Automating Salesforce Marketing Cloud: Reap all the benefits of the SFMC platform and increase your productivity with the help of real-world examples
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Author
Publication
Packt Publishing
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.
Review
"Each page of this book will help you get there, one actionable step at a time. This book is full of tangible examples, innovative ideas, snippets of code, and practical tips to build your automation muscles. You can see the level of research coming through in the content. So powerful, so refined, so right on point, and so needed. This book does not rush through the concept. It is about forming and understanding at a much deeper level the power of automation what automation is, and how to approach it programmatically. Whether you are new to Salesforce Marketing Cloud or are an experienced practitioner, you will come away with fresh insights and effective guidance to help bring you right back on track, with added confidence."
--Guilda Hilaire, Director - Product Marketing, Salesforce, Inc.
About the Author
Jason Hanshaw is a Salesforce Marketing Cloud engineer with extensive experience in building solutions for the platform. A former web developer, he brings a background in web application development to Marketing Cloud in order to build innovative solutions that extend capabilities and meet complex needs. He is the author of the blog InvokeCreate where he shares project-based examples for getting the most out of the platform. Jason is an avid contributor on Stack Exchange and within digital marketing communities, and is always seeking to grow his knowledge and share his own with others.
- Understand automation to make the most of the SFMC platform
- Optimize ETL activities, data import integrations, data segmentations, email sends, and more
- Explore different ways to use scripting and API calls to increase Automation Studio efficiency
- Identify opportunities for automation with custom integrations and third-party solutions
- Optimize usage of SFMC by building on the core concepts of custom integrations and third-party tools
- Maximize utilization of employee skills and capabilities and reduce operational costs while increasing output
This book is for Salesforce Marketing Cloud users who want to know how to make their day to day lives more efficient and get the most out of the tool by working smarter, not harder. A solid understanding of SFMC and basic knowledge of what automation is will help you get the most out of this book.
- What is Automation?
- SFMC Automation Tools
- SFMC Automation Best Practices
- Automating Email Sends
- Automating Your ETL and Data
- The Magic of Script Activities
- The Power of In-Step APIs
- Creating Mini Web Apps
- Getting Started with Custom Integrations
- Exploring SFMC as a Piece of the Puzzle
- Exploring SDKs, APIs, and Specs
- Webhooks and Microservices
- Exploring Custom Journey Builder Activities
- Carpe Omnia
