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

What are APIs?

So, without going into the heavy technical aspects, APIs are a way for applications to exchange data and functionality. A good example is a telephone call. Let's imagine that we have Joe and Judith who are best friends and looking to get together to hang out later today. Now, neither one of them has talked yet to see whether the other is available to play, so the first thing they need to do is get in contact with each other.

For them to communicate and make a plan, they need to talk. To do that, Joe calls Judith on her phone. Judith then picks up the phone, recognizing it is Joe, and says hi and waits to hear Joe respond on the other end. After they say their salutations, they work to catch up on how each of them has been doing since the last time they talked. Then, they get to the crux of the call: Joe brings up when Judith will be available to hang out with him at his place. Judith says she is free to come over in 30 minutes. From there, they both say goodbye...