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

Activities for data in Automation Studio

As you may notice, we are exclusively mentioning Automation Studio for ETL capabilities in Salesforce Marketing Cloud. There are some other capabilities in other studios or apps related to it, but they are much more simplified versions with very little power or customization to them.

For instance, some would argue that the filters, measures, and groups inside Email Studio are great examples of ETL and data manipulation, and they would be right … to an extent. Although these are great functionalities, they are better passed in as more support-type functionalities instead of being defined directly as they are not easily automated.

The same is true for some actions and possibilities in Journey Builder, and although those are closer to automation and being powerful, a lot of it is just using a tool in a way it was not intended to be used instead of just using Automation Studio in the first place. So, rather than potentially sharing...