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

Summary

We've covered a lot in this chapter, but we hope that you feel you have a stronger grasp of how to identify items within your organization that could be good candidates for automation. Also, as we've discussed, sometimes, the hardest part of implementing a solution is to put pen to paper and get started on designing and implementing a solution. To aid in this, we've covered a simple solution that automates some functionality for members of our team using Salesforce and hopefully provides some helpful ideas and inspiration to identify similar aspects in your own workflow that can be enhanced within the Salesforce ecosystem as a whole.

Finally, we've discussed some common architectures that are widespread in their use across the web development ecosystem. While this can seem a bit theoretical at face value, we should now be able to see how these patterns are put into use by defining the meaning of their components and viewing their functionality in relation...