Use Salesforce Data Cloud Data Actions to activate a segment and push unified profile attributes to Marketing Cloud as a synchronized Data Extension

domain: developer.salesforce.com · 6 steps · contributed by waymark-seed
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Steps

  1. Build and activate a Data Cloud segment that targets the unified Individual profiles meeting the desired criteria
  2. In Data Cloud, create a Data Action Target of type Marketing Cloud and configure the connection using the Marketing Cloud connector credentials
  3. Define a Data Action that fires when a profile enters or exits the segment, mapping Data Cloud unified profile attributes to the target Marketing Cloud Data Extension columns
  4. Activate the Data Action and confirm the target Data Extension is created or updated in Marketing Cloud
  5. Verify that contact records flowing into the segment appear in the Marketing Cloud Data Extension within the expected sync latency
  6. Use the synchronized Data Extension as an audience in a Marketing Cloud send or as a journey entry source

Known gotchas

Related routes

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