Contents
How to prepare an entry source for Salesforce?
If you use a data extension entry source be sure to: Include fields needed for personalization or dynamic content in the data extension. Use a sendable data extension. Prepare any suppression or publication data extensions in advance. You can then select these in the send email activity during configuration.
What do you mean by entry data in Salesforce?
Entry data is the information you have for a contact when the contact enters a journey. It’s a snapshot of your contacts’ data attributes taken at the moment they are added to the journey. Contact data is updated as the journey goes on, but entry data is not.
How to import data into Salesforce Journey Builder?
Using activities, you can import data into the Marketing Cloud, query or filter the data, and update a data extension for Journey Builder. This is similar to the process using a data extension, except that all the actions taken on the data are managed by Automation Studio.
How does data extension entry source in Journey Builder work?
A data extension entry source in Journey Builder takes an existing data extension from Email Studio or Contact Builder, or a List from MobileConnect, and places customers into the journey according to a schedule. If you use a data extension entry source be sure to:
How does an entry event work in Salesforce?
An entry event requires some change in customer data that triggers an evaluation of that contact for inclusion in the journey. In a welcome series, the action or behavior is typically a customer opting into a marketing campaign. Here are some ways entry events work to place a contact into a journey.
How to configure data entry source data extension?
IMMEDIATE: Ability to modify the Data Extension (ENTRY AUDIENCE) created in marketing coud as part of a Salesforce Entry Source via Content Builder. FUTURE: We need ability to configure the attributes (salesforce fields) selected in Salesforce Event Data Source, when we configure the event source itself.
What are the two types of entry sources?
The entry source admits contacts into your journey. Each journey must include only one entry source. There are two commonly used types: a Data Extension entry source or an Event.
How is data stored in Salesforce service cloud?
Using data stored in Sales or Service Cloud, changes in an object’s data can be used to place a contact into a journey. Using a point of sale system in a retail store or on a website, a customer elects to sign up for promotional emails and coupons. The data extension used for the event must be linked to the Contact Builder data model.
How to create profile Center in Salesforce cloud?
Marketing Cloud customers using CloudPages or Mobile Studio create profile centers or use the email subscription template to opt users into mobile or email communications. Using data stored in Sales or Service Cloud, changes in an object’s data can be used to place a contact into a journey.