Salesforce Marketing Cloud Data Views: Synchronized Data Extensions – Account_Salesforce

Salesforce Marketing Cloud (SFMC) offers synchronized data extensions (SDEs) through Marketing Cloud Connect, providing access to key Salesforce CRM data. One such powerful SDE is Account_Salesforce, which syncs data from the Salesforce Account object. This blog explains the structure, use cases, benefits, and real-world queries related to the Account_Salesforce Data View to help marketers understand its full potential.

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What is Account_Salesforce Data View?

The Account_Salesforce Data Extension is a Synchronized Data Extension that brings in company or account-level records from Salesforce CRM into Marketing Cloud. These records typically represent businesses, partners, or organizations linked to leads and contacts.

Key Benefits of Account_Salesforce SDE

• Account-Based Marketing (ABM): Enables segmentation and engagement based on company-level data.
• Improved Personalization: Use account attributes to personalize content.
• Enhanced Targeting: Segment by region, industry, or account type.
• Relationship Management: Link contacts and leads back to their account of origin.

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Common Fields in Account_Salesforce Data View & Their Uses

Field	Type	Description & Use Case
_ContactKey	Text(254)	Unique identifier used in SFMC. May align with Marketing Cloud contact structure.
Id	Text(18)	Unique Salesforce Account ID. Used for referencing or joining with other objects.
Name	Text(255)	Account name (e.g., company name). Used for segmentation or personalization.
AccountNumber	Text(40)	A unique reference number for the account. Useful for reporting or record lookup.
Industry	Text(255)	Industry classification. Used for industry-specific segmentation or ABM campaigns.
OwnerId	Text(18)	User ID of the account owner. Helps coordinate sales or service follow-up.
CreatedDate	DateTime	The date the account was created. Used to track new accounts.
BillingCity	Text(40)	Account’s billing city. Useful for geographic segmentation.
BillingCountry	Text(80)	Account’s billing country. Enables localization and region-based campaigns.
Type	Text(40)	Type of account (e.g., Customer, Partner, Prospect). Important for journey segmentation.

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When and Why to Use Account_Salesforce Data View?

When to Use?

• When you want to create account-level segmentation.
• When running account-based marketing campaigns.
• To link contacts and leads to their parent accounts.
• For region, industry, or type-based segmentation.

Why Use It?

• Strategic Targeting: Drive engagement through ABM strategies.
• Data Enrichment: Enhance personalization based on account data.
• Insightful Reporting: Evaluate account performance and coverage.
• Cross-Team Collaboration: Align marketing and sales efforts.

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10 Example Scenarios and Queries

1. Retrieve All Active Accounts by Industry

SELECT Id, Name, Industry 
FROM Account_Salesforce 
WHERE Industry IS NOT NULL

Use Case: Segment accounts by vertical (e.g., Healthcare, Retail).

2. Accounts in a Specific Country

SELECT Id, Name, BillingCountry 
FROM Account_Salesforce 
WHERE BillingCountry = 'United Kingdom'

Use Case: Localized campaigns targeting UK businesses.

3. New Accounts Created in the Last 30 Days

SELECT Id, Name, CreatedDate 
FROM Account_Salesforce 
WHERE CreatedDate > DATEADD(DAY, -30, GETDATE())

Use Case: Engage newly onboarded customers.

4. Accounts Without Assigned Industry

SELECT Id, Name 
FROM Account_Salesforce 
WHERE Industry IS NULL

Use Case: Identify incomplete data for cleanup or enrichment.

5. Accounts by Type for ABM Campaigns

SELECT Id, Name, Type 
FROM Account_Salesforce 
WHERE Type = 'Partner'

Use Case: Target partner accounts with tailored messaging.

6. Accounts by Billing City

SELECT Id, Name, BillingCity 
FROM Account_Salesforce 
WHERE BillingCity = 'London'

Use Case: Target accounts in a specific city.

7. Accounts and Owners

SELECT Id, Name, OwnerId 
FROM Account_Salesforce

Use Case: Align sales and marketing by account ownership.

8. Accounts with Account Numbers for Reporting

SELECT Id, Name, AccountNumber 
FROM Account_Salesforce 
WHERE AccountNumber IS NOT NULL

Use Case: Create a report to match CRM with external systems.

9. Group Accounts by Industry

SELECT Industry, COUNT(*) AS TotalAccounts 
FROM Account_Salesforce 
GROUP BY Industry

Use Case: Analyze industry distribution of your customer base.

10. Complete Account Record for Personalization

SELECT Id, Name, Industry, BillingCity, BillingCountry, Type 
FROM Account_Salesforce 
WHERE BillingCountry = 'United States' AND Industry = 'Retail'

Use Case: Personalize email content based on account region and industry.

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Conclusion

The Account_Salesforce Data View in SFMC opens the door to account-based personalization and smarter targeting. With real-time data syncing from Salesforce CRM, marketers can build relevant, timely, and strategic campaigns grounded in accurate account data.

Leveraging this SDE helps bridge the gap between Marketing and Sales while unlocking a full-funnel view of customer engagement.