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

Exploring configuration and activity UI

Before we do a deep dive into our application and see how we will configure each item to create our custom activity, first, let's take an overview of the overall code structure and call out the key files that we will be reviewing as the key components for creating our custom activity.

Note that this doesn't mean there is no other utility to the other files in our code base, but rather the ones we will highlight will affect the overall configuration and unique implementation of our application. So, let's take a look at the overall project structure.

Figure 13.8 – The custom activity project structure

As you can see, we have quite a lot of files in this directory that all serve a specific function. Let's highlight the important ones that we'll be reviewing within our demonstration and describe what each does at a high level:

  • config.json: This file houses the metadata of our application...