Salesforce Data Cloud Course

📘 Salesforce Data Cloud Course Curriculum

1. Introduction & Overview

What is Salesforce Data Cloud (formerly Genie / Customer 360 Data Cloud)

Business value and real-world use cases

How Data Cloud fits into the Salesforce ecosystem (Sales, Service, Marketing, Commerce)

Key terminology: Data Streams, Unified Profiles, Segments

 

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2. Data Cloud Architecture

Components of Data Cloud

Real-time vs batch data processing

Data graph and object structure

Zero-Copy integration and connectors to external systems (Snowflake, AWS, etc.)

 

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3. Setup & Administration

Navigation & licensing requirements

Installing and enabling Data Cloud features

Permissions, roles, and access controls

Org-wide settings and data governance basics

 

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4. Data Ingestion

Connecting data sources (Salesforce & external)

Data streams setup (real-time and batch)

APIs and connectors

Data quality checks and validation

 

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5. Data Modeling

Customer 360 Data Model overview

Creating Data Model Objects (DMOs)

Mapping and harmonization of data

Data transformation basics

Using fully qualified keys (FQKs)

 

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6. Identity Resolution

Matching and merging customer records

Configuring matching rules and reconciliation

Building unified customer profiles

Handling duplicates and data quality challenges

 

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7. Insights & Analytics

Calculated Insights (RFM, KPIs, custom metrics)

Streaming insights and real-time analytics

Querying data (SOQL, SQL and tools available)

Using dashboards and reports

 

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8. Segmentation & Activation

Segment creation and management

Audience building for campaigns

Activating segments across Salesforce Clouds (Marketing Cloud, Sales Cloud, etc.)

Using data in automation workflows

 

 

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10. Data Governance & Security

Data privacy compliance (GDPR, CCPA)

Consent management

Access controls and auditing

Best practices in data governance

 

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11. Hands-on Projects & Real-World Scenarios

End-to-end project: From ingestion to activation

Real customer dataset harmonization

Building segments and activating personalized journeys

Business case implementations

 

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12. Certification Prep (Optional)

If you want to pursue Salesforce Data Cloud Consultant Certification, focus on these core areas identified by Salesforce:

Topic Area % of Exam

Data Cloud Overview ~18%
Setup & Administration ~12%
Data Ingestion & Modeling ~20%
Identity Resolution ~14%
Segmentation & Insights ~18%
Acting on Data (Activation) ~18%