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

Creating a Marketing Cloud web app

In order to create one of these applications, you will need a pretty strong understanding of development as well as a strong familiarity with Marketing Cloud.

More specifically, to create a web app in Marketing Cloud, you will need the following skills:

  • HTML: To create a framework for your frontend.
  • CSS: To style your HTML to make the user interface a better user experience.
  • JavaScript: To create client-side capabilities and the functionality of your application. You will also likely want to have strong knowledge of jQuery and similar libraries, such as React.js and Node.js.
  • Server-side JavaScript (SSJS): To create and use server-side capabilities and functionality to directly interact with servers. AMPscript can also be used, but it is usually much less effective in these situations.
  • Knowledge of security headers and defensive validators.

As you may have noticed from the preceding list, the skillset includes both...