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

The paradox of choice – finding the right tools

We've outlined common integration methodologies, their advantages, and disadvantages, and you've got your architecture all buttoned up and ready for execution. So, what now? One of the most challenging scenarios for an intrepid developer or a team that is looking to augment or create a custom solution is to select the right tools that will increase the efficiency of the team and lead to a more stable product as the end result.

The first component is to identify the infrastructure that will necessarily power the great functionality you've envisioned for your use case. Choosing the right data warehouse, ETL tooling, server, and many other aspects of the critical components that will serve your application logic is, of course, key and will greatly depend on a number of factors, from the overall budget of your organization to the capabilities that you are looking to implement. In addition to our infrastructure concerns...