Book description
Learn how to implement and manage a modern customer data platform (CDP) through the Salesforce Data Cloud. This practical book provides a concise yet comprehensive overview that shows Salesforce architects, administrators, and developers how to access, store, and manage real-time customer data with the Data Cloud and build out calculated, streaming, and visual insights.
Author Joyce Kay Avila also shows you how to leverage Salesforce's third-party platform integrations, including Snowflake and Amazon Web Services, to combine data from a variety of sources. You'll learn how to effectively communicate with both internal and external stakeholders about Salesforce Data Cloud and CDPs, identify use cases where the Data Cloud platform would be a good implementation solution, and utilize AI within the platform.
This book will help you:
- Develop a plan to execute a CDP project
- Create a Customer 360 Data Model
- Set up Salesforce Data Cloud with user roles and permissions
- Use Salesforce Data Cloud Data Cloud capabilities for identity resolution and segmentation
- Learn Data Cloud best practices for use with Tableau and Salesforce Marketing Cloud
- Connect Data Cloud to external data sources
- Build out calculated, streaming, and visual insights
- Leverage third-party platform integrations to extend a CDP project
Publisher resources
Table of contents
- Brief Table of Contents (Not Yet Final)
- 1. Salesforce Data Cloud and CDP Origins
- 2. Foundations of the Salesforce Data Cloud
- 3. Implementation Basics and First-Time Provisioning
-
4. Data Cloud Menu Options
- Activation Targets
- Activations
- Calculated Insights
- Dashboards
- Data Action Targets
- Data Actions
- Data Explorer
- Data Lake Objects
- Data Model
- Data Share Targets
- Data Shares
- Data Spaces
- Data Streams
- Data Transforms
- Einstein Studio
- Identity Resolution
- Profile Explorer
- Reports
- Segments
- Data Cloud Activities Accessed Indirectly
- Summary
- 5. Data Ingestion and Storage
- 6. Data Modeling
- 7. Data Transformations
- 8. Data Mapping
- 9. Identity Resolution
- About the Author
Product information
- Title: Hands-On Salesforce Data Cloud
- Author(s):
- Release date: November 2024
- Publisher(s): O'Reilly Media, Inc.
- ISBN: 9781098147860
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