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Explore Salesforce CDP

Offered By: Salesforce via Trailhead

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Salesforce Courses Data Modeling Courses Segmentation Courses

Course Description

Overview

Learn how to implement and use key features of Salesforce CDP.
  • Discover the customer data platform for marketers and prepare for implementation.
  • Learn the fundamentals of data mapping, identity resolution, and unified records.
  • Set up your account and connect data sources to support your company’s business needs.
  • Connect your data sources and define their relationships in Salesforce CDP.
  • Create, filter, and activate marketing segments with Salesforce CDP.

Syllabus

  • Salesforce CDP Basics
    • Meet Salesforce CDP for Marketers
    • Get to Know the Cloud Information Model
    • Prepare for Salesforce CDP
  • Data and Identity in Salesforce CDP
    • Create Unified Individual Profiles
    • Map Required Objects
    • Understand Identity Resolution Rulesets
    • Configure Identity Resolution Rulesets
  • Salesforce CDP for Admins
    • Get to Know Salesforce CDP
    • Set Up Salesforce CDP
    • Connect Your Data Sources
    • Manage Your Account
  • Salesforce CDP Data Ingestion and Modeling
    • Prepare to Build Your Data Model
    • Review Data Ingestion and Modeling Phases
    • Create Data Streams
    • Map Your Data and Define the Data Model
    • Resolve Identities and Troubleshoot
  • Salesforce CDP Segmentation
    • Navigate Salesforce CDP Segmentation
    • Consider Data Implications for Segmentation
    • Create Filtered Segments
    • Build and Activate Your Segments

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