Automating Salesforce Marketing Cloud

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 DescriptionSalesforce 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.

Salesforce Marketing Cloud: Take your digital marketing on a journey! Everything seems to be moving to the cloud these days—and digital marketing is no exception! Salesforce Marketing Cloud For Dummies guides you through the use of Salesforce's exciting suite of cloud-based digital marketing solutions, which have the power to help you plan, personalize, and optimize your customers' journey. Written by a leader of the Salesforce training and development team, Salesforce Marketing Cloud users will find essential information on using the suite of tools and tips and tricks that only an insider would be able to share. With easy-to-follow instructions, this guide helps you discover how to incorporate your data sets into the tools to create models, campaigns, and customer maps that enable you to create a positive experience for your customers. As Salesforce.com's multi-channel digital marketing platform, the Salesforce Marketing Cloud focuses on helping you manage one-on-one customer journeys. Leveraging a variety of features, this suite of tools offers email marketing, mobile marketing, social media marketing, content and messaging, predictive intelligence, and more. Your ability to navigate these features and functions will determine your digital marketing campaign's success, so it's critical that you make the most of this tool! Navigate and manage the Salesforce Marketing Cloud Define and understand your customers' journeys—and how you fit into them Engage your customers across devices, ensuring consistent communication Use predictive data to optimize engagement Salesforce Marketing Cloud For Dummies helps you make the most of your investment in the digital marketing world!

This book introduces concepts to integrate with marketing cloud using API and build custom components in a platform agnostic way, including the following aspects: Marketing Cloud Package Custom Journey Builder Activity API Integration (Server to Server & Web App) Custom Marketing Cloud App Server Side JavaScript These concepts will be applicable to any programming language and platform. After introducing the concepts, we will implement these concepts using APEX programming language within Salesforce sale cloud. Tips, patterns and special considerations will be introduced when using APEX in sales cloud to implement these concepts, for example: how to serve custom activity configuration file; how to expose less REST service and write less APEX class and at the same time achieve right level of encapsulation; how to decode JWT passing from marketing cloud Journey Builder; how to build user interface and allow marketing cloud users without sales cloud account to access; how to display visualforce page inside marketing cloud iframes how to set up the right architecture.

Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.

Learn Salesforce Marketing Cloud Salesforce Marketing Cloud is a cloud-based digital marketing platform that enables organizations to create, manage, and execute personalized marketing campaigns across multiple channels, such as email, mobile, social media, and advertising. It helps businesses build stronger customer relationships, increase engagement, and drive revenue growth. Marketing Cloud is a comprehensive platform that includes a range of powerful tools and features for marketing automation, data management, content creation, and analytics. The book covers the following topics: 1. Introduction to Salesforce Marketing Cloud 1.1 Overview of Salesforce Marketing Cloud 1.2 Benefits of using Marketing Cloud 1.3 Key features and functionalities of Marketing Cloud 1.4 Differences between Marketing Cloud and other Salesforce clouds 2. Setting Up Your Marketing Cloud Account 2.1 Creating a Salesforce Marketing Cloud account 2.2 Navigating the Marketing Cloud interface 2.3 Customizing your Marketing Cloud dashboard 2.4 Setting up your Marketing Cloud profile 3. Managing Your Marketing Data 3.1 Creating and managing data extensions 3.2 Importing and exporting data 3.3 Creating and managing data filters 3.4 Segmenting your audience 4. Creating and Managing Marketing Campaigns 4.1 Overview of Marketing Campaigns 4.2 Creating and managing email campaigns 4.3 Creating and managing mobile campaigns 4.4 Creating and managing social media campaigns 5. Automating Marketing Campaigns with Journeys 5.1 Understanding Journeys 5.2 Building and customizing Journeys 5.3 Analyzing Journeys and measuring success 5.4 Best practices for creating successful Journeys 6. Personalization and Targeting 6.1 Overview of personalization and targeting 6.2 Creating and managing customer personas 6.3 Using predictive analytics for personalized marketing 6.4 Best practices for effective targeting 7. Reporting and Analytics 7.1 Overview of Marketing Cloud reporting and analytics 7.2 Creating and customizing reports and dashboards 7.3 Analyzing campaign performance 7.4 Best practices for effective reporting and analytics 8. Integrations with Other Salesforce Products 8.1 Integrating with Sales Cloud 8.2 Integrating with Service Cloud 8.3 Integrating with Community Cloud 8.4 Integrating with other third-party apps 9. Mobile Marketing with Marketing Cloud 9.1 Overview of Marketing Cloud Mobile 9.2 Customizing mobile campaigns 9.3 Managing mobile push notifications 9.4 Best practices for effective mobile marketing 10. Best Practices for Marketing Cloud 10.1 Maximizing user adoption 10.2 Strategies for successful implementation 10.3 Common pitfalls to avoid 10.4 Tips for optimizing Marketing Cloud usage 11. Salesforce Marketing Cloud Certification and Career Opportunities 11.1 Overview of Marketing Cloud certification programs 11.2 Tips for preparing for certification exams 11.3 Career opportunities in Marketing Cloud 11.4 Emerging trends and future predictions for Marketing Cloud

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

The time has come when you can connect with your digital customers one-to-one, doesn’t matter wherever he or she is. No more guesswork, no more uncertainty and no more technological stress. With more than 47% companies already implementing some type of business automation, it has now become important that you develop an understanding of how business automation is transforming the world and getting them closer to their customers. Marketing Automation is a sub-set of business automation and has already penetrated deep into business systems. But a lot of entrepreneurs and businesses are getting it wrong. This book also has a marketing automation framework that will help you with: • Getting started with a Marketing Automation process for your business. • Choosing the best tool that is suitable for your business without wasting your time and money. • Learning the factors to consider before implementing Marketing Automation. • Understanding the overall structure of how the Marketing Automation providers are adopting the marketing technology stack to get higher ROI. • If you are seeking a career, finding the right path to take towards building a successful career. This book is based on years of practical experience and is filled with insights to create a system that works by simplifying the technology for you.

Salesforce Marketing Cloud: Take your digital marketing on a journey! Everything seems to be moving to the cloud these days—and digital marketing is no exception! Salesforce Marketing Cloud For Dummies guides you through the use of Salesforce's exciting suite of cloud-based digital marketing solutions, which have the power to help you plan, personalize, and optimize your customers' journey. Written by a leader of the Salesforce training and development team, Salesforce Marketing Cloud users will find essential information on using the suite of tools and tips and tricks that only an insider would be able to share. With easy-to-follow instructions, this guide helps you discover how to incorporate your data sets into the tools to create models, campaigns, and customer maps that enable you to create a positive experience for your customers. As Salesforce.com's multi-channel digital marketing platform, the Salesforce Marketing Cloud focuses on helping you manage one-on-one customer journeys. Leveraging a variety of features, this suite of tools offers email marketing, mobile marketing, social media marketing, content and messaging, predictive intelligence, and more. Your ability to navigate these features and functions will determine your digital marketing campaign's success, so it's critical that you make the most of this tool! Navigate and manage the Salesforce Marketing Cloud Define and understand your customers' journeys—and how you fit into them Engage your customers across devices, ensuring consistent communication Use predictive data to optimize engagement Salesforce Marketing Cloud For Dummies helps you make the most of your investment in the digital marketing world!