Salesforce Data Cloud Online Training – A Marketing Automation

Salesforce Data Cloud Online Training Curriculum

Course Overview

Introduction to Salesforce Data Cloud: Understand Salesforce Data Cloud and its role in unifying customer data for real-time personalization.
Why Data Cloud? Learn about the importance of data management and customer data platforms (CDPs) for modern marketing strategies.
Course Objectives and Outcomes: Review the skills and knowledge students will gain by the end of the course.
Getting Started with Salesforce Data Cloud: Initial setup and navigation of the Data Cloud interface.

Module 1: Data Cloud Fundamentals

Introduction to Customer Data Platforms (CDPs): Understanding the key concepts, benefits, and use cases of CDPs.
Data Cloud Architecture and Components: Explore the components that make up Data Cloud, including data models, profiles, and storage.
Role of Salesforce Data Cloud within the Salesforce Ecosystem: Integration with other Salesforce Clouds, including Marketing, Sales, and Service.
Data Sources in Salesforce Data Cloud: Overview of data types and sources, including first-party, second-party, and third-party data.

Module 2: Data Ingestion and Integration

Ingesting Data into Data Cloud: Methods to bring data into Data Cloud from various sources (web, mobile, email, etc.).
Data Ingestion Process and Setup: Steps to configure data sources, API integrations, and manage data flow into Data Cloud.
Connecting Salesforce and External Data Sources: Integrating data from Salesforce CRM, ERP systems, and external data sources.
Data Mapping and Transformation: Transforming raw data into structured formats suitable for unified customer profiles.

Module 3: Data Modeling and Unified Customer Profiles

Building Data Models: Defining entity models, attribute groups, and data relationships.
Creating Unified Customer Profiles: Combining data from multiple sources to form a single view of the customer.
Identity Resolution: Techniques for resolving customer identities across channels and devices.
Managing Customer Profiles in Data Cloud: Viewing, editing, and managing customer profile data.

Module 4: Segmentation and Audience Management

Audience Segmentation Basics: Creating audience segments based on behavior, demographics, and transactional data.
Advanced Segmentation Techniques: Using rules, filters, and lookalike modeling to create complex segments.
Audience Activation for Campaigns: How segments are activated across Salesforce clouds and marketing channels.
Real-Time Audience Updates: Managing dynamic audiences that update based on real-time customer data changes.

Module 5: Personalization and Real-Time Interaction

Personalization at Scale: Creating personalized experiences across marketing, sales, and service touchpoints.
Real-Time Customer Interaction Management: Using real-time data to trigger interactions based on customer behavior.
Dynamic Content Personalization: Delivering relevant content through email, web, mobile, and other channels.
Salesforce Einstein AI Integration: Using AI to enhance personalization efforts, including predictive recommendations.

Module 6: Analytics and Data Visualization in Data Cloud

Data Cloud Analytics Overview: Understanding the analytical capabilities within Salesforce Data Cloud.
Creating Reports and Dashboards: Building custom reports to visualize audience data, engagement, and performance.
Customer Insights and Metrics: Extracting actionable insights for sales and marketing decision-making.
Using Tableau with Data Cloud: Integrating with Tableau for advanced data visualization and analysis.

Module 7: Data Governance, Compliance, and Security

Data Governance in Data Cloud: Implementing data governance practices to ensure data quality and integrity.
Privacy and Compliance: Ensuring GDPR, CCPA, and other regulatory compliance within Data Cloud.
Managing Consent and Preferences: Configuring preference centers and capturing user consent for data usage.
Data Security Best Practices: Security protocols to protect sensitive customer data in Salesforce Data Cloud.

Module 8: Data Cloud for Marketing Cloud and Interaction Studio

Integrating Data Cloud with Marketing Cloud: Using Data Cloud data for email marketing, segmentation, and personalization in Marketing Cloud.
Interaction Studio and Data Cloud: How Data Cloud powers real-time customer interactions in Interaction Studio.
Using Data Cloud for Journey Builder Personalization: Crafting personalized, automated journeys based on real-time data.
Cross-Channel Marketing Optimization: Enhancing cross-channel marketing efforts using Data Cloud insights.

Module 9: Data Cloud for Sales and Service Clouds

Sales Cloud and Data Cloud Integration: Enabling data-driven sales strategies with Data Cloud.
Service Cloud and Customer Data Management: Leveraging Data Cloud to provide agents with a complete view of the customer.
Personalizing Sales and Service Interactions: Delivering tailored experiences in sales and service scenarios.
Enhancing Customer Service with Real-Time Data: How Data Cloud enables proactive and informed customer service.

Module 10: Automation and Triggered Campaigns with Data Cloud

Data Cloud Automation Basics: Setting up data flows, scheduled jobs, and triggers.
Event-Triggered Campaigns: How to create campaigns that respond to customer events in real time.
Using Automation Studio with Data Cloud: Automating data ingestion, transformation, and activation workflows.
Best Practices for Automated Campaigns: Building efficient, scalable campaigns that maximize personalization impact.

Module 11: Advanced Use Cases and Industry Applications

Retail and E-commerce Use Cases: Implementing Data Cloud to improve retail customer experiences.
Financial Services and Data Cloud: Managing compliance and enhancing client relationships in financial services.
Healthcare and Life Sciences Applications: Leveraging Data Cloud for personalized patient experiences.
B2B Marketing with Data Cloud: Applications and best practices for using Data Cloud in B2B environments.

Capstone Project and Certification Preparation

Hands-On Capstone Project: Create a full-fledged data integration, segmentation, and personalization plan using Data Cloud.
Certification Exam Preparation: Guidance for Salesforce Data Cloud certification, including study resources and tips.
Practice Questions and Mock Exams: Access to mock exams and practice questions to boost exam confidence.
Resume Building and Interview Preparation: Tips for presenting your Data Cloud skills in job applications and interviews.

Course Benefits

Flexible, Self-Paced Learning: Study at your own pace with on-demand content and video tutorials.
Real-World Scenarios and Projects: Apply concepts to industry scenarios and complete hands-on projects.
Expert-Led Training by Suhas Ganjare: Learn directly from an experienced instructor with 15 years in Salesforce solutions.
Certification Readiness: Comprehensive support and resources for preparing for the Salesforce Data Cloud certification.

Enroll Today!

Master the skills needed to leverage Salesforce Data Cloud for personalized, data-driven experiences. Click Get a Free Demo to explore how this course can help advance your career in data-driven marketing and customer experience!