I currently have a synced Account Object.

As for now I got all Accounts in da Synced DE. Should i use a filtered DE or is it better to use SQL Query to populate a newly created DE with account values i need so that I can send to?

Although I only need records where a certain field is populated.

  • If my answer helped, please mark it as accepted. Thank you! – Markus Slabina Jul 5 '17 at 6:34

If you want the data extension to be refreshed on a regular basis, I suggest using a scheduled Automation with a SQL query activity. However if you like to only manually refresh the filtered data, using a filtered data extension created from Email Studio would be the easier way to go.

Another option for regularly updating the data extension is creating an Automation using a filter activity. SQL queries are more flexible however, so if you like to add more logic to your filter in the future this would be the better option. Furthermore, using data filters isn't considered to be a best practice according to Salesforce:

Note: Data Filters are not considered best practice for using Synchronized Data Extensions. Only use Data Filters when a Data Extension will only be populated once because repeated filtering on the data can cause unexpected errors. Instead, use the SQL query activity listed in this article.

(Source: Create Data Filters using Synchronized Data Extensions in Marketing Cloud)

Filtering for entries that have a certain field populated is possible in both. For a filtered data extension you just add the field to the filter definition and select "is not empty". When using a query activity you need to add a WHERE-clause like this: AND [YOUR_FIELD_NAME] IS NOT NULL

Further reading:

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  • Cant i schedule the refresh the filter within automation studio? If though whats the difference? – Roberto Jul 4 '17 at 7:28
  • Using a filter activity in automation studio enables you to do this, yes. But a filtered data extension from Email studio is manually refreshed only. – Markus Slabina Jul 4 '17 at 7:32
  • automating a filter is not a best practice for synchronized data, according to this support doc: help.salesforce.com/… – Cleverlemming Jun 3 '19 at 0:08

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