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Explore Salesforce CDP

Salesforce via Trailhead

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Overview

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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

  • Data Cloud Basics for Marketers
    • Meet Data Cloud
    • Get to Know the Customer 360 Data Model
    • Prepare for Data Cloud
  • Data and Identity in Data Cloud
    • Get to Know Unified Profiles
    • Create Unified Profiles
    • Map Required Objects
    • Understand Identity Resolution Rulesets
    • Configure Identity Resolution Rulesets
  • Data Cloud Connectors and Integrations
    • Learn About Connection Steps
    • Create a Data Connection Strategy
    • Connect and Map Data
  • Segmentation and Activation
    • Navigate Data Cloud Segmentation
    • Consider Data Implications for Segmentation
    • Create Filtered Segments
  • Data Cloud-Driven Interactions in Marketing Cloud Engagement
    • Integrate Data Cloud and Marketing Cloud Engagement
    • Build Your Data Foundation
    • Personalize Your Omnichannel Journeys

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