# Campaign Creation, content and segment agents

*Marketing Cloud Next Consultant Study Guide · Agentforce & AI Innovation · Last updated November 6, 2026 · https://www.certifyforce.com/study-guide/marketing-cloud-next-consultant/agentforce-and-ai-innovation/campaign-creation-content-and-segment-agents*

How marketing agents draft briefs, campaigns, content and segments in Marketing Cloud Next: agent setup, brief grounding, preview refinement and its save boundary, flow-backed actions, Einstein segment filters and the Account Discovery agent.

- Certification: Salesforce Marketing Cloud Next Consultant
- Exam section: Agentforce & AI Innovation
- Study guide: https://www.certifyforce.com/study-guide/marketing-cloud-next-consultant

**Official exam objective:**

> Given a scenario, automate campaign creation, audience segmentation, and content generation using marketing agents.

## What the exam expects

- Plan the setup that makes marketing agents available, and match each edition to what it lists.
- Start a campaign from a description, ground the brief, then refine the preview before the save boundary.
- Explain which agent actions run on flows and what those flows must supply.
- Generate and revise channel content with the Content Builder agent.
- Predict what Einstein segment creation suggests or leaves out, and what happens next to the segment.
- Choose the right marketing agent for an account-focused sales alignment need.

**Key terms.** *Campaign brief*: the record holding objective and grounding, from which the preview is built. *Campaign preview*: the proposed name, flow and messages saved in the brief. *Strategic grounding fields*: brief fields such as goals, KPIs, priority or guardrails. *Agent action*: a standard task an agent can run. *Einstein segment*: a Data 360 segment drafted from a plain-language description.

Building custom large language models or managing external transformer architectures is outside this exam; everything here uses the out-of-the-box agents.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Permission to enable AI features | Marketing Cloud Admin permission set | [Enable AI](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_einstein.htm&type=5&language=en_US) |
| Permission to use marketing agents | Marketing Team Agent Access | [Enable AI](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_einstein.htm&type=5&language=en_US) |
| Required for marketing agent templates | Salesforce Foundations | [Enable AI](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_einstein.htm&type=5&language=en_US) |
| Where a campaign draft starts | New Campaign, Draft with Agentforce, or the Agentforce chat window | [Agentforce agents](https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_copilot_in_mc.htm&type=5&language=en_US) |
| After saving a campaign | Preview steps can't be refined; unlink from the brief to start a new preview | [Agentforce agents](https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_copilot_in_mc.htm&type=5&language=en_US) |
| Required custom campaign fields | Modify the Save Campaign Brief and Save Campaign flows to provide values | [Agentforce agents](https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_copilot_in_mc.htm&type=5&language=en_US) |
| Generate Campaign Insights scope | The first flow in the campaign | [Agentforce agents](https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_copilot_in_mc.htm&type=5&language=en_US) |
| Sparkle grounding | Brief, assigned brand and existing canvas content | [Agentforce agents](https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_copilot_in_mc.htm&type=5&language=en_US) |
| Einstein segment description | At least two words, in simple phrases | [Create](https://help.salesforce.com/s/articleView?id=data.c360_a_create_segment_einstein_create.htm&type=5&language=en_US) |
| Einstein segment attribute cut-off | Fewer than 10 results for the segment population removes the attribute | [Create](https://help.salesforce.com/s/articleView?id=data.c360_a_create_segment_einstein_create.htm&type=5&language=en_US) |
| Account Discovery deployment | Agent template in Agentforce Builder | [Sales alignment](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_sales_alignment.htm&release=262&type=5&language=en_US) |

## Check yourself

- Why does the documentation ask marketers to give as much detail as possible when describing an objective?
- When should a marketer use Refine Segment rather than Edit Segment Rules?
- Why should an Einstein description name a country when one matters?
- What does a campaign summary from the agent report?

## Sources

- [Agentforce Agents in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_copilot_in_mc.htm&type=5&language=en_US)
- [Enable AI Features in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_einstein.htm&type=5&language=en_US)
- [Feature Availability by Marketing Cloud Next Edition](https://help.salesforce.com/s/articleView?id=mktg.mktg_editions.htm&type=5&language=en_US)
- [Einstein Segments in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_create_segment_einstein.htm&type=5&language=en_US)
- [Create an Einstein Segment in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_create_segment_einstein_create.htm&type=5&language=en_US)
- [Enable Einstein Segments in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_create_segment_einstein_enable.htm&type=5&language=en_US)
- [Use Segments in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_audiences_segments.htm&type=5&language=en_US)
- [Understanding Segmentation in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_audiences_segmentation.htm&type=5&language=en_US)
- [Align Marketing and Sales Teams (Summer '26)](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_sales_alignment.htm&release=262&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 13 linked practice questions, and unlimited timed mock exams are included with the Marketing Cloud Next Consultant pack (USD $19): https://www.certifyforce.com/practice-exams