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

You should now be very aware of not only where Salesforce Marketing Cloud came from, but its current capabilities and multiple channel usages. With the multi-channel and cross-channel options, Marketing Cloud has grown into a titan of the market and become one of the most popular and powerful platforms.

Along with general Marketing Cloud knowledge, you should also be well versed in the two existing, baked-in automation tools inside of Salesforce Marketing Cloud. Both Automation Studio and Journey Builder are very powerful in their own right, but each has weaknesses, specializations, and considerations. These can make a huge difference in your path forward in your automation adventure.

You can now better determine which tool fits better where, and all the caveats and considerations you need to take into account when implementing them. It is always better to utilize both where possible – rather than doing an or comparison, it should be an and consideration.

In...