Salesforce Docs Portal

Create an Activation for a Data 360 Target

After you create a segment in Data 360, you can publish it to an activation target.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permissions Needed
To activate a segment:

One of these permission sets:

  • Data Cloud Architect
  • Data Cloud Activation Manager

Create an Activation

  1. In Data Cloud, select the Segments tab, and then select a segment.
  2. From Activations, click New.
  3. Select the data space.
  4. Select the Data Cloud activation target.
  5. For Activation Membership, select a data model object (DMO).
  6. Click Continue.
  7. To include contact points in this activation, click Select next to the contact points. When you add a contact point, select an existing path, or click Edit to add, reorder, or delete sources and change source types and priority for each contact point.
  8. Click Next.

Configure Activation Attributes

  1. To activate more attributes, click Add Attributes. You can add these types of attributes to your activation:
    • Direct Attribute—Attributes of the Activation Membership DMO.
    • Related Attribute—Attributes from any object in the DMO if a path to that object from the Activated On object exists and all the relationships along that path are either 1:1 or N:1. When you use a Data Cloud activation in an activation-triggered flow, flows support related attributes only up to two levels deep.
    • Calculated Insights—Add your Calculated Insights metrics to the activation, and apply dimension filters for more granular insights.
  2. Drag up to 100 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, click the Edit icon.
  4. Save your changes.

(Optional) Refine the Audience

  1. To include campaign-specific data, expand Campaign Data, and click Add Campaign Attribute.
    You can include up to 20 standard attributes (Activation Name, Activation ID, Segment Name, Segment ID, Activation Run ID, and Activation Publish Start Time) and custom attributes. Each campaign attribute forms a new column in activation output.
    Note
    Note For a waterfall segment, when you include the Segment Name and Segment ID standard attributes, the activation output displays the parent segment name and ID.
    1. You can modify or remove campaign attributes when editing an activation. To remove all campaign attributes, choose the Delete All option from the Add Campaign Attribute dropdown menu.
    You can also manage campaign-specific data through the Activation Connect APIs.
  2. To use the same audience for multiple fixed-size campaigns across different channels with varying budgets, expand Provisional Audience Limiting, then click Rank Attributes.
    1. Drag up to three attributes to the canvas in your preferred hierarchy for ranking. You can rearrange the attributes by dragging them up or down.
    2. Select the sorting order (ascending or descending) for each attribute and the attribute path, then click Save.
    3. To remove an attribute, select the dropdown menu, then click Remove Attribute.
    To rank attributes, you can include direct attributes and calculated insights.
  3. To limit the audience for this activation, enter a number from 1 through 10,000. The audience is selected randomly. If you’ve ranked attributes, the audience is prioritized based on the ranking.
  4. Click Next.

Save the Activation

  1. Enter a name and description for your activation.
    Important
    Important Don’t include these characters in the name: + ! @ # $ % ^ * ( ) = { } [ ] \ . < > / " : ? | , _ &
  2. Click Save.

Your segment publishes on the next scheduled publish for the selected activation target. When a segment is published to the Data Cloud activation target, the activated records update the Audience DMO. To view these records, on to the Data Explorer page, select the corresponding Audience DMO. Use the Query API to retrieve the activated records.

If you use a Data 360 activation to create an activation-triggered flow, after the activation completes, the flow starts automatically and sends the activated data to the API-based destination configured in flow. For more information, see Create an Activation-Triggered Flow. To view linked activation-triggered flows for the activation, open the activation record and check the Associated Flows section.

To view linked activation-triggered flows for the activation, open the activation record and check the Associated Flows section. This section shows only activation-triggered flows that you have permission to view. The section is hidden if there are no linked activation-triggered flows or if you don’t have access to any linked flows.

See Also