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Data Cloud Checklist

This document provides a checklist for planning an implementation of Salesforce Data Cloud. The checklist includes sections to identify stakeholders, use cases, data sources, data modeling concepts, identity resolution needs, segmentation requirements, insights to determine, and analyzing current data quality.

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Aurora Alba Rubio
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81 views5 pages

Data Cloud Checklist

This document provides a checklist for planning an implementation of Salesforce Data Cloud. The checklist includes sections to identify stakeholders, use cases, data sources, data modeling concepts, identity resolution needs, segmentation requirements, insights to determine, and analyzing current data quality.

Uploaded by

Aurora Alba Rubio
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Worksheet: Data Cloud Checklist and Considerations

Use this checklist to plan your implementation strategy for Data Cloud.

1 2 3 4 5 6 7 8 9 10 11
Stakeholders Considerations Use Cases Users Data Sources Ethical Use Data Model Identity Segmentation Insights Current Data
of Data Concepts Resolution

1 Identify All Project Stakeholders


STAKEHOLDER NAME ROLE/TITLE EMAIL ADDRESS RESPONSIBILITY NOTES

2 Review Account Requirements and Considerations


Understand data usage types that impact billing

Understand Data Cloud Limits and Guidelines


3 Define Use Case(s)
ASSOCIATED
USE CASE ASSOCIATED SYSTEMS STAKEHOLDERS NOTES

Examples:
Create audience segments to be used in Marketing Cloud Journey Builder.
Unify data from Sales Cloud and Marketing Cloud to create unified profiles of customers.

4 Identify Users
Review the standard Data Cloud permission sets

USER'S NAME USER'S EMAIL ADDRESS ROLE PERMISSION SET NOTES


5 List Data Sources and Integrations
Consider data formats including the structure of date/time data types

DATA SOURCE
DATA SOURCE OWNER/STAKEHOLDERS TYPE OF DATA UNIQUE IDENTIFIER NOTES

6 Review Ethical Use of Data Content


Complete the Trailhead module, Ethical Data Use Best Practices: Quick Look

Learn more about Ethical Use of Data in the Data Platform Trailmix

Review help content for Ethics, Privacy, and Consent


7 Understand Data Model Concepts
Review the Customer 360 Data Model for Data Cloud Trailhead module

Review data model concepts data model subject areas

View reference doc for data model objects

Review all requirements for mapping

Discuss use of packages and data kits

8 Discuss Identity Resolution


Identity resolution is the process of identity management by means of matching and reconciling data about people into a comprehensive view called unified profiles. Identity
resolution is powered by rulesets and creates unified and link objects.

Determine if you will use identity resolution to unify profiles

Review data modeling requirements for using individual entity rulesets

Identify what data is shared across sources (email, first name, id, and so on)

9 Identify Segmentation Needs


If using Data Cloud for marketing purposes, determine marketing goals and common segmentation needs

Review the concept of Segment On when building segments for individual

Identify what activation targets are needed


10 Determine Insights
Review the concept of calculated insights

Identify any real-time data that could be used to create streaming insights and data actions

Identify any metrics that should be pre-calculated for use in segmentation

METRICS GOAL DATA NEEDED NOTES

11 Analyze Your Current Data


Review the module Data Quality

Review data sources and ask these questions:

Which source has the most up-to-date data?

How clean is your data?

How much duplication exists?

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