Synchronized Data Extension Filter using Flow Builder in Salesforce Marketing Cloud

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Cameron Robert shows how to use Flow Builder in Salesforce CRM to create a customer field that can be used as a Synchronized Data Extension filter for Marketing Cloud Connect.
The ability to use Formula Fields to filter Synchronized Data Extensions in Marketing Cloud was removed in the Winter 2023 release (October 2022). This video introduces concepts that can be used to create a new filter field.
Note that the concepts covered in this video may not suit all implementations. Consult with your Salesforce Architect before making Flows or custom fields on Salesforce objects.
0:00 - Introduction
0:13 - Filtering with Formula Fields Is No Longer Supported
0:45 - Create a custom field for filtering Synchronized Data Extensions
2:45 - Create a Flow to automate the record sync field
5:54 - Testing the basic Flow
6:42 - Upgrade the Flow to set opt in and out
9:39 - Testing the updated Flow
10:22 - Add the new field as a Filter for Synchronized Data Extensions
12:13 - Summary
Useful Videos:
▶️ Marketing Cloud Connect Setup: • Marketing Cloud Connec...
Salesforce Release Notes:
• Filtering with Formula Fields Is No Longer Supported: help.salesforce.com/s/article...
Contact:
/ camrobert
www.cameronrobert.com.au/
/ auscamrobert
Music: www.bensound.com

Пікірлер: 11

@docrenard 9 ай бұрын

Awesome stuff Cameron! More like this please 😊

@michaelchoi8744 Жыл бұрын

Super helpful! Thanks Cam

@user-oh2uc5wr3d Жыл бұрын

Hi Cam, Great content,I have a request to do more videos on Salesforce to MC data flow and vice-versa ,also if you create based on real time use-cases would be great.

@zemiguel3335 2 ай бұрын

Onde the contacto is crestes in SFMC, Opting out in Salesforce CRM will reflect on SFMC? THANKS

@nponta0126 3 ай бұрын

Hi Cam, What happens when the field you want to use is not displaying in the dropdown list? Any ideas to troubleshoot? (E.G. My version of the SFMC_Sync field is not appearing as an option)

@ireneonyango4793 5 ай бұрын

I am curious why you didn't use formula field for this solution? Doesn't MC work well with formula fields?

@katiehaupt4512 Жыл бұрын

Awesome video Cam :) Question for you... What happens if: Salesforce Lead has SFMC_SYNC = true and has syncronized into SFMC A week later, Salesforce Lead now has SFMC_SYNC = false. I understand that new data updates from Salesforce won't be pushed into SFMC, but does anything in happen in SFMC to flag that it no longer is synchronized?

@CameronRobert Жыл бұрын

The record is no longer pushed into the Sync DE (and will be removed). However the subscriber record will remain as a contact in Marketing Cloud, so you may need to do a contact delete process.

@katiehaupt4512 Жыл бұрын

@@CameronRobert legend! Thanks! This has really helped with a big clean up of crappy data in MC 👌

@Bayx91 Жыл бұрын

I usually do this with a batch (apex) in case the org already has millions of records that are not going to be modified

@CameronRobert Жыл бұрын

Exactly right, the method I show will only work for records that are created/updated from that point onwards, a batch update is required to align all existing records (but that is more the realm of the SFDC Admin)