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August 25, 2024

May 13, 2026 3:39 pm

Creating Data Cloud segments with multiple service records

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Understanding the Challenge

When activating a segment in Data Cloud, the platform de-duplicates the records by default, resulting in only one record per individual being sent to the activation target. However, in scenarios where an individual has multiple service records with different phone numbers, this de-duplication can lead to loss of valuable data.

Root Cause

The root cause of this issue is the default de-duplication behavior in Data Cloud, which is designed to prevent duplicate records from being sent to the activation target. However, in certain scenarios, this behavior can be counterproductive.

Possible Solution

One possible solution is to create an attribute on the Data Cloud object that includes a unique identifier for each service record. This can be done by adding a string service type to the individual’s ID and mapping it to the Data Cloud object.

example_attribute_creation.js

const attributeName = 'serviceType';
const attributeValue = individualId + '_' + serviceType;
// map the new attribute to the Data Cloud object

Once the new attribute is created, the segment can be created based on this attribute, allowing multiple records for the same individual to be included in the segment.

Implementation Steps

Checklist for Creating a Segment with Multiple Service Records

  • Create a new attribute on the Data Cloud object that includes a unique identifier for each service record
  • Map the new attribute to the Data Cloud object
  • Create a segment based on the new attribute
  • Activate the segment and verify that multiple records for the same individual are included
  • Test the segment to ensure that the expected records are being sent to the activation target

Frequently Asked Questions

What is the default de-duplication behavior in Data Cloud?

The default de-duplication behavior in Data Cloud is to remove duplicate records based on the individual’s ID.

Can I create a segment with multiple records for the same individual?

Yes, by creating a new attribute that includes a unique identifier for each service record and creating a segment based on this attribute.

How do I map the new attribute to the Data Cloud object?

You can map the new attribute to the Data Cloud object using the Data Cloud API or the Data Cloud user interface.

What are the implications of disabling de-duplication in Data Cloud?

Disabling de-duplication in Data Cloud can lead to duplicate records being sent to the activation target, which can result in incorrect data and analytics.

Genetrix Technology · Salesforce Marketing Cloud Partner

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