Slaesforce FAQ

how to copy salesforce sync data into data extension

by Carli Ebert Published 2 years ago Updated 2 years ago
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How do I import data into data extension?

0:422:15Import Data Into Data Extensions | Marketing Cloud - YouTubeYouTubeStart of suggested clipEnd of suggested clipFile before you upload it and click open and then choose whether the delimiter is a comma a tab orMoreFile before you upload it and click open and then choose whether the delimiter is a comma a tab or something else like a pipe. And then choose the date format.

How do you duplicate synchronized data extensions in marketing cloud?

When you setup the Marketing Cloud Connector, you get Synchronized Data Extensions, as a "mirror" of your data in Sales or Service Cloud. In order to use this data you must replicate it in Regular Data Extensions but for that you must create the DE and the fields one by one.

How do I copy a data extension?

Enter a description for the new data extension in the Description field. To place the new data extension in a different location, click Change Location and select the new location. Otherwise, the new data extension exists in the same location as the original data extension. Click Create Copy.

How do I create a synchronized data extension?

Select the Data Sources tab in Contact Builder. Select the Synchronized tab....Create Synchronized Data Sources in Contact BuilderQueryable: True.Creatable: True.Retrievable: True.Replicateable: True.CustomSetting: False. Note An object must have a CreatedDate field available for synchronizing.

How do I transfer data from Salesforce to Marketing Cloud?

In Marketing Cloud, navigate to Email Studio. Under Interactions, click Salesforce Send Emails. Select a Salesforce data extension or data extension filter. Click Send.

Why would you use a Synchronised data extension?

This data extension is mostly used to have a separate sendable data extension that is used for sending emails to random subscribers. Synchronized Data Extension: This data extension is mainly used to populate Salesforce Standard/custom object data from Sales cloud/service cloud into Marketing cloud.

What is Salesforce data extension?

A data extension is a table that contains your data. With Marketing Cloud Connect, push tracking data from the Marketing Cloud back to your Sales or Service Cloud orgs using Salesforce data extensions (SFDEs).

How frequently does the data extension sync with Salesforce?

every 30 secondsAccess Synchronized Data Sources Synchronized Data Sources displays row counts during the initial synchronization and refreshes every 30 seconds.

How do I use synchronized data extension in journey builder?

Your customer interactions within Journey Builder use the primary and foreign keys to define the relationships that inject your contacts in as necessary.Select the Data Sources tab in Contact Builder.Select the Synchronized tab.Select the data source connected via account integration.Click Set Up Object.More items...

Prerequisites

Before you get started with Salesforce data extensions (SFDEs), check the subscriber key, Email field, and field names.

Importing Salesforce Data Extensions

Import Salesforce data extensions into the Marketing Cloud through Interactions. Create import activities with accessible Sales or Service Cloud reports. For example, if you can’t access a report in Marketing Cloud, you can’t access it in the Marketing Cloud Admin folder of Sales or Service Cloud.

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