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Create a Choose Object Activity

Use the Choose Object activity to create or update any type of object record in the Sales and Service Cloud.

This legacy activity can appear in old journeys but is no longer available as an option for new journey activities. Use the Object activity, Campaign activity, or Convert Lead activity when creating journeys.

Use this activity to do the following:

  • Create a Sales and Service Cloud object of any type
  • Update an existing Sales and Service Cloud object
  • Populate fields on the new or updated object using values from Marketing Cloud Engagement attributes
  • Choose when to update Sales and Service Cloud field values
  1. Drag the Choose Object activity from the canvas activities pane onto the canvas.
  2. Hover over the Choose Object activity icon on the canvas.
  3. To rename the activity, click Choose Object.
  4. Click Configure.
  5. Select an object from the dropdown. This selection is the type of object the activity creates.
    1. Use Create or Update to create a Sales and Service Cloud object if no existing Sales and Service Cloud object can be identified using Marketing Cloud Engagement attributes.
    When a Sales and Service Cloud object is identified using the Marketing Cloud Engagement attribute that you designate, that Sales and Service Cloud object record is updated.
  6. Use Create Only to create a Sales and Service Cloud object record for each Marketing Cloud Engagement object that reaches the activity.
  7. When choosing Create or Update, select the Marketing Cloud Engagement attribute that is used to identify a Sales and Service Cloud object so the object’s record is updated.
    If a Sales and Service Cloud object record isn’t found, a new record is created.
  8. To find the Marketing Cloud Engagement attribute to use to identify the desired Sales and Service Cloud object to update, type a value in the Search field if necessary.
  9. Alternately, scroll through the attribute groups shown if necessary. Click the attribute group that contains the desired value, then scroll down to locate the value.
  10. Drag the Marketing Cloud Engagement attribute whose value matches a value on your existing Sales and Service Cloud object record field and can be used to identify the correct record. Only one Marketing Cloud Engagement attribute can be mapped to a Sales and Service Cloud object record field.
  11. To select the type of object record field desired, use the dropdown menu next to the Sales and Service Cloud search field.
  12. Scroll down to designate what happens if more than one matching object record is found.
  13. Click Next.
  14. To locate a specific attribute, click an attribute group in the Marketing Cloud column.
  15. To view the path, hover over the name of the data extension.
  16. Drag a Marketing Cloud attribute to the Sales and Service Cloud account value it populates.
  17. To select the account record field type, use the dropdown menu next to the Sales and Service Cloud search field if necessary.
  18. Use Hide Defined Fields to show only fields that haven’t been matched to a Marketing Cloud attribute if necessary.
  19. Use Set Fixed Values when the same value is to be added to each Sales and Service Cloud account record when an object this activity creates.
    Tip
    Tip This mapping is visible when mapped fields are displayed-- by clicking Map Fields-- as well.
  20. Choose how to update the fields mapped on the previous step.
    1. Make a selection for each mapped field.
  21. Click Next.
  22. Click Done.