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

Why is this important?

Why is the in-step API important to development in Marketing Cloud? Easy. Because they open up possibilities and capabilities that you would not be able to open up natively in scripting. This includes the following:

  • Automating UI processes
  • Creating, editing, and retrieving data and objects that are unavailable in scripting languages
  • Finding innovative ways of self-integration and communication between business units and Enterprise editions
  • Automating or scripting administrative or auditing tasks
  • Interacting with capabilities and objects that are not normally accessible
  • Interacting with external services for integration and interactive purposes

These are pretty huge benefits, right? Well, just making broad statements is easy – let's dive into the details and show you exactly how each is possible. The first step is to explore some thoughts on interacting with and integrating external services. Then, we will go over...