Use Case - Define Actions

This use case explains the options – create a new record and update an existing record for Data Activation.

Update Existing Record

Let’s consider an existing profile, Sarah, in your CRM's Lead Object. Over time, this profile goes through multiple interactions—such as being contacted for a purchase, engaging with marketing campaigns, or providing feedback. These interactions update the profile in Data Cloud, adding new information like purchase status or engagement history.

To sync Sarah’s enriched data back to your CRM, select the Update Existing Record option.

Create New Record

Consider a scenario where a new patient registers, creating a profile in Data Cloud. This profile captures all activities, such as scheduling appointments, attending consultations, or receiving medications. As these updates occur in Data Cloud, you can use the Create New Record action to select the Patients Object, automatically creating a new record in your CRM.

Whether it's appointment updates or new treatment details, the enriched data can be continuously written back, providing a complete view of the patient's journey in your CRM.