Book Image

Automating Salesforce Marketing Cloud

By : Greg Gifford, Jason Hanshaw
Book Image

Automating Salesforce Marketing Cloud

By: Greg Gifford, Jason Hanshaw

Overview of this book

Salesforce Marketing Cloud (SFMC) allows you to use multiple channels and tools to create a 1:1 marketing experience for your customers and subscribers. Through automation and helper tasks, you can greatly increase your productivity while also reducing the level of effort required in terms of volume and frequency. Automating Salesforce Marketing Cloud starts by discussing what automation is generally and then progresses to what automation is in SFMC. After that, you’ll focus on how to perform automation inside of SFMC all the way to fully running processes and capabilities from an external service. Later chapters explore the benefits and capabilities of automation and having an automation mindset both within and outside of SFMC. Equipped with this knowledge and example code, you'll be prepared to maximize your SFMC efficiency. By the end of this Salesforce book, you’ll have the skills you need to build automation both inside and outside of SFMC, along with the knowledge for using the platform optimally.
Table of Contents (20 chapters)
Section 1: Automation Theory and Automations in SFMC
Section 2: Optimizing Automation inside of SFMC
Section 3: Optimizing the Automation of SFMC from External Sources
Section 4: Conclusion

Chapter 8: Creating Mini Web Apps

Up to this point, most of what we have talked about are journeys and automations and all the things that are possible inside of the tools in Marketing Cloud. These are most definitely the bread and butter of automation in Marketing Cloud, but there is another capability that is fairly overlooked – the ability to augment Salesforce Marketing Cloud (SFMC) by creating your own web app inside of Marketing Cloud. These web applications are similar to Salesforce Labs products such as Query Studio and Deployment Manager.

In this chapter, we will cover the following topics:

  • What is a web app?: A quick overview of what a web app is in regard to Salesforce Marketing Cloud
  • Creating a Marketing Cloud web app: Provides direction for the different parts required to create a Marketing Cloud web app
  • Setup and administration: A quick look at permission sets and roles in relation to web applications
  • Installed packages inside Marketing Cloud...