Explore Salesforce CDP
Offered By: Salesforce via Trailhead
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
Tags
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