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Sales cloud and Marketing cloud are integrated using MCC. Entities have been setup under Data Sources and sendable Data Extensions are populated. In addition, the Salesforce entities are in an attribute set associated.

When attempting to create a filter definition in Email Studio or a SQL activity in automation studio, the Salesforce Data Extensions are not available through the UX to drag and drop. In the SQL activity, I can write SQL that accesses the tables though.

I need to have these DEs available for drag and drop so business users can create data filters to populate sendable DEs to be used in journeys. What am I missing? Why are the synchronized DEs not available to drag and drop in either filter definitions or SQL activities? What is different about these vs sendable DEs I create myself which seem to have no problem showing up in the drag and drop interface.

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You can still filter these data extensions by navigating to their path in the Synchronized Data Extensions folder and clicking the "Filter" icon.

That being said, SF does not recommend that you use this approach since filtering these data extensions can lead to unexpected errors which may impact your system processes. I would imagine that these data extensions aren't present in the SQL Activity UI for a somewhat similar reason (keep in mind that all of these sources are attached to the contact model with a particular configuration, which differs from your standard DE).

If you want to expose these in a simple menu that business users can navigate, then I'm afraid you are going to need to build your own application or cloudpage to accomplish this.

  • Thanks for the quick response. If filters are not used to move data from a synchronized data extension to a data extension that can be used in a journey, what is the correct way to allow for my users to use the sales cloud synchronized data in a journey? Data extension entry does not have access to the synchronized sources either. – DanDoyle May 2 at 19:43
  • Additionally, if I try to use a Data Extension Entry source for a journey, the wizard does not recognize the data extensions created from sales cloud synchronized data extensions. If I use an event Entry source using Contract Data, the data extensions are available. What am I missing? – DanDoyle May 2 at 19:51
  • The ideal way is to just use a Salesforce Entry Event in order to trigger off the journey and then you can use the Synchronized Data Extensions (linked to the contact model) to make any up-to-date decisions within the Journey. If you do want to use a data extension entry event, then you can just set up an automation to query the Synchronized Data Extensions and then use the target DE as your entry event. Then you can still use Synchronized Data Extension Contact Data within the journey to check for any updates to user data on the SF side. – Jason Hanshaw May 2 at 21:15
  • Awesome. Salesforce Entry Event is not an Entry Source option in my journey builder. I am looking into it now. – DanDoyle May 2 at 21:48
  • Best of luck to you! If you end up finding that my answer was helpful, can you mark as solved? Thank you! – Jason Hanshaw May 3 at 14:16

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