Otdfbt

Parse a C++14 integer literal

How was the blinking terminal cursor invented?

What should I wear to go and sign an employment contract?

Find the 3D region containing the origin bounded by given planes

How do you cope with rejection?

Why is python script running in background consuming 100 % CPU?

Why did Varys explain his plans to Tyrion, even after it was clear he was unwilling?

Why won't the U.S. be a signatory nation of The United Nations Convention on the Law of the Sea?

Identification of a badge with Russian text

Can the word crowd refer to just 10 people?

Does a windmilling propeller create more drag than a stopped propeller in an engine out scenario

Is there any official Lore on Keraptis the Wizard, apart from what is in White Plume Mountain?

Why did Nick Fury not hesitate in blowing up the plane he thought was carrying a nuke?

Why does the U.S military use mercenaries?

Why didn't Daenerys' advisers suggest assassinating Cersei?

If you attack a Tarrasque while swallowed, what AC do you need to beat to hit it?

Chain rule instead of product rule

Warped chessboard

How does the probability of events change if an event does not occur

Restraint classed as assault after suspecting unconsented photo

Is a reptile with diamond scales possible?

Cycling to work - 30 mile return

Very serious stuff - Salesforce bug enabled "Modify All"

Isn't Kirchhoff's junction law a violation of conservation of charge?

How to use Personalization String within Journey Builder using Salesforce Data

Personalization string in email not appearing when email is sent from Journey BuilderJourney Builder contact update within JourneyHow to use a different email address in journey builder?Journey Builder: how does 'end date' within Entry Schedule workData overwrite for journey builder personalizationJourney with Salesforce Event Data - Change Contact Key of injected leadJourney Builder 'Journey Tracking Data Extensions'Journey Builder Salesforce data entry event contact evaluation/entryJourney Builder Entry Data ExtensionDynamic content within journey builder using Live Data

.everyoneloves__top-leaderboard:empty,.everyoneloves__mid-leaderboard:empty,.everyoneloves__bot-mid-leaderboard:empty margin-bottom:0;

1

I have created a Journey where the entry event is a Salesforce Data extension and a contact is injected into it when he creates a new record in an object named Application. When it happens, the information regarding the percent completed of the application is saved in the Journey Data Extension and, after a specific date, the system sends an email with this information (using personalization string).

My issue is that I need to map Contact Data and not Journey Data because at the begining, the percent complete is 0%, but when the email is sent the percent complete may be 50% (as an example) and I need this data updated.

How I should change the personalization string in order to map Contact Data instead Journey Data?

marketing-cloud ampscript journeybuilder

share|improve this question

edited May 6 at 14:58

Adrian Larson♦

112k19124263

asked May 6 at 14:46

Anna JourneysAnna Journeys

132

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  First of all, welcome to Salesforce StackExchange! If my answer helped, please mark it as accepted, so others can easily identify that this has been resolved. Thanks!
  
  – Markus Slabina
  May 7 at 11:44
  

  
  
  
  

add a comment | 

1

I have created a Journey where the entry event is a Salesforce Data extension and a contact is injected into it when he creates a new record in an object named Application. When it happens, the information regarding the percent completed of the application is saved in the Journey Data Extension and, after a specific date, the system sends an email with this information (using personalization string).

My issue is that I need to map Contact Data and not Journey Data because at the begining, the percent complete is 0%, but when the email is sent the percent complete may be 50% (as an example) and I need this data updated.

How I should change the personalization string in order to map Contact Data instead Journey Data?

marketing-cloud ampscript journeybuilder

share|improve this question

edited May 6 at 14:58

Adrian Larson♦

112k19124263

asked May 6 at 14:46

Anna JourneysAnna Journeys

132

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  First of all, welcome to Salesforce StackExchange! If my answer helped, please mark it as accepted, so others can easily identify that this has been resolved. Thanks!
  
  – Markus Slabina
  May 7 at 11:44
  

  
  
  
  

add a comment | 

I have created a Journey where the entry event is a Salesforce Data extension and a contact is injected into it when he creates a new record in an object named Application. When it happens, the information regarding the percent completed of the application is saved in the Journey Data Extension and, after a specific date, the system sends an email with this information (using personalization string).

My issue is that I need to map Contact Data and not Journey Data because at the begining, the percent complete is 0%, but when the email is sent the percent complete may be 50% (as an example) and I need this data updated.

How I should change the personalization string in order to map Contact Data instead Journey Data?

marketing-cloud ampscript journeybuilder

share|improve this question

edited May 6 at 14:58

Adrian Larson♦

112k19124263

asked May 6 at 14:46

Anna JourneysAnna Journeys

132

share|improve this question

edited May 6 at 14:58

Adrian Larson♦

112k19124263

asked May 6 at 14:46

Anna JourneysAnna Journeys

132

share|improve this question

edited May 6 at 14:58

Adrian Larson♦

112k19124263

asked May 6 at 14:46

Anna JourneysAnna Journeys

132

edited May 6 at 14:58

Adrian Larson♦

112k19124263

edited May 6 at 14:58

Adrian Larson♦

112k19124263

asked May 6 at 14:46

Anna JourneysAnna Journeys

132

asked May 6 at 14:46

Anna JourneysAnna Journeys

132

1 Answer
1

active

oldest

votes

6

Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.

Instead of the personalization string you would use a line similar to this:

%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%

Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.

%%[
 VAR @rs, @row, @value
 SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
 IF RowCount(@rs) == 1 THEN
 SET @row = Row(@rs, 1)
 SET @value = Field(@row, 'FieldYouLikeToQuery')
 ELSE
 SET @value = 'Fallbackvalue'
 ENDIF
]%%

The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:

%%=v(@value)=%%

For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).

Related documentation:

• Lookup-function


• RetrieveSalesforceObjects-function


• RowCount-function


• Row-function


• Field-function

share|improve this answer

edited May 6 at 15:18

answered May 6 at 15:08

Markus SlabinaMarkus Slabina

6,88811432

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  thank you! I have chosen option 2 but I'm facing issues with it. I'm sorry but I am not familiar with AMP Script and I should doing something wrong because the The system always returns “Fallbackvalue”. This is how I have completed the code: `%%[VAR @rs, @row, @value SET @rs = RetrieveSalesforceObjects('TargetX_SRMb__Application__c', 'Id,TargetX_App__Percent_Complete__c', 'Id', '=', @Id) IF RowCount(@rs) == 1 THEN SET @row = Row(@rs, 1) SET @value = Field(@row, 'TargetX_App__Percent_Complete__c') ELSE SET @value = 'Fallbackvalue' ENDIF]%%´ Can you help me please?Thanks!
  
  – Anna Journeys
  May 7 at 15:40
  
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  In order for this to work you need to have the Salesforce-ID of Object "TargetX_App__Percent_Complete__c" in the variable @Id. That variable assignment isn't part of the code you provided so I suppose it isn't present in your code altogether. If this is an attribute and the personalization string %%Id%% would print the Id, you need to add SET @Id = AttributeValue('Id') before the row containing the RetrieveSalesforceObjects-functioncall. Otherwise you need to get that Id from a column in your journey data source. To do that exchange Id in AttributeValue with the column name in your DE.
  
  – Markus Slabina
  May 8 at 7:33
  
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Hi Marcus, I have changed the code adding the SET @Id = AttributeValue ('Id') and now all is working properly. Thank you so much for all your help :) Anna
  
  – Anna Journeys
  May 8 at 12:57
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  You are welcome, glad I could help out ;)
  
  – Markus Slabina
  May 8 at 13:09
  

  
  
  
  

add a comment | 

Your Answer

StackExchange.ready(function()
var channelOptions =
tags: "".split(" "),
id: "459"
;
initTagRenderer("".split(" "), "".split(" "), channelOptions);

StackExchange.using("externalEditor", function()
// Have to fire editor after snippets, if snippets enabled
if (StackExchange.settings.snippets.snippetsEnabled)
StackExchange.using("snippets", function()
createEditor();
);

else
createEditor();

);

function createEditor()
StackExchange.prepareEditor(
heartbeatType: 'answer',
autoActivateHeartbeat: false,
convertImagesToLinks: false,
noModals: true,
showLowRepImageUploadWarning: true,
reputationToPostImages: null,
bindNavPrevention: true,
postfix: "",
imageUploader:
brandingHtml: "Powered by u003ca class="icon-imgur-white" href="https://imgur.com/"u003eu003c/au003e",
contentPolicyHtml: "User contributions licensed under u003ca href="https://creativecommons.org/licenses/by-sa/3.0/"u003ecc by-sa 3.0 with attribution requiredu003c/au003e u003ca href="https://stackoverflow.com/legal/content-policy"u003e(content policy)u003c/au003e",
allowUrls: true
,
onDemand: true,
discardSelector: ".discard-answer"
,immediatelyShowMarkdownHelp:true
);



);

draft saved

draft discarded

Sign up or log in

StackExchange.ready(function ()
StackExchange.helpers.onClickDraftSave('#login-link');
);

Sign up using Google

Sign up using Facebook

Sign up using Email and Password

Post as a guest

Name

Email

Required, but never shown

StackExchange.ready(
function ()
StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fsalesforce.stackexchange.com%2fquestions%2f261289%2fhow-to-use-personalization-string-within-journey-builder-using-salesforce-data%23new-answer', 'question_page');

);

Post as a guest

Name

Email

Required, but never shown

6

Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.

Instead of the personalization string you would use a line similar to this:

%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%

Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.

%%[
 VAR @rs, @row, @value
 SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
 IF RowCount(@rs) == 1 THEN
 SET @row = Row(@rs, 1)
 SET @value = Field(@row, 'FieldYouLikeToQuery')
 ELSE
 SET @value = 'Fallbackvalue'
 ENDIF
]%%

The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:

%%=v(@value)=%%

For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).

Related documentation:

• Lookup-function


• RetrieveSalesforceObjects-function


• RowCount-function


• Row-function


• Field-function

share|improve this answer

edited May 6 at 15:18

answered May 6 at 15:08

Markus SlabinaMarkus Slabina

6,88811432

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  thank you! I have chosen option 2 but I'm facing issues with it. I'm sorry but I am not familiar with AMP Script and I should doing something wrong because the The system always returns “Fallbackvalue”. This is how I have completed the code: `%%[VAR @rs, @row, @value SET @rs = RetrieveSalesforceObjects('TargetX_SRMb__Application__c', 'Id,TargetX_App__Percent_Complete__c', 'Id', '=', @Id) IF RowCount(@rs) == 1 THEN SET @row = Row(@rs, 1) SET @value = Field(@row, 'TargetX_App__Percent_Complete__c') ELSE SET @value = 'Fallbackvalue' ENDIF]%%´ Can you help me please?Thanks!
  
  – Anna Journeys
  May 7 at 15:40
  
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  In order for this to work you need to have the Salesforce-ID of Object "TargetX_App__Percent_Complete__c" in the variable @Id. That variable assignment isn't part of the code you provided so I suppose it isn't present in your code altogether. If this is an attribute and the personalization string %%Id%% would print the Id, you need to add SET @Id = AttributeValue('Id') before the row containing the RetrieveSalesforceObjects-functioncall. Otherwise you need to get that Id from a column in your journey data source. To do that exchange Id in AttributeValue with the column name in your DE.
  
  – Markus Slabina
  May 8 at 7:33
  
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Hi Marcus, I have changed the code adding the SET @Id = AttributeValue ('Id') and now all is working properly. Thank you so much for all your help :) Anna
  
  – Anna Journeys
  May 8 at 12:57
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  You are welcome, glad I could help out ;)
  
  – Markus Slabina
  May 8 at 13:09
  

  
  
  
  

add a comment | 

6

Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.

Instead of the personalization string you would use a line similar to this:

%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%

Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.

%%[
 VAR @rs, @row, @value
 SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
 IF RowCount(@rs) == 1 THEN
 SET @row = Row(@rs, 1)
 SET @value = Field(@row, 'FieldYouLikeToQuery')
 ELSE
 SET @value = 'Fallbackvalue'
 ENDIF
]%%

The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:

%%=v(@value)=%%

For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).

Related documentation:

• Lookup-function


• RetrieveSalesforceObjects-function


• RowCount-function


• Row-function


• Field-function

share|improve this answer

edited May 6 at 15:18

answered May 6 at 15:08

Markus SlabinaMarkus Slabina

6,88811432

• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  thank you! I have chosen option 2 but I'm facing issues with it. I'm sorry but I am not familiar with AMP Script and I should doing something wrong because the The system always returns “Fallbackvalue”. This is how I have completed the code: `%%[VAR @rs, @row, @value SET @rs = RetrieveSalesforceObjects('TargetX_SRMb__Application__c', 'Id,TargetX_App__Percent_Complete__c', 'Id', '=', @Id) IF RowCount(@rs) == 1 THEN SET @row = Row(@rs, 1) SET @value = Field(@row, 'TargetX_App__Percent_Complete__c') ELSE SET @value = 'Fallbackvalue' ENDIF]%%´ Can you help me please?Thanks!
  
  – Anna Journeys
  May 7 at 15:40
  
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  In order for this to work you need to have the Salesforce-ID of Object "TargetX_App__Percent_Complete__c" in the variable @Id. That variable assignment isn't part of the code you provided so I suppose it isn't present in your code altogether. If this is an attribute and the personalization string %%Id%% would print the Id, you need to add SET @Id = AttributeValue('Id') before the row containing the RetrieveSalesforceObjects-functioncall. Otherwise you need to get that Id from a column in your journey data source. To do that exchange Id in AttributeValue with the column name in your DE.
  
  – Markus Slabina
  May 8 at 7:33
  
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  Hi Marcus, I have changed the code adding the SET @Id = AttributeValue ('Id') and now all is working properly. Thank you so much for all your help :) Anna
  
  – Anna Journeys
  May 8 at 12:57
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  You are welcome, glad I could help out ;)
  
  – Markus Slabina
  May 8 at 13:09
  

  
  
  
  

add a comment | 

Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.

Instead of the personalization string you would use a line similar to this:

%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%

Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.

%%[
 VAR @rs, @row, @value
 SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
 IF RowCount(@rs) == 1 THEN
 SET @row = Row(@rs, 1)
 SET @value = Field(@row, 'FieldYouLikeToQuery')
 ELSE
 SET @value = 'Fallbackvalue'
 ENDIF
]%%

The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:

%%=v(@value)=%%

For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).

Related documentation:

• Lookup-function


• RetrieveSalesforceObjects-function


• RowCount-function


• Row-function


• Field-function

share|improve this answer

edited May 6 at 15:18

answered May 6 at 15:08

Markus SlabinaMarkus Slabina

6,88811432

%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%

%%[
 VAR @rs, @row, @value
 SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
 IF RowCount(@rs) == 1 THEN
 SET @row = Row(@rs, 1)
 SET @value = Field(@row, 'FieldYouLikeToQuery')
 ELSE
 SET @value = 'Fallbackvalue'
 ENDIF
]%%

%%=v(@value)=%%

share|improve this answer

edited May 6 at 15:18

answered May 6 at 15:08

Markus SlabinaMarkus Slabina

6,88811432

answered May 6 at 15:08

Markus SlabinaMarkus Slabina

6,88811432

answered May 6 at 15:08

Markus SlabinaMarkus Slabina

6,88811432