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Data Cloud Implementation
Overview Guide
Salesforce Spring
salesforcedocs
Last updated January
Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other
names and marks Other marks appearing herein may be trademarks of their respective owners
CONTENTS
Welcome to Data Cloud
Get Started Using Data Cloud
Data Cloud Use Case
Overview of Data Cloud Implementation Steps
Get Started
WELCOME TO DATA CLOUD
Create personalized audience segments to power your marketing with Data Cloud
Who This Guide Is For
This guide is for all roles involved in the implementation of Data Cloud
Document Goals
The goal of this implementation overview is to explain setup steps for a Data Cloud org using an example use case from Northern Trail
Outfitters NTO
Note PDF guides are updated regularly so check the date of any downloaded and saved guides before beginning your
implementation
Before Your Start
Identify project stakeholders
Identify Data Cloud users
Document business requirements
Identify data sources and integrations
Ensure that you have proper permissions and credentials to these data sources
Confirm your data and data model requirements standard custom or a hybrid approach
Determine identity resolution rules for creating unified profiles
Discuss desired audience segments and data required to create those segments
Prerequisites for this Use Case
Marketing Cloud admin and admin roles assigned to your user in a Marketing Cloud Enterprise parent account
Access to business units to obtain data
Access to business units to publish segment to
Admin or owner permission to change write permissions on the AWS directory
Get Started Using Data Cloud
Before you start using Data Cloud review the checklist considerations and product navigation
Data Cloud Use Case
Northern Trail Outfitters NTO is eager to use Data Cloud to help build more personalized marketing campaigns based on data from
multiple sources
Welcome to Data Cloud
Get Started Using Data Cloud
Overview of Data Cloud Implementation Steps
To set up a new Data Cloud org there are several implementation steps to complete
Get Started
Now that you completed several prerequisites its time to get started on those implementation steps
Get Started Using Data Cloud
Before you start using Data Cloud review the checklist considerations and product navigation
To get ready for Data Cloud confirm your team
Understands overall guidelines and limitations that can impact billing
Reviews brand management and organization structure used in Data Cloud
Decides on a data strategy by reviewing data model concepts
Analyzes your existing data and data sources
Plans to use unified profiles
Identifies an admin to set up Data Cloud
Lists users and their needed permissions
Identifies segmentation goals
Checklist and Considerations
Download the interactive PDF worksheet Data Cloud Checklist and Considerations
Navigation
Once Data Cloud is enabled in your account you can find Data Cloud in the App Launcher
Welcome to Data Cloud
Data Cloud Use Case
On the Data Cloud home page features are organized into tabs
The Data Streams Data Lake Objects and Data Model tabs are focused on data ingestion and modeling
Data Explorer and Profile Explorer are dataviewing tools allowing a view into ingested data and unified profiles
The Identity Resolutions tab is where your team creates match and reconciliation rules to unify individual records
Calculated Insights are predefined and calculated metrics that can be used in creating segments and for data analysis
The Setup gear is where the admin configures Data Cloud features
Data Cloud Use Case
Northern Trail Outfitters NTO is eager to use Data Cloud to help build more personalized marketing campaigns based on data from
multiple sources
NTO Users
The NTO team identifies these Data Cloud users and their responsibilities
Marketing manager Isabelle GivensManages the overall segmentation strategy and identifies the target campaigns
Admin Pia LarsonConfigures Data Cloud provisions users and assigns permission sets within the system Has access to Salesforce
Sales and Service Clouds in addition to other integrated systems within the core cloud platform Also executes daytoday configuration
support maintenance and regular system audits
Data aware specialist Warren MehtaManages the data model defined by the marketing manager and marketing specialist Creates
and manages data streams and harmonizes those data streams into a cohesive data model to be used to build effective segments
Welcome to Data Cloud
Overview of Data Cloud Implementation Steps
Creates identity resolution rulesets and assists with any API development needed for NTO The dataaware specialist also assists with
creating SQLbased calculated insights
Marketing specialist Michele HansleyCreates manages and publishes segments
NTO Requirements
NTO has these initial requirements
Ingest data from their US Retail Business Unit in Marketing Cloud
Ingest data from their Service Cloud
Activate published segments to their US Retail Business Unit in Marketing Cloud
Build a segment for loyalty customers who prefer camping that can be used in a loyalty rewards campaign in Marketing Cloud
Journey Builder
Overview of Data Cloud Implementation Steps
To set up a new Data Cloud org there are several implementation steps to complete
Lets review the steps along with the roles responsible to complete them
Configure and Connect
The Data Cloud admin updates the permission set provisions the Data Cloud account creates users and establishes connections with
data sources
Ingest Map and Model
Data drives Data Cloud functionality These steps for the dataaware specialist to complete are essential to set up the marketer for success
in creating segments
Import your dataset from various sources in its original form or asis
Extend your original source schema or blueprint if desired through formula fields Formula fields allow you to cleanse or derive more
fields so that your data is in an optimal format for segmentation and content personalization
Save the original source fields and the optional formula fields to collectively define your data lake objects DLOs
Identify mapping requirements for identity resolution rules
Harmonize your preserved source schema into a cohesive sourceagnostic view by mapping your DLOs to a data model object
Select a standard data model object informed by the Cloud Information Model or create your own
Welcome to Data Cloud
Get Started
Ensure that relationships between data model objects are defined Tie all objects back directly or indirectly to an entity that can be
used in segmentation
Note The starter data bundles available for Marketing Cloud Email Studio MobileConnect and MobilePush are designed to
give you fast timetovalue With the starter bundles data source objects are created and mapped to the data model
automatically
Create Identity Resolution Rulesets
Identity Resolution is a key feature of Data Cloud because it helps organizations identify customers and create a Unified Profile of each
customer The dataaware specialist follows these steps
Create a ruleset
Configure matching rules
Select reconciliation rules
Segment and Activate
If your org has Segmentation and Activation follow these steps These steps are completed by the Data Cloud for Marketing Manager
or Data Cloud for Marketing Specialist permission sets
Create your activation targets Determine where you want to send your segmented data to be used For example in Marketing
Cloud s or another Salesforce org
Segment your data Create flexible audience segments using easy drag functionality
Publish and activate your segment
Market to your customers Use your audience segments to delight your customers with timely marketing experiences using Journey
Builder
Get Started
Now that you completed several prerequisites its time to get started on those implementation steps
Check out the admin guide for Configure and Connect implementation steps
