Crash Course : Data Cloud with Live Project in Salesforce | Free Online #Salesforce #DataCloud
Summary
This guide walks through building a unified customer profile in Salesforce Data Cloud by consolidating siloed data from two separate companies. It shows how to ingest data streams, map them to data model objects, establish relationships, and use identity resolution to merge duplicates into a single Individual record. The unified data is surfaced in Salesforce with related lists and used to create calculated insights like lifetime bookings and lifetime value. Salesforce teams can follow these steps to improve customer understanding and deliver enhanced CRM insights across multiple data sources.
Takeaways
- Create and connect Data Streams to ingest diverse source data into Data Cloud.
- Map Data Lake Objects to Data Model Objects to standardize data for business use.
- Define accurate many-to-one relationships between bookings and unified Individuals.
- Configure Identity Resolution rules to merge duplicate customer records effectively.
- Surface unified data in Salesforce via related lists and build calculated metrics.
Hi there, I am glad that this post came in your search results and you are willing to learn data cloud. This is going to be a Crash Course with a Live Project where the goal is unify siloed customer data from two companies into a single customer profile, then use that profile inside Salesforce and derive business insights such as lifetime bookings and lifetime value. Scenario & Architecture (What we’re building) Company A (Right Swift Rental) : Customer + Vehicle Booking data (private server / separate org) Company B (Adventure Cloud) : Contact + Adventure Booking data (Salesforce org) Target : Build a unified Individual in Data Cloud, link both companies’ bookings to it, and power insights + CRM experiences. Think of Data Cloud as a puzzle table: it gathers pieces from many sources (streams, lakes, models) to create one picture of the customer. Key terms we’ll use: Data Stream , Data Lake Object (DLO) , Data Model Object (DMO) . Prerequisites Access to Salesforce Data Cloud .