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I'm attempting to update Contact records in buik with the value generated from our Calculated Insights. We had a third party vendor setup our calculated insights and were told we would be able to use a flow to map these values. We have roughly 20K+ Contacts that need this update. Otherwise, we would need to clone the calculated insights specifically for the Contacts in order to use the Data Cloud Copy Field feature.    Thanks in advance.   

5 answers
  1. Aug 14, 10:16 AM

    If the Contact record can be reliably matched back to the Calculated Insight using the Contact ID or another stable key, I’d lean toward handling the bulk update through a Flow rather than maintaining separate logic for individual records.  

     

    The one-off Data Cloud-triggered Flow seems fine for testing, but for 20K+ Contacts I’d first make sure the matching relationship is consistent and then test the bulk update with a small batch before running it across the full dataset. That should also make it easier to troubleshoot if some records don’t have a corresponding insight value 

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