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


With that, you now have a strong understanding of ETL and data manipulation inside Marketing Cloud Automation Studio. Whether you are looking to use SQL queries or import or extract files, you should now have all the information you need to maximize the use of these activities in your automation.

You have dived deep into what exactly ETL is and now have a strong enough understanding of it in general, as well as how it relates in Marketing Cloud, that you can likely impress your friends at the next party with how smart you are. Well, if they are also into nerdy technical things like us, otherwise they might just give you a blank stare as you try to explain it.

We also learned that for Transform, the two activities we want to concentrate on are the SQL Query activity and Filter activities. These offer the best segmentation options, with SQL Query activities offering a more versatile capability of transforming outside of just segmentation.

Next, we will take you through...