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

An event-based example

We now have a solid grasp on what a webhook is, how it differs from an API, and the types of scenarios where it can be a more effective solution than traditional API requests or polling. What might not be so obvious is how we can utilize them to extend our capabilities within Marketing Cloud to improve our current processes. To that end, it might be helpful for us to look at a simple webhook implementation that works with Marketing Cloud to automate an internal process common to many organizations.

For our example, let's say that we are currently using Content Builder to create and manage our email campaigns within Marketing Cloud. Furthermore, we are also utilizing content blocks within Content Builder to modularize our development processes and keep things compartmentalized and easy to maintain. Unfortunately, we've identified issues with version control when working on content as a team and want to minimize impact when multiple people are working...