Table of Contents
What is a data extension in Salesforce?
A data extension refers to a table in the Salesforce Marketing Cloud containing information about your subscribers such as name, address, age, gender, email, city. It allows you to track and update your customer’s data via, for instance, a form of data submitted through a home page or through Salesforce object records.
How to create Salesforce Marketing Cloud Data Extensions?
The second place where you can create Salesforce Marketing Cloud Data Extensions is in the Contact Builder. Step 1: While you’re in Email Studio, hover over Email in the top left corner. Step 2: A drop down comes up. You should hover over Audience Builder and click on Contact Builder.
What are Data Extensions in Marketing Cloud?
There are three types of data extensions in Marketing Cloud. Standard data extensions are used for building a custom set of fields. Filtered data extensions are used to create a subset/segment from an existing data extension.
What are the data extensions used for?
Data Extensions 1 Standard data extensions are used for building a custom set of fields. 2 Filtered data extensions are used to create a subset/segment from an existing data extension. 3 Random data extensions allow you to randomly select subscribers from a source data extension
Where is data extension in Marketing Cloud?
View Marketing Cloud Data Extension RecordsClick Subscribers.Click Data Extension.Select the data extension name.Click Records. From here you can review records, export records, import records, and clear data.
What is data in extension?
A data extension is simply a table with fields of data about your contacts. Data extensions can be standalone or related to other data extensions. You can use the data to run queries, pull information, and send to a subset of subscribers.
What is difference between list and data extension in Marketing Cloud?
Data Extensions. There are two different methods to store and segment subscriber data within Marketing Cloud: Lists and Data Extensions. Lists have limited functionality, whereas Data Extensions provide full flexibility to store and relate subscriber information.
How do I use data extension in Marketing Cloud?
Here is how to create a Data Extension using Email Studio. Once you’re inside Email Studio, you can navigate to ‘ Subscribers’ → Data Extensions in the drop down. This brings me to the overview screen. If you’re new to Marketing Cloud, these data extensions may be there by default because they are system generated.
What are the types of data extensions?
There are three types of data extensions we have in Salesforce Marketing Cloud: Standard Data Extension. Filtered Data Extension. Random Data Extension.
How do I create a data extension in Salesforce Marketing Cloud?
Follow these steps to create a data extension in Marketing Cloud Email Studio.Click Subscribers.Click Data Extensions.Click Create and choose an option: … Enter information in the Properties section: … Complete the information in the Type section: … Complete the information in the Fields section for each field. … Click Save.
Are data extensions testable?
Is Testable – If you select Is Sendable, this field indicates whether you intend this data extension to have test messages sent to it. Campaign Association- To associate a data extension used for sending with a Campaign, select the radio button for the appropriate Campaign, optional.
What is a synchronized data extension?
The synchronized data extension uses the name of the synchronized object and adds the suffix Salesforce_n, where n indicates the number of the copy when used in a multi-org environment.
What is a Sendable data extension?
By definition , a sendable data extension is a data extension that has a column mapped to the All Subscriber List. e.g if you have a ContactId that represents that SubscriberKey in that data extension, you would have to map it to SubscriberKey so that system can resolve it at send time.
How do you create a record for data extension?
Follow these steps to add a record to a data extension in Contact Builder.Click Data Extensions.Click the applicable data extension.Click the Records tab.Click Add Records.Enter information for the available fields.Save your work.
What three methods are used to import data into a data extension?
There are three ways to import data into a data extension….For Upload File:File Name: Type MasterSubscriber. csv.Delimiter: Comma.Date Format: English.
What is List or data file?
A data file is any file containing information, but not code; it is only meant to be read or viewed and not executed. For example, this web page, a letter you write in a word processor, and a text file are all considered data files. Programs may also rely on data files to get information.
Are data files software?
I believe data files would be considered assets or resources, not software by itself, but stuff that the software uses to accomplish its purpose. For example, most of a game’s content is assets, such as music, models, textures, cutscenes and that kind of stuff; the actual software is just the game engine and that’s it.
Can Chrome Extensions read data?
Like, most extensions require permission to access and modify your data as you browse the web. By default, the permission to ‘read and change site data’ is given to an extension for any website you visit in the browser.
What is called metadata?
Metadata can be explained in a few ways: Data that provide information about other data. Metadata summarizes basic information about data, making finding & working with particular instances of data easier. Metadata can be created manually to be more accurate, or automatically and contain more basic information.
What is data extension?
A data extension is simply a table with fields of data about your contacts. Data extensions can be standalone or related to other data extensions. You can use the data to run queries, pull information, and send to a subset of subscribers.
What is nonsendable extension?
Nonsendable data extensions are reference data, such as the weather, airport codes, orders, product tables, etc.—things you want to use to personalize emails, but not a person you are sending an email to.
What is segmentation in marketing?
Segmentation allows you to take your larger audience and then send targeted and relevant messages to a segment of that audience to ensure that you’re sending the right message to the right subscriber at the right time. When segmenting data, random segments, as well as filtered segments, can be created.
Can you import data extensions in Marketing Cloud?
You can manually import data extensions, or you can automate the import through Automation Studio or the Marketing Cloud API. Data extensions can be used in both Contact Builder and in Email Studio, but data extension permissions, sharing, and other functionality live in Email Studio. There are three types of data extensions in Marketing Cloud.
How to add data extension to email?
Step 1: Hover over Email Studio on the top left menu in Marketing Cloud and click Email. Step 2: Next, hover over Subscribers and click Data Extensions. Step 3: Navigate to the top right section of your screen and click Create. Step 4: You’ll get a popup and here you can specify the means by which the data extension will be built.
Can you put anything in a data extension?
In practice, you can put anything in a data extension and keep track of that information, just like you can in an Excel Spreadsheet. As a matter of fact, a data extension is exactly like an Excel Spreadsheet except that the data is stored in the Salesforce Marketing Cloud.
Learning Objectives
Data Extensions
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Information about contacts is stored in a data extension. A data extension is simply a table with fields of data about your contacts. Data extensions can be standalone or related to other data extensions. You can use the data to run queries, pull information, and send to a subset of subscribers. You can manually import data extensions, or you can a…
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Shared Data Extensions
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You can share data extensions with other business units by storing them in shared data extension folders. You can configure the data retention policy settings, select who can see what actions are available, set the sharing window, and decide which business units have access to a shared data extension.
Segmentation
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Segmentation allows you to create specific criteria or rules and apply the rules to a data extension. Segmentation allows you to take your larger audience and then send targeted and relevant messages to a segment of that audience to ensure that you’re sending the right message to the right subscriber at the right time. When segmenting data, random segments, as well as filt…
Attribute Groups and Data Extensions
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When you create an attribute group, you give it a name, and you have the ability to link data in Data Designer. Each attribute group includes a data model consisting of data extensions linked to either the contact record or to other data extensions. You can create attribute groups including all relevant data extensions at the same time to ensure that all the necessary data resides in the co…
Best Practices
- Create data extensions only if you need them and just bring in the data that you need. Views can get messy when you create a lot of data extensions that you don’t need.
- Ensure the data types that you choose match the data you are bringing in. If you have a date field and store it as a text field, that can cause issues with segmentation.
- Make sure that a sendable data extension only has one email address field.
- Create data extensions only if you need them and just bring in the data that you need. Views can get messy when you create a lot of data extensions that you don’t need.
- Ensure the data types that you choose match the data you are bringing in. If you have a date field and store it as a text field, that can cause issues with segmentation.
- Make sure that a sendable data extension only has one email address field.
- Filtered data extensions are typically sendable data extensions that have been filtered based off of some sort of criteria.
