At execution of a Salesforce Marketing Cloud data transfer offer, details of the individuals selected in upstream audiences are passed to Salesforce Marketing Cloud. For each such contact, the attributes configured at the Email Data Transfer offer are transferred.
If Append to existing was not checked at the offer, a new data extension, named as per the offer, is created at Salesforce Marketing Cloud. If the offer is executed within a recurring workflow, an incrementing integer is appended to the data extension’s name, ensuring its uniqueness.
If Append to existing was checked at the offer, behavior is dependent on the offer’s Update type setting:
• Add only – only adds new records and does not update the data of existing records.
• Add and update – add new records and updates data of existing records.
• Update only –updates data of existing records, does not add new records.
• Overwrite – deletes any existing records and then adds new records.
If Encrypt exported file was checked at the channel used by a Salesforce Marketing Cloud Data Transfer offer, the exported file will be encrypted using the specified public key, using the selected encryption type. If the specified public key is not valid, the workflow will fail.
If encryption is successful, the encrypted file is uploaded into the Enhanced FTP location with the following file naming convention:
'{guid}.csv.pgp/gpg'
If the Salesforce File transfer activity is valid, the file decryption process is initiated, and data imported data into the data extension specified in the Salesforce Marketing Cloud Data Transfer offer. Otherwise, the workflow fails.
You can then log into the Salesforce Marketing Cloud user interface in order to execute a campaign using the data provided by RPI.
At channel synchronization task execution, if the channel's Decrypt imported file option was checked, the value supplied at Tracking extract activity name is used generate disposition data. The channel's File transfer activity name is used to encrypt disposition data and save into SFTP Export directory. Files available therein will be downloaded and decrypted using the specified Encryption private key, in accordance with the selected Encryption type. If the supplied key isn't valid, the file import process will fail.
Please note the following limitations:
• No option exists to create the automation via the SFMC API so it will need to be created manually (it will be called using the external key).
• No option exists to override the date range on the data extract activity using an automation, so it will need to default to a set period. Data will thereafter be deduplicated at insert.