Overwrite Data Extension

Overview

With most Salesforce Marketing Cloud Data Extensions actions, you can add and remove contacts during to keep a segment in sync. However, the content will not be updated once a contact has been loaded into the Data Extension unless the Data Extension is fully overwritten. You can use this action to overwrite a Data Extension with each sync from Simon, keeping both the segment and any content fields up-to-date.

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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 other than the SubscriberKey, which may be Email type, should be set up as Text type 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.

To get started:

  1. Create a flow.
  2. Under Destination, choose the Salesforce Marketing Cloud channel then the Overwrite Data Extension action.
  3. Configure the parameters described below:

Configuration Parameters

ParameterDescription
Data Extension NameIf you click Create new data extension, name the new extension.
Data ExtensionChoose your existing Data Extension if you're updating an existing one.
FieldsIf 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.

If you're populating an existing data extension, Simon will fetch the field names and types from SFMC so you can set the Value for each field (see: custom values )