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

Testing, testing, and more testing

In past chapters, we've stressed the importance of testing your code, but an equally important consideration is to structure your development processes around the ideas of testing in order to provide stable products that are user experience (UX)-friendly and can handle edge cases.

In our previous example, we conveniently left out the importance of testing in order to illustrate the core functionality of the platform, but it should not be ignored. Before we end this chapter, let's take a look at the TDD process just so we can ensure we're keeping this key component top of mind while we develop our automated solutions.

Creating specific tests

Developers should create specific unit tests to verify the functionality of individual features and pieces of functionality. We must first ensure that the test is valid and compiles before we can successfully execute the test. During initial development, and even outside of it, the unit...