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 10: Exploring SFMC as a Piece of the Puzzle

In the last chapter, we covered some key concepts and important considerations when approaching both custom integrations and out-of-the-box solutions, as well as hybrid approaches. But how can we build on this knowledge in order to start tackling more specific use-cases that we might encounter within a Salesforce Marketing Cloud (SFMC) context? Understanding the differences between things such as point-to-point and hub-and-spoke integrations gives us insights that we can use during our implementation and solutioning phase. It isn't applicable if we can't find real-world applications for the solutions to begin with.

So, how can take the leap from a generalized concept to a useful solution? Unfortunately, again, this will rely on many factors that will be specific to your capabilities and business processes. That being said, we can lay out some helpful rules of the road to find real opportunities for efficiency and automation...