Migrate Targeting Data with Data Processing Engine (Beta)

Streamline ad targeting migrations by replacing manual data loads and fragile custom scripts with built-in Data Processing Engine templates. These templates provide a standardized, automated way to export and import configurations across environments, ensuring data integrity while significantly reducing deployment time and manual effort.

Important Media Targeting Data Migration with Data Processing Engine support is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

Salesforce provides on-demand core Data Processing Engine templates designed for small-to-medium data volumes. These templates focus specifically on targeting entities.

• CSV Header Files for Targeting Data Migration
  Migrate your targeting data into Media Cloud by using two Data Processing Engine templates that handle the end-to-end setup of your targeting hierarchy. The first template, Create Media Targeting Categories, Segments And Values, imports your foundational targeting data by creating Ad Target Category, Ad Target Category Segment, and Ad Target Segment Value records from a single CSV file. When your targeting records exist in the org, the second template, Map Targeting With Product, Classification And Media Type, associates those records with your products, product classifications, and media types by creating Ad Available Target Segment, Ad Available Target Segment Value, and Ad Product Default Target Value records. Together, these templates eliminate the need for manual record creation and reduce the time required to set up complex targeting configurations for your media catalog.
• Targeting Data Import Field Mapping
  When the Data Processing Engine processes your CSV file, each column header maps to a specific field on a Salesforce object — either to create records with the specified values or to locate existing records by using lookup keys for establishing associations between targeting data, products, and classifications.
• Limitations and Guardrails for Targeting Data Migration
  Understand the limitations, guardrails, and data association behavior when migrating targeting data using Data Processing Engine templates. Review this information before preparing your CSV files for import.
• Create an External Identifier for Media Targeting Migration
  To protect your data integrity during migration, create a unique external identifier field. Create this field on the Ad Available Target Segment object before you clone the mapping template.
• Configure and Import Media Targeting Data
  To migrate your targeting data, clone the Data Processing Engine templates and import your CSV files. Because the import process is asynchronous, Salesforce sends a notification when the import is complete.