Salesforce Marketing Cloud Source synchronization example

• •Read records from system-defined and user-defined data extensions.
• •Read records from a single data extension or multiple data extensions. Common attributes connect the multiple data extensions.
• •Use conditional operations, such as =, !=, <, and >.
• •Read a child object group. The retrieved data is in de-normalized form.
• •Apply filters on a single or multiple column to filter data.

Read Records by Using Single Data Extension as a Source

1On the Source tab, select the Salesforce Marketing Cloud connection for the Connection attribute and Infa Order for the Source Object attribute.
The following image shows the source object configuration for the synchronization task:
Note: INFA Order is a user-defined data extension.

2On the Target tab, select a .csv file as the target object and select a Flat File connection for the Connection attribute.
Note: The .csv file consists of the contact ID and contact Key fields.
The following image shows the target object configuration for the synchronization task:

3On the Data Filter tab, configure single or multiple data filters to reduce the number of rows to be read. You can also filter records by applying filter conditions.
Note: To read data that has changed since the last synchronization, configure a simple data filter that uses the $LastRunTime or $LastRunDate filter field. You cannot use advanced data filters when you read data from Salesforce Marketting Cloud.
4On the Field Mapping tab, map the primary fields of the INFA Order source object to the flat file target object.
The following image shows the mapping of the INFA Order source with the flat file target:

5Under the Schedule tab, you can set the following advanced source properties:

Property

Describtion

Batch Size

Number of rows that the Secure Agent writes in a batch to the target. When you insert or update data and specify the contact key, the data associated with the specified contact ID is inserted or updated in a batch to Salesforce Marketing Cloud. When you upsert data to Saleforce Marketing Cloud, do not specify the contact key. If you enter a batch size value greater than or equal to 0, the Secure Agent uses this value. If you enter a batch size value less than 0, the Secure Agent uses the batch size value that you entered in the Connection property. Default is 1.

6Click Save > Finish.
7Select the synchronization task from the Explore page and click Actions > Run.
In Monitor, you can monitor the status of the logs after you run the task.

Read Records by Using Multiple Sources

1On the Source tab, select the Salesforce Marketing Cloud connection for the Connection attribute, Source type as Multiple and click the Add button to add the source objects.
The following image shows the source object configuration for the synchronization task:

The Add Primary Object page appears.
2 Enter the name of the source object and select the source object.
The following image shows the primary object that you can select for the source:

3After you add the primary source object, add the child object. Click the Add button to add the child object.
The Add Sibling Object page appears.
4Select INFA Order as the sibling object.
The following image shows the Add Sibling Object page:

5Click OK
6Similarly, add the ShoppingKart.INFA OrderLines object as a child object.

7On the Target tab, select a .csv file as the target object and select a Flat File connection for the Connection attribute.
Note: The .csv file consists of the contact ID and contact Key fields.
The following image shows the target object configuration for the synchronization task:

8On the Field Mapping tab, map the primary fields of the INFA Order source object to the flat file target object.
The following image shows the mapping of the INFA Order source with the flat file target:

9Under the Schedule tab, you can set the following advanced source properties:

Property

Describtion

Batch Size

Number of rows that the Secure Agent writes in a batch to the target. When you insert or update data and specify the contact key, the data associated with the specified contact ID is inserted or updated in a batch to Salesforce Marketing Cloud. When you upsert data to Saleforce Marketing Cloud, do not specify the contact key. If you enter a batch size value greater than or equal to 0, the Secure Agent uses this value. If you enter a batch size value less than 0, the Secure Agent uses the batch size value that you entered in the Connection property. Default is 1.

10Click Save > Finish.
The following image shows the data that the Secure Agent reads from Salesforce Marketing Cloud and writes to the flat file based on the fields you mapped in the synchronization task:

11Select the synchronization task from the Explore page and click Actions > Run.
In Monitor, you can monitor the status of the logs after you run the task.