7 DevOps Best Practices for Salesforce Marketing Cloud

October 28

Salesforce Marketing Cloud (SFMC) is one of the popular marketing clouds that are built to help businesses develop, operate, and automate personalized marketing campaigns on different channels such as email, mobile, social media, and web.

It offers marketers advanced technologies to create comprehensive customer journeys, activate data-driven insights, and provide personalized experiences to customers one-on-one.

The rich set of features offered by SFMC enables real-time interaction, automated campaigns, and multi-channel communication, allowing business organizations to engage customers at every touchpoint.

Implementing the concept of DevOps within the Salesforce Marketing Cloud involves using automation, cooperation, and constant delivery as the principles to expedite the speed of campaign implementation and provide them with high quality and reliability.

DevOps integrates both development and operations to promote the flow of activities between teams and the automation of testing and deployment, as well as a feedback loop.

This integration aids marketing organizations to be more agile, lessen errors because of manual work, and enhance consumer experience by quickly iterating campaigns based on performance information.

DevOps implementation in the Salesforce Marketing Cloud is vital to any organization that aims to accelerate the speed of marketing velocity and accuracy in providing compelling customer experiences without compromising compliance and operational quality.

Through the adoption of DevOps, teams can get faster releases, more regular communication, and scalable infrastructure handling, as well as data-driven choices in their marketing operations.

What is Salesforce Marketing Cloud?

Salesforce Marketing Cloud is an assortment of digital marketing solutions that assist companies with managing customer experiences, automating email applications, monitoring engagement, and deriving valuable data insights as well.

The cloud computing solution enables companies to expand their marketing resources in various channels, such as email, mobile, social, and web.

Compatibility with the overall Salesforce system offers an integrated experience to marketers.

Implementing DevOps in Salesforce Marketing Cloud: Key Actions

– Strategizing and planning for DevOps integration

  • For the integration of DevOps planning and strategizing, one will need to establish clear objectives of the collaboration between teams, acquire the appropriate tools, and establish a process structure.  
  • Begin by assessing the issues that are currently present in your Salesforce setup, including the extended implementation period or human mistakes. Next, work out a roadmap for applying DevOps practices and determine the tools that will improve efficiency.

– Creating collaborative teams

  • Developing cross-functional teams that include developers as well as operations employees is also a cornerstone of the success of DevOps.  
  • These teams should be highly coordinated throughout the development lifecycle so that there is a smooth, continuous flow during feature development, testing, and deployment.

– Ongoing testing and deployment of features in Salesforce Marketing Cloud

  • Constant testing and deployment are also crucial components of DevOps in Salesforce Marketing Cloud. The process of automating them assists in the identification and correction of mistakes within a brief period.
  • It is essential to incorporate strong testing models that are capable of supporting complicated settings in SFMC and launching new features without interference.

7 DevOps Best Practices for Salesforce Marketing Cloud

A DevOps application to Salesforce Marketing Cloud (SFMC) can result in a significant change in the marketing speed of the process, as it allows quicker, more dependable deployments of campaigns and ensures more efficient teamwork.

Each of the seven best practices will be discussed separately, as well as how they may be applied to deliver the best efficiency and innovation.  

1. Cultivate Promising and Proactive Inter-team Interaction

DevOps is a product of silo destruction. Marketing, development, and operations teams have to work hand in hand to align campaign strategies and campaign deployment.

  • Regular meetings and brainstorming: Frequent interactions will keep the goals aligned and identify problems in integration at early stages.
  • Open communication lines: By means of such tools as Slack or Microsoft Teams, it is possible to establish cooperation in real-time.
  • Cultural attitude: Have open feedback and collective ownership of both good and problems.

Through such communication, teams can innovate fast and at the same time deliver high quality.

2. Automate Testing for Better Error Detection and Resolution

Manual testing is time-consuming and prone to errors. With automated testing, the SFMC components, including email templates, automated workflows, and journey configurations, are tested, and the expected results are achieved before their deployment.

  • Unit tests: Test a single component (e.g., AMPscript snippet or API call).
  • Integration tests: Make sure various modules in SFMC are integrated well.
  • Regression tests: Do not introduce fresh functionality that will disrupt old functionality.

Automation of such tests aids in quickening the feedback loops and reduces errors post-release, and also preserves campaign integrity.

3. Use Continuous Integration and Delivery (CI/CD) to Make Smooth Updates

CI/CD pipelines are automated and have the code integration, validation, and deployment processes.

  • Continuous Integration: Developers usually merge the modifications into a shared repository, which induces automated builds and tests.
  • Continuous Delivery: Pipelines of delivery are automated so that any changes that are validated are deployed to staging and production environments with minimal or no human interference.

This method enables marketers and developers to expeditiously deploy changes or new campaigns with certainty and with shorter lead time in Salesforce Marketing Cloud.

4. Use Infrastructure as Code (IaC) to have more efficient and reliable operations.

Infrastructure as Code refers to the analytics of Salesforce Marketing Cloud infrastructure, such as data extensions, email templates, and automation setups, using version-controlled Code.

  • Consistency: Provides the same environment in development, testing, and production.
  • Reproducibility: Automates the provision of new test or sandbox environments.
  • Minimize human error: The number of human errors is being minimized.

To illustrate, the configuration of Journey Builder can be coded, allowing it to be easily rolled out and rolled back.

5. Make Use of DevOps Tools Specific to Salesforce Marketing Cloud

Tools designed or adapted for SFMC are essential to streamline complex deployment tasks.

  • Salesforce DevOps Center: Salesforce’s native tool to support metadata deployments, change management, and approvals.
  • Third-party tools: Products, such as Gearset or Copado, are automated; however, Salesforce ecosystem-specific CI/CD pipelines, version control, and test automation are not.
  • Containerization tools (e.g., Docker): Assist in providing similar testing and staging environments as in production.

The tools minimize the deployment cycle of friction and assist in keeping compliance and audit competence.

6. Track Performance Using Key Performance Indicators (KPIs)

One should assess the efficiency of DevOps.

  • Deployment frequency: What is the successful frequency of change releases?
  • Change in failure rate: Percent of deployments that resulted in failures.
  • Changes lead time: Time taken between code incursion and deployment.
  • Mean time to recover: Rapidity of recovery after a crash.

The application of KPIs helps the teams to find out the bottlenecks and, in the process, optimize the processes at any given time.

7. Incorporate feedback to instigate constant enhancement.

DevOps culture consists of iterative learning.

  • Internal feedback: Gather the opinions of the teams to determine process lapses.
  • Customer feedback: Utilize campaign engagement data and user feedback from Salesforce Marketing Cloud analytics.
  • Actionable insights: Respond to feedback loops by changing workflows or tools.

This ongoing enhancement will see the SFMC environment being developed to a healthy level in line with business requirements.

Conclusion

DevOps best practice integration in Salesforce Marketing Cloud can provide a phenomenal route to agility, efficiency, and excellence for marketing teams.

Through collaboration, automated testing, adoption of CI/CD, application of Infrastructure as Code, and special tools, organizations can achieve faster marketing speed and maintain high customer experience quality.

Innovation and improvement are further motivated by measuring using KPIs and continual feedback loops.

Finally, such strategic alignment will enable businesses to respond quickly to the evolving market demands and provide effective marketing campaigns regularly.

Adopting such practices will equip your teams to be able to utilize the full power of Salesforce Marketing Cloud and transform DevOps principles into practice-based competitive differentiators.

Vignesh E

Vignesh E is a digital marketing executive at Minuscule Technologies, a CRM service company focused on providing innovative CRM and software development solutions for businesses of all sizes.

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