Discover Salesforce Data Cloud Fundamentals - SDC101

Explore the basics of how to act on your customer data across Salesforce applications using Data Cloud.

In this 3-day instructor-led course, learn how to ingest and harmonize data that maps to the Customer 360 Data Model, and configure unified profiles with identity resolution rulesets, match rules, and reconciliation rules. Implement calculated and streaming insights, alongside data segments and data actions, in order to help create real-time, personalized data-driven experiences that power customer success and engagement through targeted automations and integrations.

Overview

Who should take this course?

This course is designed for administrators and business analysts who are responsible for assisting in Salesforce Data Cloud implementations. This is also a great foundational course for anyone interested in earning their Data Cloud Consultant credential.

When you complete this course, you will be able to:

Explain core capabilities and benefits of using Salesforce Data Cloud.
Navigate key Data Cloud features and functionality.
Differentiate between data model types based on various techniques, including normalized and denormalized data structures, and data modeling objects, fields, and relationships, including Primary and Foreign keys.
Utilize Data Dictionary to log data and prepare it for ingestion.
Connect and ingest data into Data Cloud.
Harmonize data by mapping to the Customer 360 Data Model.
Link multiple sources of data into a unified profile by configuring identity resolution rulesets, match rules, and reconciliation rules.
Generate real-time, comprehensive data-driven insights using calculated and streaming insights.
Create data segments and data actions in Data Cloud in order to target specific audiences.

Prework

Prepare for the course with this Trailmix.

Discover Salesforce Data Cloud Fundamentals (SDC101) Prework

Ensure you get the most out of SDC101 and complete this trailmix to prepare for the class!

Lessons and Topics

Introduction to Salesforce Data Cloud

Define Salesforce Data Cloud
Explore Core Capabilities and Benefits
Navigate Key Features and Functionality
Examine Data Cloud Use Cases
Review Provisioning and Configuration Options
Identify Roles and Permissions

Data Modeling Overview

Define Key Data Modeling Terminology
Identify Data Modeling Objects, Fields, and Relationships
Compare Normalized and Denormalized Data Structures
Define Primary and Foreign Keys

Data Preparation

Review Data Usage Ethics
Identify Data Sources
Log Data Using a Data Dictionary

Data Modeling with Salesforce Data Cloud

Examine the Salesforce Customer 360 Data Model
Compare Data Model Types Used in Data Cloud
Define Data Cloud Object Categorization
Identify Functionality of Primary and Foreign Keys in Data Cloud

Data Ingestion

Define the Data Ingestion Process
Examine Data Space Use Cases
Identify Data Cloud Connectors and Data Sources
Explore Data Ingestion Features in Data Cloud
Define Batch and Streaming Data Transforms

Data Harmonization

Define Key Data Harmonization Concepts
Understand the Value of Data Harmonization
Explore Data Cloud Mapping Capabilities

Unified Profiles

Define Identity Resolution
Review the Profile Unification Process
Identify Key Differences Between a Unified Profile and Golden Record
Configure Identity Resolution Rulesets, Match Rules, and Reconciliation Rules
Inspect Identity Resolution Results

Data-Driven Insights

Define Calculated Insights
Define Streaming Insights
Identify Key Differences Between Calculated and Streaming Insights
Review Options for Building Insights
Examine Formula, Calculated Insight, Streaming Insight, and Segment Operator Use Cases

Data Segmentation and Data Actions

Define Key Data Segmentation Terminology
Create Data Segments in Data Cloud
Implement Calculated Insights and Suggested Values in Segmentation
Publish Data Segments Using Activations
Trigger Targeted Automations and Integrations Using Data Actions

Available Dates

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