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Salesforce Marketing Intelligence:
A Guide to Agentic Marketing Analytics

May 07, 2025

You don’t need to be a “data wizard.” You need a platform that pulls its weight. Salesforce Marketing Intelligence isn’t just another dashboard—it’s a chance to stop babysitting reports and start making smarter, faster decisions with confidence. This isn’t about admiring your data. It’s about using it. In this guide, we break down what Agentic Marketing Analytics actually means, why it matters, and how to make it work without the usual hand-holding. No buzzwords. No fluff. Just clarity, speed, and results.

Modern Marketing Analytics

A Marketing Analytics helps you connect the dots. It unifies fragmented data from Google Ads, Facebook, CRM, email, and beyond—giving you the clarity to measure, optimize performance, and drive smarter decisions. That’s the promise. Unfortunately, most of the incumbent technologies miss that beat. They track. They report. They wait for you to make the move. Repeat.

Intelligence. Not a Change, but an Evolution

What if your analytics solutions didn’t just collect data—but actually thought, acted, and improved ROI while you slept?

Always on. Always optimizing.

Is Salesforce Marketing Intelligence the solution that finally delivers? Or is it just another object in a long line of shiny logos?

Announced in March 2025, Marketing Intelligence was built for marketers who should be done babysitting spreadsheets and chasing down data. It promises to unite the power players — Data Cloud, Agentforce, Einstein AI, and Tableau Next—into one automated, decision-making machine. From ingestion to insight to optimization and activation, it was built to move as fast as your campaigns should.

Whether you’re tracking performance, analyzing conversion funnels, or trying to figure out why one ad’s a winner while the other’s a dud, Marketing Intelligence has promise.

Who is Decision Foundry?

We’re one of Salesforce’s oldest and most decorated Intelligence partner, with over a decade of hands-on experience and 800+ successful projects delivered.

What is Salesforce Marketing Intelligence?

Salesforce Marketing Intelligence (MI) may not be just another data solution —it’s agentic marketing analytics in action. That means it doesn’t just deliver reports and dashboards. It learns, it adapts, and it makes intelligent suggestions to keep your campaigns sharp and spending smarter. It replaces the clunky, manual processes marketers have grown (unhappily) used to— think fuzzy logic, Regex nightmares, and data spread across 10 tools—for an elegant solution that’s built right into the Salesforce Platform.

As a certified partner, we weren’t just watching from the sidelines—we were in the room when Salesforce Marketing Intelligence was unveiled at Dreamforce. We’ve sat in on the product review sessions, dissected the walkthroughs, and yes, we have hands-on access to the platform. We’re not guessing—we’ve seen what’s under the hood.

Download our overview to Salesforce Marketing Intelligence. In this PDF, you’ll see how Salesforce positions Marketing Intelligence within the broader Customer 360 ecosystem—highlighting its key features, core benefits, and providing detailed screenshots that showcase the platform’s most impactful capabilities.

Part of a Bigger Picture: Salesforce + Data Cloud Ecosystem

Here’s where it gets cool: Marketing Intelligence isn’t alone. It works hand-in-hand with a cast of Salesforce platforms:

  • Data Cloud Your unified customer brain. It consolidates data across touchpoints for a 360-degree Customer view. (Note: Requires MI SKU and Data Cloud credits. See your Account Executive for details)
  • Agentforce Deploy your AI agents. These digital assistants monitor your campaigns, pause underperforming ads, and suggest better options. It’s like having a campaign manager who never sleeps. Let’s be honest, if you’ve done this kind of work before, did you ever really sleep?
  • Einstein AI – Predictive analytics without the guesswork. Einstein crunches the numbers and tells you what’s likely to work—before you ask.
  • Tableau Next – Sleek, interactive visualizations built right in. And yes, clients get a few Tableau Next licenses to play with at little to no additional cost.

Together, they give marketers data ingestion, identity resolution, segmentation, activation, and the kind of cross-channel clarity you should expect.

Top Features You May Find Helpful

AI-Assisted Data Management

Say goodbye to the chaos. With prebuilt connectors (sigh..more are coming), smart data enrichment, and a more intuitive flow than legacy Datorama ever had, MI lets you ingest, standardize, and harmonize marketing performance data in just a few clicks and then, using Data Cloud, provide identity resolution, segmentation and channel/platform activation.

AI-Powered Insights? Yes, give us that

Need to know what’s working—right now? Salesforce Marketing Intelligence delivers AI-generated summaries and predictive analytics that help you adjust your campaigns on the fly. No need to wait for next week’s report or leverage slow moving bots.

Agentic Automation with Agentforce

Imagine if your campaigns could manage themselves. With Agentforce, they sort of can. These AI agents analyze KPIs, alert you when performance dips, and even automatically pause wasteful spend, if you allow it. While the Paid Media Optimization isn’t Media Transparency Center it is helpful.

Prebuilt Dashboards That Don’t Make You Cry

Let’s face it—most dashboards are either ugly or unusable. Marketing Intelligence’s prebuilt Tableau Next dashboards are neither. They give you a fast, clean, and customizable view of how your campaigns are doing against your goals.

Why Salesforce Marketing Intelligence May Change the Way You Optimize Campaigns

  • Time Efficiency: Automate ingestion, mapping, and management—leaving more time for actual strategy and creative thinking.
  • Better Decision-Making: With Einstein and Agentforce, you’re not guessing—you’re forecasting.
  • ROI You Can Measure: While MI lacks a Media Transparency Center, it still maximizes returns by fine-tuning paid media performance via smart AI optimization.
  • Built to Scale: Whether you’re running one brand or five, Marketing Intelligence’s multi-brand support, secure dashboard sharing, and white-labeling options keep things streamlined.
  • Smarter Architecture: Unlike legacy Datorama, which stood alone, Marketing Intelligence is natively integrated, making it a very useful companion in your Salesforce stack.
  • Easy to Use: You don’t need a data science degree. Marketing Intelligence was built for marketers, not engineers.

Marketing Intelligence vs. MCI

Feature Marketing Intelligence Marketing Cloud Intelligence
Platform Integration Native to Salesforce Standalone
AI & Automation Agentforce + Einstein Einstein Marketing Bots
Data Management Streamlined, fewer clicks Hands-on
Dashboard Experience Tableau Next Customizable
Ideal For Teams wanting automation & simplicity Teams needing deep customization

While legacy Datorama (now Salesforce Marketing Cloud Intelligence) was built to unify 3rd party marketing data. The new Salesforce Marketing Intelligence? It’s built to do something more: act on all data. With native integrations to Data Cloud, Agentforce, and Einstein, it shifts from being a dashboard tool to a decision engine. It’s the same Datorama DNA—completely evolved. You be the judge. Compare the platforms.

Getting Started with Salesforce Marketing Intelligence

Start by connecting your marketing data using prebuilt connectors or TotalConnect, then unify it in Data Cloud for a full cross-channel view. Use AI tools to clean and enrich your data, and monitor performance with ready-made dashboards and Tableau Next visualizations. Define KPIs and let Agentforce handle optimization—pausing underperforming ads and suggesting smarter moves automatically.

. Salesforce Marketing Intelligence

Conclusion: Is Marketing Intelligence Worth It?

In a word – Yes. Salesforce Marketing Intelligence offers a forward looking approach to marketing analytics that’s both powerful and practical. It’s designed to help marketers shift their focus from managing data to generating results. Whether you’re implementing Salesforce for the first time or expanding your analytics strategy across multiples brands, this solution significantly reduces manual effort and accelerates the path to insight. With Agentforce streamlining data workflows and Einstein AI delivering predictive intelligence, you spend less time managing complexity and more time making smarter, strategic decisions.

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FAQs

What is Salesforce Marketing Intelligence?

A marketing analytics platform that automates data management and delivers AI-powered insights to improve campaign performance built natively on Salesforce.

Can I get your assistance in implementing Marketing Intelligence

Sure, book time with a consultant.

How does it integrate with Salesforce?

It works seamlessly with Data Cloud, Agentforce, Einstein AI, and Tableau Next for a unified, real-time analytics experience, but requires extended licenses and credit models.

Can small businesses use MI?

Absolutely. It’s designed for marketers—not data scientists. Scalable, intuitive, and powerful regardless of team size. See your Salesforce Account agent for pricing discounts.

Does Salesforce offer a trial or demo?

Last time we checked, yes. Reach out to your Salesforce rep to schedule a demo or request a courtesy license.