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SOLVED

Update Profile's Org Unit using Update Activity

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Level 2

Can I update a Profile's Org Unit using the Update Data activity?

 

I have set up an acquisition landing page to collect Profiles. The business wants to collect Profiles for two different services on this landing page. The services are in different Org Units. I want to collect the Profiles as Org Unit = All (all) and then update the Org Unit to a different one. How can I do that with the Update activity? I have found this page (Updating a profile’s Organizational unit) but I want to do it within a workflow.

 

 

1 Accepted Solution

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Correct answer by
Community Advisor

Hello @CRM_jw 

 

Yes, you can change/update the Organization unit with the help of the Update Data activity.

 

In the fields to update tab, Add your organization Unit Id in the source, and in the destination select the organization unit link.

 

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2 Replies

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Correct answer by
Community Advisor

Hello @CRM_jw 

 

Yes, you can change/update the Organization unit with the help of the Update Data activity.

 

In the fields to update tab, Add your organization Unit Id in the source, and in the destination select the organization unit link.

 

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Level 2

Can you please elaborate? I built a query to pull a set of Profiles. Then I added an Update Data activity, but if I am using the targeting dimension to Identify the records, how do I configure the Update Date activity? If I type the name the org unit id into the Source, I get an error that it cannot parse the expression. Is there a different way to do this?

 

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