Book description
Learn how to implement and manage a modern customer data platform (CDP) through the Salesforce Data Cloud. This practical book provides a comprehensive overview that shows architects, administrators, developers, data engineers, and marketers how to ingest, store, and manage real-time customer data with the Data Cloud.
Author Joyce Kay Avila demonstrates how to use Salesforce's native connectors, canonical data model, and built-in trust layer to accelerate your time to value. You'll learn how to leverage Salesforce's no-code / low-code functionality to expertly build a Data Cloud foundation that allows you to utilize AI to its fullest, not only within the Salesforce platform but also with third-party machine learning services like AWS SageMaker and Google Vertex.
This book will help you:
- Develop a plan to execute a CDP project effectively and efficiently
- Connect Data Cloud to external data sources and build out a Customer 360 Data Model
- Leverage data sharing capabilities with Snowflake, BigQuery, Databricks, and Azure
- Use Salesforce Data Cloud capabilities for identity resolution and segmentation
- Create calculated, streaming, visualization, and predictive insights
- Use Data Graphs to power Salesforce Einstein capabilities
- Learn Data Cloud best practices for all phases of the development lifecycle
Publisher resources
Table of contents
- Foreword
- 1. Salesforce Data Cloud Origins
- 2. Foundations of the Salesforce Data Cloud
-
3. Business Value Activities
- Achieving Goals with Data and AI Democratization
- Building Your Data Cloud Vocabulary
- Value Creation Process
-
Data Cloud Key Value Activities
- CRM Enrichments
- LLM Grounding Resource for Structured Data
- Augment LLM Search with Data Graphs and Vector Databases
- Data Actions & Data Cloud-Triggered Flows
- Activation of Segments
- Predictive AI Machine Learning Insights
- Analytics and Intelligent Data Visualization
- Unified Consent Repository
- Programmatically Extract Data
- Bi-directional Data Sharing with External Data Platforms
- Link Custom Large Language Models (BYOLLM)
- Other Key Value Activities
- What the Data Cloud is Not
- Value by Functional Roles
- Value in Action: Industry Focus
- Summary
- 4. Implementation Basics and First-Time Provisioning
-
5. Data Cloud Menu Options
-
Core Capabilities
- Activation Targets
- Activations
- Calculated Insights
- Consumption Cards
- Dashboards
- Data Action Targets
- Data Actions
- Data Explorer
- Data Graphs
- Data Lake Objects
- Data Model
- Data Share Targets
- Data Shares
- Data Spaces
- Data Streams
- Data Transforms
- Einstein Studio (aka Model Builder)
- Identity Resolution
- Profile Explorer
- Reports
- Segments
- Summary
-
Core Capabilities
- 6. Data Ingestion and Storage
- 7. Data Modeling
- 8. Data Transformations
- 9. Data Mapping
- 10. Identity Resolution
- 11. Consuming and Actioning Data Cloud Data
- 12. Segmentation and Activation
- 13. Einstein 1 Platform and the Zero Copy Partner Network
- A. Guidance for Data Cloud Implementation Plan
- About the Author
Product information
- Title: Hands-On Salesforce Data Cloud
- Author(s):
- Release date: August 2024
- Publisher(s): O'Reilly Media, Inc.
- ISBN: 9781098147860
You might also like
book
Automating Salesforce Marketing Cloud
Make the most of Salesforce Marketing Cloud through automation and increase your productivity on the platform …
audiobook
Automating Salesforce Marketing Cloud
Make the most of Salesforce Marketing Cloud through automation and increase your productivity on the platform …
video
Salesforce for Developers
7+ Hours of Video Instruction Salesforce for Developers LiveLessons provides developers with a practical introduction to …
book
Salesforce Data Architecture and Management
Learn everything you need to become a successful data architect on the Salesforce platform Key Features …