Automating Salesforce Marketing Cloud

  automating salesforce marketing cloud: Automating Salesforce Marketing Cloud Greg Gifford, Jason Hanshaw, 2022-04-18 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.
  automating salesforce marketing cloud: Salesforce Marketing Cloud For Dummies Chester Bullock, Mark Pollard, 2017-10-30 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!
  automating salesforce marketing cloud: Mastering Salesforce CRM Administration Rakesh Gupta, 2017-03-27 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.
  automating salesforce marketing cloud: Salesforce for Beginners Sharif Shaalan, 2020-05-29 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.
  automating salesforce marketing cloud: Marketing Automation For Dummies Mathew Sweezey, 2014-04-14 Multiply the effectiveness of your campaigns with marketing automation Marketing automation technology has been shown to dramatically increase lead conversions and average deal sizes as well as improving forecasting and customer segmentation. A subset of CRM, it focuses on defining, scheduling, segmenting, and tracking marketing campaigns. This friendly book demystifies marketing automation in straightforward terms, helping you leverage the tools and handle the processes that will enable a seamless integration with your CRM program. Learn to establish a buyer profile, assess your needs, select tools, create a lead scoring model, and much more. Marketing automation is a next-generation, CRM-related tool for increasing lead conversions and improving forecasting and customer segmentation This book provides an easy-to-understand introduction to the tools and technology, helping you evaluate your current processes, choose the appropriate tools, and follow best practices in making the most of them Written by Mathew Sweezey, Marketing Automation Evangelist at Pardot (ExactTarget), a leading provider of marketing automation solutions Covers working with the marketing lifecycle, evaluating your assets, integrating marketing automation with CRM and with other processes, nurturing your leads, and using marketing automation to reach buyers via e-mail, social media, and more Marketing Automation For Dummies is the ideal guide to get you up and running with marketing automation, putting your business on the cutting edge and enhancing your competitiveness.
  automating salesforce marketing cloud: Salesforce Platform App Builder Certification Rakesh Gupta, 2019-12-16 New or intermediate developers will want to use this hands-on guide to prepare for the Salesforce Certified Platform App Builder credential, awarded for designing, building, and implementing applications using the declarative customization capabilities of the Salesforce Platform. This is the first book available covering this content, and Salesforce training is very costly. This book is filled with real-world examples and hands-on exercises, enabling you to prepare for the certification exam in a short span of time. Multiple-choice study questions and exercises are included to help you apply what you learn in each chapter. Author Rakesh Gupta explains Salesforce Platform fundamentals, including knowledge about the limitations of the declarative platform and when to use programmatic development versus the AppExchange. Data management and data analytics are covered. And you will learn how to set up organization-wide features that affect the look and feel of your application. Sandbox design patterns and process automation tools available in Salesforce are discussed and you will know when to use them. You will become familiar with a wide array of topics, including designing a mobile app and reporting in Salesforce. What You Will Learn Know when to use declarative development versus programmatic development versus the AppExchange Understand the Salesforce data model, field type (when to use which fields), and how and when to use an external object in Salesforce Be familiar with security and settings in Salesforce See how easily users can migrate to the Lightning experience from the classic platform Implement business process automation using declarative features Apply the automation process in Salesforce Utilize Process Builder and manage its power to automate business processes Use sandboxes and deployment tools Who This Book Is For New or intermediate Salesforce developers or anyone in the Salesforce development arena who wants to learn or explore the platform
  automating salesforce marketing cloud: The AMPscript Guide Adam Spriggs, Eliot Harper, 2019-08-02 AMPscript is a scripting language for Salesforce Marketing Cloud. You can use it to create highly sophisticated, personalized content through an extensive set of functions.The language follows a simple syntax and semantics. With an understanding of the fundamentals, you can quickly gain proficiency in AMPscript - no prior experience in scripting languages is needed.This book extends the existing Salesforce documentation to provide an authoritative reference manual on AMPscript. Whether you are inexperienced in writing scripts or are already highly proficient in AMPscript, this book will enable you to enjoy rapid development through clear explanations and extensive documentation on all AMPscript functions, including real-world supporting code samples for you to reuse.
  automating salesforce marketing cloud: Learning Salesforce Visual Workflow and Process Builder Rakesh Gupta, 2017-05-18 Click your way to automating various business processes using Salesforce Visual Workflow About This Book Develop an application using Point and Click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. Who This Book Is For This book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required What You Will Learn Develop an application using point and click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. In Detail Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows. Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage. The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience. By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage. Style and approach Step by step approch to use Process Builder to solve complex business requirements with the help of Flow
  automating salesforce marketing cloud: Salesforce For Dummies Liz Kao, Jon Paz, 2019-12-12 Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.
  automating salesforce marketing cloud: Learning Salesforce Visual Workflow Rakesh Gupta, 2015-04-29 Learning Salesforce Visual Workflow is intended for those who want to use Flows to automate their business requirements by click not code. Salesforce maintains an incredibly user-friendly interface; no previous experience in computer coding or programming is required.
  automating salesforce marketing cloud: Architecting AI Solutions on Salesforce Lars Malmqvist, 2021-11-12 Use Salesforce's out-of-the-box and advanced integration-based AI capabilities to architect modern enterprise solutions on sales, service, marketing, and commerce clouds to drive digital innovation for your clients Key Features: Get up to speed with Salesforce's AI features and capabilities to meet ever-evolving client needs Get expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutions Integrate third-party AI services into applications that modernize your solutions Book Description: The ever-increasing need for designing state-of-the-art solutions using AI features requires a sound understanding of a vast array of AI capabilities that help you to architect modern solutions. Salesforce Einstein is a set of services that allows seamless implementation of advanced artificial intelligence (AI) features while retaining the ability to cater to custom requirements for the business. This book will help you understand the business and technical benefits of building AI solutions and components available in Salesforce. As you work through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This Salesforce book concludes by taking you through key architectural decisions and trade-offs that may impact the design choices you make. By the end of this book, you'll be able to architect Salesforce AI solutions to meet various customer requirements confidently. What You Will Learn: Explore the AI components available in Salesforce and the architectural model for Salesforce Einstein Extend the out-of-the-box features using Einstein Services on major Salesforce clouds Use Einstein declarative features to create your custom solutions with the right approach Architect AI solutions on marketing, commerce, and industry clouds Use Salesforce Einstein Platform Services APIs to create custom AI solutions Integrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into Salesforce Who this book is for: This book is for existing and aspiring technical and functional architects, technical decision-makers working on the Salesforce ecosystem, and those responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.
  automating salesforce marketing cloud: Programming Salesforce Marketing Cloud ZHONGCHEN ZHOU, 2019-04-03 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.
  automating salesforce marketing cloud: Marketing Automation with Mailchimp Margarita J. Caraballo, 2023-05-26 Set up your first channel and effectively expand your outreach and customer base with Mailchimp to deliver scalable business outcomes Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn audience management strategies to make informed decisions for your marketing channels Employ practical use cases for your custom business needs to implement basic and pro Mailchimp features Customize Mailchimp using powerful integrations to deliver top-notch user experience Book DescriptionAre you looking for an all-in-one comprehensive guide to implementing Mailchimp channels and automation for your business? Then Marketing Automation with Mailchimp can be your go-to guide. You’ll start by learning common terms used in the Mailchimp environment, as well as about account setup and audience management for businesses. After that, you’ll find out how to set up channels, where you’ll actively interact with your contacts and begin to add new ones. Additionally, you’ll gain an understanding of how to set up a consistent marketing presence in the form of emails and websites and the benefits of determining a brand identity. You’ll also explore advanced Mailchimp features to optimize platform utilization using analytics, reporting, A/B and multivariate testing, the customer journey builder, and the Mailchimp e-commerce store. Toward the end, you’ll discover some important shopping, payment, and CRM integrations that can be connected to your Mailchimp platform for custom business needs. With this book, you’ll gain insights into real-world use cases to implement a marketing strategy to extend your existing work. By the end of this book, you’ll be well-equipped to implement Mailchimp marketing automation seamlessly into your business to grow your customer base and revenue.What you will learn Understand specific account-level settings, their purpose, and account management Explore strategies and tools for managing inactive contacts for target marketing Integrate Mailchimp for easy customization with a low-code options for customization Establish a strong marketing presence with email and websites and leverage it for e-commerce and services Discover advanced reporting and analytics by turning audience information into relevant growth metrics Automate your marketing workflows using the Mailchimp customer journey builder Who this book is for This book is for marketing professionals or small-to-midsize business entrepreneurs looking to start a marketing journey through powerful marketing automation. To get the best from this book, you must be familiar with using web apps and have an understanding of content design. This book will help anyone who is looking to start a marketing career and wants to take hands-on ownership of building marketing and outreach strategies for the business.
  automating salesforce marketing cloud: Mastering Salesforce Experience Cloud Lillie Beiting, Rachel Rogers, 2024-10-04 Your guide to unlocking business potential and technical mastery with essential to advanced strategies for launching and maintaining top-tier Experience Cloud sites effortlessly Key Features Empower your team and your organization to lead and maintain an Experience Cloud transformation Master out-of-the-box Experience Cloud features, custom development options, and development best practices Curate a consumer-friendly Experience Cloud site that maximizes value for your company, while keeping maintenance costs low Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionEmpowering your target audience to interact effortlessly with you and your product offerings is a critical aspect of business in the modern era. Users expect easy, professional digital experiences when engaging with organizations. However, creating engagement applications from scratch is challenging, and connecting user behavior with your organization’s data is even more complex. Enter Salesforce Experience Cloud sites, website portals built on the Salesforce data model that seamlessly connects your user data to your user experience. Mastering Salesforce Experience Cloud focuses on the human-centric nature of this product, beginning with a comprehensive guide on designing for your organization’s desired users and ensuring success for both internal teams and end users. After exploring the real-world applications of Experience Cloud and reviewing license models, this book provides a beginning-to-end guide to mastering the technical backend of this product, covering both out-of-the-box settings and customization techniques. By the end of this book, you’ll have gained a deep understanding of the Experience Cloud data model and customization options to create engaging, user-centric digital experiences that deliver value to your organization and stakeholders. What you will learn Define your audience and identify your overall strategy for an Experience Cloud site Understand the technical and operational strategy needed to support your site Work with the Experience Cloud data model and standard template features Determine when to use Visualforce, Aura, LWC, or LWR while exploring custom development options Get to grips with the how Salesforce Flow and Triggers work Leverage marketing automation, knowledge base, and communication in the site Find out about site launch tactics, user creation, site moderation, and ongoing reporting Who this book is for If you want to understand the intricacies of Salesforce Experience Cloud, transform your client experience, enhance your enterprise architecture, and create a scalable, world class-customer web experience that smoothly integrates with an existing Salesforce instance, this book is for you. Business leaders, IT leaders, Salesforce developers, Salesforce admins, and web teams tasked with delivering and maintaining an excellent, integrated Experience Cloud portal will benefit from this book. Ideal for readers with Salesforce experience in any cloud or a basic grasp of Service Cloud features.
  automating salesforce marketing cloud: Automate It with Zapier Kelly Goss, Cody Jones, 2021-08-25 Build easy and accessible solutions for automating mundane processes in marketing, sales, operations, and finance to enable teams to focus on core tasks Key FeaturesLearn Zapier and find solutions to specific problems with this comprehensive yet concise guideExplore various scenarios describing specific business problems and how they can be solved with ZapierDiscover expert tips and practical examples to harness the full potential of ZapierBook Description Zapier is an emerging no-code workflow automation technology that enables organizations to connect their cloud-based and web applications and automate data transfer between them. Zapier's built-in features and flexibility allow users to integrate thousands of business applications and create simple to complex automation to reduce time spent on repetitive tasks, thereby increasing productivity. This book is a must-have for business owners, their employees, and independent freelancers and contractors looking to use Zapier for business process automation. The book takes a hands-on approach to implementation and associated problem-solving methodologies that will have you up-and-running and productive in no time while leveling up your automation skills. You'll discover how to plan your automation building for optimal results, what are the native features available in Zapier, and the applications that connect with it, as well as how to optimally configure your workflows to automate your processes in as few steps as possible. Finally, you'll find out how to create advanced workflow automation from scratch and learn how to troubleshoot issues. By the end of this Zapier book, you'll be able to build your own advanced workflow automation using Zapier, addressing the key pain points encountered in businesses with manual and repetitive tasks. What you will learnThink creatively to plan your business workflows to overcome specific business problemsGet to grips with the native features and built-in applications available in ZapierExplore different types of third-party business applications that integrate with ZapierConfigure your workflows optimally to automate business processes and minimize task usageUse Zapier's library of pre-built workflows and create advanced workflows from scratchDiscover the extensive functionality and practical uses of Zapier's built-in appsWho this book is for This book is for solutions architects, process consultants, business analysts, virtual assistants, digital marketers, CRM consultants, online business managers, technical consultants, bookkeepers, and accountants who want to deploy effective automation techniques in Zapier. This book will help micro, small, or medium-sized businesses to increase their productivity using workflow automation with Zapier, as well as freelancers and contractors providing digital process improvement, systemizing, and automation services. No prior experience with business process automation or Zapier is required.
  automating salesforce marketing cloud: Keap Cookbook Michelle Bell, 2024-06-28 The ultimate guide to maximizing efficiency and driving success with advanced features to create an automated business with Keap Pro Key Features Streamline customer relationship management and enhance customer interactions, from organizing contacts to tracking sales Implement proven strategies for automating marketing campaigns Drive productivity and business growth through task automation, streamlined processes, and enhanced team collaboration Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSay goodbye to feeling overwhelmed by Keap Pro/Max! This guide is your ultimate companion, taking you from the initial setup to daily usage and routine maintenance, showing you how to leverage the system’s features for business success. We start by building a solid foundation for Keap Pro/Max, guiding you through the setup and helping you navigate the features with ease. As you progress, you'll uncover advanced strategies and tricks that will elevate your business. Imagine managing your customer relationships effortlessly, delighting them at every step. Learn how to organize your contacts, track sales, and enhance the customer experience. Say goodbye to manual tasks and hello to efficiency by automating your marketing campaigns. You'll target your audience with precision and create personalized customer journeys. Need to generate leads? This book reveals proven techniques to attract, capture, and nurture leads effectively. You'll master campaign management, ensuring every step is seamlessly executed for maximum conversions. By the end of this book, you’ll be a Keap Pro/Max wiz, ready to dominate your niche and scale your business using the power of automation to supercharge your marketing efforts and achieve workflow mastery.What you will learn Set up and configure branding, profiles, tagging, products, and payment processing Create amazing customer experiences by automating tasks, messaging, and data collection Master techniques to use Keap for automating internal administrative functions Make better business and product development decisions by mastering reporting functionality Save time and track user productivity Keep leads moving through your pipeline to improve conversion rates Streamline accounting and loss recovery with automation Who this book is for This book is a valuable resource for entrepreneurs, small business owners, and marketing professionals who are eager to streamline their operations. Whether you're just starting out or have some experience with business automation software, this guide is designed to cater to individuals at various skill levels. It provides beginners with a solid foundation by covering the basics of Keap Pro setup and navigation. For more experienced users, it offers advanced strategies and tricks to optimize CRM.
  automating salesforce marketing cloud: Salesforce for Beginners Sharif Shaalan, Timothy Royer, 2022-10-31 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
  automating salesforce marketing cloud: Salesforce B2C Solution Architect's Handbook Mike King, Melissa Murphy, 2024-05-31 Design solutions across the Salesforce Customer 360 ecosystem with this definitive guide for Salesforce B2C solution architects, covering B2C Commerce, Service Cloud, Data Cloud, and Marketing Cloud Key Features Create a frictionless customer experience and a unified view of all touchpoints Avoid expensive rework by getting your architecture right the first time Use real-world scenarios and best practices to prepare for the B2C Solution Architect certification exam Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionIn today’s competitive landscape, the ability to create a unified view of the customer and turn data into actionable insights is a game-changer for businesses. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. The book will guide you through the tools, techniques, and scenarios needed to confidently tackle the B2C Solution Architect exam. You’ll start by building a robust understanding of each component within the Customer 360 ecosystem, diving into their capabilities, data models, and governance structures. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. By the end of this journey, you’ll not only be prepared to ace the exam but also to excel as a Salesforce B2C Solution Architect, ready to shape the future of customer engagement. What you will learn Explore key Customer 360 products and their integration options Choose the best integration architecture to unify data and experiences Plan for requirements, design choices, and implementation sequences Architect a single view of the customer to support service, marketing, and commerce Integrate Customer 360 solutions into a single-source-of-truth solution Orchestrate data and user flows to support functionality from multiple components Understand the capabilities and design considerations for Data Cloud Prepare for the B2C Solution Architect exam Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It's primarily written for Salesforce technical architects, application/functional architects, integration architects, enterprise architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you should understand the fundamentals of data integration, APIs, and connected systems in general, along with knowledge of the basics of business-to-consumer (B2C) customer experiences.
  automating salesforce marketing cloud: Salesforce Platform App Builder Certification Handbook Siddhesh Kabe, 2016-04-26 A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand format About This Book Get to grips with the fundamentals of Force.com to pass the certification exam with flying colors Create Force.com applications, automate business processes, and manage data operations to be a successful Salesforce.com Certified Force.com app builder A step-by-step guide that covers the most essential topics for the Platform App Builder Certification in an easy-to-understand format Who This Book Is For Salesforce beginners who need to prepare for the Salesforce Platform App Builder Certification exam will benefit from this book. This book is ideal for developers and admins who are new to Salesforce CRM and the Force.com platform. It is recommended that users have some basic programming knowledge and are familiar with salesforce. By the end of the book, you will be ready to appear for the exam and develop various applications on the cloud platform. What You Will Learn Learn the basics of the force.com cloud platform Learn to build objects that align with your business Understand the process of building an application on force.com platform Kick-start your certification journey in basic- easy-to-follow guide Focus on important topics that help you accomplish your certification goals Learn to secure your application with the Salesforce security model Manipulate and process large amount of data using the data tools Prepare for the exam with sample mock questions In Detail The Salesforce Certified Platform App Builder exam is for individuals who want to demonstrate their skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of Force.com. This book will build a strong foundation in Force.com to prepare you for the platform app builder certification exam. It will guide you through designing the interface while introducing the Lightning Process Builder. Next, we will implement business logic using various point and click features of Force.com. We will learn to manage data and create reports and dashboards. We will then learn to administer the force.com application by configuring the object-level, field-level, and record-level security. By the end of this book, you will be completely equipped to take the Platform App Builder certification exam. Style and approach Simple and to-the-point examples that can be tried out in your developer org. A practical book for professionals who want to take the Salesforce Platform App Builder Certification exam. Sample questions for every topic in an exam pattern to help you prepare better, and tips to get things started. Full of screen-shots, diagrams, and clear step-by-step instructions that cover the entire syllabus for the exam.
  automating salesforce marketing cloud: The Fourth Industrial Revolution Klaus Schwab, 2017-01-03 World-renowned economist Klaus Schwab, Founder and Executive Chairman of the World Economic Forum, explains that we have an opportunity to shape the fourth industrial revolu­tion, which will fundamentally alter how we live and work. Schwab argues that this revolution is different in scale, scope and complexity from any that have come before. Characterized by a range of new technologies that are fusing the physical, digital and biological worlds, the developments are affecting all disciplines, economies, industries and governments, and even challenging ideas about what it means to be human. Artificial intelligence is already all around us, from supercomputers, drones and virtual assistants to 3D printing, DNA sequencing, smart thermostats, wear­able sensors and microchips smaller than a grain of sand. But this is just the beginning: nanomaterials 200 times stronger than steel and a million times thinner than a strand of hair and the first transplant of a 3D printed liver are already in development. Imagine “smart factories” in which global systems of manu­facturing are coordinated virtually, or implantable mobile phones made of biosynthetic materials. The fourth industrial revolution, says Schwab, is more significant, and its ramifications more profound, than in any prior period of human history. He outlines the key technologies driving this revolution and discusses the major impacts expected on government, business, civil society and individu­als. Schwab also offers bold ideas on how to harness these changes and shape a better future—one in which technology empowers people rather than replaces them; progress serves society rather than disrupts it; and in which innovators respect moral and ethical boundaries rather than cross them. We all have the opportunity to contribute to developing new frame­works that advance progress.
  automating salesforce marketing cloud: Account-Based Marketing For Dummies Sangram Vajre, 2016-04-25 Grow your account list with an effective account-based marketing strategy Buyers have changed the B2B marketing game. Account-Based Marketing For Dummies is here to give you the tools to transform your current approach to find, reach, and engage with your potential customers on their terms to meet their ever-changing demands. Packed with expert tips and step-by-step instructions, this book shows you how to analyze current data to identify the accounts with the biggest ROI opportunities and execute effective, account-specific techniques that get results. This practical guide takes the intimidation out of account-based marketing in today's highly digitized world. You'll be armed with the knowledge you need to increase your reach in real time, giving you greater exposure to other decision-makers and influencers within an account. You'll discover how, through a combination of marketing technology and online advertising, your messages can be displayed where and when your customers already engage online. Align your sales and marketing teams for greater success in your ABM efforts Analyze data to identify key accounts Target your messages for real-time interaction Integrate your campaign with marketing automation software If you're a member of a sales or marketing team already using a CRM tool who's looking to increase your reach, Account-Based Marketing For Dummies has you covered! Account-Based Marketing For Dummies clears away the confusion surrounding this much-hyped topic. It offers simple, direct explanations of what account-based marketing is, why it's important, and how to do it. Any business marketing professional will benefit from a look at this book. —David Raab, Founder at Raab Associates If you're reading this book and just getting started with ABM, welcome to the future of what b-to-b marketing can be: insight-led, technology-enabled and, above all, customer focused. Our clients are delighted with the business impact they deliver using account-based marketing, and you will be, too. —Megan Heuer, Vice President and Group Director, SiriusDecisions Like a Hollywood agent, marketing's job is to get sales the 'audition,' not the part. Account-based marketing is the key to maximizing the number of the 'right' auditions for your sales team, and Account-Based Marketing For Dummies explains how. —Joe Chernov, VP of Marketing at InsightSquared Ever-advancing marketing technology is enabling a new generation of sales and marketing strategies to thrive, changing the playing field for companies of all sizes. This modern wave of account-based marketing has tremendous potential to improve your business, and Sangram Vajre is an insightful and enthusiastic guide to show you how. —Scott Brinker, Author of Hacking Marketing Account-based marketing is shifting how businesses use customer insights to capture more upmarket revenue. This book teaches a new wave of data-driven marketers how to embrace an enlightened quality-vs-quantity approach and execute a scalable ABM strategy that delivers real results. —Sean Zinsmeister, Senior Director of Product Marketing, Infer The book may be titled '...for dummies', but ABM is proving to be a smart approach for B2B marketers charged with generating sales pipeline and acquiring and delighting customers. Use this book to help you get started and advance your account-based marketing strategies and tactics that will thrill your sales colleagues, executive team and customers alike. —Scott Vaughan, CMO, Integrate
  automating salesforce marketing cloud: Salesforce.com Customization Handbook Rakesh Gupta, Sagar Pareek, 2014-09-12 If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.
  automating salesforce marketing cloud: Becoming a Microsoft Dynamics 365 Marketing Functional Consultant Malin Martnes, 2022-12-16 Learn to use Microsoft's powerful marketing automation tool, and get comprehensive knowledge with this in-depth guide covering the core capabilities of Dynamics 365 Marketing Key FeaturesTake your first step on the path to becoming a functional consultant with Dynamics 365 MarketingGet knowledge on how to use the systems features and functionality out-of-the-boxTest your knowledge with self-assessment tests to better understand the contentBook Description Marketing is one of the most powerful entities in the modern world with the potential to make or break a business. The mighty Microsoft Dynamics 356 Marketing tool offers a wide range of marketing automation tools, understanding which is an essential skill for a successful marketer. This in-depth guide to the ins and outs of Dynamics 365 Marketing will help you grasp all the information you need to implement and use the system the right way. Starting with the setup and configuration of your Dynamics 365 Marketing instance, you'll explore fundamental concepts, such as leads, accounts, and contacts, and the creation and administration of segments and lists. Once you've grasped these basic concepts, you'll advance to the core of the book. From the email editor to outbound and real-time customer journeys and from the event module to Customer Voice, you'll develop a solid understanding of the fundamental topics crucial for anyone who wants to be a Dynamics 365 Marketing functional consultant. By the end of the book, you'll be ready for Dynamics 365 Marketing end-to-end implementations. What you will learnCreate and manage marketing forms and pagesWrite good emails and use analytics to measure their effectivenessExplore outbound and real-time customer journeysUse Power Pages for real-time marketing eventsCreate surveys to send to your customers with Customer VoiceExploit the Microsoft ecosystem to get the best resultsWho this book is for Whether you are a marketing consultant working on implementations or a marketer using the system, this book will help you learn all about Dynamics 365 Marketing. With the help of detailed explanations and self-assessment tests, you'll explore the system and will get be ready for end-to-end implementation.
  automating salesforce marketing cloud: SPIN® -Selling Neil Rackham, 2020-04-28 True or false? In selling high-value products or services: 'closing' increases your chance of success; it is essential to describe the benefits of your product or service to the customer; objection handling is an important skill; open questions are more effective than closed questions. All false, says this provocative book. Neil Rackham and his team studied more than 35,000 sales calls made by 10,000 sales people in 23 countries over 12 years. Their findings revealed that many of the methods developed for selling low-value goods just don‘t work for major sales. Rackham went on to introduce his SPIN-Selling method. SPIN describes the whole selling process: Situation questions Problem questions Implication questions Need-payoff questions SPIN-Selling provides you with a set of simple and practical techniques which have been tried in many of today‘s leading companies with dramatic improvements to their sales performance.
  automating salesforce marketing cloud: Agile Testing Lisa Crispin, Janet Gregory, 2009 Crispin and Gregory define agile testing and illustrate the tester's role with examples from real agile teams. They teach you how to use the agile testing quadrants to identify what testing is needed, who should do it, and what tools might help. The book chronicles an agile software development iteration from the viewpoint of a tester and explains the seven key success factors of agile testing.
  automating salesforce marketing cloud: Cloud Computing Venkata Josyula, Malcolm Orr, Greg Page, 2012 The complete guide to provisioning and managing cloud-based Infrastructure as a Service (IaaS) data center solutions Cloud computing will revolutionize the way IT resources are deployed, configured, and managed for years to come. Service providers and customers each stand to realize tremendous value from this paradigm shift--if they can take advantage of it. Cloud Computing brings together the realistic, start-to-finish guidance they need to plan, implement, and manage cloud solution architectures for tomorrow's virtualized data centers. It introduces cloud newcomers to essential concepts, and offers experienced operations professionals detailed guidance on delivering Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS). This book's replicable solutions and fully-tested best practices will help enterprises, service providers, consultants, and Cisco partners meet the challenge of provisioning end-to-end cloud infrastructures. Drawing on extensive experience working with leading cloud vendors and integrators, the authors present detailed operations workflow examples, proven techniques for operating cloud-based network, compute, and storage infrastructure; a comprehensive management reference architecture; and a complete case study demonstrating rapid, lower-cost solutions design. Cloud Computing will be an indispensable resource for all network/IT professionals and managers involved with planning, implementing, or managing the next generation of cloud computing services. Venkata (Josh) Josyula, Ph.D., CCIE(R) No. 13518 is a Distinguished Services Engineer in Cisco Services Technology Group (CSTG) and advises Cisco customers on OSS/BSS architecture and solutions. Malcolm Orr, Solutions Architect for Cisco's Services Technology Solutions, advises telecoms and enterprise clients on architecting, building, and operating OSS/BSS and cloud management stacks. He is Cisco's lead architect for several Tier 1 public cloud projects. Greg Page has spent the last eleven years with Cisco in technical consulting roles relating to data center architecture/technology and service provider security. He is now exclusively focused on developing cloud/IaaS solutions with service providers and systems integrator partners. - Review the key concepts needed to successfully deploy clouds and cloud-based services - Transition common enterprise design patterns and use cases to the cloud - Master architectural principles and infrastructure designs for real-time managed IT services - Understand the Cisco approach to cloud-related technologies, systems, and services - Develop a cloud management architecture using ITIL, TMF, and ITU-TMN standards - Implement best practices for cloud service provisioning, activation, and management - Automate cloud infrastructure to simplify service delivery, monitoring, and assurance - Choose and implement the right billing/chargeback approaches for your business - Design and build IaaS services, from start to finish - Manage the unique capacity challenges associated with sporadic, real-time demand - Provide a consistent and optimal cloud user experience This book is part of the Networking Technology Series from Cisco Press(R), which offers networking professionals valuable information for constructing efficient networks, understanding new technologies, and building successful careers. Category: Cloud Computing Covers: Virtualized Data Centers
  automating salesforce marketing cloud: The Robotic Process Automation Handbook Tom Taulli, 2020-02-28 While Robotic Process Automation (RPA) has been around for about 20 years, it has hit an inflection point because of the convergence of cloud computing, big data and AI. This book shows you how to leverage RPA effectively in your company to automate repetitive and rules-based processes, such as scheduling, inputting/transferring data, cut and paste, filling out forms, and search. Using practical aspects of implementing the technology (based on case studies and industry best practices), you’ll see how companies have been able to realize substantial ROI (Return On Investment) with their implementations, such as by lessening the need for hiring or outsourcing. By understanding the core concepts of RPA, you’ll also see that the technology significantly increases compliance – leading to fewer issues with regulations – and minimizes costly errors. RPA software revenues have recently soared by over 60 percent, which is the fastest ramp in the tech industry, and they are expected to exceed $1 billion by the end of 2019. It is generally seamless with legacy IT environments, making it easier for companies to pursue a strategy of digital transformation and can even be a gateway to AI. The Robotic Process Automation Handbook puts everything you need to know into one place to be a part of this wave. What You'll Learn Develop the right strategy and planDeal with resistance and fears from employeesTake an in-depth look at the leading RPA systems, including where they are most effective, the risks and the costsEvaluate an RPA system Who This Book Is For IT specialists and managers at mid-to-large companies
  automating salesforce marketing cloud: Designing Products People Love Scott Hurff, 2015-12-17 How can you create products that successfully find customers? With this practical book, you’ll learn from some of the best product designers in the field, from companies like Facebook and LinkedIn to up-and-coming contenders. You’ll understand how to discover and interpret customer pain, and learn how to use this research to guide your team through each step of product creation. Written for designers, product managers, and others who want to communicate better with designers, this book is essential reading for anyone who contributes to the product creation process. Understand exactly who your customers are, what they want, and how to build products that make them happy Learn frameworks and principles that successful product designers use Incorporate five states into every screen of your interface to improve conversions and reduce perceived loading times Discover meeting techniques that Apple, Amazon, and LinkedIn use to help teams solve the right problems and make decisions faster Design effective interfaces across different form factors by understanding how people hold devices and complete tasks Learn how successful designers create working prototypes that capture essential customer feedback Create habit-forming and emotionally engaging experiences, using the latest psychological research
  automating salesforce marketing cloud: Salesforce.com For Dummies Liz Kao, Jon Paz, 2016-04-25 Your all-access guide to reaping the benefits of Salesforce.com Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by Salesforce.com insiders with years of experience in customer relationship management (CRM) solutions, Salesforce.com For Dummies gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You'll discover how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more. A customizable, on-demand CRM solution, Salesforce.com allows businesses to organize and manage all of their customer information—leads, opportunities, contacts, accounts, cases, and solutions—in one place. Whether you're a Windows or Mac user, this down-to-earth, friendly guide shows you how to maximize Salesforce.com's capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter If you're new to Salesforce.com or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.
  automating salesforce marketing cloud: How to Win at CRM Seth Kinnett, 2017-07-28 This book provides clarity and guidance on effective strategy, implementation and management of CRM. It explores both the conceptual and cultural context of CRM initiatives along with the particulars of CRM system implementation and management. In order to provide this clarity, it surveyed the existing academic publications surrounding CRM, sales force automation, and related topics within information systems literature. The book supplements this research with insights from CRM experts to provide a robust picture of the CRM landscape and how to improve it no matter what role you play within your organization. This book is for everyone who wants to achieve CRM success.
  automating salesforce marketing cloud: Salesforce Advanced Administrator Certification Guide Enrico Murru, 2019-11-08 Master advanced Salesforce Administration concepts with expert tips, techniques, and mock tests Key FeaturesLearn advanced features to reduce implementation time and enhance your Salesforce administration skillsDevelop the ability to solve critical issues with a proactive approach and deliver the best solutionExplore complex automation with workflows, approvals, process builder, and custom Apex codingBook Description The Salesforce Advanced Administrator certification extends beyond administrator certification, covering advanced platform features and functions such as configuration, automation, security, and customization. Complete with comprehensive coverage of all these topics and exam-oriented questions and mock tests, this Salesforce book will help you earn advanced administrator credentials. You'll start your journey by mastering data access security, monitoring and auditing, and understanding best practices for handling change management and data across organizations. The book then delves into data model management for improving data quality and lets you explore Sales features such as products, schedules, quotes, and forecasting capabilities. As you progress, this book will guide you in working with content management to set up and maintain Salesforce content. You'll also master organizing your files and data using reports and dashboards. Finally, you'll learn how to use a combination of automation tools to solve business problems. By the end of the book, you will have developed the skills required to get your advanced administrator credentials. What you will learnMaster data security to monitor your org effectivelyExplore best practices for handling change management across orgsExtend the capabilities of Salesforce objects using advanced relationships, validation rules, and duplicate managementHandle file libraries with Salesforce CRM contentUnderstand ways to deliver the best solutions with Sales and Service Cloud applicationsBuild reports and dashboards to visualize data for better decision makingCustomize your CRM with process automation featuresWho this book is for If you've already achieved your Salesforce administrator certification, this book will help you prepare for the Salesforce Advanced Administrator certification. You'll also find this guide useful if you are a Salesforce administrator or developer and want to maximize your administration skills with deeper knowledge of advanced Salesforce declarative features. 1-2 years of experience as a Salesforce administrator or developer is enough to help you to get the most out of the book.
  automating salesforce marketing cloud: Salesforce Platform Developer I Certification Guide Jan Vandevelde, Gunther Roskams, 2019-05-24 Build and deploy scalable applications on the Salesforce Lightning Platform using the latest features of Spring '19 Key FeaturesAn end-to end-guide with practice tests to help you achieve the Salesforce Platform Developer certificationDesign data models, user interfaces, and business logic for your custom applicationsUnderstand the complete development life cycle from designing to testingBook Description Salesforce Lightning Platform, used to build enterprise apps, is being increasingly adopted by admins, business analysts, consultants, architects, and especially developers. With this Salesforce certification, you'll be able to enhance your development skills and become a valuable member of your organization. This certification guide is designed to be completely aligned with the official exam study guide for the latest Salesforce Certified Platform Developer I release and includes updates from Spring '19. Starting with Salesforce fundamentals and performing data modeling and management, you’ll progress to automating logic and processes and working on user interfaces with Salesforce components. Finally, you'll learn how to work with testing frameworks, perform debugging, and deploy metadata, and get to grips with useful tips and tricks. Each chapter concludes with sample questions that are commonly found in the exam, and the book wraps up with mock tests to help you prepare for the DEV501 certification exam. By the end of the book, you’ll be ready to take the exam and earn your Salesforce Certified Platform Developer I certification. What you will learnSolve sample questions and mock tests and work with exam patternsGain an understanding of declarative Salesforce tools such as Process Builder, flows, and many moreCode in Salesforce using the Developer Console and IDEsGrasp the basics of object-oriented programmingWrite Apex classes, Visualforce pages, and Apex test classes with easy-to-follow stepsExplore the different deployment tools that you can use to push metadata to different environmentsBuild custom declarative apps and programs on Force.com platformsWho this book is for The Salesforce Platform Developer I Certification Guide is for you if you want to learn how to develop and deploy business logic and user interfaces using the capabilities of the Lightning Platform. No prior knowledge of Apex programming is required.
  automating salesforce marketing cloud: Salesforce CRM - The Definitive Admin Handbook Paul Goodey, 2019-04-27 A definitive guide covering all the core concepts necessary to pass the Salesforce Administrator Certification exam Key Features Understand critical design considerations for setting up Salesforce CRM Facilitate and manage the transition from Salesforce Classic to Lightning Experience Learn key functions of application security to manage user profiles and data Book Description Salesforce's winter '19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You'll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it'll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you'll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You'll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM. What you will learn Configure a variety of user interface features in Salesforce CRM Understand the capabilities of the Salesforce CRM sharing model Explore Einstein Analytics - Salesforce's new wave of advanced reporting Get to grips with the Lightning Process Builder workflow Set up user profiles, security, and login access mechanisms Find out how Apex and Visualforce coding can be used in Salesforce CRM Manage the transition from Salesforce Classic to Lightning Experience Implement data manipulation features to apply best practices in data management Who this book is for This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.
  automating salesforce marketing cloud: Automated Machine Learning Adnan Masood, 2021-02-18 Get to grips with automated machine learning and adopt a hands-on approach to AutoML implementation and associated methodologies Key FeaturesGet up to speed with AutoML using OSS, Azure, AWS, GCP, or any platform of your choiceEliminate mundane tasks in data engineering and reduce human errors in machine learning modelsFind out how you can make machine learning accessible for all users to promote decentralized processesBook Description Every machine learning engineer deals with systems that have hyperparameters, and the most basic task in automated machine learning (AutoML) is to automatically set these hyperparameters to optimize performance. The latest deep neural networks have a wide range of hyperparameters for their architecture, regularization, and optimization, which can be customized effectively to save time and effort. This book reviews the underlying techniques of automated feature engineering, model and hyperparameter tuning, gradient-based approaches, and much more. You'll discover different ways of implementing these techniques in open source tools and then learn to use enterprise tools for implementing AutoML in three major cloud service providers: Microsoft Azure, Amazon Web Services (AWS), and Google Cloud Platform. As you progress, you’ll explore the features of cloud AutoML platforms by building machine learning models using AutoML. The book will also show you how to develop accurate models by automating time-consuming and repetitive tasks in the machine learning development lifecycle. By the end of this machine learning book, you’ll be able to build and deploy AutoML models that are not only accurate, but also increase productivity, allow interoperability, and minimize feature engineering tasks. What you will learnExplore AutoML fundamentals, underlying methods, and techniquesAssess AutoML aspects such as algorithm selection, auto featurization, and hyperparameter tuning in an applied scenarioFind out the difference between cloud and operations support systems (OSS)Implement AutoML in enterprise cloud to deploy ML models and pipelinesBuild explainable AutoML pipelines with transparencyUnderstand automated feature engineering and time series forecastingAutomate data science modeling tasks to implement ML solutions easily and focus on more complex problemsWho this book is for Citizen data scientists, machine learning developers, artificial intelligence enthusiasts, or anyone looking to automatically build machine learning models using the features offered by open source tools, Microsoft Azure Machine Learning, AWS, and Google Cloud Platform will find this book useful. Beginner-level knowledge of building ML models is required to get the best out of this book. Prior experience in using Enterprise cloud is beneficial.
  automating salesforce marketing cloud: Beyond Advertising Yoram (Jerry) Wind, Catharine Findiesen Hays, 2016-02-15 The fundamental relationships among brands, media, and people are being transformed, and just as we try to adapt, along comes a new disruption. Are you and your organization prepared to deal with today’s unprecedented speed and scope of technological change? Beyond Advertising provides a business transformation road map for an aspirational future, based on the insights of more than 200 of the world’s most forward-thinking executives, innovators, and academics all grappling with today’s unique challenges and opportunities. This book offers a concrete set of principles, including The All Touchpoint Value Creation Model, designed to lift us out of reactive thinking and encourage the co-creation of a future better for business, better for people, and better for society. Actionable steps include: Holistically orchestrate and allocate resources across all touchpoints Redefine expectations of success to align for multi-win outcomes Provide every stakeholder at all touchpointsa R.A.V.E.S. standard of content: relevant and respectful, actionable, valuable, exceptional experiences, and a shareworthy story Develop all touchpoints to maximize the M.A.D.E.s value of context: the complete person, the features of the delivery platform, the dynamic environment, and synergies with other touchpoints
  automating salesforce marketing cloud: Sales Ex Machina Victor Antonio, 2018-02-10 We are about to experience the equivalent of a major tectonic shift where the functional plates of sales, marketing, and technology will shear and, in some cases, smash against one another. Functions that were once the domain of salespeople will be transformed, subsumed, or obliterated.
  automating salesforce marketing cloud: Practical Salesforce.com Development Without Code Philip Weinmeister, 2015-04-05 Are you facing a challenging Salesforce.com problem—say, relating to customization, configuration, reporting, dashboards, or formulation—that you can’t quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Salesforce.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems—and all without writing a line of code. Adhering to Salesforce.com’s Clicks, not code mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative—and proven—approaches to solutions using the software’s declarative framework. If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions—and now. Practical Salesforce.com Development Without Code is your lifeline. You will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, formula fields, and flows. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to: Automate business processes Build reports Customize interfaces and dashboards Become expert in developing formulas Learn how to use functions effectively Develop intricate approval processes Best of all, Weinmeister uses real-life business scenarios and visuals—while sparing you the boring technical jargon—to keep you energized, engaged, and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of new and creative ways to solve your business problems. And that will save you time and make sure your internal customers or clients are well satisfied and productive.
  automating salesforce marketing cloud: ChatGPT for Marketing Eldar Najafov,
  automating salesforce marketing cloud: Mastering Salesforce DevOps Andrew Davis, 2019-10-29 This practical guide brings DevOps principles to Salesforce development. It fits together two major movements within the IT world: the movement to Software/Platform as a Service (SaaS/PaaS), and the DevOps movement. While SaaS and PaaS allow companies to invest in their core competencies rather than maintain their own infrastructure, the goal of DevOps is to optimize the process of delivering software innovation and value. The release of Salesforce DX in late 2017 unlocks the possibility of a true DevOps workflow on Salesforce. But DevOps is new to the Salesforce world and there is not a widespread understanding of its goals and methods, and so adoption of Salesforce DX is still in the early stages. Mastering Salesforce DevOps explains how to build a powerful and comprehensive DevOps workflow for Salesforce—allowing you to finally deploy the world's most innovative platform using the world's most effective and efficient techniques. It addresses the need for a comprehensive guide to DevOps for Salesforce, allowing teams to bring proven practices from the IT world to resolve the hardest problems facing Salesforce developers today. What You Will Learn Improve company performance and software delivery performance using Salesforce DX Translate DevOps concepts into the unique language and practices of Salesforce Understand why and how you can implement Salesforce DX to achieve greater productivity and innovation Enable continuous delivery on Salesforce Build packages and architect code so it can be deployed easilyAllow admins to participate in what has traditionally been a developer workflow Know the techniques for reducing the stress and risk of deploymentApply the full range of automated tests that can be used on Salesforce Who This Book Is for Salesforce developers, release managers, and those managing Salesforce development teams who need a guide to DevOps, and DevOps specialists who need to apply familiar concepts to Salesforce
  automating salesforce marketing cloud: Salesforce Mastery- A Comprehensive Guide Premkumar Reddy, 2024-05-27 Salesforce Mastery: A Comprehensive Guide serves as the preeminent resource for individuals seeking to navigate the complex environment of Salesforce, the preeminent customer relationship management (CRM) system currently utilised by organisations. This book serves as an all-encompassing resource to assist individuals at all levels of expertise in Salesforce, from those who are new to the platform to those who are seasoned professionals aiming to enhance their capabilities. This comprehensive guide has been carefully constructed by experienced Salesforce professionals to accommodate users of all proficiency levels. The instructional session commences with a comprehensive overview of Salesforce, encompassing fundamental principles including interface navigation, data management, and comprehension of essential terminology. Subsequently, the curriculum advances to more sophisticated subjects such as integration, automation, and customisation, enabling you to strategically utilise Salesforce in a manner that is optimal for the specific requirements of the organisation. This book is distinguished by its strong focus on practicality. Every chapter is replete with practical exercises, case studies, and real-world illustrations that serve to strengthen comprehension and promote immediate implementation. Whether you are a business user generating insights from data analysis, an administrator configuring procedures, or a developer constructing custom applications, you will discover role specific guidance that is practical and easy to implement. Furthermore, you will acquire knowledge regarding emerging technologies, industry trends, and the constantly changing Salesforce ecosystem, which will guarantee that you maintain a competitive edge in the vibrant business environment of the present day. Salesforce Mastery: A Comprehensive Guide provides the knowledge and abilities necessary to achieve success in initiatives such as driving marketing campaigns, streamlining sales processes, and enhancing customer service. This book serves as more than simply a guide; it is your trip partner towards Salesforce proficiency, offering direction, motivation, and useful advice at every turn. Consequently, whether you are embarking on a new venture or seeking to enhance your proficiency, immerse yourself in this all-encompassing manual and enable your organisation to realise the complete capabilities of Salesforce.
Marketing Automation and Your CRM - Salesforce
Align your marketing and sales teams with the power of Pardot – marketing automation built on the Salesforce platform to find & nurture leads, close more deals, and maximize ROI.

THE ULTIMATE GUIDE TO MARKETING AUTOMATION FOR …
MARKETING AUTOMATION WHAT IS MARKETING AUTOMATION? increase op-erational eficiency and grow revenue faster. Implementing marketing automation allows companies to …

salesforce-marketing cloud-transcript - Accenture
Salesforce Marketing Cloud is an elite cloud solution and platform for digital marketing automation and analytics. It is helping the most dynamic companies in the market to take an effective …

Product Overview Getting Started: Marketing Cloud
With Salesforce DMP, customers can manage their entire first party data asset and leverage powerful second- and third-party data to create more effective audience segmentation, …

Configure Marketing Cloud Account Engagement to Send …
Configure Marketing Cloud Account Engagement to Send SMS using Digital Engagement Introduction messages, based on automations in Marketing Cloud Account Engagement …

Automating Salesforce Marketing Cloud (PDF)
This article delves into the world of automating Salesforce Marketing Cloud, exploring its benefits, practical applications, and the strategies to implement it successfully.

The Lead Scoring Guide for Salesforce Marketing Cloud
teer Marketing Cloud journeys based on lead behavior. You can also alert the sales rep when a lead is sales-ready via email, Slack, or in the browser to improve lead response times (Market …

Salesforce Marketing Cloud Consultant Master Cheat Sheet
Salesforce Marketing Cloud Journey Builder allows the campaign designer to implement and easily share complex digital marketing requirements. Journey Builder features an easy to use …

Implementation Guide: Marketing Cloud - Salesforce
May 16, 2025 · MARKETING CLOUD The PDF version of this guide is temporarily unavailable. For the most up-to-date content on getting started with Marketing Cloud, visit Salesforce Help.

MARKETING CLOUD Standard Tracking Extracts Configuration
INTENDED USER Customers seeking to enrich their existing customer data system(s) by automating the export of selected Tracking Data (opens, clicks, etc.).

SALESFORCE MARKETING CLOUD - Mastercard Data & Services
le Drop Automation in SFMC Abstract This article describes how to set up a fi. e drop automation in SFMC. You first d. fine a file drop location. You then define an automation that starts when a …

Salesforce Marketing Cloud Case Study
Integrated Marketing Cloud with CRM for seamless data flow. Set up AI-powered insights using Marketing Cloud Intelligence. Increased email open rates by 35%. Improved customer …

Workflow Automation and Customization using Salesforce
Salesforce offers a number of tools, including Approvals, Process Builder, Workflow, and Flow Builder, to help you automate the routine business operations in your company. Depending on …

Salesforce Marketing Cloud Account Engagement
Salesforce Marketing Cloud Account Engagement (formerly known as Pardot) is a marketing automation tool by Salesforce optimised for B2B marketing. Account Engagement helps …

Optimize marketing investment and help drive profitable …
We know Salesforce Marketing Cloud Intelligence, and we’ll help you avoid common pitfalls and helpenable a successful implementation. Our demonstrated methods, assets, and tools …

Marketing Cloud Advertising and Account Engagement
May 16, 2025 · Marketing Cloud Advertising and Account Engagement are both powerful tools built for marketers. Connecting them helps maximize your marketing efforts by giving …

A Beginner’s Guide to Administering Marketing Cloud …
Salesforce Marketing Cloud Marketing Cloud connects discrete interactions, from any channel, on the customer's terms. It unites customer data with customer behaviors in real time to create …

Automating Customer Feedback Collection in Salesforce …
This paper examines the use of Salesforce’s Service Cloud, integrating third-party tools like ClickTools or SurveyMonkey, to automate survey triggers after service cases are closed or …

SALESFORCE FOR MARKETERS - a.sfdcstatic.com
Marketing automation tools are rapidly rising as the go-to way to enhance marketing performance. After last year’s acquisition of Pardot, Salesforce has added industry-leading automation …

Journeys and Automations - Salesforce
Design and automate Marketing Cloud Engagement campaigns that guide customers through their journey with a brand. Execute simple or multistep marketing and data management …

Marketing Automation and Your CRM - Salesforce
Align your marketing and sales teams with the power of Pardot – marketing automation built on the Salesforce platform to find & nurture leads, close more deals, and maximize ROI.

THE ULTIMATE GUIDE TO MARKETING AUTOMATION FOR …
MARKETING AUTOMATION WHAT IS MARKETING AUTOMATION? increase op-erational eficiency and grow revenue faster. Implementing marketing automation allows companies to …

salesforce-marketing cloud-transcript - Accenture
Salesforce Marketing Cloud is an elite cloud solution and platform for digital marketing automation and analytics. It is helping the most dynamic companies in the market to take an effective …

Product Overview Getting Started: Marketing Cloud
With Salesforce DMP, customers can manage their entire first party data asset and leverage powerful second- and third-party data to create more effective audience segmentation, …

Configure Marketing Cloud Account Engagement to Send …
Configure Marketing Cloud Account Engagement to Send SMS using Digital Engagement Introduction messages, based on automations in Marketing Cloud Account Engagement …

Automating Salesforce Marketing Cloud (PDF)
This article delves into the world of automating Salesforce Marketing Cloud, exploring its benefits, practical applications, and the strategies to implement it successfully.

The Lead Scoring Guide for Salesforce Marketing Cloud
teer Marketing Cloud journeys based on lead behavior. You can also alert the sales rep when a lead is sales-ready via email, Slack, or in the browser to improve lead response times (Market …

Salesforce Marketing Cloud Consultant Master Cheat Sheet
Salesforce Marketing Cloud Journey Builder allows the campaign designer to implement and easily share complex digital marketing requirements. Journey Builder features an easy to use …

Implementation Guide: Marketing Cloud - Salesforce
May 16, 2025 · MARKETING CLOUD The PDF version of this guide is temporarily unavailable. For the most up-to-date content on getting started with Marketing Cloud, visit Salesforce Help.

MARKETING CLOUD Standard Tracking Extracts Configuration
INTENDED USER Customers seeking to enrich their existing customer data system(s) by automating the export of selected Tracking Data (opens, clicks, etc.).

SALESFORCE MARKETING CLOUD - Mastercard Data
le Drop Automation in SFMC Abstract This article describes how to set up a fi. e drop automation in SFMC. You first d. fine a file drop location. You then define an automation that starts when a …

Salesforce Marketing Cloud Case Study
Integrated Marketing Cloud with CRM for seamless data flow. Set up AI-powered insights using Marketing Cloud Intelligence. Increased email open rates by 35%. Improved customer …

Workflow Automation and Customization using Salesforce
Salesforce offers a number of tools, including Approvals, Process Builder, Workflow, and Flow Builder, to help you automate the routine business operations in your company. Depending on …

Salesforce Marketing Cloud Account Engagement
Salesforce Marketing Cloud Account Engagement (formerly known as Pardot) is a marketing automation tool by Salesforce optimised for B2B marketing. Account Engagement helps …

Optimize marketing investment and help drive profitable …
We know Salesforce Marketing Cloud Intelligence, and we’ll help you avoid common pitfalls and helpenable a successful implementation. Our demonstrated methods, assets, and tools …

Marketing Cloud Advertising and Account Engagement
May 16, 2025 · Marketing Cloud Advertising and Account Engagement are both powerful tools built for marketers. Connecting them helps maximize your marketing efforts by giving prospects …

A Beginner’s Guide to Administering Marketing Cloud …
Salesforce Marketing Cloud Marketing Cloud connects discrete interactions, from any channel, on the customer's terms. It unites customer data with customer behaviors in real time to create …

Automating Customer Feedback Collection in Salesforce …
This paper examines the use of Salesforce’s Service Cloud, integrating third-party tools like ClickTools or SurveyMonkey, to automate survey triggers after service cases are closed or …

SALESFORCE FOR MARKETERS - a.sfdcstatic.com
Marketing automation tools are rapidly rising as the go-to way to enhance marketing performance. After last year’s acquisition of Pardot, Salesforce has added industry-leading automation …