I want to sync only specific contacts from our integrated Salesforce Org into a Marketing Cloud Data Extension. However, under Data Sources, I can only select one Boolean field as a filter. The contacts I need to sync are based on multiple filter conditions. Is there a way to apply multiple conditions when configuring the data source?
#Marketing Cloud
@Ritu Srivastava It is a general practice that customers usually follow to avoid overage of contacts. If your goal is to sync only the required records from the integrated Sales Cloud then I would recommed using the report based integration practice. See steps below -
- Create a report of required contacts in Sales Cloud
- Go to marketing cloud > Interactions
- Go to Import > Create
- Select Salesforce objects and reports from file location drop down
- Complete the configuration and run the import definition.
You will see a new data extension (with the same name as import activity) that will be created under "Salesforce Data Extensions" folder. Follow this document for clear steps - https://help.salesforce.com/s/articleView?id=000383010&type=1
You can automate this process by using the import definition in the automation studio.
Note - You need to complete the user level integration to configure this. Here is the help document for that - https://help.salesforce.com/s/articleView?id=000389821&type=1
