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one of our client uses Content Builder Send flow (for one shot email) to send his emails. He wanted to use a Salesforce Data Extension as target DE for his send, and a DE from the Data Extension folder as Excluded Data Extension.

Once he selected the Salesforce DE, the "drag and drop" of the Excluded one (from the Data Extension folder) didn't work, it was blocked.

Is there a reason why ? Does the Excluded data extension has to be in the same folder as the target DE, and in our case the Salesforce DE folder ? Actually, if we choose a Salesforce DE as Excluded DE with a target Salesforce DE, it seems to be possible.

Also, could you confirm that for the exclusion to work, the excluded DE needs to have the same Subscriber Key than the target DE ?

Thank you

Regards

Ludivine

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  • Can u check if the exclusion DE is SENDABLE ? – Vishal Kumar C V Jan 10 '20 at 19:14
  • If your exclusion DE is also an SFDE you can select it – EazyE Jan 10 '20 at 20:56
  • Yes the exclusion DE is sendable. So the exclusion data extension MUST BE a Salesforce DE (in the Salesforce DE folder) so that it can be excluded ? Thank you – Ludivine L Jan 13 '20 at 9:35
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You cannot mix data extension types, the exclusion data extension would also have to be a SFDE. I don't currently have access to reports in my instance but in the past I think you might have been able to use a SF Report as your exclusion with a SFDE.

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