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

Last-minute tips and tricks

As Marketing Cloud experts, we wanted to share a few more quick tips that you can use when building your automations or other solutions using Marketing Cloud. These are some things that we have picked up or learned along the way, usually the hard way, and want to share them to help spread the knowledge and make the path forward a little bit easier each time.

Starting off is a very solid piece of advice that we still have to remind ourselves of every single morning:

  • Marketing Cloud is the Wild West. This means you can do almost anything you want in it, but the bad side is that it is unpredictable at times and a script or automation that worked before may not work for your new solution.

By keeping this in mind, you can make sure not to let assumptions or best practices limit you from doing amazing custom work, but you will also need to account for many unexpected issues and problems that you have never run into in the past.

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