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

Implementing handlers and authentication

So, we're now able to add our application to Journey Builder, load our application UI, and both save and initialize our activity data within Journey Builder for further processing and configuration. Now, we need to actually do something on the application side with the payloads configured from Journey Builder. To do this, we'll examine some of the contents of our activity.js file in order to determine how to create the final pieces of functionality.

Before we can begin, we need to complete one final piece of configuration for our application. Since we only want our execute method to process if we've identified that the request is coming from Journey Builder, we'll need to decode and authenticate the JSON Web Token posted to our execute route. To accomplish this, first, we'll navigate back to our installed package within Marketing Cloud.

In the primary package details, we'll want to copy the value of the JWT...