Unlocking Automation Insights: Introducing Salesforce Data Views

Unlocking Automation Insights: Introducing Salesforce Data Views

Unlocking Automation Insights: Introducing Salesforce Data Views

Introduction:-

The newly unveiled Data Views, namely AutomationInstance and AutomationActivityInstance, facilitate the scrutiny of automation health, aiding in the identification of failure points and the root causes behind prolonged activity runtimes.

Automation Instance Data View:-

The Automation Instance Data View offers a high-level overview of all Automation Studio automation within a tenant, empowering users to enhance automation efficiency and success rates through the analysis of automation health. This Data View provides insights into:
  • Recent automation
  • Timestamps of automation runs
  • Duration of each automation
  • Success, skip, or failure status
  • Reasons for automation failure
  • Associated files during triggered automation failures
The data in this Data View is available 1 day after the automation runs, it holds 31 days of data and can be queried from a Child BU. The following columns are available:
NAMEDESCRIPTIONDATATYPE
MemberIDThe unique ID of the business unit.Number
AutomationNameThe automation name.Text
AutomationDescriptionThe automation description.Text
AutomationCustomerKeyThe unique ID of the automation.Text
AutomationTypeThe automation’s starting source. Possible values are Schedule, File Drop, or Trigger.Text
AutomationNotificationRecipient_CompleteThe email address where notifications about completed automation are sent.Text
AutomationNotificationRecipient_ErrorThe email address where notifications about automation errors are sent.Text
AutomationNotificationRecipient_SkipThe email address where notifications about skipped automation are sent.Text
AutomationStepCountThe number of steps in the automation.Number
AutomationInstanceIDThe unique ID of the automation run.Text
AutomationInstanceIsRunOnceWhether the automation was set to run once. 1 = true, 0 = false.Boolean
FilenameFromTriggerFor file drop and trigger automation, the file that started the automation.Text
AutomationInstanceScheduledTime_UTCFor scheduled automation, the time that the run was scheduled to begin.Date
AutomationInstanceStartTime_UTCThe time that the automation run started. This value is blank if the run hasn’t started.Date
AutomationInstanceEndTime_UTCThe time that the automation run ended. This value is blank if the run hasn’t ended.Date
AutomationInstanceStatusThe status of the automation. Possible values are QueuedFile, Initialized, Executing, Stopped, Complete, or Error.Text
AutomationInstanceActivityErrorDetailsThe message from the error log, if applicable. If a system or unclassified error occurs, the value is System Error. If multiple errors occur, only the first message is displayed. To get details on multiple errors, use the _AutomationActivityInstance view.Text

Automation Activity Instance Data View:-

The Automation Activity Instance Data View complements the Automation Instance Data View by providing insights into automation activity health. It aids in preventing failures by identifying activities prone to failure or extended execution times. This Data View reveals:
  • Activities that ran in an automation
  • Timestamps of activity run
  • Duration of each activity
  • Success or failure status
  • Reasons for activity failure
Data in this view becomes available one day after the automation runs, holding 31 days of historical data, and can be queried from a Child Business Unit. The following columns are available:
NAMEDESCRIPTIONDATATYPE
MemberIDThe unique ID of the business unit.Number
AutomationNameThe automation name.Text
AutomationCustomerKeyThe unique ID of the automation.Text
AutomationInstanceIDThe unique ID of the automation run.Text
ActivityTypeThe activity type. Possible values are listed in the Activity Type IDs table.Number
ActivityNameThe activity name.Text
ActivityDescriptionThe activity description.Text
ActivityCustomerKeyThe unique ID of the activity.Text
ActivityInstanceStepWhere the activity occurs in the automation. For example, 3.2 is step 3, activity 2.Text
ActivityInstanceIDThe unique ID of the activity run.Text
ActivityInstanceStartTime_UTCThe time that the activity run started.Date
ActivityInstanceEndTime_UTCThe time that the activity run ended.Date
ActivityInstanceStatusThe status of the activity. Possible values are Initialized, Executing, Complete, Error, or NotSelected.Text
ActivityInstanceErrorDetailsThe message from the error log, if applicable. If a system or unclassified error occurs, the value is System Error.Text
Here is the list of possible Activity Types returned by this Data View:
ACTIVITY TYPE IDACTIVITY NAME
33SMS Activity
42Send Email
43Import File
45Refresh Group
53File Transfer
73Data Extract
84Report Definition
300SQL Query
303Filter
423Script
425Data Factory Utility Activity
426Refresh Segment Template
427Publish Audience
467Wait
724Refresh Mobile Filtered List
725Send SMS
726Import Mobile Contacts
733Journey Builder Event Activity
736Send Push
749Fire Event
771Salesforce Email Send
772Mobile Connect Send Salesforce Sync Subscriber
783Send GroupConnect
1000Verification
1010Interaction Studio Data
1101Interactions
1701Batch Personalization
3700Contact Business Unit Mapping

Updated Data Views Visualization:-

The Data Views article remains one of the most popular articles, prompting Salesforce to enhance the visualization of Data Views in this recent release. Explore these new Data Views and leverage their capabilities to optimize your automation processes.