If manual deletion of data is not sufficient for your use cases, Rev.Up ABX can also automate deletion of records. Some reasons might be:
- You have situations where you need to delete some accounts or contacts on a regular basis. i.e. keeping your CDP in sync with your source systems.
- You have a consistently populating segment of undesired records that you want to purge from CDP. i.e. contacts with invalid email address, accounts that fall outside a specific firmographic profile or other irrelevant data.
Here is what you have to do to automate the delete process
Step 1: Send a snapshot of the UI configuration to support to setup a delete
Go to the delete UI and pick how you would like to delete data
- What do you want to delete (Accounts, Contacts, Event data )
- What inputs are you going to provide to delete the data
- Which IDs do you want to use to delete? Are these Lattice Ids or IDs from your system. If you are using IDs from your system, provide the System name.
- Do you want to delete time series data for a specific range. You need to provide start and end date. If you do not provide the dates then all the event data will be deleted. If you only provide a start date all data from that date will be deleted.
You can either send a screen shot of the UI with all the things configured or provide the above information to support. In this example screenshot, I am choosing to delete all contacts in my CDP that belong to the account IDs that originate from my Salesforce system.
Step 2: Support creates a dedicated S3 folder to accept data to fit your configuration
Step 3: Provide the CSV with the ID column
The file format will be the same as what you would provide in the UI.
Step 4: PA (Process and Analysis) job processes the delete request
The next PA job will automatically pick up the delete file and delete the records from your system. This experience should be the same as if you had initiated the delete process from the UI, but without the limitations.
Can I modify the configuration associated with the delete S3 folder?
Yes, please log a support ticket to make changes to your configuration. Note once you make these changes, any future delete files will use that configuration.
Can I have multiple configurations?
Each folder is tied to a specific configuration. If you need a different configuration, you will have to have a separate S3 folder
Here are some reasons to need multiple configurations:
- Setup one configuration per data type you would like to delete.
- Setup different configuration when you want to use IDs from different system
The process to request new configurations is the same as creating your first configuration. Follow steps 1-4 and that will create a new configuration.