Automating Salesforce Marketing Cloud
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Automating Salesforce Marketing Cloud
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Author : Greg Gifford
language : en
Publisher: Packt Publishing Ltd
Release Date : 2022-04-18
Automating Salesforce Marketing Cloud written by Greg Gifford and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-04-18 with Computers categories.
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 For Dummies
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Author : Chester Bullock
language : en
Publisher: John Wiley & Sons
Release Date : 2017-10-30
Salesforce Marketing Cloud For Dummies written by Chester Bullock and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-10-30 with Business & Economics categories.
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!
Programming Salesforce Marketing Cloud
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Author : ZHONGCHEN ZHOU
language : en
Publisher: ZHONGCHEN ZHOU
Release Date : 2019-04-03
Programming Salesforce Marketing Cloud written by ZHONGCHEN ZHOU and has been published by ZHONGCHEN ZHOU this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-04-03 with Computers categories.
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.
The Automationist
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Author : Chandan Kamal Sharma
language : en
Publisher: Notion Press
Release Date : 2021-08-02
The Automationist written by Chandan Kamal Sharma and has been published by Notion Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-08-02 with Business & Economics categories.
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 For Beginners
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Author : Sharif Shaalan
language : en
Publisher: Packt Publishing Ltd
Release Date : 2022-10-31
Salesforce For Beginners written by Sharif Shaalan and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-10-31 with Computers categories.
Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective. Purchase of the print or Kindle book includes a free eBook in the PDF format. Key Features Automate business processes with Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform Discover key data integrity and security concepts with new, specially dedicated chapters Take your first steps in basic testing and debugging as a Salesforce professional Book Description The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world's leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You'll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes. What you will learn Explore business development with leads, accounts and contacts in Salesforce Find out how stages and sales processes help you manage your opportunity pipeline Achieve marketing goals using Salesforce campaigns Perform business analysis using reports and dashboards Practice automating business processes with Salesforce Flow Gain a high-level overview of the items in the administration section Grasp the different aspects needed to build an effective Salesforce security model Who this book is for If you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book
Salesforce For Beginners
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Author : Sharif Shaalan
language : en
Publisher: Packt Publishing Ltd
Release Date : 2020-05-29
Salesforce For Beginners written by Sharif Shaalan and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-05-29 with Computers categories.
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
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Author : Innoware Pjp
language : en
Publisher: Independently Published
Release Date : 2023-03-07
Learn Salesforce Marketing Cloud written by Innoware Pjp and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-03-07 with categories.
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
Salesforce Marketing Cloud A Complete Guide 2020 Edition
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Author : Gerardus Blokdyk
language : en
Publisher: 5starcooks
Release Date : 2019-09-06
Salesforce Marketing Cloud A Complete Guide 2020 Edition written by Gerardus Blokdyk and has been published by 5starcooks this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-09-06 with Business & Economics categories.
Where are the data center and storage facilities? How does the new insight help in sales management? Where will your data be stored? Can print and mail be part of the marketing automation process? How will they accommodate your growth or expansion plans? This instant Salesforce Marketing Cloud self-assessment will make you the reliable Salesforce Marketing Cloud domain assessor by revealing just what you need to know to be fluent and ready for any Salesforce Marketing Cloud challenge. How do I reduce the effort in the Salesforce Marketing Cloud work to be done to get problems solved? How can I ensure that plans of action include every Salesforce Marketing Cloud task and that every Salesforce Marketing Cloud outcome is in place? How will I save time investigating strategic and tactical options and ensuring Salesforce Marketing Cloud costs are low? How can I deliver tailored Salesforce Marketing Cloud advice instantly with structured going-forward plans? There's no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Salesforce Marketing Cloud essentials are covered, from every angle: the Salesforce Marketing Cloud self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Salesforce Marketing Cloud outcomes are achieved. Contains extensive criteria grounded in past and current successful projects and activities by experienced Salesforce Marketing Cloud practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Salesforce Marketing Cloud are maximized with professional results. Your purchase includes access details to the Salesforce Marketing Cloud self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria: - The latest quick edition of the book in PDF - The latest complete edition of the book in PDF, which criteria correspond to the criteria in... - The Self-Assessment Excel Dashboard - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation - In-depth and specific Salesforce Marketing Cloud Checklists - Project management checklists and templates to assist with implementation INCLUDES LIFETIME SELF ASSESSMENT UPDATES Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
Business Process Automation With Salesforce Flows
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Author : Srini Munagavalasa
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-12-15
Business Process Automation With Salesforce Flows written by Srini Munagavalasa and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-12-15 with Computers categories.
Create seamless and structured workflows that can streamline complicated business processes with this comprehensive BPA book Key Features Explore business processes for automation to add value for your business users Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionThe low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You’ll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you’ll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you’ll be proficient in seamlessly automating your business processes without any hassle.What you will learn Gain insights into gathering business requirements and identifying automation needs Identify opportunities for improving business process flows Translate critical steps in the business process flow and automate them using Flow Builder Identify different types of Salesforce Flows tailored to various scenarios Optimize and troubleshoot Salesforce Flows for increased efficiency Discover ways to implement complex business process automation through flow orchestration Who this book is for This book is for system administrators, technical team members, and business analysts with a solid understanding of the Salesforce CRM software who want to effectively automate business processes using Salesforce Flows. Administrative-level Salesforce experience, along with some technical experience working with automation tools like Workflow, Process Builder, and Flows, will facilitate a better comprehension of the concepts covered in this book.
Salesforce Marketing Cloud For Dummies
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Author : Chester Bullock
language : en
Publisher: John Wiley & Sons
Release Date : 2017-10-13
Salesforce Marketing Cloud For Dummies written by Chester Bullock and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-10-13 with Business & Economics categories.
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!