Loading
About Salesforce Data 360
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Batch DMO Activation in Data 360

            You are here:

            1. Salesforce Help
            2. Docs
            3. Data 360

            Create a Batch DMO Activation in Data 360

            Create a batch DMO activation to export an entire data model object (DMO). Learn how to configure your activation by filtering records, adding additional attributes, and ranking the audience before publishing.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            User Permissions Needed
            To create an activation

            One of these permission sets:

            • Data Cloud Architect
            • Data Cloud Activation Manager
            • Data Cloud Activation Specialist

            See Also

            Create an Activation

            1. From the Activations tab, click New and select the Data Model Object (DMO) activation type.
            2. Select Batch.
            3. Select the data space.
            4. Select the DMO you want to activate.
            5. Select the activation target.
              Supported activation targets for batch DMO activation include Marketing Cloud Engagement, file storage targets (such as S3 (Legacy), Google Cloud Storage, Microsoft Azure Blob Storage, and SFTP), a Data 360 activation target, and strategic partner platforms (such as Google, Meta, and LinkedIn).
            6. (Optional) Select your contact points.
              The order of attributes in the activation doesn’t match the order in the CSV file output.
              1. When contact points are mapped, select an existing path or click Edit to add, reorder, or delete sources and change source types and priority for each contact point.
              2. Click Next.
            7. To control what records activate, in Activation Membership, click Add Filters.
              1. Drag attributes from a DMO to create a filter for the activation membership.
              2. Click Save.

              For filters using related attributes, you can access a DMO up to two relationships from your activation membership, limited to a single path.

              Note
              Note
              • You can add currency attributes to your activation payload. The Record Currency field isn’t automatically included in the payload, but you can add it if necessary.
              • You can use currency attributes to sort related attributes. The ‌currency conversion is implicitly performed, and the data is sorted accordingly.
            8. In Contact Points, click Edit Filters.
              1. Drag attributes to create a filter for the contact point. Attributes are only available from the selected contact point DMO and consent DMOs. To manage consent, select attributes from the Contact Point Consent (L3) and Contact Point Subscription Consent (L4) DMO.
              2. Click Save.

                Under Contact Point, the value is 1 for Max. # of Attribute Values because only one value is sent for each contact point channel.

              3. For Sort By, select an attribute and an operator to organize your data.
              4. Click Continue.

            Configure Activation Attributes

            1. To activate more attributes, click Add Attributes.
            2. Drag additional attributes to the canvas. If you select different columns with similar information, all the unique combinations are added to the output.
            3. To provide a unique attribute name in the output file, click the edit icon.
              When activating additional attributes, primary or foreign key fields aren’t available as an option because they aren’t exposed for activation. To see primary or foreign key fields during activation, create a formula field that copies those fields. The formula field is included as an additional attribute for activation. In the lakehouse, number data type fields are stored as decimals, not integers. Therefore in activation, the fields appear as decimals, except for primary keys.
            4. Save your changes.
            5. (Optional) For SFTP, Google Cloud Storage, and Microsoft Azure activation targets, remove the default attribute that's included automatically based on the Activation Membership object chosen during activation creation.
              When activating to file storage targets like Amazon S3, SFTP, GCS, or Azure, these considerations apply.
              • The order of attributes or columns in the activated file can change. Use the column headers to identify and match the corresponding column data at the destination.
              • The Update Action field in the activation file in your file storage target corresponds to the Delta Type field in the Audience DMO Schema Attributes. Additionally, a Version field is added to the activation file by default, but it can be ignored.

            (Optional) Refine the Audience

            1. To include campaign-specific data, expand Campaign Data, and click Add Data.
              You can include details such as campaign ID and description, target audience characteristics, products flagged for promotions, and geographic distribution. You can add up to 20 unique name-value pairs. Each campaign attribute forms a new column in the activated payload and the data extension in Marketing Cloud Engagement.
              1. You can modify or remove campaign attributes when editing an activation. To remove all campaign attributes, choose the Remove All option from the Add Data dropdown menu.
              2. You can also manage campaign-specific data through the Activation Connect APIs.
            2. Expand Provisional Audience Limiting, then click Rank Attributes to use the same audience for multiple fixed-size campaigns across different channels with varying budgets.
              1. Drag up to three attributes to the canvas in your preferred hierarchy for ranking and move them up or down to rearrange.
              2. Select the sorting order (ascending or descending) for each attribute and the attribute path, then click Save.
              • To remove an attribute, select the dropdown menu, then click Remove Attribute
              • For ranking attributes, you can include direct attributes and calculated insights.
              .
            3. To limit the audience for this activation, enter a number from 1–10,000. The audience is selected randomly. If you’ve ranked attributes, the audience is prioritized based on the ranking. To extend the audience limit to a maximum of 1 million, contact Salesforce Customer Support.
            4. Click Next.

            Save the Activation

            1. Enter a name and description for your activation.
              • Key qualifier attributes are added to activations automatically.
              • You can have up to 200 characters for the description.
              • You can’t include the following characters in the name field: + ! @ # $ % ^ * ( ) = { } [ ] \ . < > / " : ? | , _ &
            2. Choose a refresh type for the DMO publish.
              A full refresh publishes all records in the DMO. An incremental refresh publishes only the added, updated, and deleted records since the last successful refresh. You can exclude modified or deleted records from the payload if they’re not needed.
            3. Click Save.
            4. Click Publish Now to trigger the activation.
             
            Loading
            Salesforce Help | Article