Salesforce Data Cloud Quick look

Data Cloud is a new generation of Customer Data Platform (CDP). A CDP is a centralized system that collects, unifies, cleanses, and enriches customer data from different sources (both internal and external), and supports decision-making in the activation of marketing and sales operations.

About Salesforce Data Cloud

Ingest, harmonize, unify, and analyze streaming and batch data with Salesforce Data Cloud. Then use that data to unlock meaningful and intelligent experiences across Customer 360 applications and beyond.

How Does it Work?

• Connect all your data sources, whether batch or streaming real-time data.
• Prepare your data through transformation and data governance features.
• Harmonize your data to a standard data model.
• Unify data with identity resolution rulesets.
• Query and analyze data using insights.
• Use AI to predict behavior.
• Analyze, expand, and act on your data in any channel.
• Segment audiences and create personalized experiences.
• Output data to multiple sources to act on data based on your business needs.
• Continue to review, measure, and optimize data.

Connect and Ingest Data

It all starts with bringing data into the Data Cloud.

Data Cloud connects to various Salesforce and external data sources, including:

• Sales, Service, Commerce, and Marketing Cloud Engagement connectors
• Amazon S3, Google storage connectors
• Ingestion API and Salesforce Interaction SDK
• Web and Mobile connectors
• MuleSoft connector
• Snowflake

And more!

Overall, Data Cloud makes it easier to bring all your data, whether streaming or batch, together into your Salesforce applications.

Transform and Model Data

If you’ve ever spelled your name wrong in a form field, you might understand why data needs to be transformed. The good news is Data Cloud allows customers to prepare, cleanse, and transform data before it is used. Data is diverse and can look different in various sources—for instance, a product order, a contact in Sales Cloud, or an anonymous web browser. With Data Cloud, harmonize data from those different sources into a standard data model—the Customer 360 Data Model.

Unify Data

To identify who is who, we need to match and reconcile these records. In Data Cloud, all person-related data (like phone numbers or device IDs) is mapped to the Individual DMO in the Customer 360 Data Model. Once mapped, rulesets are created in the Identity Resolution (IR) feature to identify how to find matches. For example, a rule might specify that all records of individuals with the same email address and name should be combined into one profile.

Data Cloud allows you to choose and reconcile which information is used in the unified profile for that customer.

Segment and Analyze Data

Not only can you create powerful metrics with insights, but you can also segment your data and then analyze it using a variety of analytics tools. Since Tableau is integrated with Data Cloud, all the standard data model objects and relationships are viewable in Tableau. By using the Direct Query functionality, you can analyze insights or any other data with a single click in CRM analytics.

The Future of Data Cloud Solutions

As technology continues to evolve, so will the capabilities of Salesforce Data Cloud. Future developments may include even more advanced AI and machine learning features, enhanced data visualization tools, and greater integration with emerging technologies like the Internet of Things (IoT). Additionally, as businesses increasingly focus on data privacy and ethics, Salesforce will likely continue to strengthen its commitment to secure and responsible data management.

As organizations continue to navigate the complexities of data in the digital era, Salesforce Data Cloud stands out as a pivotal tool in harnessing the power of data to drive success. Whether you're a small business or a large enterprise, understanding and leveraging Salesforce Data Cloud can be a game-changer in your data strategy, positioning your organization for growth and innovation in an increasingly data-driven world.

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