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            Manage Marketing Objects

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            Manage Marketing Objects

            You can create a marketing object by importing data from a CSV file. You can also delete a marketing object that you don’t need.

            Required Editions

            Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition

            Create a Marketing Object by Importing a File

            Upload a CSV file to create a marketing object and load data into it in one step. The resulting marketing object contains only the columns specified in the CSV file that you provide. Marketing Cloud Next infers the data type for each column based on the data in the input file.

            Required Editions

            User Permissions Needed
            To create a marketing object: Manage Marketing Objects
            1. On the Data Management tab, from the Marketing Data panel, select Marketing Objects.
            2. Click New.
            3. On the Create a Marketing Object window, select From File.
            4. Click Upload Files, and then select the file to import.
            5. Click Next.
            6. Enter a name, an API name, and optionally a description for the object.
            7. Review the field names from the imported file. To change the field name, API name, or data type for a field, click the pencil icon (A pencil, which indicates that you can edit an item or property.), and then enter the correct value.
            8. If a field is a primary key, select Primary Key.
              Note
              Note You can select more than one primary key field. Marketing objects don’t support composite keys.
            9. Click Next.
            10. Save your changes.

            Refresh the Data in a Marketing Object

            Perform a full refresh of the data in a marketing object by uploading a CSV file. When you perform a full refresh, Marketing Cloud Next deletes the data in the marketing object and replaces it with the data in the CSV file.

            Required Editions

            User Permissions Needed
            To refresh the data in a marketing object:
            • Manage Marketing Objects
            • Modify All Marketing Object Records
            1. On the Data Management tab, from the Marketing Data panel, select Marketing Objects.
            2. From the list of marketing objects, select the object to refresh.
            3. On the Data Explorer tab, click Upload from file.
            4. Select Full Refresh.
            5. Select the file that contains the updated data.
              Note
              Note The file that you select must have the same columns as the marketing object.
            6. Click Upload.

            Delete Records in a Marketing Object

            Delete individual rows in a marketing object to remove unused, unwanted, or duplicate data.

            Required Editions

            User Permissions Needed
            To delete a record in a marketing object:
            • Manage Marketing Objects
            • Modify All Marketing Object Records
            1. On the Data Management tab, from the Marketing Data panel, select Marketing Objects.
            2. From the list of marketing objects, select the object that contains the data to delete.
            3. On the Data Explorer tab, select the records to delete.
            4. Click Delete Records.

            Delete a Marketing Object

            If you no longer need a marketing object, delete it. Deleting a marketing object frees up the storage space that the object consumes.

            Required Editions

            User Permissions Needed
            To delete a marketing object: Manage Marketing Objects
            Warning
            Warning Deleting a marketing object also deletes all the data that it contains. You can’t restore a deleted marketing object.

            Before you delete a marketing object, remove references to it from all of your marketing content, campaigns, briefs, and flows. If any other object refers to the data in the marketing object, you can’t delete the marketing object.

            1. On the Data Management tab, from the Marketing Data panel, select Marketing Objects.
            2. From the list of marketing objects, select the object to delete.
            3. Click Delete.
            4. Confirm that you want to delete the object.
             
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