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

Final lessons and examples

Now that we have gone over everything you should have picked up from our book, we wanted to give a few words of advice and some further places to investigate Marketing Cloud automation. Unfortunately, trying to document every single aspect of automation for Marketing Cloud is a task that would require an encyclopedic-type book series, which is a bit much for this book.

For that reason, we wanted to promote two more important things to consider when working with automation in Marketing Cloud. First, we will investigate another way for an automation to be triggered – from another automation!

Calling an automation from another automation

The cool thing about this method is that it can string automations together without having to rely on syncing schedules or dropping files. This will allow you to utilize a Script activity in Automation Studio to call the next automation you want to run.

How does this work?

Well, the Script activity would...