Synchronize data extensions

Overview

In this destination service, DinMo will export and update rows of a specific data extension, and optionally, insert new rows in this object. Note that the data extension should already exist in Salesforce.

To create such an activation, you will need to go through these three steps:

• If it does not already exist, creating a data extension on Salesforce Marketing Cloud's platform, with a primary key configured. There is no need to add rows or columns to the data extension.

• Creating a Salesforce Marketing Cloud destination targeting this data extension. Refer to the corresponding section for more info.

• Creating a segment or a model composed of all the rows that will populate the Salesforce data extension. The data extension's primary key must be one of the model's fields.

• Activating the model or segment to the Salesforce destination to start sending data. Refer to the corresponding section for more info.

Each time the activation will be running:

• If you ticked the insert mode option, all new records in the model will be inserted in the data extension

• All attributes values that have changed since the last activation will be updated in the data extension

If you chose not to insert new records, only records of the model with a primary key already present in the data extension will be updated.

Destination setup

To start synchronizing objects, you are first required to create a Salesforce Marketing Cloud destination with the corresponding destination service.

In this process, you must specify:

• How data will be transferred:

  • Either using a FTP user. In this case, you must indicate the file transfer location (by default, ExactTarget Enhanced FTP)

  • Either through Amazon S3. In this case, you must again indicate the file transfer location.

• Which existing data extension will be updated in this destination. If you wish to update different data extensions, please create one distinct destination for each of these objects

Configuring Amazon S3 Access

Amazon S3 Access requires you to input an AWS role ARN to give DinMo write access to your S3 bucket at the file transfer location.

In order to do so, you must add this role arn to the role's trust policy : arn:aws:iam::724998534403:role/DinmoS3AccessorRole-dinmo-prod

Here is an example of a trust policy with that role :

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Principal": {
                "AWS": "arn:aws:iam::724998534403:role/DinmoS3AccessorRole-dinmo-prod"
            },
            "Action": "sts:AssumeRole"
        }
    ]
}

Here is a minimal policy granting s3 access to a role

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Action": [
                "s3:ListBucket"
            ],
            "Resource": "arn:aws:s3:::example-bucket"
        },
        {
            "Effect": "Allow",
            "Action": [
                "s3:GetObject",
                "s3:PutObject",
                "s3:DeleteObject"
            ],
            "Resource": "arn:aws:s3:::example-bucket/*"
        }
    ]
}

Important note: The data extension must have a primary key configured on Salesforce's side.

Learn how to create such a destination in our step-by-step tutorial

Activation configuration

Once the destination has been setup, and your DinMo model (or segment) created, you can create an activation to start sending data to Salesforce right away.

Learn how to activate a segment in our step-by-step tutorial

Fields mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo model corresponding to the primary key of the target data extension. This field will be used to link the model's records to existing records in Salesforce.

You can then map any other attribute existing in Salesforce. These attributes will then be updated by DinMo during each activation.

Custom Attributes

In this section, any field you select will be exported as a new column in your Salesforce data extension. The associated field will have the same name in Salesforce and DinMo.

The values of the attributes selected here will then also be updated at each activation.