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

Understanding APIs

Previously in this book, we noted that there are some key protocols and specifications for APIs that define how systems can interact with one another, as well as in what format or structure the requests between them need to be configured.

In this section, we'll expand on those protocols and add some alternatives to those two approaches that have been common in the past or are currently growing in popularity. We'll also dig into SDKs to understand what they are, how they differ from APIs, and what sort of advantages and disadvantages may come from using them in your project. To begin, let's take a look at the different types of APIs to gain a more general understanding of how they operate.

Open APIs... what does that mean?

Very similar to its name, open APIs are generally available to all. They are also known by names such as external or public, which means they have much more relaxed security measures. This allows developers and external...