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Mcae Data Cloud Implementation Guide

Mcae Data Cloud Implementation Guide

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Account Engagement Data
Cloud Integration
Implementation 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

Use Data Cloud Segments in Account Engagement
Connect Account Engagement Business Units to Data Cloud

Add Additional Account Engagement Fields to Salesforce CRM Data Streams

Map Data Streams to Data Model Objects
Create a Segment in Data Cloud
Create a Dynamic List from a Data Cloud Segment

USE DATA CLOUD SEGMENTS IN ACCOUNT ENGAGEMENT

Connect Account Engagement with Data Cloud for Marketing to create dynamic lists that you can use to personalize marketing assets
Harness customer data from all interactions that contacts have with your company
Heres an overview of whats required to set up the integration Depending on your Salesforce org you could need a Data Cloud Marketing
Manager or Specialist a Salesforce admin and an Account Engagement admin
In Data Cloud select an Account Engagement business unit to connect

In Data Cloud add and map the prospect data to Data Cloud Data Model Objects DMO

In Data Cloud create a segment to use in a dynamic list in Account Engagement
In Account Engagement create a dynamic list based on your Data Cloud segment
Connect Account Engagement Business Units to Data Cloud
Connect an Account Engagement business unit to Data Cloud After you connect a business unit you can use Data Cloud segments
in dynamic lists

Add Additional Account Engagement Fields to Salesforce CRM Data Streams

This integration requires you to add the Account Engagement Integration ID custom field to the data model object DMO and map

the Contact or Lead ID to that field To use additional Account Engagement fields in Data Cloud update the Data Cloud Salesforce

Connector permission set and add the fields to the data streams
Map Data Streams to Data Model Objects

When Account Engagement fields are added to the data streams you can map them to Data Cloud Data Model Objects DMO to

use in segments
Create a Segment in Data Cloud
Create a segment in Data Cloud using Account Engagement data
Create a Dynamic List from a Data Cloud Segment

After you add the custom field to the Data Model Object DMO and map your fields you can create a dynamic list in Account

Engagement to pull in your Data Cloud segment You can have up to five dynamic lists per business unit and up to one million
prospects per list

Use Data Cloud Segments in Account Engagement

Connect Account Engagement Business Units to Data Cloud

Connect Account Engagement Business Units to Data Cloud
Connect an Account Engagement business unit to Data Cloud After you connect a business unit
you can use Data Cloud segments in dynamic lists

EDITIONS

From Setup in the Quick Find box enter Data Cloud Setup

Click Get Started

Available in Enterprise
Performance and
Unlimited Editions with
Account Engagement

Add the Account Engagement business units that you want to connect to Data Cloud to the
Selected Business Unit column and then click Done

USER PERMISSIONS

Under Configurations select Account Engagement

You can only connect the business units that are associated with your Data Cloud Salesforce
org You can also add or remove business units later

To configure Data Cloud
Customer Data Cloud
Admin

Add Additional Account Engagement Fields to Salesforce CRM Data

Streams

This integration requires you to add the Account Engagement Integration ID custom field to the

data model object DMO and map the Contact or Lead ID to that field To use additional Account

Engagement fields in Data Cloud update the Data Cloud Salesforce Connector permission set and
add the fields to the data streams

Before you add fields create the required Salesforce CRM data streams Use the Sales Data bundle

to make the fields available for Lead and Contact objects

EDITIONS

Available in Enterprise
Performance and
Unlimited Editions with
Account Engagement

From Setup in the Quick Find box enter Permission Sets
Click the Data Cloud Salesforce Connector permission set and select Object Settings

USER PERMISSIONS

In Data Cloud on the Data Streams tab select the Salesforce CRM data stream for Contacts

To configure Data Cloud and
edit Data Streams
Data Cloud Data Aware
Specialist

Click Add Source Fields select the fields that you want to add to your data stream and click
Save

To edit permission sets
Salesforce Admin

Select Contacts and click Edit
Add Read Access to the fields within the permission set and click Save

Repeat this process for the Lead object

Use Data Cloud Segments in Account Engagement

Map Data Streams to Data Model Objects

Map Data Streams to Data Model Objects
When Account Engagement fields are added to the data streams you can map them to Data Cloud

Data Model Objects DMO to use in segments

EDITIONS

A Data Cloud Data Aware Specialist performs these steps

Available in Enterprise
Performance and
Unlimited Editions with
Account Engagement

Go to the Data Streams tab

Select the Salesforce CRM data stream for Contacts

Click Review Data Mapping

USER PERMISSIONS

Click Select Objects
The fieldmapping canvas shows your source data lake objects DLOs on the left and the target
DMOs on the right You can select an object from your data model or add a custom object

To create a mapping connection select the DLO field to map and click the related DMO field

A confirmation appears with an arrow connecting the fields

To map Account
Engagement to Data Cloud
Data Cloud Data Aware
Specialist

To pull Data Cloud segment membership into Account Engagement create a custom field in

your DMO with these values and map the Contact ID to that field

a Name Account Engagement Integration ID

b Field API Name AccountEngagementIntegrationID

c Data Type Text
Save your work
Repeat these steps for the Lead data stream

SEE ALSO

Data Mapping

Create a Segment in Data Cloud
Create a segment in Data Cloud using Account Engagement data

USER PERMISSIONS

Available with addon license Segmentation and Activation

Before you create a segment to use in Account Engagement add the Account Engagement

Integration ID custom field to the data model object DMO that youre segmenting on and map

the Contact ID or Lead ID to that field

To create segments in Data
Cloud
Data Cloud Marketing

Manager OR Data Cloud

Marketing Specialist

In Data Cloud click Segments
Click New
An activation target isnt required when you create a segment in Data Cloud for Account Engagement The warning that displays
when you publish without an activation target doesnt apply if the segment is for Account Engagement
From the Data Space dropdown select the default data space
You can use only the Data Cloud segments in your default Data Space

Use Data Cloud Segments in Account Engagement

Create a Dynamic List from a Data Cloud Segment

From the Segment On dropdown select the DMO that your segment is built on

Give your segment a unique name thats easily identifiable and click Next
Choose a Publish Type and schedule when to publish your segment to the activation targets
We recommend selecting Dont Refresh until you have defined rules for your segment
Click Save
Drag attributes from the library onto the segment canvas to set filter criteria for your segment

You can place each attribute in its own container or combine it with other attributes in the same container to create an AND or an

OR relationship between the attributes

Save your work
On the segment details page click Edit Properties to set a publish schedule for your segment or click the dropdown menu and
select Publish Now
Only published segments are available to use in Account Engagement dynamic lists

Create a Dynamic List from a Data Cloud Segment

After you add the custom field to the Data Model Object DMO and map your fields you can create

a dynamic list in Account Engagement to pull in your Data Cloud segment You can have up to five
dynamic lists per business unit and up to one million prospects per list
Open the Lists page
In Account Engagement select Marketing Segmentation Lists

EDITIONS

Available in Enterprise
Performance and
Unlimited Editions with
Account Engagement

In the Lightning app select Prospects and then Segmentation Segmentation Lists
Click Add List and name the list We recommend using a similar name as the Data Cloud
segment you connect the dynamic list to
We recommend using a similar name as the Data Cloud segment that youre connecting the
dynamic list to
Select Dynamic List
From the Dynamic List Type dropdown select Data Cloud segment
From the Data Cloud Segment dropdown select a Data Cloud segment from the default data
space

USER PERMISSIONS

To add segments to a
dynamic list in Account
Engagement
Account Engagement
Administrator or

Marketing role AND

Data Cloud Marketing
Manager or Data Cloud
Marketing Specialist

In Account Engagement you can use only published segments with a dynamic list You can
connect a segment to only one dynamic list per business unit at a time
Only published segments are available to use with dynamic lists in Account Engagement

A segment can be connected to only one dynamic list per business unit at a time

Click Create List

A new dynamic list can take up to hours to populate the first time its connected to a Data Cloud segment A dynamic list can take

up to hour to update after a Data Cloud segment is refreshed

Use Data Cloud Segments in Account Engagement

Create a Dynamic List from a Data Cloud Segment

Data Cloud segments and Account Engagement dynamic lists update automatically based on criteria We recommend monitoring your
segments and dynamic lists over time so that you can adjust your criteria as needed

SEE ALSO

Create a Dynamic List

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