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 4: Automating Email Sends

Automation best practices are always a great place to start from, and now we have a lot of understanding of these general best practices and how to use them. Even though best practices are not infallible or ultimate solutions, they are great ways for pointing you in the right direction or for having a boilerplate solution to build off of.

To build off that strong base, we are now going to start exploring more in-depth and detailed information on specific topics of automation in Marketing Cloud. Our first stop in exploring automation in Marketing Cloud is email messaging automation. In this chapter, we will dive deep into what email messaging automation is and how to use it to your advantage.

Email messaging automation is almost universally the most popular automated activity across all messaging platforms. Who wants to have to go through the weekly process of setting up a message, validating it is set up correctly, and then sending it over and...