Data Cloud - Admin

Gaj Sisodia
Sr. Manager, Salesforce
Forward Looking Statement
This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects,
environmental, social and governance goals, and the anticipated benefits of acquired companies. The achievement or success of the matters covered by such forward-looking statements
involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, Salesforce’s results could differ materially from the
results expressed or implied by these forward-looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time
with the Securities and Exchange Commission, including, but not limited to: impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures
and resulting economic downturn and market volatility; our ability to maintain security levels and service performance meeting the expectations of our customers, and the resources and
costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; the expenses associated with our data centers and
third-party infrastructure providers; our ability to secure additional data center capacity; our reliance on third-party hardware, software and platform providers; the effect of evolving
domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data
privacy, cross-border data transfers and import and export controls; current and potential litigation involving us or our industry, including litigation involving acquired entities such as
Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or settlement thereof; regulatory developments and regulatory investigations involving us or affecting our industry;
our ability to successfully introduce new services and product features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in
complementary businesses, joint ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to
realize the benefits from acquisitions, strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate
acquired businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including our
strategy to be a leading provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to continue to grow unearned revenue and
remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition
and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer
base and operations, including as a result of acquisitions; our ability to preserve our workplace culture, including as a result of our decisions regarding our current and future office
environments or work-from-home policies; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and
related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license
revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; the impact of future gains or losses from our
strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic investment portfolio; our ability to
protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate and interest rate fluctuations on our results; the valuation of our
deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax
laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property,
including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market conditions; the
impact of geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; the ability to execute our
Share Repurchase Program; our ability to comply with our debt covenants and lease obligations; the impact of climate change, natural disasters and actual or threatened public health
emergencies; and our ability to achieve our aspirations, goals and projections related to our environmental, social and governance initiatives.
 Agenda

Demo

DC Admin: Reports/Dashboards & Flows

Packaging & Data Kits

Data Explorer, Profile Explorer, and APIs.

Q&A
Demo Time
Data Cloud Admin
Persona & Use Cases
As a Data Platform we have to account for the wide variety of use cases & persona
● Data Connection / Data Stream
● Data Model
Data Cloud Admin
● Identity Resolution
● Data Action
Data-aware Specialist ● Segment
● Activation
Marketer ● Activation Target
● Calculated Insights
CRM Admin/Salesforce Developer ● Semantic Modeling
● Lightning Web components
● Flow
Data Analyst/Scientist ● Apex
● Reports & Dashboards
● CRM Enrichment
● APIs
● AI
● Tableau
● GenAI Business User (prompts)
● GenAI Developers
 User Personas and Perm Sets
Full Access View Only No Access Only available with Segmentation
and Activation Add-On

Data Cloud for Data Cloud for Data Cloud for Data Cloud for
Data Cloud
Data Cloud User Marketing Marketing Data Marketing Marketing
Admin
Admin Aware Specialist Manager Specialist
Data Cloud Setup

Data Streams

Data Lake Objects

Data Model

Identity Resolution

Data Explorer

Profile Explorer

Calculated Insights

Data Actions

Segmentation

Activation
Data Cloud: Admin & Provisioning
● Set up Data Cloud Admin by assigning one of following permission sets to an existing admin
user:
○ Data Cloud Admin (Data Cloud Permission Set License)
○ Data Cloud Marketing Admin (Customer Data Cloud for Marketing Permission Set License)

● As Data Cloud Admin, Provision/Enable Data Cloud by clicking on Data Cloud Setup
Maintenance Admin Tasks
● Create a Packages in Data Cloud for Distribution via Package Managers and Data Kits
● Create/Manage Lightning Flows in Data Cloud Org by defining flows and chaining together
Data Cloud processes such as ingestion, segments, and activation.
● Administrator Reports & Dashboards. Data Cloud exposes several objects (Data Stream,
Segment, Identity Resolution) that can be used to create Admin Reports and Dashboards to
visualize the use of Data Cloud
● Sharing Rules of Supported Objects (Streams, Segments, Calculated Insights etc). As a
Partner Marketing user, user can only see segments created by the Partner Marketing team
but not those created by the Direct Marketing team.
● Organize Lightning Record Pages of Unified Individual Record and Contacts in Lightning
App Builder.
● Create/Manage Additional Data Spaces (Logical partitioning of data in Data Cloud)
DC Admin
Error Notifications
If an activation, ingestion or segment publish DMO fails there isn’t a way to get a notification that the
the process has failed. Using Salesforce Flows an administrator can set-up a notification email to be sent
on failure.

The following objects are currently supported:

● Data Stream
● Segment
● Activation
● Identity Resolution
● Calculated Insights
Error Notifications
How to Setup a Flow Notification
● Open flow builder:
○ From Setup, enter Flows in the Quick Find box,
select Flows, and then click New Flow.
● Select the flow type of “Record-triggered flow” and
then click create
● Configure start
● For activation errors - the object you need to select is
Activation (MarketSegmentActivation).
○ If you want to be more granular and want error
notifications on a particular activation you can set
the entry condition to include that field. In our
example we are selecting all activation errors
○ Under Condition Requirements set
LastPublishStatus Contains ERROR
LastPublishedDate Is Changed True
Reports and Dashboards
Supported CDP objects available in Salesforce Org Reports and Dashboards:

● Data Stream
● Segment
● Activation Target

To view reports got to App Launcher -> Reports -> All Folders -> CDP - Reports

To view the dashboard go to App Launcher -> Dashboards -> All Folders -> CDP Dashboard
Packaging & Data Kits
Packaging and Data Kits
How can we copy configuration from one org to another?

It’s clear that creating a configuration in one Org and then having to recreate in a separate Org would be very time
consuming. However there are 2 tools available to make this easier: Packaging and Data Kits
How to Create a Package
● Go to Setup (not Data Cloud Setup)
● Enter package manager in Quick Search
● Click on Package Manager
● Click ‘New’ for new package of Edit for an existing package
Data Kits
A data kit allows certain objects to be packaged from within the Data Cloud application.

Currently only CRM and Commerce Cloud data streams (with associated Data Model Objects)
can be added to a data kit.

Data Kits can be deployed in the same Data Cloud Instance as it was created

Data Kits can be added as objects in Package Manager

APIs & Data Explorer/Profile
Explorer
Deploying Data Cloud
in its own Home Org vs. Existing Data Org

Separate Data Cloud Home Org Using a Data Org for Data Cloud Home

Data Cloud can be provisioned in a new Data Orgs are any new or existing
Salesforce Core Platform Org that exists Salesforce Core Platform Org that exists
as a system of reference, with as a system of record, managing and
connections to any number of data orgs mastering customer data (e.g. Sales,
Service Clouds).
(e.g. Sales, Service Clouds).

Most OOTB CDP exposed-to-Salesforce features only exist in the CDP’s Home Org
Considerations around workflow, data governance, org administration, security models, integrations and others
also influence a customer’s decision on where CDP should be deployed
Standard Features for Data Cloud Home Org
Product features available only in Home org

Data Explorer Profile Explorer Profile LWCs Apex Query

Enables exploration Enables exploration Standard Data Cloud ConnectAPI

of the DLOs, DMOs, of Unified Individual components allowing CdpQuery Apex class
CIs within user Profiles searching by for customization of can be leveraged to
interface. direct and related record pages. access metadata and
attributes. query underlying
Provides standard list Include Related data with managed
view filtering options Detailed view shows Records, Insights local authentication
allowing for search related Individual and Engagement in the context of the
criteria definition. records and components. user, not system
aggregate set of data mode.
related to the profile.
Standard Features for Data Cloud Home Org
Product Features Available In Data Cloud Home Only

Data Explorer
● Explore Data Source Objects (original
records), Data Model Objects (harmonized
model) & Calculated Insights
● Use standard Salesforce filtering options to
drill down into the data
Profile Explorer
● Explore Unified Profiles through searches on
both direct and related attributes
● Click “view” and drill down into a specific
Unified Profile to see the aggregate set of
data related to the profile
APIs
API Families
Enterprise REST APIs – Native platform integrated
• Discovery and Query on Data Cloud objects similar to sObjects via describe and SOQL

Connect APIs – Platform integrated

• Multiple logical functionalities supported under Connect APIs that are integrated into
the platform in APEX, lightning, etc.

Direct REST API

• Query and Ingestion APIs exposed directly from Hyperforce for high volume & high
throughput access

Metadata API
• Minimal support for all components. Data Kits instead the supported/preferred
approach for metadata movement
SALESFORCE CONFIDENTIAL INFORMATION - SHARED UNDER NDA
Connect API for Data Cloud
What is it and why do we need it?

Types of APIs by purpose Data Cloud APIs

System APIs: Expose the underlying System APIs: UI API, Metadata API,
system capability. SOQL, Off core service Open API

Process APIs: Create business value by Process APIs: Data Cloud Connect API
encapsulating business logic and
orchestration on top of System APIs.

Data Cloud Connect API is our Process API that encapsulates Data Cloud business
logic and preferred way for our customers (Internal & External, Partners and ISVs) to
build on top of Data Cloud.
Here’s where to find the doc.

● Release Notes
● Connect REST API Developer
Guide
Q&A