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

An overview of the required files and structures for Journey Builder

When a contact enters this custom activity at a given juncture in the journey, we're able to access their data programmatically and take some action, as defined by the structure of our application integrating with Marketing Cloud. Let's imagine that we have a complex customer journey that contains several touchpoints within our journey that interacts with customers utilizing email, text, or push communications.

We've got a great direct mail service that we've been using in our ad hoc campaigns, and we'd like to utilize that service to automate our mailers whenever someone has reached a specific point in our journey (say, after a recent purchase). While we could build an automation or scheduled service to do this, these services do not operate in real-time and might not be adequate for reaching our customers as quickly as possible in order to generate conversions.

Here, we could configure...