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Automation Studio

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188 views8 pages

Automation Studio

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a.) File Transfer Activity - Inbound: It is achieved by following the below mentioned steps.

 File uploaded by external system/process to SFMC Enhanced FTP folder.


 File Transfer (Manage File) Activity unzips and/or decrypts file and places it in SFMC Safehouse.
 Import File Activity reads data from Safehouse file and updates SFMC Data Extension.

b.) File Transfer Activity - Outbound: It is achieved by following the below mentioned steps.

 Data Extract Activity exports data from Data Extension and uploads files to SFMC Safehouse.
 File Transfer (Move File) Activity encrypts file (optional) from SFMC Safehouse and places it into
Enhanced FTP Folder.
 File placed in Enhanced FTP Folder can be accessed by External systems/processes.

Import file Activity: Reads the data from safe house file and updates SFMC data extension

Data Extract Activity :if you want to send data from marketing cloud (DE ) and send it out to external
systems

Use the Verification activity to avoid unintended automation outcomes. The activity lets you select a
target data extension in your automation and evaluate the target data extension for conditions you set.

When the activity detects the conditions you set are met, the activity can stop the automation or send
you an email notification or both, depending on the actions you define

Entry sources:
Schedule: It starts the automation when you want the data and messaging actions that the automation
performs to occur at specific intervals.

File Drop It helps the automation to begin when a file is dropped into a designated Enhanced FTP folder.
File drop automations do not run on schedule, they run automatically whenever the Enhanced FTP
folder detects a new file was added.

Trigger: It starts the automation as soon as an event occurs(API). To achieve this enter a file name
pattern and choose a file location. Trigger API created monitors the external file location. Once file
matching the pattern is placed in that location, the API event created occurs which in return runs the
automation.

DE Extracts:

Data Extract Activity to export data from a Data Extension – either as a CSV file using the Data Extension
Extract type or as a Zip file using the Custom DE Extract as Zip option.

1.) Data Extract Activity: This activity exports data from data extension and uploads files to SFMC
Safehouse. It can also be used to convert an XML file into a comma-delimited or pipe-delimited file for
import into your account.

2.) Filter Activity: t filters subscribers or contacts makes targeting specific subscribers or contacts
based on their attributes and other conditions easier.

3.) Import File Activity: This section shows a summary of automations.

 Import activity reads csv file from Safehouse and updates SFMC Data Extension.
 Import activity reads csv file from Enhanced FTP Import (or subfolder) and updates SFMC Data
Extension.

5) File Transfer Activity: File transfer activity can be categorized into two types.

a.) File Transfer Activity - Inbound: It is achieved by following the below mentioned steps.

 File uploaded by external system/process to SFMC Enhanced FTP folder.


 File Transfer (Manage File) Activity unzips and/or decrypts file and places it in SFMC Safehouse.
 Import File Activity reads data from Safehouse file and updates SFMC Data Extension.

b.) File Transfer Activity - Outbound: It is achieved by following the below mentioned steps.
 Data Extract Activity exports data from Data Extension and uploads files to SFMC Safehouse.
 File Transfer (Move File) Activity encrypts file (optional) from SFMC Safehouse and places it into
Enhanced FTP Folder.
 File placed in Enhanced FTP Folder can be accessed by External systems/processes.
Answer:

You can request Salesforce Support to provision the Data Extract Activity "Enhanced FTP File Move and
Copy" to your account which gives you the option to move or copy from one folder to the other. I would
love to add link to documentation, but when I asked why this is not documented I was told it was
because this is not an officially supported feature sigh

You need to upload your PGP key under Key Management in Setup.
Select Asymmetric, fill out Name and External Key fields, and upload the file containing your public PGP

key: Find more


information on how to do this, on these pages.
When creating an upload file transfer activity that moves a file from your Marketing Cloud account to an
external location, you can encrypt the file using PGP or GPG encryption. Upon execution of the activity,
Marketing Cloud encrypts the specified file and moves it to the specified location.
Once created, the key will appear in the drop down of your file transfer activity
 GPG4Win & Kleopatra for key generation
 Generate Public & Private Keys in Kleopatra
 Create Keys in Salesforce Marketing Cloud
 Encrypt sample data using Kleopatra
 Move the Encrypted file to the FTP
 Create the File Transfer (Decryption) Activity
- Create the File Import Activity
- Create the Data Extract Activity
- Create the File Transfer (Encryption) Activity
- Move the Encrypted file to Desktop & Decrypt it in Kleopatra

how to use PuttyGen to generate and create a SSH Key for SFTP usage in Salesforce Marketing Cloud,
then how to create and connect to your FTP Account using Filezilla.

 Install a SSH Key Generator


 Generating a SSH Key in PuttyGen
 Creating a SSH Key in Marketing Cloud
 Creating a FTP Account using the SSH Key
Key Management

 SSh
 Asymmetric
 Symmetric
 sat






 private key is being used when you will try to login to Filezilla instead of a password, you need to
upload the private key

Tracking Data Extracts

Ever wondered how to export details about your subscribers and email sends / jobs – what if you
wanted to get an automated feed of all folks who unsubscribe on a weekly basis? Well that’s why you
have the Tracking Data Extract type within Data Extract Activity – there’s lots of options that you can
configure and each extract option chosen shall generate a separate csv file – all consolidated within a
single Zip file.

Zip Compression

If you ever have a scenario where you end up with a file on your FTP folder but need to have it
compressed as a Zip file, then look no further. We can use the Zip extract type within Data Extract
Activity to convert the file to a compressed Zip file – this also gives you the option to delete the original
source file.

File Convert

The File Convert extract type is useful if you wish to convert Safehouse files into UTF-7, UTF-8, UTF-16,
Unicode or ASCII formats. Quite often, the Data Extracts from Data Extensions are generated in Unicode
format – this means that even though we specify comma delimiters, each row in the resulting csv file
gets pushed into a single cell rather than individual columns as you would expect in a CSV file. The way
to resolve this is to convert the generated Unicode csv file to the UTF-8 format prior to transferring it to
FTP folders.
1. What types of activities are there in Automation Studio?
o Send Email Activity
o SQL Query Activity
o Import File Activity
o Script Activity
o Filter Activity
o Data Extract Activity
o Verification Activity
o Wait Activity
o Refresh group Activity
o Send Push
o Verification Activity
o Refresh Mobile Filtered List
o Fire event

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