Salesforce Data Cloud Integration

PL ANNING WORKBOOK
How to Use This workbook

Before determining integration methods for Salesforce Data Cloud, it’s important to evaluate the entire system landscape within your
organization and identify business needs. In turn, these can then be translated into integration requirements. 



This workbook is designed to prompt you to consider the different aspects of your existing infrastructure and platforms, and identify appropriate
integration points for integrating Data Cloud into your organization.

System Landscape
Data Source Platforms
 Infrastructure Platforms

Identify existing databases, SaaS platforms, storage Identify any Infrastructure as a Service (IaaS)
resources or other sources where customer, prospect and providers currently used by your
product data either resides or can be collected from.

organization.

Marketing Cloud Account Engagement

Amazon Web Services

Marketing Cloud Personalization

Google Cloud Platform

Data Warehouse (identify platform)

Microsoft Azure

Data Lake (identify platform)

Alibaba Cloud

Website
DigitalOcean

Mobile apps
Other: ________________

Sales Cloud

Commerce Cloud

Marketing Cloud Engagement

Integration Platforms

Identify any integration and API management platforms currently used by your organization

MuleSoft

Boomi

Workato

Informatica

Z apier

Jitterbit

Other: ________________

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DATA SOURCES

Using the table below, Identify the datasets available from the source platforms to be imported into Data Cloud, with the
corresponding unique identifier and required ingestion frequency.

Source Content Identifier Frequency

Marketing Cloud Email and SMS Engagement Data Subscriber Key Daily

Salesforce CRM Lead and Contact Data Lead or Contact ID Hourly

ON24 Event Registration Email Address Real-time

Facebook Ad Conversions Email Address Hourly

Clearbit Individuals name and location, employer title and role Email Address Daily

Source Content Identifier Frequency

DATA EXTRACT REQUIREMENTS

Data Cloud provides several Extract APIs to enable platform data to be retrieved from the platform for integration with
external applications and platforms. Supported APIs include:

Profile API to retrieve customer profile information: use on external web or mobile apps to look up customer profile information
Query API to support large volume data reads, external application integration, or interactive on demand querying of the data lake
Calculated Insights API to query Calculated Insights with selected SQL dimensions and measures with optional filters
Metadata API to retrieve metadata about entities, including Calculated Insights, Engagement, Profile, and other entities, as well as their
relationships to other objects. The Metadata API is commonly used in conjunction with other extract APIs to programmatically define the data
schema.

Using the following tables, identify the different use cases in your organization for extracting data to external platforms
and indicate the appropriate API to use.

Use Case API Target Platform

Retrieve profile information to display on profile page Profile API Mobile App

Retrieve computed attributes for Individual, for example membership tier (calculated Profile API Website
from points balance) or total spend

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Augment existing data with harmonized data from different sources Query API Data Warehouse

Data visualization of individual profiles and segmentation Query API BI Platform

Augment existing data with customer Lifetime Value (LTV), Recency, Frequency, Calculated Insights API Data Warehouse
Monetary (RFM) scores, lead scores (e.g. from on email and web engagement)

Use Case API Target Platform

ACTIVATION PLATFORMS

An Activation in Data Cloud is the process that publishes a segment to activation platforms. 

Data Cloud supports activation to the following activation targets
Amazon S3 cloud storag
Google Ads, Meta and Amazon Ads advertising platform
Salesforce Marketing Clou
Data Cloud DMO

Using the following tables, identify data activation use cases within your organization and what attributes might be
required by the activation targets for message personalization (note: attributes are only supported by Marketing Cloud
and Amazon S3 activation targets).

Platform Use Case Personalization Attributes

Cloud Storage Integrated with on-premise call center platform to call qualified leads first name, website page views

Marketing Cloud Inject new customers into multi-step welcome journey customer number, first name, gender, location

G oogle Ads Re-marketing to an audience segment with a high likelihood to convert not applicable (refer to above note)

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Platform Use Case Personalization Attributes

DATA ACTIONS

Data Actions trigger event-driven payloads when defined criteria are met, which can then be used by downstream
systems to enable data orchestration. Supported actions include
Salesforce Platform Event
Webhoo
Marketing Cloud

Using the table below, identify different use cases for Data Actions in your organization.

Platform Use Case

Marketing Cloud Inject new customers into a welcome journey after activating their account to send them a
series of onboarding drip campaign emails

Salesforce CRM (using Platform Events) Trigger a Flow that updates a Lead record to Sales Qualified and convert Leads to Contacts
based on initial purchase

Webhook Integrate with logistics and shipping platforms to create new fulfillment when order is created

Platform Use Case