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

Best practice is not always best

We have a ton of background and strong knowledge in the dos and don'ts of Marketing Cloud automation. Great! Progress! But now, we want you to put all that to the side so that we can make this very important note around all that information.

These best practices are not the be-all solutions for every automation process. Sometimes, you need to toss out best and use your solution. You will find that what works for 9 out of 10 people is not the best solution for your needs. There are a ton of things that go into a solution and due to all these variables, best practices cannot account for them all.

Think of best practice solutions to be more of guidelines or boilerplates for you to use. From these, you can get a head start on building your solution and then just adjust, add, and subtract as necessary to meld it to fit your unique situation. To that extent, we want to recommend the following things you should keep in mind whenever you build from...