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)
1
Section 1: Automation Theory and Automations in SFMC
5
Section 2: Optimizing Automation inside of SFMC
11
Section 3: Optimizing the Automation of SFMC from External Sources
17
Section 4: Conclusion

The who, what, and why of custom integrations

Whether you are a seasoned developer or just getting started, there is a strong chance that you're at least somewhat familiar with what constitutes an integration. If you've used solutions such as Marketing Cloud Connect, you can easily see the power that integration can provide. Before we contrast these two types of solutions to common marketing automation problems, let's define exactly what we mean by a custom integration. The definition for this can be a bit fuzzy, and can largely depend on the context of both your business and your current implementation. But we can largely define it as a software solution that is specific to your exact use case and is wholly configured and maintained within your organization. This could be something as simple as a plugin or webhook to transfer data or something as complex as a full-suite content management system for your organization.

This differs from the out-of-the-box alternative...