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

Chapter 1: What Is Automation?

Automation is something that has become so ingrained in our society that we almost take it for granted. It is in our daily activities and helps us to achieve so many of our wonderful and innovative inventions. The odd thing though is that despite automation being such a day-to-day thing, not many people can actually explain what it means or where it came from. To help get us all in the right mindset, we first wanted to go over what exactly automation and automation theory are.

In this chapter, we will cover the following topics:

  • Automation theory: A dive into the history of automation, the theory behind why automation is useful, and how it should be used
  • Defining automation: Solidifying the meaning behind our focus in the book by defining exactly what an automation is
  • Automation opportunities and pitfalls: A broad overview of the different benefits and potential risks that go along with automation
  • Concepts of automation: Basic concepts related to automation and the areas they affect
  • Implementation best practices: Some basic best practices related to automation when looking to implement it
  • Always Be Documenting (ABD): A case for why you should be documenting each automation and solution you create

With this knowledge, we will be prepared to move forward and fully digest the automation capabilities and possibilities related to Salesforce Marketing Cloud, as discussed further in this book.