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            Add the Personalization Data Action Element to a Flow

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            Add the Personalization Data Action Element to a Flow

            Create an action element that maps how to send data to a specific Personalization dataset after changes to a record occur.

            Required Editions

            Available in: Premium edition
            Permissions Needed
            To add an Action element to a flow: A role with permissions to access and work with action flows

            Before adding the Personalization Data Action Element to a flow, make sure to set up your environment as described in Personalization for Sales and Service Cloud Integration Setup.

            Make sure to provide non-administrator users with proper Apex class access permissions for working with the Personalization Data Action flow element. For more information, see Set Apex Class Access from Profiles.

            When adding the Personalization data action element to a flow, also keep the following in mind:

            • To save the action element, you must map a Value and Attribute pair for at least one Identity.
            • Mapping any Value and Attribute pairs for user attributes or profile objects is optional.
            • Values are sourced from Sales or Service Cloud. Value data is sent to its associated Attribute or Object Type destination in Personalization when the flow is triggered. Attributes and object types are sourced from the Personalization dataset that you select.
            1. If you’re modifying an existing Record-Triggered flow, open Flow Builder, and then open the flow you want to modify.
            2. Under the Run Asynchronously branch of the flow, and after any other Get Records or Assignment elements, click the Add Element option (Add Element icon).
            3. Under Interaction, select the Action flow element.
            4. In the left pane, click Personalization.
            5. Click the Action field in the right panel and select the Automate Data Sent for Personalization action.
            6. Give the new Action element a label. The element assigns an API Name value for the element.
              Screen capture of a new Personalization data action element showing the top section from the label field to the dataset dropdown menu
            7. (Optional) Provide a description for the element.
            8. Provide an Interaction Name. This value identifies the flow action within Marketing Cloud Personalization and enables more streamlined segment creation based on events coming from Sales and Service Cloud.
            9. From the Dataset dropdown menu, select a Personalization dataset.
            10. In the Identities section, map Sales or Service Cloud values to their respective Personalization attributes. The identity value either resolves to an existing Named Individual Profile, or creates a New Named Individual profile.
              Screen capture of a new Personalization data action element showing the Identities section
            11. (Optional) In the User Attributes section, click Add Attribute, and then map Sales or Service Cloud values to their respective Personalization attributes.
              Screen capture of a new Personalization data action element showing the User Attributes section
            12. (Optional) In the Profile Objects section, click Add Profile Object, and then map Sales or Service Cloud ID values to their respective profile object types.
              Screen capture of a new Personalization data action element showing the Profile Objects section
            13. (Optional) Add profile object attributes by mapping their Sales or Service Cloud values to their respective Personalization attributes.
            14. (Optional) If an Asynchronous Apex process handles the creation or update of records and fields that trigger the Record-Triggered Flow, select Increase Batch Size to change the batch processing limit from 25 to 100 records per transaction.
              Note
              Note This increased processing limit matches the Apex limit of 100 total callouts (HTTP requests or web services calls) in a transaction. It improves performance but results in the removal of runtime validation for datasets, attributes, and profile objects. For more information, see the developer documentation: Apex Governor Limits.
            15. Click Done to save your changes.

            See Also

             
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