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

Have your cake and eat it too – combining approaches

Similar to many things in life, custom integrations and out-of-the-box solutions don't always have to be either/or. Instead, they can be utilized in tandem to take advantage of the strengths implicit in both in order to provide an alternative pathway toward implementing effective solutions in both a cost-effective and timely manner.

One of the many benefits of using a hybrid approach is that it allows you to keep the tools and processes that you love, while still being able to iteratively improve upon them in order to generate more productivity and usefulness from your existing process. For example, perhaps you have a service that you are using for internal communications in your organization. It works great, and collaboration and communication across teams have never been higher, but you often find yourself bouncing back and forth between it and Marketing Cloud to perform mundane tasks such as seeing how your current...