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

Building your integration toolbox

We now have a general idea of what a custom integration entails and how it can fit within our existing services to provide new efficiencies and capabilities to our company. But how do we get started? In addition to the items that we discussed earlier, particularly those in relation to project planning, understanding possible roadblocks, and points of failure in your development process, we need to identify and understand the different types of integrations that are common in the development space.

Before embarking on any integration project, developers need to understand the different types of integration approaches to ensure that the most applicable methodology and implementation technologies are used for a given implementation. The diversity of both integration requirements and capabilities means that a one-size-fits-all approach is likely to fail. Let's take a look at some of the more common methodologies in this space and examine each in...