Salesforce Data Cloud Architect’s Handbook

Discover platform concepts, architecture patterns, and best-practice methodologies for designing, integrating, and activating customer data at scale using Salesforce Data Cloud.

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Master Data Cloud

Master platform concepts and learn best practices for designing and integrating Salesforce Data Cloud. This comprehensive guide will equip you with a framework for discovery, design and data integration following a well-architected approach to achieve optimal harmonization, modeling, and activation of customer data at scale.

Chapters

Platform Fundamentals

Discover the platform capabilities and learn about data layers, data model objects, data spaces and data kits.

Platform Architecture

Learn how the platform's layered microservices architecture connects, stores, processes, and activates data at scale.

Data Ingress and Egress

Learn how data is ingested into and exported from the platform, and explore the data exchange options that facilitate efficient sharing and ensure data availability.

Harmonization

Understand how different data sources are modeled into a standardized data model, for identity resolution, insights, segmentation and activation.

Identity Resolution

Discover how Data Cloud creates a unified representation of an individual by consolidating multiple profile data points from different datasets into a representation of an individual.

Insights

Find out how insights enable harmonized and unified data to be augmented with multi-dimensional metrics.

Segmentation

Understand how segmentation groups individuals and account records by common profile attributes, addressing a variety of business needs and use cases.

Activations and Data Actions

Discover how activations can be used to materialize and publish a collection of segment members to an activation platform and how data actions enable near real-time events based on streaming insights or record changes.

Consent

Learn how Data Cloud manages all different aspects of an individual’s consent through a comprehensive canonical data model and understand the different levels of consent.

Salesforce CRM and Data Cloud

Learn about the available data integration features between Salesforce CRM and Data Cloud.

Consumption

Discover how credits drive usage in Data Cloud, and explore key considerations and best practices for effectively managing consumption.

Architect

Learn how to approach discovery and solution architecture following a methodical five-step approach.

Epilogue

Closing commentary by the author.

Glossary

A glossary of all acronyms used in Data Cloud with descriptions.

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About The Author

Eliot Harper is a Principal Architect at CloudKettle and a Salesforce MVP Hall of Fame recipient. Eliot is an acknowledged expert in Salesforce Data Cloud and Salesforce Marketing Cloud, and has over a decade of experience in solution architecture and development of Salesforce platforms. He is author of The AMPscript Guide and Journey Builder Developer’s Guide, and is a sought-after speaker at international events.