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

You (your preferences) matter

Two things that are probably the most important thing to be considered when you're planning and building are your preferences and insights. It is so easy to be distracted or lost in the millions of different references, resources, and investigations. You need to keep your head above water and always remember that when push comes to shove, this is something that you and your team will need to build, maintain, and use. So, you need to be considered in the solution to make sure it's optimal for you and your team.

This can be a tough thing, especially for someone who may not have the confidence or outgoing personality to speak up, but you need to speak up for yourself and make sure you are included in the solution. The biggest roadblock to this is the dreaded imposter syndrome.

Imposter syndrome

Imposter syndrome is the state in which someone believes that they do not deserve to be where they are. In this situation, you may feel that those...