A Comprehensive Guide to Setup Ingestion

Salesforce's Data Cloud is an essential tool for those familiar with Salesforce Lightning, though it might be less recognizable to users of Marketing Cloud Engagement. This article will guide you through the key features and setup processes of Data Cloud, ensuring a smooth onboarding experience.

Getting Started with Data Cloud

Let’s start at the beginning, navigating the Data Cloud home page. Data Cloud should look familiar to Salesforce Lightning users, but it may look less familiar to Marketing Cloud Engagement users. So, let’s look around together.

• Before Diving into Data Cloud Setup, make sure to give Data Cloud Admin Permission to the current user.

• The Data Streams, Data Lake Objects, and Data Model (1) tabs provide insight into your selected data model and connected data sources created by the user with the data-aware specialist permission set.

• Data Explorer and Profile Explorer (2) are data-viewing tools, that allow you to view your ingested and unified profile data, respectively.

• Identity Resolutions (3) is where your team creates match and reconciliation rules to unify individual records.

• Calculated Insights (4) are predefined and calculated metrics that can help you build segments. As a marketer, the Segments (5) tab is where you create your filtered audience segments.

• Activation Targets and Activations (6) are used to manage where segments get exported, for example, Marketing Cloud Engagement.

• Finally, the Setup (7) gear is where admins manage account settings.

Tip: You can customize the order of these tabs.

Ingestion - Salesforce CRM 

Ingestion Salesforce CRM 

Ingesting data from Salesforce CRM is a straightforward process that allows you to integrate data from various CRM objects, including Sales, Service, and Loyalty data. Salesforce provides pre-made bundles mapped to the CDP Data Model, and packaging capabilities to create industry-specific or ISV bundles.

Example Use Cases 

• Ingest Accounts, Cases, Leads, and Loyalty data for segmentation. 

• Single repository of Data across CRM & Other sources for BI 

Non-Data Stream 

• Data Warehouse 

• Marketing Cloud 

• Mobile App 

• Integration API 

Ingestion - Mulesoft

What is it? 

Mulesoft integration allows for data ingestion using streaming or Bulk APIs.

Use Cases: 

- Ingest data from external systems like AZURE, Snowflake, S3, MangoDb, and other connectors.

- Ingest data from legacy systems. 

Steps to perform INGESTION 

• Create Connector Configurations on Setup (Ex: S3, GCP, CRM) 

• Select Data Stream 

• Select your Connector connection and choose your objects. 

• Check fields if needed and Add Additional fields like formula fields if needed for your data • Apply 

Salesforce Data Cloud is a powerful tool for unifying and managing data across various platforms, enabling more targeted marketing and efficient data management. By understanding its key features and setup processes, you can fully leverage its capabilities to drive better business outcomes.

Ready to take your data management to the next level? Connect with us today: sales@wisseninfotech.com.