Segment exports: Salesforce Marketing Cloud
Prerequisite To export to Salesforce MArketing Cloud destination needs to be set by the administrator (Meiro team). Learn more about how to set a Facebook Audience destination in Meiro Integrations, Meiro Business Explorer. |
1. New data extension in Salesforce Marketing Cloud and export setting in Meiro
To export audience segments from Meiro CDP to Salesforce Marketing Cloud, you will need to create a new data extension in the Salesforce Marketing Cloud environment.
There are two ways to access the Data Extension section:
- Email Studio
- Contact builder
1.1 Email Studio
1. Go to the top right-hand corner of the interface. Click on Settings > Setup | ![]() |
2. Go to Subscribers > Data Extensions | ![]() |
3. If a folder needs to be created, right-click on Data Extension > New Folder | |
4. Click on Create > Standard Data Extension | ![]() |
5. Fill in the information and select the relevant data retention policy required for your use case. Learn more: about Data Retention Policy |
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6. Add in all the fields that are set on Meiro CDP Salesforce Marketing Cloud destination. Click “Create”. Warning: All fields have to be added to the data extension otherwise it will result in an error. |
Example: |
7. Click into the new data extension and copy the “External Key” into the segment on Meiro CDP under “Parameters” | ![]() |
1.2 Contact Builder
1. Go to the Audience Builder button on the interface and click on “Contact Builder” | ![]() |
2. Click on Data Extensions | ![]() |
3. Click on Create > Standard Data Extension | ![]() |
4. Fill in the information and select the relevant data retention policy required for your use case. Learn more: about Data Retention Policy Warning: The fields in the data extension have size limits that can be defined. If any value exceeds the size limit on the field, it will fail the whole export! For email and phone number fields, if any value fails the validation from Salesforce Marketing Cloud, the whole export will fail. Do validate the fields before sending them. |
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5. Add in all the fields that are set on Meiro CDP Salesforce Marketing Cloud destination. Click “Create” Warning: All fields have to be added to the data extension otherwise it will result in an error. |
Example:![]() |
6. Click into the new data extension and copy the “External Key” into the segment on Meiro CDP under “Parameters” | ![]() |
Remember: Each segment on the CDP needs to have a separate data extension key. If the same key is used, the audience will overwrite the existing one with every export.
2. Export in Meiro Business Explorer
Exportable |
Exportable shows how many customers will be exported to your destination. This number is defined by the conditions you choose to segment the audience but also by mandatory attributes that have been set up by the administrator (that must be present to export to your destination). For example, if you segment 1000 profiles but only 10 profiles have mandatory attributes present, only those 10 will be exported to your destination. Mandatory attributes are visible in the Data Library/ Destinations tab and are to be defined according to the use cases. |
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Parameters |
Data Extension Key (required) Data extension key can be obtained as described above in chapter 1. New data extension in Salesforce Marketing Cloud and export setting in Meiro Load is incremental (to the data extension indicated in the export settings), the primary key is an email. Warning: The fields in the data extension have size limits that can be defined. If any value exceeds the size limit on the field, it will fail the whole export! For email and phone number fields, if any value fails the validation from Salesforce Marketing Cloud, the whole export will fail. Do validate the fields before sending them.
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3. Salesforce Marketing Cloud environment
If export is successful, you will see the numbers appearing under the data extension that you have created.
4. FAQs
Is the load overwriting the content or incremental? |
Load is incremental (to the data extension indicated in the export settings), the primary key is an email. If changes need to be made to the data extension, it can be done within the Salesforce Marketing Cloud. |
How long does it take to load the data from Meiro to Salesforce? |
Exported data can be seen in the Salesforce Marketing Cloud almost immediately. |
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