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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 IntegrationsMeiro 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 Screenshot 2022-03-08 at 11.37.43 AM.png
2. Go to Subscribers > Data Extensions Screenshot 2022-03-08 at 11.37.50 AM.png
3. If a folder needs to be created, right-click on Data Extension > New Folder
4. Click on Create > Standard Data Extension Screenshot 2022-03-08 at 11.40.38 AM.png

5. Fill in the information and select the relevant data retention policy required for your use case. 

Learn more: about Data Retention Policy

Screenshot 2022-03-08 at 11.42.28 AM.png

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:

Screenshot 2022-03-08 at 11.43.50 AM.png

7. Click into the new data extension and copy the “External Key” into the segment on Meiro CDP under “Parameters” Screenshot 2022-03-08 at 11.48.15 AM.png


1.2 Contact Builder



1. Go to the Audience Builder button on the interface and click on “Contact Builder” Screenshot 2022-03-08 at 11.56.00 AM.png
2. Click on Data Extensions Screenshot 2022-03-08 at 12.11.17 PM.png
3. Click on Create > Standard Data Extension Screenshot 2022-03-08 at 12.14.27 PM.png

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.

Screenshot 2022-03-08 at 12.15.31 PM.png

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:Screenshot 2022-03-08 at 12.16.52 PM.png
6. Click into the new data extension and copy the “External Key” into the segment on Meiro CDP under “Parameters” Screenshot 2022-03-08 at 12.19.10 PM.png

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 tab/ Sources & Destinations tab and to be defined according to the use cases.


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.

Learn more: about data extension limits from the Salesforce documentation.


 

3. Salesforce Marketing Cloud environment

If export is successful, you will see the numbers appearing under the data extension that you have created.

image-1657192227639.png


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.