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

Setting up your package and environment

Before we can begin building our sample application, we'll need to configure some items upfront to ensure that we have a solid base with which we can build. First, we'll need to select a method for hosting our application, along with the types of technologies that we will utilize to construct our application. For this example, we're going to utilize Heroku to host and scale our application. Heroku is a PaaS cloud that can enable us to host, deploy, and monitor our application in an intuitive way that ensures we can get started quickly and easily troubleshoot our application.

Also, while we could utilize any number of programming languages or frameworks to build our activity with, for this example, we will be creating a Node.js application to serve as our custom Journey Builder activity.

With those caveats out of the way, first, let's take a look at how to create your application within Heroku and link it to a GitHub...