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Test Data Extension
Due to privacy reasons protecting our customer data, we have created roles that are restricted from viewing any personal data. Only selected team members have the ability to view PII such as Email address and other attributes within Data Extensions. On the other hand we have users that create content which utilised Salesforce features to highly personalise Emails based on data attributes held within Data Extensions. Every single Email that we send includes at least one attribute from the data already which is expected to increase.
These content creators do not have the need and ability to view customer data, but they have the need to send a test Email to a selected Test Data Extension which is a mirror of the live data so that they can ensure the content will appear correctly. Email studio does not allow users without data access to view any kind of data, not even Test lists.
We need the ability to allow a group of users to access Test data only, amend the values and records within that to the required values for this particular test send and send a test to the same through the “Preview and Test” feature in Email Studio. Alternatively they should be able to create a new Test DE with the relevant values for that campaign
While currently the personalisation is restricted to the unique Unsubscribe link and maybe a few other fields that can be removed for a first round of testing through those users, with the increase of dynamic content across our Emails, this will become viatal part of the early testing process. This means the impact to our business is currently manageable but expected to increase imminently and impact the value the migration to Salesforce Marketing Cloud was supposed to deliver to the business.
Instead of an agency, creative user just quickly doing the work themselves, we are now looking at another process across at least 2 teams just to send a test.
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