Northern Trail Outfitters wants to send an email to one million contacts in Sales Cloud.

For large volumes (one million records) and complex segmentation (10+ fields), the best approach is to use Automation Studio to query Synchronized Data Extensions and build a filtered Salesforce Data Extension. Then, use that Data Extension for sending in Email Studio.

Sending directly to a Salesforce Report is not recommended for high volumes or complex segmentation.

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Exact Extracts from Salesforce Documentation:

Source: Salesforce Help – Synchronized Data Extensions Best Practices

→ "For high-volume sends and complex segmentation, use Automation Studio to query synchronized data and populate Salesforce Data Extensions."

Source: Salesforce Help – Email Studio Sending Best Practices

→ "Perform complex segmentation prior to sending by preparing Data Extensions, especially for high-volume email sends."

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