MCAE: Segmentation Lists

When you click Segmentation Lists, the first view is "All Current Lists," but "All Current Lists" does not mean to include ALL the lists in MCAE.

All Current Lists: view shows all active lists, excluding:

• Archived Lists
• Deleted Lists
• Inactive Dynamic Lists
• Unused Dynamic Lists

Dynamic Lists:

• This includes all dynamic lists currently in your database
• Archived dynamic lists are not displayed in this view - they're moved to the recycle bin
• Deleted and inactive lists are excluded from this view

Inactive Dynamic Lists:

• No prospects added or removed in the last 30 days
• They're no longer actively used in ongoing campaigns or processes
• While they still exist in your system, they're not processing new prospects or updating automatically

Unused Dynamic Lists:

• These are dynamic lists that aren't currently referenced in any active marketing assets (emails, automation rules, etc.)
• Often created for one-time campaigns (like a single email blast), but no longer serve a purpose
• Recommendation: These should be reviewed regularly and either:
• Converted to static lists (if you need to preserve the prospect data)
• Deleted (to free up system resources and improve performance)

121.82% Growth in Half a Year: Inside AgentExchange’s Explosive App Ecosystem

Guest blog by: Dorian Sabitov

Just one week before Dreamforce 2025, Salesforce’s AgentExchange – the marketplace for Agentforce AI components – surpassed the milestone of 100 public listings. This accomplishment underscores the rapid expansion of Salesforce’s latest ecosystem initiative and the growing engagement of partners in shaping its direction.

AgentExchange serves as the counterpart to Salesforce’s long-standing AppExchange but is centered around agentic components. These consist of prompts, actions, topics, and complete agent templates that customers can directly import into Agent Builder and extend throughout their Salesforce environments.

Since its launch in March 2025, AgentExchange has rapidly positioned itself as a key hub for AI innovation within the Salesforce platform. Guided by Salesforce leadership, the marketplace has experienced steady growth, balancing customer demand with contributions from its early partners.

AgentExchange by the Numbers: October vs. March 2025

Marketplace Overview

At the time of launch, specifically during the AgentExchange snapshot done on March 4, 2025, the marketplace featured 55 apps developed by 50 unique providers. The top three business categories were Sales (18 apps), Productivity (10 apps), and Finance (7 apps), emphasizing the platform’s strong focus on revenue acceleration, workflow efficiency, and financial connectivity.

Another snapshot of the marketplace, AgentExchange snapshot done on October 8, 2025, revealed 122 unique apps from 102 unique developers, showing that the marketplace more than doubled in six months (121.82% growth in apps and 104.00% growth in developers). Key business categories also shifted: Sales led with 49 apps, Productivity followed with 22 apps, and Analytics moved into third place with 12 apps.

Leading Developers

As of October 2025, the top AgentExchange publishers are:

• Bullhorn – 4 listings
• Breadwinner – 4 listings
• Salesforce Labs – 4 listings

In comparison, back in March there were only two publishers with three listings (the highest number of apps at that time):

• Salesforce Labs – 3 listings
• OpenText Corporation – 3 listings

As Stony Grunow, Co-Founder of Breadwinner, stated:

“AgentExchange is still in its early days, but thanks to the vision and dedication of leaders like Trish Phillips and Amy Gorman, partners like Breadwinner have a platform to innovate and expand what’s possible for Salesforce customers. Our mutual success is tied together — the stronger the partner ecosystem, the stronger Salesforce becomes.” 

Growth Timeline of Apps and Developers on AgentExchange

Below is a month-by-month overview based on snapshots. It presents total counts, month-over-month changes, and the average number of apps per developer.

Key Takeaways for AgentExchange Users

The AgentExchange app catalog is now large enough to support meaningful pilots without becoming overwhelming. From March to September, listings climbed to 114, with the strongest growth in Sales, Analytics, and Productivity.

August showed a brief dip due to cleanup, followed by September offering the widest selection. Use this pattern to schedule trials strategically and keep shortlists focused.

How to Run an Effective 30-Day Pilot

1. Choose one outcome, not several. For instance, reduce manual call outcomes or generate weekly pipeline summaries.
2. Shortlist 5 listings in the relevant category, then narrow down to 2 finalists after a 15-minute demo each.
3. Define a single success metric before installation. Examples are provided below.
4. Use a sandbox or development org, load a small test dataset, and grant permissions only to the pilot group.
5. Enable just one write action initially; keep all others read-only.
6. Review progress weekly, then decide whether to scale, refine, or stop.

Best Time to Start

• June and July snapshots were stable, making them ideal for pilots that prefer fewer surprises.
• September offered the broadest selection after cleanup, suitable for side-by-side comparisons.
• Expect occasional re-tags or removals during ongoing curation. Schedule weekly reviews of active listings.

Data and Security Checks Before Installation

• Review the objects and fields the agent reads and writes, including any new fields it creates.
• Verify permission sets required to run the agent and access outputs such as summaries or tags.
• Ensure field-level security for sensitive data, including revenue or PII.
• Check logging and audit details: where actions are recorded and how to roll back if needed.
• Understand rate limits and governor limits when the agent runs scheduled actions.
• Confirm the de-installation process: how to cleanly disable prompts, flows, and packages.

Success Metrics That Clearly Demonstrate Value

• Sales: time to update call outcomes, email preparation time per meeting, and number of meeting notes created per week.
• Analytics: accuracy of weekly pipeline deltas, time to produce a forecast note, and number of actionable insights per report.
• Finance: invoice status sync accuracy, time to resolve payment inquiries, and exceptions caught before close.
• Service: first reply quality score, average handle time for common cases, and daily use of agent-generated summaries.
• Marketing: campaign brief generation time, approved copy rate, and consistency of CTAs across assets.

Key Questions to Ask Vendors

• Which records does the agent update, and how are conflicts handled when multiple users act simultaneously?
• Can prompts and actions be versioned and transferred between sandboxes and production without manual edits?
• What occurs during an API outage, and what retry logic is implemented?
• How many active customers are running this in Sales Cloud, Service Cloud, or Experience Cloud?
• What does a typical two-hour configuration involve, and which steps usually cause delays?

Implications for AgentExchange Partners

AgentExchange more than doubled in six months. Buyers focus first on Sales, Analytics, and Productivity, but there is still opportunity in emerging areas such as Commerce, Collaboration, and IT-Admin.

Strategic Focus Areas

• High Demand, Higher Competition - Sales: 47 listings, 41.2% share. Win by delivering one precise write action on a standard field, with a short setup and a clear demo prompt.
• Steady Growth, Good Room - Analytics: 12 apps, 10.5% share. Provide a weekly summary or delta note that writes to Opportunity or Account, including one verified accuracy check. Productivity: 18 apps, 15.8% share. Focus on list views, reports, and task updates that eliminate a daily step.
• Emerging Lanes - Commerce: 4 apps, Collaboration: 4 apps, IT-Admin: 1 app. Focus on one concrete action, such as creating a follow-up task, setting a status, or filling a picklist.
• Uneven Categories That Still Convert - Finance: 11 apps. Be explicit about status sync, exception handling, and retries. Customer Service: 4 apps. Target improvements in first reply or case disposition write-back.

Straightforward Product Ideas

• Sales: post-call note plus next step, writes to Task and Opportunity.
• Analytics: weekly pipeline change note, writes to a Notes record on Opportunity.
• Finance: invoice status check, reads status, and updates a single picklist on Account.
• Commerce: abandoned cart follow-up, creates a Task with ready text and fills a status field on Lead.

Key Takeaways

AgentExchange grew fast and maintained its structure:

• Started at 55 listings in March, crossed 100 a week before Dreamforce, and reached 122 in October.
• Publisher count climbed to 102.
• Sales led the pack, adding 29 listings to reach 47.
• Analytics tripled to 12 listings.
• Productivity rose to 18 listings and held steady.
• Commerce appeared later, reaching 4 listings.
• August saw a dip due to cleanup, then September rebounded.

AI isn’t the future – it’s already here. Teams that adopt AI save time, reduce costs, and accomplish more. AgentExchange provides a straightforward way to discover functional Agentforce components, integrate them into Salesforce, and achieve results without lengthy projects.

For tool selection, keep it simple: choose one outcome, run a two-week pilot in a sandbox, enable one write action, and track a single metric. Sales, Analytics, and Productivity now have sufficient depth to demonstrate value without extended setups.

For building for the catalog, stay focused: deliver a safe action, include a copy-paste prompt, provide a short setup video, define clear permissions, and include an uninstall note. This combination builds trust. With Breadwinner Integrations Inc., Salesforce Labs, and Bullhorn each holding four listings, there remains space for targeted releases to stand out.

B2B Marketing Analytics: Account Engagement Email Datasets

To continue from the previous blog, if you get an error when creating the B2B Marketing Analytics app, once the app is created successfully, you will see a new app for the B2B Marketing Analytics app; the app name is based on what you entered when creating the app. 

Within the app, you will get many datasets available, starting with "Account Engagement". The datasets are updated daily by Salesforce from MCAE to CRM Analytics. You can monitor it from Jobs Monitor, look for jobs that start with "pd".

You will see the dataset in the B2B Marketing Analytics app, including when the data is refreshed.  

** To get the Prospect and Activity dataset, you need to enable "Get Prospect and Activity Data" in the B2B Marketing Analytics setup menu, which is under Optional Features for B2B Marketing Analytics, then select "Include Prospect and Activity dataset?" when creating the app.

The app comes with multiple dashboards, such as "Engagement," which shows MCAE data, such as:

• List Email Engagement
• Email Template Engagement
• Forms Engagement
• Landing Page Engagement

These include different metrics for each type of engagement.

In this blog, I want to discuss two of the datasets: the Account Engagement Emails dataset and the Account Engagement Email templates dataset.

Account Engagement Emails dataset 

As per this article, B2B Marketing Analytics Datasets, the dataset API Name is pdEmail. Each row represents 1 day of statistics for an individual list email. You can see the field description in the article above. Let's see some samples:

For Email ID = 2012421957, emails are sent on 2025-09-10, so you see the same Send On Date applied to rows 1 and 2. Some recipients open and click on the same day, and a few open on 2025-09-11. The same applies for Email ID = 2011677609; emails are sent on 2025-09-09 for rows 3, 4, and 5; some people open and click on the same day and the following days. So, this is aggregate data per day per email.

Stats ID is the unique key in the dataset.

Available metrics for this dataset:

• Click To Open Ratio
• Delivery Rate
• Opt Out Rate
• Spam Complaint Rate
• Total Bounced
• Total CTR
• Total Clicks
• Total Delivered
• Total HTML Opens
• Total Hard Bounced
• Total Opt Outs
• Total Queued
• Total Sent
• Total Soft Bounced
• Total Spam Complaint
• Unique CTR
• Unique Clicks
• Unique HTML Open Rate
• Unique HTML Opens

Account Engagement Email Templates dataset 

From the same article above, the dataset API Name is pdEmailTemplate. Each row represents 1 day of statistics for an individual email template. Email metrics are based on the emails built on selected email templates. 

The email sent here are not from the list email, but automated email, such as the Autoresponder email in Completion Action or Engagement program emails. The email here are not sent at the same time, but only when the user submits a form or receives an auto email from the engagement program.

The Send on Date field is not present on this dataset. This is because templates are reusable email designs that are not tied to specific send events.

We can see the same pattern here: each row represents an Email ID for a day, the total emails sent in a day, email opens, and clicks. 

Similar to the Email dataset, Stats ID is the unique key in the dataset, and almost all metrics are also available in this dataset:

• Delivery Rate
• Opt Out Rate
• Spam Complaint Rate
• Total CTR
• Total Clicks
• Total Delivered
• Total HTML Opens
• Total Hard Bounced
• Total Opt Outs
• Total Queued
• Total Sent
• Total Soft Bounced
• Total Spam Complaint
• Unique CTR
• Unique Clicks
• Unique HTML Opens

Note: There is an issue with the "Unique HTML Opens" field in this dataset. Here is the KI and idea.

Reference:

• B2B Marketing Analytics Datasets

CRM Analytics: Enhancing Dashboard Filter with Custom Range Value

Requirement: Create a filter in the dashboard that bucket sums the Amount of customers into categories, such as low (< $500), medium ($500 - $1000), and high (> $1000). The result should be updated dynamically as filtered when other widgets are selected. The range of the Sum of Amount should be fixed, not depend on the Sum of Amount values in the data.

Solution: As each user can select different filters, such as Region, Product, etc., we can't stamp the sum of Amount in the dataflow/recipe. Binding is here to help.

Step-by-step:

1. Create Custom Query

• We need "All" as the 1st value. This is when the dashboard loads; it will load all data. Remember to select the list widget selection type as "Single selection (required)".
• The max value for All and the high (last) row can be set as high as possible.

2. Add Table Widget

• Change the table to Compare Table
• Group By: Customer or Account name
• Change Column to Sum of Amount
• Add a Filter to the Sum of Amount column, use the medium range, which is between 500 and 1000

3. Add Binding to the Filter Range

• Select the table widget added.
• Click Advanced Editor >> Query tab
• Look for "aggregateFilters" with values 500 and 1000
• Change 500, 1000 to the following

"{{coalesce(cell(static1_1.selection, 0, \"low\"), cell(static1_1.result, 0, \"low\")).asObject()}}",

"{{coalesce(cell(static1_1.selection, 0, \"high\"), cell(static1_1.result, 0, \"high\")).asObject()}}"

• Save the query and done :) 

Result

See the table widget

no filter

6 months ago to today

6 months ago to today, and the Sum of Amount between $500 - $1000

Product X3 and X4, and the Sum of Amount between $500 - $1000

 

Salesforce: Shortcut create Task

Instead of starting with a blank task record when creating a task, we can prepopulate some fields when creating a specific task, and we can create multiple specific tasks.

As shown in the above screenshot, if clicking the New Task green icon opens a new form with blank fields, of course, if the button is in Account, the Related To will be auto-populated with the Account Name.

If we have a specific task where additional fields, such as Type, Subject, etc., should be the same, we can create a Custom Action for the Task. We can even hide the fields from the layout so that users cannot change the pre-populated fields manually when creating a task. The specific tasks will appear under the arrow next to the New Task button in a record page, such as Important-1 and Important-2 in the above screenshot.

Here are the steps to create the task and add it to page layout:

1. Create New Action under Global Actions

Open the action created to set predefined field values, and click Edit Layout to add/remove only relevant fields.

2. Add the action to the object page layout, such as for the Account Page layout

In this sample, I add both Important-1 and Important-2 to the Account Layout (under Salesforce Mobile and Lightning Experience Actions), while only adding Important-2 to the Account (Sales) Layout. 

In other scenarios, if you need the action to be always visible in Salesforce, you can add it to Publisher Layout (under Salesforce Mobile and Lightning Experience Actions), you can create multiple Publisher Layouts, and assign them by profile.

The same approach can be applied to the New Event as well.

CRM Analytics: Join or Augment Master to Child

When you augment the master table with a child table and there are multiple rows for the same master value, which row will the dataflow and recipe select?

Sample Data:

Master

Child

Dataflow

With "Look Up Multiple Values"

With "Look Up Single Values"

Summary:

• Look Up Multiple Values: sum value of all numeric (measure) fields, while dimension (text) fields will retrieve all values, although only 1 value is shown when you browse the data in a lens. Check out this blog. 
• Look Up Single Values: the first matching record for both numeric and text fields.

Recipe

With "Look Up Multiple Values"

Without "Look Up Multiple Values"

Summary:

• With Look Up Multiple Values: sum value of all for numeric (measure) fields, while dimension (text) fields will retrieve all values, "all values" will be shown in the recipe, but in Lens, it will show 1 value only. 
• Without Look Up Single Values: as per this article, Lookup - the lookup returns only the first matching record. However, in my test results, the system will get the row with the lowest value of the numeric field in sort order. If no numeric field, sort the text field alphabetically in ascending order and get the first row.

Reference:

• Using Multi-Value
• Lookup