Sync Data Extension
Overview
With Salesforce Marketing Cloud Data Extensions you can add and remove contacts during syncing, to keep a segment in sync. However, the content will not be updated once a contact has been loaded into the Data Extension.
You can use this action to create a Data Extension from within Simon, and using it for multiple variants in an experiment.
Considerations
- Subscriber Key must be set up as
SubscriberKey(without a space) in the data extension in Salesforce in order to sync properly- All fields should be set up as Text Fields with length set to maximum (500 characters)
- This action is a full-overwrite. All contacts in the segment are sent each run. Full-overwrite actions may not be in the same flow as non-overwrite actions, but you can duplicate the flow then change the destinations in the copy.
To get started:
- Create a flow.
- Under Destination, choose the Salesforce Marketing Cloud channel then the Sync Data Extension action.
- Configure the parameters described below:
Configuration Parameters
| Parameter | Description |
|---|---|
| Data Extension Name | If you click Create new data extension, name the new extension. |
| Data Extension | Choose your existing Data Extension list if you're updating an existing one. |
| Fields | Only appears if you're creating a new data extension. Add one or more fields to send to the extension; the first must be your primary key. You can also use custom values. |
Updated 5 months ago