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

We've covered several different key ideas within this chapter that we hope you found both informative and enlightening for how you consider the work that you do as a Marketing Cloud developer. The differences between webhooks and APIs, and how we can utilize webhooks to create an event-driven, real-time solution, are so important in taking your integration with Marketing Cloud to the next level. As we have seen the rise of many platforms and services that implement webhooks, such as GitHub, Discord, and Slack, there have arisen numerous opportunities for automation across disparate systems to allow functionality that would otherwise be either impossible or wildly inefficient.

In addition to discussing webhooks, we also went through an example that creates content whenever a push event has occurred within GitHub. Obviously, our example was somewhat simplistic with many assumptions made for ease of demonstration, but it should provide a strong springboard for you to take...