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Salesforce Data 360 Masterclass

Data 360 at consultant depth: solution design, ingestion, transformation, harmonisation, identity, insights, activation and grounding AI.

  • Advanced
  • 51 lessons
  • 9 modules
  • English

Designed and created by Salesforce Expert

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

What you'll learn

  • Design a Data 360 solution from a business requirement
  • Ingest, transform and harmonise data from several unlike sources
  • Configure identity resolution and prove what it matched
  • Build data graphs, insights and segments that hold up over time
  • Activate to downstream systems, and ground AI agents in the model

Course content

9 sections · 51 lectures · 8 hands-on labs

Foundations & Solution Design 6 lectures
  1. 1.1 Your Customer Data Is a Stranger to Itself
  2. 1.2 Meet Lumina Bay Resorts
  3. 1.3 Planning the Solution
  4. 1.4 Provisioning: Where Data 360 Lives
  5. 1.5 Paying by the Row: The Consumption Model
  6. 1.6 Hands-On: Inside a Data 360 Org Hands-on
Data Ingestion 10 lectures
  1. 2.1 Data Streams and the System of Reference
  2. 2.2 Batch Ingestion with Connectors
  3. 2.3 The Ingestion API and MuleSoft
  4. 2.4 Federation and Zero-Copy
  5. 2.5 Near-Real-Time Streaming (Part 1 of 2)
  6. 2.5 Near-Real-Time Streaming (Part 2 of 2)
  7. 2.6 Choosing the Ingestion Pattern
  8. 2.7 Unstructured Data (Part 1 of 2)
  9. 2.7 Unstructured Data (Part 2 of 2)
  10. 2.8 Hands-On: Building Data Streams Hands-on
Data Transformation 4 lectures
  1. 3.1 Why Transform, and Formula Fields
  2. 3.2 Streaming vs Batch Transforms
  3. 3.3 Worked Example: The Consent Transform
  4. 3.4 Hands-On: Formula Fields and Batch Transforms Hands-on
Data Harmonization 7 lectures
  1. 4.1 Choosing the Data Model
  2. 4.2 Mapping Sources Into the Model
  3. 4.3 Consent and Privacy (Part 1 of 2)
  4. 4.3 Consent and Privacy (Part 2 of 2)
  5. 4.4 Refining and Troubleshooting Harmonization (Part 1 of 2)
  6. 4.4 Refining and Troubleshooting Harmonization (Part 2 of 2)
  7. 4.5 Hands-On: Mapping Sources into the Data Model Hands-on
Identity Resolution 6 lectures
  1. 5.1 Unified Profiles and Rulesets
  2. 5.2 Building Match Rules (Part 1 of 2)
  3. 5.2 Building Match Rules (Part 2 of 2)
  4. 5.3 Analyzing and Refining Ruleset Results (Part 1 of 2)
  5. 5.3 Analyzing and Refining Ruleset Results (Part 2 of 2)
  6. 5.4 Hands-On: Building and Reading an Identity Resolution Ruleset Hands-on
Insights, Data Graphs & Segmentation 5 lectures
  1. 6.1 Calculated and Streaming Insights
  2. 6.2 Data Graphs
  3. 6.3 Segmentation (Part 1 of 2)
  4. 6.3 Segmentation (Part 2 of 2): Waterfall Segments
  5. 6.4 Hands-On: Insights, Data Graphs and Segments Hands-on
Activation & Automation 5 lectures
  1. 7.1 Analytics on Top of Data 360
  2. 7.2 Data Actions and Data Activations
  3. 7.3 Data 360 Inside the CRM and Flow
  4. 7.4 Data Cloud One: Many Orgs, One Truth
  5. 7.5 Hands-On: Activations, CRM Surfaces and a Triggered Flow Hands-on
Grounding AI Agents 7 lectures
  1. 8.1 RAG in Plain Words
  2. 8.2 Grounding on Unstructured Data
  3. 8.3 Search Indexes and Retrievers
  4. 8.4 Prompt Templates and Data Graphs
  5. 8.5 Grounding an Agent in Structured Data
  6. 8.6 Capstone: From a Website to an Employee Agent
  7. 8.7 Hands-On: Grounding an Agent End to End Hands-on
Wrap-Up 1 lectures
  1. 9.1 The Finished Architecture, and Where You Go Next

Requirements

  • DATA-101 Data 360 Fundamentals, or equivalent hands-on Data Cloud work
  • A Data 360 enabled org

Description

The long course: Data 360 from foundations and solution design through ingestion, transformation, harmonisation, identity resolution, insights, data graphs and segmentation, activation and automation, and finally grounding AI agents in the result.

It is built for the person who will be asked to design a Data 360 implementation and defend it, and it carries the depth the Data 360 Consultant credential expects.

Who this course is for

  • Consultants and architects designing Data 360 implementations.

Skills you'll practise

Data 360Data CloudData harmonisationIdentity resolutionData graphsSegmentationAI grounding

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