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

Creating high-quality testing

No matter how great you think your solution is based on the self-created test data and reviewing you have done, without high-quality testing data, you can miss giant gaps in your process. Testing and testing data are instrumental to releasing a high-quality and performant solution.

There is no place that testing, especially high-quality testing, is more important than building automation. To confidently set it and forget it, you need to know it is going to work as you expect and that there are no unturned stones.

Unfortunately, there are some things inside of Marketing Cloud that make this a bit more difficult than what you may experience in other platforms. Let's explore a few of those woes next.

Testing woes in Salesforce Marketing Cloud

Inside of Salesforce Marketing Cloud, it is usually much harder to carry out quality assurance (QA) and test your automation or processes due to everything being in a live environment. This can lead...