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)
1
Section 1: Automation Theory and Automations in SFMC
5
Section 2: Optimizing Automation inside of SFMC
11
Section 3: Optimizing the Automation of SFMC from External Sources
17
Section 4: Conclusion

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "PUT sends across an encrypted payload to interact with the target for overwrite update, but if that object does not exist, then PUT may create it instead."

A block of code is set as follows:

<script runat="server">   
Platform.Load("Core","1.1.1")
var url = https://{{et_subdomain}}.rest.marketingcloudapis.com/email/v1/rest
var req = new Script.Util.HttpGet(url);
var resp = req.send();</script>

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

<script runat="server">   
Platform.Load("Core","1.1.1")
var url = https://{{et_subdomain}}.rest.marketingcloudapis.com/email/v1/rest
var req = new Script.Util.HttpGet(url);
var resp = req.send();</script>

Any command-line input or output is written as follows:

<script runat=server>
    Platform.Load("Core","1.1.1");
    var prox = new Script.Util.WSProxy();
    var name = "My Automation";
    var request = prox.retrieve("Automation", ["ProgramID"], {
        Property: "Name",
        SimpleOperator: "equals",
        Value: name
    });
    var objId = request.Results[0].ObjectID;
</script>

Bold: Indicates a new term, an important word, or words that you see onscreen. For instance, words in menus or dialog boxes appear in bold. Here is an example: "To do this, navigate to the User Settings menu and select Developer Settings."

Tips or Important Notes

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