Illustration of segments and activation UI

Digital Advertising

Smarter Advertising Built on Unified Data.

Make every ad dollar work harder with unified data and AI agents that activate audiences across your most critical paid channels like search, social, and display.

How can Data 360 and Agentforce Marketing help your business?

UI of creating a new segment

Build and activate audiences in real time

Build first-party segments from unified customer data, enrich them with privacy-safe partner insights via clean rooms, and push them to paid channels — Meta, Google, Amazon, The Trade Desk, CTV partners, and beyond. Zero-copy activation with near-real-time delivery.

Image illustration of how targeting works for marketers and appears to customers in email

Target with precision

Reach and retarget anonymous web visitors, build lookalike audiences from high-intent behaviors, and send real-time conversion signals directly to paid platforms via CAPI — all without third-party cookies. Meta, TikTok, Snap, and beyond.

Illustration of a marketer prompting Agentforce to modify ad thresholds

Measure every dollar in one place

Connect cross-channel attribution, ROI, and journey impact across paid and owned channels in a single Marketing Intelligence dashboard built on Tableau Next — then converse with Agentforce to understand what's driving performance and why it demands your attention now.

Turn first-party data into ready-to-activate audiences

Build, enrich, and push audiences to every paid channel — without copying data or compromising privacy.

Use natural language prompts to build dynamic segments from unified customer profiles in Data 360. Real-time signals refresh audiences automatically as customer behavior, intent, and lifecycle stage change.

Stylizied interface of a Unified Customer Profile, next to a user interface for setting up a new data stream

Push audiences directly to Meta, Google, Amazon Ads, The Trade Desk, and 100+ other destinations through native connectors and trusted activation partners. Expand your addressable audience across every ad platform by layering additional partner data onto your segments. All done within a consent-driven, privacy-safe framework.

A detailed customer profile including loyalty tier, affinities, lifetime value, and engagement score. Also, an example of the insights page.
Stylizied interface of a Unified Customer Profile, next to a user interface for setting up a new data stream
A detailed customer profile including loyalty tier, affinities, lifetime value, and engagement score. Also, an example of the insights page.

Orchestrate unified campaigns across paid and owned

Drive unified campaigns by coordinating paid advertising with email, mobile, web, and journeys, and enhance every paid targeting decision with real-time engagement signals from owned channels.

Coordinate paid advertising with email, mobile, web, and journeys, and suppress ads when customers open service cases or convert on another channel.

Illustration of new flows created for segments

The Conversion API (CAPI) sends conversion and engagement signals from your servers directly to paid platforms, improving audience targeting and attribution accuracy without third-party cookies.

Visualized data for trendlines, propensity score, and lifetime value calculation for a segment of recent purchasers
Illustration of new flows created for segments
Visualized data for trendlines, propensity score, and lifetime value calculation for a segment of recent purchasers

See what's working across every channel and every campaign

Measure what matters with privacy-safe attribution, real-time performance data, and AI insights in one place.

Reach high-value audiences with first-party signals like CLV, propensity to buy, and engagement scores, and measure conversions through clean rooms with partners like Snowflake, AWS, and Habu. Customer-level data never moves.

UI illustration for Clean Rooms

Utilize the Paid Media Optimization Agent to monitor performance across channels, pauses underperforming ads against your thresholds, and recommends adjustments to targeting and spend.

Visualization of how ad insights can be displayed
UI illustration for Clean Rooms
Visualization of how ad insights can be displayed
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Tenth Edition State of Marketing Report

See the latest trends in AI, data, and personalization, based on insights from nearly 4,500 marketers worldwide.

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Agentforce Marketing Keynote

Marketing is transforming once again, and this time it’s thanks to agentic AI. In this year’s Agentforce Marketing keynote, we explored how AI agents can help you spark conversations with your customers, acting on every message and interaction in real time.

Digital Advertising Platform FAQs

A Data 360 connects your consented first-party customer data (purchase history, CRM records, behavioral signals) to paid channels through native connectors to Google, Meta, Amazon Ads, LinkedIn, The Trade Desk, and CTV partners. No third-party cookies required. Zero Copy architecture keeps everything privacy-safe so your data never leaves your environment.

There is a lot data can do to help improve ad targeting. Many find it helpful to exclude already-paying customers from acquisition campaigns after they convert. You could also suppress ads for accounts with open service cases. Data can also help you build lookalike audiences from your highest-value customers, or retarget anonymous web visitors who match known behavioral patterns. Since audiences sync automatically and refresh in near-real-time, Salesforce CRM data can help you do these things (and more) quickly.

With 100+ advertising destinations through native connectors, there's many platforms to choose from. A few to note are: Google Ads, Meta (Facebook/Instagram), Amazon Ads, LinkedIn, TikTok, Snap, The Trade Desk, and CTV partners. For privacy-safe measurement and clean room collaboration Salesforce can connect to Snowflake, AWS, and Habu.

There's many ways to measure ROI across paid and owned channels. For instance, Marketing Intelligence connects cross-channel attribution across paid and owned campaigns in a single Tableau Next dashboard. In addition, in Marketing Intelligence, multi-touch attribution ties media exposure directly to CRM conversions, allowing you to follow a prospect from first ad impression to closed revenue. And we have to add that Conversational Analytics lets you simply ask "which paid channels are underperforming this week?" for an instant answer.

Salesforce automatically suppresses paid ads for customers with an open service case or removes them from a paid media campaign the moment they convert on another channel. This ensures paid and owned channels coordinate, and customers never receive an acquisition ad while a service issue is unresolved.