Salesforce Marketing Cloud (SFMC) provides Data Views and Synchronized Data Extensions to store, analyze, and query subscriber and engagement data. One essential synchronized Data Extension (SDE) is Lead_Salesforce, which stores Lead object data from Salesforce CRM.
In this blog, we’ll explore the Lead_Salesforce data view, its data fields, use cases, benefits, sample queries, and business scenarios to help non-technical users understand its real-world applications.
What is Lead_Salesforce Data View?
The Lead_Salesforce Data Extension in Marketing Cloud Connect is a Synchronized Data Extension that stores lead records from Salesforce CRM. It helps marketers personalize communications and automate customer engagement based on real-time data.
Key Benefits of Lead_Salesforce SDE
- Real-time Data Synchronization: Keeps Marketing Cloud updated with the latest Salesforce Lead records.
- Enhanced Personalization: Enables segmentation and tailored email journeys.
- Cross-Platform Consistency: Maintains accurate lead details across Salesforce CRM and SFMC.
- Advanced Reporting: Facilitates data-driven decision-making with SQL queries.
Fields in Lead_Salesforce Data View & Their Uses
| Field | Type | Description & Use Case |
|---|---|---|
| _ContactKey | Text(254) | Unique identifier in Marketing Cloud. Used for deduplication and personalization. |
| ConvertedAccountId | Text(18) | ID of the account into which the lead converted. Useful for tracking lead conversion. |
| ConvertedContactId | Text(18) | ID of the contact into which the lead converted. Helps maintain customer relationship history. |
| ConvertedOpportunityId | Text(18) | ID of the opportunity associated with lead conversion. Helps sales teams analyze conversion rates. |
| Email(80) | Lead’s email address. Essential for email marketing campaigns. | |
| CreatedById | Text(18) | User who created the lead. Useful for tracking data origin. |
| FirstName | Text(40) | First name of the lead. Used for personalizing email greetings. |
| HasOptedOutOfEmail | Boolean | Indicates if the lead has opted out of emails. Helps maintain compliance. |
| Id | Text(18) | Salesforce Lead record ID. Used for linking back to the original CRM data. |
| IsEmailBounced | Boolean | Identifies if an email bounced. Helps in cleaning the email list. |
| LastModifiedById | Text(18) | User who last modified the lead. Useful for tracking recent updates. |
| LastName | Text(80) | Last name of the lead. Essential for personalization. |
| MobilePhone | Phone(50) | Lead’s mobile number. Used for SMS marketing campaigns. |
When and Why to Use Lead_Salesforce Data View?
When to Use?
- Personalization: Fetch first name, last name, or email for dynamic content.
- Segmentation: Create targeted email campaigns based on lead status.
- Lead Tracking: Identify converted leads and analyze conversion trends.
- Email Hygiene: Remove bounced emails from active campaigns.
- Sales Alignment: Integrate lead data into sales follow-up workflows.
Why Use It?
- Data Accuracy: Uses real-time synced data from Salesforce.
- Improved Targeting: Enables precise audience segmentation.
- Automated Engagement: Helps trigger personalized campaigns.
- Compliance: Ensures that unsubscribed leads do not receive emails.
10 Example Scenarios and Queries
1. Retrieve All Active Leads
SELECT Id, FirstName, LastName, Email
FROM Lead_Salesforce
WHERE HasOptedOutOfEmail = ‘false’
AND IsEmailBounced = ‘false’
Use Case: Ensures emails are only sent to active leads.
2. Find Leads Who Recently Opted Out
SELECT Id, FirstName, LastName, Email
FROM Lead_Salesforce
WHERE HasOptedOutOfEmail = ‘true’
Use Case: Helps marketers exclude unsubscribed leads.
3. Identify Converted Leads
SELECT Id, FirstName, LastName, ConvertedAccountId, ConvertedContactId
FROM Lead_Salesforce
WHERE ConvertedAccountId IS NOT NULL
Use Case: Tracks successful lead conversions.
4. Retrieve Leads with Bounced Emails
SELECT Id, Email, IsEmailBounced
FROM Lead_Salesforce
WHERE IsEmailBounced = ‘true’
Use Case: Helps clean up email lists by removing bounced leads.
5. Fetch Recently Created Leads
SELECT Id, FirstName, LastName, Email, CreatedById
FROM Lead_Salesforce
WHERE CreatedById > DATEADD(DAY, -30, GETDATE())
Use Case: Targets new leads for onboarding campaigns.
6. Retrieve Leads Without Email Addresses
SELECT Id, FirstName, LastName
FROM Lead_Salesforce
WHERE Email IS NULL
Use Case: Identifies records needing data enrichment.
7. Segment Leads for SMS Campaigns
SELECT Id, FirstName, LastName, MobilePhone
FROM Lead_Salesforce
WHERE MobilePhone IS NOT NULL
Use Case: Creates SMS-based marketing segments.
8. Find Leads Modified in the Last 7 Days
SELECT Id, FirstName, LastName, LastModifiedById
FROM Lead_Salesforce
WHERE LastModifiedById > DATEADD(DAY, -7, GETDATE())
Use Case: Identifies recently updated lead records.
9. Retrieve Leads for a Specific Sales Account
SELECT Id, FirstName, LastName, ConvertedAccountId
FROM Lead_Salesforce
WHERE ConvertedAccountId = ‘001XXXXXXXXXXXXXXX’
Use Case: Segments leads based on account relationships.
10. Fetch All Lead Data for a Personalized Campaign
SELECT Id, FirstName, LastName, Email, MobilePhone, ConvertedAccountId, ConvertedContactId, ConvertedOpportunityId
FROM Lead_Salesforce
WHERE HasOptedOutOfEmail = ‘false’
AND IsEmailBounced = ‘false’
Use Case: Enables fully personalized email campaigns.
Conclusion
The Lead_Salesforce Data View in SFMC provides a powerful way to leverage real-time Salesforce lead data. Understanding its fields, use cases, and queries can help marketers build targeted, compliant, and data-driven campaigns efficiently.
By integrating synchronized data extensions into your Marketing Cloud strategy, you unlock the true power of personalized customer engagement.