Data Extensions

An understanding of each Relay related Data Extension and how each is used in the integration with Salesforce Marketing Cloud.

• Relay Metadata Network Data - This data extension maps into Relay to fetch the client ID and the client keys when executing tasks. It essentially holds the API key required to call the Relay APIs, retrieving experience lists from the Relay platform or triggering a Relay experience within the Salesforce Marketing Cloud Journey Builder.

• Relay Network Standard Data - The data extension, relay_network_data, contains the fields utilized to onboard customers and/or trigger Relay experiences from Salesforce Marketing Cloud Journey Builder. It represents a firm’s entire customer base and the fields associated with those customers, however, the minimum, required fields are: CCID, product_group_id, phone_number, phone_consent_type. For a full data dictionary, review the Appendix: Data Extensions section.

  • • In addition to standard fields, Clients can choose to add extension fields starting with “EXT_” — these will be included when making onboarding calls.

    • NOTE: The Relay batch file and direct API connections do not source data from this data extension.

• Starting Data Extension - Each Salesforce Marketing Cloud Journey requires a Starting Data Extension. This is the segment of the customer base that will receive the specific journey and Relay experience. Often, specific fields associated with the Relay experience are contained in this Starting Data Extension. These are known as “input_” fields.

  • NOTE: The customers receiving the journey are a subset or segment of the customers contained in the relay_network_data data extension and MUST be linked when Building a Salesforce Marketing Cloud Journey.