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Maximizing the Potential: Salesforce Marketing Cloud and Amazon S3 Integration for 80% Efficiency Boost

November 29, 2019 eye-glyph 78
Industry
Professional Services
Products
Salesforce Marketing Cloud & Amazon S3
Services
Salesforce Integration Services
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About the Company

This well-known open-source community is all about creating strong ecosystems for open-source projects, making technology progress faster and getting adopted by industries. They offer exceptional support to open-source communities by providing money, knowledge, infrastructure, services, events, and training. Together, their projects are a major investment in shared technology. This case study delves into their story and achievements.

In a dynamic environment where they continually gain new customers, they sought an efficient solution to expand their data storage capabilities.

The client’s requirement was clear: a system to seamlessly upload an image and Excel files from Marketing Cloud’s cloud pages to Amazon S3 bucket. After the upload, they needed a way to retrieve the public URL from S3 and save it within the Marketing Cloud.

This case study unveils how Cyntexa worked hand in hand with them to achieve this goal.

Challenges

The client encountered several challenges that demanded an all-encompassing solution to streamline their operations. Their primary need was to establish a Marketing Cloud setup for data entry. This setup played a pivotal role in efficiently managing their marketing activities within Salesforce Marketing Cloud, thereby improving their connections with customers.

Another substantial challenges are:

  • The cumbersome task of establishing user-friendly cloud pages to facilitate direct data input into the Marketing Cloud.
  • There is a need for secure and organized image storage and excel file uploaded from Marketing Cloud through Amazon S3, necessitating dedicated buckets.
  • Grappling with the complex implementation of API callouts between Marketing Cloud and Amazon S3 to enable efficient data file transfer and accessibility.
  • Struggling with the demand for real-time data synchronization between Marketing Cloud and Sales Cloud, a daunting task requiring a periodic journey to improve decision-making and operational efficiency.
  • Battling to enhance the user experience through the incorporation of intuitive interfaces on cloud pages, a challenging endeavor aimed at fostering positive interactions and operational efficiency.

Solution

In the quest to address unique challenges and streamline operations, Cyntexa introduced a comprehensive solution. Leveraging Marketing Cloud, we optimized data management with Data Extensions and user-friendly cloud pages for seamless data capture. Data files seamlessly flowed to secure Amazon S3 storage.

Our first step was to establish Data Extensions within the Marketing Cloud, providing a robust framework for data storage. Simultaneously, we introduced user-friendly cloud pages that streamlined data capture. These cloud pages featured intuitive interfaces that empowered users to effortlessly upload image and Excel files, all with the seamless assurance of secure storage on Amazon S3.

To meet data storage needs, we created dedicated Amazon S3 buckets and used lambda functions. These functions stored data and provided swift responses to Marketing Cloud API callouts, offering public URLs for easy access.

We achieved seamless integration between Marketing Cloud and Amazon S3 using server-side JavaScript. This allowed for effortless data file transfer and ensured accessible public URLs. API callouts from Amazon S3 to Marketing Cloud completed the secure data storage.

To enhance business processes, we established a periodic journey, enabling real-time data synchronization between the Marketing Cloud and the Sales Cloud. This provided the Sales Cloud with up-to-date information, elevating decision-making and operational efficiency.

Testimonial

In my role as the delivery manager, I’ve taken great pride in our essential contribution to the client’s business expansion. As a certified Salesforce Implementation Partner, we played a pivotal role in turning their vision of shared technology into a reality. In the realm of open-source ecosystems, operational efficiency is paramount. Salesforce served as the catalyst that ignited their path to business success. I am genuinely thrilled to have played a vital role in their transformative journey, helping them craft a compelling narrative of business growth and achievement.

Benefits

  • Streamlined data management and integration reduce operational complexities, improving overall efficiency.
  • Robust data storage methods ensure data security and quick accessibility, safeguarding valuable information.
  • Effortless data integration eases workflows, reducing friction in data transfer and retrieval.
    Periodic data synchronization provides access to up-to-date information, facilitating informed decision-making.
  • User-friendly interfaces contribute to a positive user experience, streamlining operations.
80%

Reduced Time to Create Web Forms and Pages

75%

Reduced Efforts in File Management

85%

Increased Responses from Customers

80%

Boost in Complete Process

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