Automation Studio Support

Automation Studio is an Engagement application used to execute multi-step marketing and data management activities on an immediate, triggered, or scheduled basis. Use Automation Studio's workflow canvas to build simple or multi-step automations.

Using Automation Studio to manage sends to Salesforce reports and campaigns helps maintain a single view of the customer and manage relationships in Salesforce. For example, schedule standard welcome email messages to send to all new customers. Then send a personalized follow-up email to new contacts after a specific interaction. Last, send a notification email to current contacts after a specific event or interaction.

Data Access Considerations

Manual import activities respect your account configuration for scope by user or non-scope by user. However, automated import activities in Automation Studio do not respect the scope-by-user configuration. The automation runs at the Salesforce tracking user’s level of access, which is typically greater than a regular user's access.

For example, if you manually start an import in Email Studio interactions in the Marketing Cloud, the import respects a scope-by-user configuration. However, if you schedule an automated import using Automation Studio in Marketing Cloud Engagement, the import completes as a non-scope-by-user account configuration.

Consider this data access configuration if you test your imports manually and then schedule the import in Automation Studio. To see actual results while testing, log in to Engagement as the API user to test the import manually. This method provides the same results as the scheduled automation.

You cannot create an import activity using a Salesforce report that you do not have permission to access. For example, reports in the Engagement admin folder in Salesforce are not available for use if you do not have access to that folder.