Salesforce Data Cloud

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30 Questions

What are Data Kit Packages specialized in?

Catering to commerce and customer relationship data

How are packaged components described in the text?

Pre-assembled kits for moving configurations and features easily

What is the benefit of using packaged components for making apps?

Allows to work quickly and more reliably by reusing proven components

What does using packages help in, according to the text?

Keeping work organized and managing updates

What is the essence of Standard Salesforce Packages?

For general Data Cloud elements that can be used with default or custom setups

What is the primary purpose of Packaged Components, as mentioned in the text?

Moving configurations and features from one place to another easily

What can first-party data help healthcare providers with?

Identifying when a patient might need extra care

How does first-party data benefit the financial services industry?

Spotting important personal events like marriage or retirement

What is a key use of first-party data in the retail and consumer goods industry?

Merging customer information to create targeted ads

How does first-party data transform customer support in media and communications?

Using a full view of the customer's history to encourage service agents to recommend new deals

What can first-party data quickly identify and alert customers about in the financial services industry?

Unusual card activity to prevent fraud

How does first-party data help doctors in healthcare and life sciences?

Pulling together data from various health devices to create a comprehensive health score

How often is data from Google Cloud Storage (GCS) synced with Salesforce Data Cloud?

Once per hour

What is the primary purpose of managed packages in Salesforce?

To sell apps by software vendors

What can be included in Unmanaged packages in Salesforce?

AWS S3 data streams with relationships to both standard and custom data models

What is the purpose of Salesforce Data Cloud Amazon S3 data streams packaging and installation?

For distribution

What is the main difference between Unmanaged and Managed packages in Salesforce?

Managed packages are upgradeable and supported, while Unmanaged packages are not

What is the maximum number of Google Cloud Storage (GCS) connections supported per organization in Salesforce Data Cloud?

Five

What is the primary function of the Customer 360 Data Model (C360DM) mentioned in the text?

Facilitating a complete view of customers and automating the linking of different data types

What role is responsible for specific tasks related to data management and segmentation within the Data Cloud setup?

Data Aware Specialist

How does Data Cloud contribute to marketing across various channels?

Enabling the creation of unique audience segments for marketing

What does Data Cloud provide to organize, manage, and access data?

Data Model Object (DMO)

What does Data Cloud offer to improve customer service, enhance marketing effectiveness, and lead to increased sales?

Unified view of customers

What can marketers use Data Cloud for in terms of customer data from various sources?

Ingest, cleanse, map, segment, and analyze customer data

What can Data Cloud be used for in the financial services industry?

Identifying major life events to grow deposits and detect fraudulent transactions

What is a feature of Data Cloud data storage?

Data Cloud data is not stored as sObjects but in the Data Lake outside of Core CRM

What is a requirement for provisioning Data Cloud within a Salesforce org?

It requires API access to sObjects from within the org

What can Data Cloud unify and identify for personalized ads?

Known consumer profiles and key audiences

What can Data Cloud connectors support in terms of connections?

Connections to various CRM org types, including home orgs, external orgs, and sandbox orgs

What can Data Cloud be used to update within Salesforce?

Lightning pages in App Builder or triggering Flows

Study Notes

Salesforce Data Cloud Overview and Setup

  • Data Cloud can be used within Salesforce to power insights like Customer Lifetime Value and be connected to external AI or BI tools for predictions, recommendations, and data discovery.
  • It allows for updating Lightning pages in App Builder or triggering Flows, enabling real-time applications, analytics, and more on one platform.
  • Unified segments of customers can be published to advertising or marketing platforms.
  • In the financial services industry, Data Cloud can be used to identify major life events to grow deposits and generate revenue, and to detect possible fraudulent transactions in real-time.
  • It can be integrated with health telematics systems to calculate a Unified Health Score and onboard healthcare providers with greater efficiency.
  • Data Cloud can unify known consumer profiles, identify key audiences for personalized ads, and use real-time engagement data to identify important moments in a customer journey.
  • It helps in identifying optimal purchasing windows and turning customer service into an upsell channel with a shared Customer 360 view.
  • Sharing Rules and other data restrictions in Core CRM do not apply to data stored in Data Cloud, and Data Cloud data is not stored as sObjects but in the Data Lake outside of Core CRM.
  • Data Cloud can be provisioned within a Salesforce org under certain conditions, and it requires API access to sObjects from within the org.
  • It can connect to multiple Salesforce Core orgs, and a new Salesforce org can be created solely for housing Data Cloud in complex enterprise architectures.
  • The setup process for Data Cloud involves setting up a Data Cloud account, configuring additional users, and setting up connectors to connect data sources.
  • Connectors vary in terms of how data can be ingested, and the Salesforce CRM connector supports connections to various CRM org types, including home orgs, external orgs, and sandbox orgs.

Test your knowledge of Salesforce Data Cloud by taking this quiz. Learn about its capabilities, setup process, integration with external tools, and use cases in various industries. This quiz covers topics such as data ingestion, connectors, real-time applications, and more.

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