admins can do this by going into account engagement settings and going into their connectors. From there, you will see a banner that prompts you to upgrade to the official marketing cloud account engagement for stock application. If you like more information, again, we have the resources there from the knowledge articles. And now I will be handing it back to lovely Jasmin to finish up with a few questions.

Thank you so much, Lauren, and thank you so much, team, and great timing as well. It's given us quite a little bit of time to go ahead and go to some of these questions. Before we do, sir, forget my solo people did ask -- this session is being recorded, which you can access via the registration link or in the link you see on the screen as well. So, without further, let's jump into some of the juicy questions, this best one is actually relating to engagement. So Nikki, this one's for you. Customer currently has what's up activated in marketing cloud at the moment. What's the difference between that activation and what's available in the release you mentioned today?

Thanks, Jas. That's a great question. So now that our WhatsApp integration is built natively and it is directly connected through Meta. That just means that you'll no longer need to leverage a third-party cloud posting partner. And what that means for you is that you're going to have faster time to value in the form of speedo onboarding, reduced number of requests for template approvals as well as lower end-to-end latency for message delivery. And if that's something that you're wanting to discuss moving to the updated SKU, you can certainly reach out to your account executive to assist...

Fearful, -- that's great news. Thank you so much -- we've got another question, and this one is actually regarding intelligence, -- the question at the moment says do pivot tables allow us to pull...

That is a really quite really great question. And the answer to this is that it actually depends what platform you're operating in. So, if you're operating in the intelligence reports for engagement platform that is designed to support e-mail, [indiscernible] and Journey data only. However, if you're operating in the full intelligence platform, you can ingest all of your data from all of your different sources and satiating Pivot Tables and dashboards. So yes, that includes SMS data in the full intelligence platform. So that is the distinguishing factor. So, if you're in the full platform, all channels, including SMS, so in the short answer is, it really depends on what platform you're operating in.

Awesome. Thank you so much for that. I think Sean, we do have a question around Data Cloud. So Rachel, the question is, what is the difference between connectors and bundles within Data Card?

Yes, that is a great question. So bundles are essentially just like pre-map things from one source to another. So, we take Puzzle CRM as an example, has a data bundle. That's just when you put it through, it's already mapped in the back end from account to account, contact lead to lead. And so that was what we'd be in a bundle. So -- and the question for connectors, that would be more -- it would depend on what you're talking about. But for example, if you had Snowflake, we have a -- you could use MuleSoft as it connects sort of middleware between Snowflake and [indiscernible].

Amazing -- that's awesome. Thank you so much rate. And then lastly, this one is for you, Lauren. We've got a question around account engagement. And it's actually wondering if we could get some examples of how to optimize the went...

Brilliant. I love it. Yes. So, to optimize in its beta encrustation you simply need to opt in. So once that's done, the optimizer is refreshed every day in the actual recommendations divided into issues that need -- that might need your attention. all the way to mine critical issues. So, a couple of examples that might be pointing out in active engagement via programs. That -- there's a high number of active automation rules and dynamic list. And so the recommendation would be to either deli or pause rules in list you don't need or point out that a particular track page has an abnormally high number of page views, which might indicate bought activity. So this is just a handful of examples. And so I look forward to our optimizer iterating to include more recommendations in further releases.

Beautiful. That is an amazing answer. Thank you. And with that, everybody, we actually the only one. So, passing timing. I just wanted to say thank you very much for all the attendees in the session today. I heard you learn something. I heard there's a piece of inspiration for you to take back to your desk and how you use marketing cloud. And yes, don't forget this has been recorded, so you can always come back to this and keep an eye out for our further releases throughout the rest of the year. And with that, have a wonderful afternoon, everybody. Thank you so much a wonderful afternoon, everybody. Thank you so much. Great job for... Have a wonderful afternoon, everybody. Thank you so much wonderful afternoon, everybody. Thank you so much.