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

Using the Postmonger events and payloads

We've highlighted the important items in our config file, along with the config.json and index.html files for our frontend. Now, we'll turn our attention to the customActivity.js file and go through it in parts, in the same way as the previous section, to identify what is happening within our application.

First, we'll initialize a new Postmonger session in order to utilize events defined by Marketing Cloud that allows you to interact with Journey Builder:

    var connection = new Postmonger.Session();
    var payload = {};
    connection.on('initActivity', initialize);
    connection.on('clickedNext', save);

Here, we'll call a function, named onRender, that will execute once the Document Object Model (DOM) is ready and we can begin processing our JavaScript functions...