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


We have now reached the end of our first chapter! This was a lot of fun so far, and we hope it was the same for you. You should now have a solid understanding of not only what exactly automation and the theory of automation is, but also the general concepts associated with these. After acquiring this knowledge, you should now have a general idea of the opportunities and pitfalls of automation and best practices for implementing it. After that, we wanted to emphasize the high importance of documentation on automation and the associated best practices.

With these new skills and knowledge gains, we are ready to move forward to the next chapter, where we will begin our journey into exploring Salesforce Marketing Cloud and the automation tools available inside it.