What Claude reads before it touches Marketing Cloud, so your audiences, journeys, and sends are right instead of guessed.
Salesforce Marketing Cloud · read-onlyClaude Code · working
Vanta Motors
Vanta Motors
Everything Claude knows about your Marketing Cloud setup: business units, audiences, journeys, and the rules behind them. Each fact is filed under a project, or marked Org-wide so every project inherits it.
Projects
Questions to answer
Not the in-the-moment questions Claude asks you in chat. These are higher-level things Claude noticed across your work and wants to understand. Answer one and it becomes a confirmed fact, filed under its project.
Is there one official definition of an opted-in, emailable owner, or does it genuinely differ by campaign?
Why Claude asks: each campaign rebuilds the audience its own way, and the canonical definition is something only your team knows.
Applies toOrg-wide
When an owner qualifies for more than one re-engagement campaign at once (win-back, lapsed), which one takes priority?
Why Claude asks: win-back and re-engagement overlap on the same owners, and the tiebreak is a business call Claude can't infer.
Applies toOrg-wide
If a sale falls through or a car is returned after the welcome journey starts, how should that owner come out of it, and how does the journey find out?
Why Claude asks: the welcome enters from the sales feed, but how a reversed sale flows back out is a business process only your team knows.
Applies tonew-owner-welcome
Add your own
A fact, a cross-system mapping, or a convention, filed under a project or Org-wide, so Claude works from it next time.
✓ Saved to Facts
Confirmed facts
What Claude actually knows about your org: what it learned while working, your team's answers, and the facts you added. Each is filed under a project (or Org-wide). Click any to edit or remove.
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factTwo business units: the Marketing BU runs sends, local DEs, and Query Activities; the Parent BU holds the shared ENT. data extensions and direct data reads.
Applies toOrg-wide
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mappingSend and engagement row data lives only in the system data views (_Sent, _Open, _Click, _Bounce), queried in SQL, not in a regular Data Extension.
Applies toOrg-wide
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mappingResolve a campaign to its model line (EV, truck, sedan) with the Campaign_Prefix_Model lookup DE.
Applies toOrg-wide
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factThe new-owner welcome is a 3-email journey that onboards buyers in their first 30 days, entered from the sales-delivered feed.
Applies tonew-owner-welcome
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mappingService reminders join the owner roster to the service-due DE on VIN, not email, since one household can share an email.
Applies toservice-reminders
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factLease-end offers are regional: the offer DE is keyed by dealer region, so the audience must carry region to render the right incentive.
Applies tolease-end
Plus the full data-extension and field inventory read from your org, used quietly for exact-name lookups, not shown here because there's nothing to decide about them.
Guardrails (what Claude must never do)
Hard rules Claude must never break, whatever the task. Org-wide rules apply to every project.
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guardrailNever send to real owners while testing. Test to mailinator or test leads with sends off.
Applies toOrg-wide
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guardrailNever activate a journey or automation without a named human approving go-live.
Applies toOrg-wide
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guardrailNever query an audience without filtering to the opted-in roster (ENT.All_Owners_Opted_In).
Applies toOrg-wide
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guardrailNever send service reminders outside 8am to 8pm in the owner's local time zone.
Applies toservice-reminders
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guardrailNever include an owner with an open complaint or a pending recall in a win-back promo.
Applies towin-back
D
David
Your marketing memory advisor · usually replies same day
Flag anything you'd rather run by a human. David sees your question and the saved memory, and replies right here.
Marketing wants to add a $200 service credit to the win-back email. Can I set that up and schedule it?
Mon 9:18 AM
Hold on the dollar offer. Anything with an incentive needs Lori in brand to approve the amount and the legal line first, so don't schedule it off your own call.
Mon 9:39 AM
Let me get the approved offer and the lapsed definition from her and send them over today. 15 minutes on a call if that's easier.
Mon 9:40 AM
That'd help. Can the memory remember the approved offer so Claude flags it on every win-back send?
Mon 9:47 AM
Yep, tell Claude once and it'll file it under win-back and apply it every time. I'll send the approved language.
