A bank collects customer data for its loan applicants and high net worth customers. A customer can be both a load applicant and a high net worth customer, resulting in duplicate data.
How should a consultant ingest and map this data in Data Cloud?
A user needs permissions to access Data Cloud to create, manage, and activate segments, However, the user should not be allowed to created reports or manage data sources.
Which permission set should the consultant assign?
What is the primary purpose of Data Cloud?
Primary Purpose of Data Cloud:
Salesforce Data Cloud's main function is to integrate and unify customer data from various sources, creating a single, comprehensive view of each customer.
Benefits of Data Integration and Unification:
Golden Record: Providing a unified, accurate view of the customer.
Enhanced Analysis: Enabling better insights and analytics through comprehensive data.
Improved Customer Engagement: Facilitating personalized and consistent customer experiences across channels.
Steps for Data Integration:
Ingest data from multiple sources (CRM, marketing, service platforms).
Use data harmonization and reconciliation processes to unify data into a single profile.
Practical Application:
Example: A retail company integrates customer data from online purchases, in-store transactions, and customer service interactions to create a unified customer profile.
This unified data enables personalized marketing campaigns and improved customer service.
A consultant is helping a beauty company ingest its profile data into Data Cloud. The company's source data includes several fields, such as eye color, skin type, and hair color, that are not fields in the standard Individual data model object (DMO).
What should the consultant recommend to map this data to be used for both segmentation and identity resolution?
A Data Cloud consultant tries to save a new 1-to-l relationship between the Account DMO and Contact Point Address DMO but gets an error.
What should the consultant do to fix this error?
Relationship Cardinality: In Salesforce Data Cloud, defining the correct relationship cardinality between data model objects (DMOs) is crucial for accurate data representation and integration.
1-to-1 Relationship Error: The error occurs because the relationship between Account DMO and Contact Point Address DMO is set as 1-to-1, which implies that each account can only have one contact point address.
Solution:
Change Cardinality: Modify the relationship cardinality to many-to-one. This allows multiple contact point addresses to be associated with a single account, reflecting real-world scenarios more accurately.
Steps:
Go to the data model configuration in Data Cloud.
Locate the relationship between Account DMO and Contact Point Address DMO.
Change the relationship type from 1-to-1 to many-to-one.
Benefits:
Accurate Representation: Accommodates real-world data scenarios where an account may have multiple contact points.
Error Resolution: Resolves the error and ensures smooth data integration.
Sherita
7 days agoDevora
28 days agoErasmo
1 months agoLuis
2 months agoJannette
2 months agoJerry
2 months agoElden
3 months agoSalley
3 months agoDenna
3 months agoLoren
4 months agoJunita
4 months agoDelisa
4 months agoRima
4 months agoMicah
5 months agoPortia
5 months agoMelodie
5 months agoCarisa
5 months agoFidelia
6 months agoGearldine
7 months agoEdmond
7 months agoLaurel
7 months agoDylan
8 months agoLorean
8 months agoJeanice
8 months agoEsteban
9 months agoAlexa
10 months ago