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

Webhooks versus APIs

So, before we get started comparing these two, let's define what webhooks are and how they can be utilized within an application. Webhooks, also referred to as web callbacks or reverse APIs, are a method that allows an app or service to send real-time data to another application or service when some given event has occurred. Whenever an event is triggered, the webhook registers the event and aggregates all of the data for the request. The request is then sent to a URL, specified in a configuration within the service registering the event, in the form of an HTTP request.

Webhooks allow us to process logic efficiently when an event occurs within the service providing the webhook. The information structure passed from the webhook is decided by the service provider passing the event. Webhooks can also be utilized to connect events and functionality on two disparate services so that some event on one platform triggers another event on a separate platform without...