• RECORD
  • DATA
  • TIMING
  • HUMAN

How to create marketing campaigns with your AI

Connect Salesforce Marketing Cloud to your agent to turn plain English descriptions into live marketing initiatives.

Ask AI about this page

Short answer

How can I use my AI to build marketing campaigns?

You describe your campaign details, such as the budget and the start date, directly to your agent. It then uses the connection to Salesforce Marketing Cloud to build the campaign record for you. You'll see the specific outcomes of these actions below.

Campaign outcomes

What gets built

What happens once your agent processes your request.

RECORD

New campaign created

The sf_create_campaign tool builds the campaign record in Salesforce. You get a structured entry with your specified dates and budget.

DATA

Budget alignment

Your agent maps your spoken budget numbers to the correct fields. This ensures your financial planning matches your Salesforce records.

TIMING

Schedule setup

The agent handles the date logic for your initiative. It places the start and end dates exactly where they need to be in the system.

HUMAN

Review required

You must check the campaign in Salesforce Marketing Cloud after the agent finishes. The AI creates the record, but you own the final verification.

The workflow

What your AI does when the request arrives.

The agent handles the technical data entry so you can focus on the strategy.

  1. Parse details

    Your agent reads your message to extract the campaign name, budget, and timeframe.

    sf_create_campaign

  2. Map parameters

    The agent translates your natural language into the specific data format Salesforce expects.

    sf_create_campaign

  3. Execute creation

    The agent sends the structured data to Salesforce to generate the new campaign.

    sf_create_campaign

  4. Confirm success

    The agent verifies the record was successfully added to your account.

    sf_create_campaign

Try it

Copy these to start.

Use these prompts to trigger the campaign creation process.

Starting points

Swap the bracketed info for your actual campaign details like names, amounts, or specific months.

Salesforce Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_D5vV7SnR63u0aySfAQ8y654PQHJEf8tQ8Yzk3cXa/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Salesforce capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salesforce-marketing-cloud-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_D5vV7SnR63u0aySfAQ8y654PQHJEf8tQ8Yzk3cXa/mcp"
    }
  }
}
Copy into chat04

  • Create a new marketing campaign called [Name] with a budget of [Amount] starting on [Date].

  • Set up a [Name] campaign in Salesforce with a [Amount] budget for the month of [Month].

  • I need a new campaign for [Product Name]. Set the budget to [Amount] and start it on [Date].

  • Build a campaign named [Name] with a total budget of [Amount] and an end date of [Date].

  • Claude
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  • Cursor
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  • JetBrains
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Start here

Connect Salesforce Marketing Cloud once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can immediately start giving commands to your agent.

Connect Salesforce Marketing Cloud to your AI

FAQ

Common questions

  • 01

    Can the AI change existing campaign budgets?

    No. This specific tool is only for creating new campaigns.

  • 02

    Does the AI decide the budget for me?

    No. The AI only uses the budget you explicitly provide in your prompt.

  • 03

    Will my Salesforce login be shared with the AI model?

    No. Your login stays encrypted and is only used to facilitate the connection between the MCP and Salesforce.

  • 04

    Can I create multiple campaigns at once?

    Yes. You can give your agent instructions for several different campaigns in a single conversation.

  • 05

    Does the AI create the actual marketing emails?

    No. The AI creates the campaign record in Salesforce, but you still handle the creative content and email deployment.

  • More questions about Salesforce Marketing Cloud? The Connector page answers them. See everything the Salesforce Marketing Cloud Connector can do

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