Data Management

create picklists an administrator can replace the field values of a selection for a dropdown picklist of predefined field values so users can choose from tradeoffs eliminate input errors such as typos save time by just selecting and deselecting the values needed display the values selected in an orderly manner for easy validation instantly provide the users with the numbers of values selected setup on the admin panel, open the picklist tab click the new picklist button provide a name for your new picklist select the data extension and the field where you want to apply your picklist click the retrieve button once values have been retrieved, switch on the picklist toggle optionally, setting an auto refresh setting is also possible just by clicking the auto refresh button a deselect segment administrator can set a frequency when the picklist needs to be automatically refreshed click save to finish for more information on picklists, see https //support deselect com/hc/en us/articles/360009578957 how can i use a dropdown instead of a free input field in filters predefine data extensions relations administrators can predefine the relationships between data extensions it involves the matching columns and the relation type (either 1 to 1 or 1 to many) of the data extensions this process allows users that are not familiar with the data model to simplify the use of deselect segment tradeoffs when combining data extensions, the users will get the matching columns by default additional view of related data extensions to get an improved in results and not in results filter types when using an aggregation custom value, the relationship between the data extensions will be set by default setup on the admin panel , navigate to the relations tab click on the new relations button to create a new relationship on the drop downs, select the data extensions, fields, and relation type click save create data sets an administrator can extend the use of predefined relations to predefine the combination of multiple data extensions using data sets in a data set, administrator can predefine the match type alone and the matching column will be automatically retrieved from the predefined relations these data sets allow users that are not familiar with the data model to just drag and drop the whole set of combined data extensions to their main selection tradeoffs when combining data extensions, the users will be able to use the whole set of combined data extensions in one go with the predefined matching columns and match types setup on the admin panel, click on the data sets tab click on the new data set button to create a new data set provide a name for your data set and under available data extension, select the main (parent) data extension to be used, and click the add button optionally you can provide the alias on the modal that will appear once the main (parent) data extension has been added, click on the + icon and select the data extension you want to combine the data extensions that will be listed are the ones which you have priorly predefined it with under the relations tab, then click the select button a modal will appear with the predefined matching column retrieved from the relations tab since it has been already predefined, click save a modal will appear to select the match type to be used for this combination of data extensions select accordingly and hit save click the + icon on the right side of the data extension which you want to combine the new data extension with there is no limit on how many data extensions you can combine click save to finish manage folder visibility a deselect segment administrator can specify the folders to be included (available) or excluded (hidden) under available data extension and target data extension sections on a business unit tradeoffs allows deselect segment to only scan the included folders that were selected instead of going through everything in your sfmc environment, making your data processing faster users will not have access to data extensions they shouldn’t use, reducing the risk of mistakes setup on the admin panel, under data extensions folders , click the available data extensions select target data extensions choose a function to be applied to the folders that will be selected ( don’t filter , include , or exclude) tick the folder checkbox where you want to apply the setting chosen above hit save data views visibility data views are system generated tables that involve salesforce marketing cloud tracking events such as job, open, sent, etc these data views are supported by deselect and will be automatically included upon deselect segment installation in case, you need to disable data views from their instance, a user or administrator can request and create a support ticket through mailto\ support\@deselect com