Make the most of Salesforce Marketing Cloud through automation and increase your productivity on the platform without adding any extra resources

Key Features

• Increase your knowledge of automation theory and the applications of SFMC
• Explore automation with SFMC and its capabilities beyond general usage
• Understand the automation features and integrations of SFMC to use the platform from outside the user interface (UI) for maximum efficiency

Book Description

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.

What you will learn

• 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

Who this book is for

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.

Table of Contents

1. What is Automation?
2. SFMC Automation Tools
3. SFMC Automation Best Practices
4. Automating Email Sends
5. Automating Your ETL and Data
6. The Magic of Script Activities
7. The Power of In-Step APIs
8. Creating Mini Web Apps
9. Getting Started with Custom Integrations
10. Exploring SFMC as a Piece of the Puzzle
11. Exploring SDKs, APIs, and Specs
12. Webhooks and Microservices
13. Exploring Custom Journey Builder Activities
14. Carpe Omnia

About the Authors

Greg Gifford, also known as Gortonington inside the Salesforce Marketing Cloud community, is a Salesforce MVP, Salesforce Marketing Champion, Trailblazer Community Group Leader, and a subject matter expert on the platform. As founder and managing director of HowToSFMC, Greg has made a large investment in the community and has striven to create a nurturing and learning-focused environment. Greg is also the owner and author of a blog, gortonington, where he posts interesting things he learns about Marketing Cloud or any other helpful tips or advice he can share. Greg is also very active on Salesforce Stack Exchange and is currently the top Marketing Cloud contributor of all time there under his alias, Gortonington. Greg is currently employed at Merkle as the director of SFMC engineering.

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.