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

Performance and efficiency in your architecture

Effective performance is preceded by painstaking preparation.

– Brian Tracy

We feel this statement is a great mantra to have whenever you work with any automation in Salesforce Marketing Cloud. Without the proper planning and preparation, your automation is not going to perform at peak levels, especially as your needs and capabilities grow. We usually look to have equal parts planning and development to ensure that what we are looking to build is the solution we need. We would ask ourselves the following questions about every project or automation we work on:

  • Will the solution solve the problem?
  • Is the solution your best path forward to meet your needs?
  • Does this solution consider all future scenarios?
  • Can the solution handle triple the volume and frequency that's currently expected?
  • Is the solution fully planned out and developmentally sound?

Now, these are not the only things to consider...