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

SQL Query activities

Now, you may well be thinking, "Hey, SQL is not ETL, it's a query language … that is structured." Well, you would be 100% correct and would also have awkwardly explained what the acronym SQL stands for (Structured Query Language). However, it seems odd to start things off after all the ETL talk with something that is not really directly ETL, right? Maybe a little, but we promise that there is a method to our madness here.

With the background you have in basic ETL, we can now jump right into the possibilities and power of SQL Query activities, which are, in our opinion, the most powerful and capable data manipulation option in all of Marketing Cloud. It can be a love/hate relationship, but there is no denying the power these activities bring to you as the end user.

So, why do we want to jump in right away? Why not structure it with all the ETL topics first and then end on SQL? Well, in all honesty, it's because we are excited and...