Frequently Asked Questions about DESelect
We created a list of the most frequently asked questions (FAQ) about DESelect functionality, security, and pricing below.
Yes. At DESelect, we place a high value on security.
In terms of securing our integration with Salesforce Marketing Cloud and performing authentication, we follow the Salesforce API integration security guidelines.
In terms of data processing, we only store metadata (data extension names, user name,…) but not actual data (the records within a data extension). That means we are rather “lightweight” from a data processing point of view, as we do not store your actual customer data.
For more information check out our security documentation.
No, DESelect can be used by as many users as you like. Admins can decide who gains access.
What is DESelect’s pricing model?
Our pricing is based on 3 factors:
– DESelect edition
– Number of business units in Salesforce Marketing Cloud
– Number of contacts in Salesforce Marketing Cloud
Non-profits can enjoy a discount.
Questions about DESelect functionality
A selection is a concept used in DESelect. You can think of it as a segment, query, or a very advanced type of filter
When a user changes the criteria of a selection, will DESelect modify the underlying data extension or will it create a new data extension?
Either. If the user edits the original selection and continues to use the same “target data extension” (the data extension which will be populated with the results), the same data extension can be overwritten with the new results.
Alternatively, the user can choose to create a new data extension while defining the target data extension.
Can I choose to add data and not overwrite existing data in a target extension?
Yes, it is possible to append the data, update or overwrite it. We refer to this as a ‘data action’.
Is there a limit in the number of joins/rows/columns for one selection?
No, there is no limit to how many joins and filters you want to add.
As for columns, your target data extension can have the same number of columns that a standard Salesforce Marketing Cloud data extension can have.
Once I have run a selection in DESelect, can I run it again? Can I automate a selection?
Yes, you can:
– A user can choose to run a selection again manually from within DESelect at any time.
– Any created selection also generates a query activity within Automation Studio in Salesforce Marketing Cloud. These can be added within automation as well and scheduled on a recurring basis (hourly, daily, weekly,..).
How is data retention managed?
Since all your data remains within Salesforce Marketing Cloud, the data retention is the same as in Salesforce Marketing Cloud, i.e. you can define this on any particular data extension.
Is there a limit regarding the number of data extensions that can be created?
Can the user define any relationship between data extensions that he wants?
Yes, provided there is some field that can be used to define that relationship. This is usually a unique identifier or email address, but any field that you want can be used. Defining relationships is an important topic we cover during onboarding training.
We do recommend Salesforce Marketing Cloud customers, in general, to put good data governance in place, covering data relationships, and define a naming convention for data extensions and other assets in their environment.
Does DESelect work independently from Contact Builder and the Attribute Groups which you can define there?
What data can DESelect use?
DESelect can use data from any type of data extension in your Salesforce Marketing Cloud business unit. This also includes data extensions shared with your business unit.
Additionally, DESelect also allows users to use data views. For example, read this article.
Is there a limit to the number of selections I can make?
No, there is no limit.
How does DESelect work with synchronized data extensions and data views?
You can use either when creating selections.
For data views, the effect is tremendous, as this is powerful information normally locked to technical users who know SQL. However, with DESelect you can easily get information from data views through drag-and-drop.
Support questions (setting up, onboarding, support)
When deploying Salesforce Marketing Cloud, at which stage would it be best to implement DESelect? What are the prerequisites to complete beforehand?
It is best to deploy DESelect after the basic Salesforce Marketing Cloud setup but before the first campaigns happen, so you have time to train your internal team. Preparing data extensions for campaigns is an integral part of doing campaigns in the Salesforce Marketing Cloud. Not having DESelect means you’re going to have to rely on filters, SQL queries, or other workarounds to do this.
In other words, having DESelect from the start will prevent you from having to invest in workarounds that can be challenging to scale and may be abandoned later.
Does DESelect offer training material?
Yes, we do this in several ways:
– Customers typically receive a 2 hour personalized onboarding webinar training. During this, we provide slides covering DESelect features and can cover your specific segmentation scenarios and how to use DESelect to get the results you want.
– We have a publicly available support portal.
– Customers and partners with demo accounts can also be provided with a demo data package that can be used to train. Our support portal contains several scenarios based on this package to get acquainted with different features.
– We continue to share best practices and thought leadership on our blog.
Do you offer customer support?
Yes, customers get access to email support. Our response times are less than 24 hours for any case opened.
During the first 1-2 months after onboarding, customers can also expect hyper care. This means that, when you have a specific question about how to do a certain selection given your data model, they can contact customer support as well to ask for advice and guidance.