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

Summary

This was a highly complex and technical topic – congratulations on making it through! We did not mention how this would be useful for automation, but you need to think back to all the cool stuff we did in the first eight chapters while discussing internal automation. With all these new options and cool things that we just went over added to that, can you see all the new awesome possibilities lining up? We can!

As a refresher, in this chapter, we looked at the different types of APIs beyond just a simple explanation of SOAP and REST. We also examined the different ways to run requests and the protocols and structures that enable these capabilities. Finally, we took a deep dive into SDKs to see where they can help or hurt your developer environments.

We now have a solid grasp of these technical fundamentals and are much stronger technical resources ourselves. Now, let's turn our attention to webhooks and microservices to see how we can start putting these ideas...