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

Chapter 9: Getting Started with Custom Integrations

When approaching challenges to core business needs, one of the most important aspects of solutioning is understanding both the feasibility and possible paths that an individual can take to reach their desired outcome. Understanding exactly what you are trying to accomplish, and having a general idea of what possible solutions already exist on the market, will inform you as to whether a custom integration is either a possibility or a requirement for your project.

In this chapter, we will cover how to both understand and identify custom integration capabilities within the existing workflows of your organization. We will cover different integration types, particularly data integration, in depth to understand the different architectures that are commonly used by web services in order to provide automated, cohesive functionality to solve business processes. Finally, we'll examine the concept of limits when considering the feasibility...