Types of Automation and Activities in SFMC

Salesforce Marketing Cloud (SFMC) offers various types of automation and activities through Automation Studio and Journey Builder to streamline marketing operations. Below is a breakdown:

Types of Automation in SFMC

  1. Automation Studio (Batch Automation)
    • Best for: Data management, file processing, and scheduled email/SMS sends.
    • Runs based on: Scheduled time or file drop.
  2. Journey Builder (Event-Driven Automation)
    • Best for: Customer engagement, personalization, and multi-step marketing journeys.
    • Runs based on: Real-time triggers (e.g., customer behavior, API events).
 

Automation Studio Activities

Automation Studio allows you to create workflows using various activities:

  1. Data & File Activities
  • File Transfer Activity: Moves files between SFMC and external FTP locations.
  • Data Extract Activity: Exports SFMC data in formats like CSV or JSON.
  • Import File Activity: Imports data into SFMC from FTP.
  • SQL Query Activity: Uses SQL to filter, segment, and manipulate data.
  • Filter Activity: Creates filtered data extensions based on predefined rules.
  1. Message Sending Activities
  • Send Email Activity: Automates email sends based on schedules or triggers.
  • Send SMS Activity: Sends automated text messages using MobileConnect.
  • Push Notification Activity: Automates push notifications to mobile users.
  1. Reporting & Analytics
  • Send Extract Activity: Extracts and sends data reports via email or FTP.
  • Report Activity: Automates the generation and delivery of performance reports.
  1. Script Activities
  • Server-Side JavaScript (SSJS) Activity: Runs JavaScript code for advanced data processing.
  • AMPscript in Emails: Personalizes content dynamically in emails.
 

Journey Builder Activities

Journey Builder automates personalized, event-driven customer journeys:

  1. Entry Sources
  • API Event: Triggers a journey when an API call is received.
  • Salesforce Data Entry: Starts a journey when a Salesforce object (Lead, Contact, Case) changes.
  • Data Extension Entry: Adds contacts to a journey based on updates to a data extension.
 
  1. Messaging & Interaction
  • Send Email/SMS/Push: Delivers messages at the right time in the journey.
  • Wait Activity: Adds delays between steps (e.g., wait 2 days before sending the next email).
  • Decision Splits: Sends customers down different paths based on behavior (e.g., email opened vs. not opened).
 
  1. Customer Updates & CRM Integration
  • Update Contact Activity: Updates subscriber data.
  • Salesforce Activities: Creates records or updates fields in Salesforce CRM.
 

Which Automation Type is Best?

Use Case

Best Tool

Scheduled email sends

Automation Studio

Real-time triggered emails (e.g., abandoned cart)

Journey Builder

Data segmentation & SQL queries

Automation Studio

Personalized, multi-step customer journeys

Journey Builder

File imports & exports

Automation Studio

API-driven event automation

Journey Builder

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