New Automation Studio Data Views and Updated Data Views visualization

The Marketing Cloud Winter ’23 Release, which occurs from 5th October through 28th October 2022, comes with two brand new Data Views, designed to improve the efficiency and success rate of your Automation Studio automations. The new Data Views, _AutomationInstance and _AutomationActivityInstance, allow reviewing automation health to identify points of failure and determine the cause of why some activities take a very long time to run.

Automation Instance Data View

The Automation Instance Data View allows you to get a high-level view of all Automation Studio automations within a tenant, and improve the efficiency and success rate of automations by reviewing automation health. This Data View shows:

  • Automations that ran recently
  • When an automation ran
  • The duration of an automation
  • Whether an automation succeeded, skipped, or failed
  • The reason an automation failed
  • The file that was being processed when a triggered automation failed

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 automations are sent.Text
AutomationNotificationRecipient_ErrorThe email address where notifications about automation errors are sent.Text
AutomationNotificationRecipient_SkipThe email address where notifications about skipped automations 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 automations, the file that started the automation.Text
AutomationInstanceScheduledTime_UTCFor scheduled automations, 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

Source: https://help.salesforce.com/s/articleView?id=sf.mc_as_data_view_automation_instance.htm&type=5

Automation Activity Instance Data View

The Automation Activity Instance Data View helps you improve the efficiency and success rate of your automations by reviewing automation activity health. You can use it in Automation Studio to prevent failures by identifying activities that often fail or run long. This Data View shows:

  • Activities that ran in an automation
  • When an activity ran
  • The duration of an activity
  • Whether an activity succeeded or failed
  • The reason an activity failed

The data in this Data View is also available 1 day after the automation runs, 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
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

And 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 to Business Unit Mapping

Source: https://help.salesforce.com/s/articleView?id=sf.mc_as_data_view_automation_activity_instance.htm&type=5

Updated Data Views visualization

The Data Views article still remains one of the most popular articles on sfmarketing.cloud, so this recent release from Salesforce is a great occasion for updating the Data Views visualization.

The new visualization is available below in high-quality JPG format (click on the photo to enlarge it) and in PDF format that you can download here.

Please let me know in case you have any comments or further questions about the Data Views or the visualization, I will be happy to address them during the next revision.


Questions? Comments?

Leave a comment below or email me at zuzanna@sfmarketing.cloud.

4 thoughts on “New Automation Studio Data Views and Updated Data Views visualization

  1. Maciej Barnaś

    Hi Zuzanna,

    Salesforce made a typo in the documentation and it is also on your image. In “_AutomationInstance”, it should be “AutomationNotificationRecipient_Complete” instead of “AutomationNotificationRecipient_Compete”.

    Also I have a problem with “_AutomationActivityInstance”. In Query Studio it tells me, that “ActivityInstanceErrorDetails” column does not exist, but I wasn;t able to find a typo by myself. Hope this column exists, as it is pretty important for errored activities.

    Liked by 1 person

  2. Thanks Zuzanna!

    The documentation is wrong saying that the field ActivityInstanceErrorDetails exists, it is actually called ActivityInstanceStatusDetails in _AutomationActivityInstance.
    We can see it in their sample query.

    Could you add the following (undocumented) Data Views to your diagram?
    _MobileAddress and _MobileSubscription:
    https://salesforce.stackexchange.com/questions/73127/how-to-bulk-export-mobileconnect-sms-subscriptions
    _PushAddress and _PushTag:
    https://salesforce.stackexchange.com/questions/174179/attributes-in-pushaddress-and-pushtag-data-views

    Thanks Zuzanna and great work!

    Like

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