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Salesforce Data 360 Fundamentals

Data 360 from the connector inwards: ingestion, the data model, mapping, identity resolution, insights and activation.

  • Beginner
  • 43 lessons
  • 12 modules
  • English

Designed and created by Salesforce Expert

$79
or $249 / year for all access Buy this course

What you'll learn

  • Connect a source and land data as a lake object you understand
  • Map source data into the model deliberately, not by default
  • Configure identity resolution and explain what it did
  • Build calculated insights and segments that mean something
  • Activate an audience into a system that will act on it

Course content

12 sections · 43 lectures · 29 hands-on labs

Orientation 3 lectures
  1. 1.1 What You Are Going to Build
  2. 1.2 Kestrel Group: Two Brands, One Customer
  3. 1.3 Hands-On: Prepare Your Data 360 Org Hands-on
Connector, Stream, Lake Object 2 lectures
  1. 2.2 Data Streams: The Five Decisions
  2. 2.3 Formula Fields at the Stream Level
Ingestion, Hands-On 3 lectures
  1. 3.1 Hands-On: Ingest Contact and Rental from the CRM (Part 1 of 2) Hands-on
  2. 3.1 Hands-On: Ingest Contact and Rental from the CRM (Part 2 of 2) Hands-on
  3. 3.2 Hands-On: Connect and Ingest Amazon S3 Hands-on
Identifiers and the Batch Transform 4 lectures
  1. 4.1 Why Identifiers Have to Be Normalized
  2. 4.2 Hands-On: Build the Batch Data Transform (Part 1 of 2) Hands-on
  3. 4.2 Hands-On: Build the Batch Data Transform (Part 2 of 2) Hands-on
  4. 4.3 Hands-On: Finish and Read the Transform Hands-on
Design First 2 lectures
  1. 5.1 Design First: The Data Dictionary
  2. 5.2 Hands-On: Audit the Data Dictionary Hands-on
The Data Model, Drawn 2 lectures
  1. 6.2 Three Layers: Stream, Lake Object, Model Object
  2. 6.3 What Mapping Actually Does
Mapping, Hands-On 7 lectures
  1. 7.1 Hands-On: Explore Data 360 Objects Hands-on
  2. 7.2 Hands-On: Map the eComm Customer Profile Hands-on
  3. 7.3 Hands-On: Map Contact from the CRM (Part 1 of 2) Hands-on
  4. 7.3 Hands-On: Map Contact from the CRM (Part 2 of 2) Hands-on
  5. 7.4 Hands-On: Map the Identification Collection and Rental Hands-on
  6. 7.5 Hands-On: Relationships and the Graph View Hands-on
  7. 7.6 Hands-On: Import Streams and Mappings from a Package Hands-on
Identity Resolution 6 lectures
  1. 8.1 Identity Resolution in Plain Words
  2. 8.2 Hands-On: Build the Main Ruleset Hands-on
  3. 8.3 Hands-On: A Page That Shows a Unified Profile Hands-on
  4. 8.4 Hands-On: Carl and Karl, Reading a Match Hands-on
  5. 8.5 Hands-On: Three More Results, One of Them Wrong (Part 1 of 2) Hands-on
  6. 8.5 Hands-On: Three More Results, One of Them Wrong (Part 2 of 2) Hands-on
Calculated Insights 3 lectures
  1. 9.1 Calculated Insights
  2. 9.2 Hands-On: Spend by Customer in the Visual Builder Hands-on
  3. 9.3 Hands-On: SQL Authoring and a Data Kit Hands-on
Segments, Action, Activation 7 lectures
  1. 10.1 Segments, Activations and Data Actions
  2. 10.2 Hands-On: Build Two Segments Hands-on
  3. 10.3 Hands-On: Segment on a Calculated Insight Hands-on
  4. 10.4 Hands-On: A Streaming Insight and a Data Action Hands-on
  5. 10.5 Hands-On: Activate to a File Target Hands-on
  6. 10.6 Hands-On: Validate What Was Published Hands-on
  7. 10.7 Hands-On: Put Data 360 on the Contact Page Hands-on
Reading the Real Model in Depth 3 lectures
  1. 11.1 How to Read an Entity-Relationship Diagram
  2. 11.2 The Subject Areas, One at a Time
  3. 11.3 Hands-On: The Discovery Challenge Hands-on
Wrap-Up 1 lectures
  1. 12.1 What You Built, and Where You Go Next

Requirements

  • Salesforce platform familiarity
  • A Data Cloud / Data 360 enabled org or trial

Description

Data 360 is taught here in the order you actually build it: connector, data stream and lake object; ingestion with your hands on it; identifiers and the batch transform; then design first — because the model decides everything afterwards. Mapping, identity resolution, calculated insights, segments and activation follow, and the course ends by reading a real model in depth.

Hands-on throughout, against a worked scenario rather than abstractions.

Who this course is for

  • Administrators, consultants and data people starting with Data 360.

Skills you'll practise

Data 360Data CloudData ingestionIdentity resolutionCalculated insightsSegmentationActivation

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