Hands-On Salesforce Data Cloud

Learn how to implement and manage a modern customer data platform (CDP) through the Salesforce Data Cloud platform. This practical book provides a comprehensive overview that shows architects, administrators, developers, data engineers, and marketers how to ingest, store, and manage real-time customer data.

Author Joyce Kay Avila demonstrates how to use Salesforce’s native connectors, canonical data model, and Einstein’s built-in trust layer to accelerate your time to value. You’ll learn how to leverage Salesforce’s low-code/no-code functionality to expertly build a Data Cloud foundation that unlocks the power of structured and unstructured data. Use Data Cloud tools to build your own predictive models or leverage third-party machine learning platforms like Amazon SageMaker, Google Vertex AI, and Databricks.

This book will help you:

• Develop a plan to execute a CDP project effectively and efficiently
• Connect Data Cloud to external data sources and build out a Customer 360 Data Model
• Leverage data sharing capabilities with Snowflake, BigQuery, Databricks, and Azure
• Use Salesforce Data Cloud capabilities for identity resolution and segmentation
• Create calculated, streaming, visualization, and predictive insights
• Use Data Graphs to power Salesforce Einstein capabilities
• Learn Data Cloud best practices for all phases of the development lifecycle

Table of Contents

Chapter 1. Salesforce Data Cloud Origins

Chapter 2. Foundations of Salesforce Data Cloud

Chapter 3. Business Value Activities

Chapter 4. Ad min Basics and First-Time Provisioning

Chapter 5. Data Cloud Menu Options

Chapter 6. Data Ingestion and Storage

Chapter 7. Data Modeling

Chapter 8. Data Transformations

Chapter 9. Data Mapping

Chapter 10. Identity Resolution

Chapter 11. Consuming and Taking Action with Data Cloud Data

Chapter 12. Segmentation and Activation

Chapter 13. The Einstein 1 Platform and the Zero Copy Partner Network

Appendix A. Guidance for Data Cloud Implementation

Appendix B. Sharing Data Cloud Data Externally with Other Tools and Platforms

About the Author

Joyce Kay Avila has more than 25 years as a business and technology leader. She has bachelor’s and master’s degrees in the fields of computer science and accounting business administration, and completed her PhD coursework in accounting information systems.