Marketing Automation, Salesforce Marketing Cloud, SFMC Tips & Tricks

How to refresh data extension records

How to refresh data extension records

You might have noticed that records are not refreshed automatically, which makes sense. However, there is no refresh button.

Here are some helpful tips I’ve discovered on how to refresh records within the data extension while it’s open.

Email studio

In email studio it is failry easy you simply navigate to another folder and return back. The counts and records will be refreshed.

Contact builder

In Contact Builder, navigating away and back does not work. However, there are two alternative methods to refresh counts in the data extension:

  1. Click on pagination and select a different page size from the one currently selected. This action will refresh the data.
  2. If you clear all records and import new ones, pagination won’t work as there will be no records to display. To show the newly imported records, navigate to the search function. Search for a random string. When it returns no results, remove the search term and search with an empty string. Be aware that this only works when you have primary key defined in your data extension. If you do not have you will need to use good old page refresh

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#contact builder #data extension #email studio
Marcel Szimonisz
Marcel Szimonisz
MarTech consultant As a marketing automation consultant, I specialize in problem-solving, process automation, and driving innovation for clients' marketing platforms.

I hold certifications in Adobe Campaign v6 (3x certified) and Salesforce Marketing Cloud (5x certified), as well as 1x Salesforce Associate certified.

Moreover, I serve as a community advisor for Adobe Campaign, providing expert insights and guidance.

Beyond my professional pursuits, I explore various programming languages, CMSs, and frameworks, enhancing my technical expertise and staying at the forefront of industry advancements.
Take a look at our subscription offering in case you are looking for a Marketing Automation Consultant.

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