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 covered a lot in this chapter and, although our sample activity was simplistic and not entirely indicative of a production use case, we hope that it helped empower you to create new functionalities within Journey Builder that automate your use cases and extend the capabilities of your Marketing Cloud account.

After reading this chapter, you should have the ability to build and deploy an application through Heroku and be able to integrate the application directly within the Journey Builder UI in order to provide enhanced functionality to both technical and non-technical resources alike. With even just a few simple tweaks to our CloudPage, we could extend platform functions as real-time events within Journey Builder.

In the next chapter, we'll take a reflective tour of the journey in terms of what we have learned within this book and the lessons and tools that we can take away from this resource in order to become more competent, powerful, and efficient developers...