Pankaj Namdeo☁’s Post

Data Cloud[DC]: We all know about Salesforce Marketing Cloud's feature called Package Manager. Its helps to deploy metadata from one BU to another or one SFMC account to another. Similarly in DC, Data Kits helps to streamline the package creation and installation process. Let's understand more details of it. ✅ What?? its a portable and customized bundle of packageable metadata, created within Data Cloud. It can be done via an Ul interface & without writing any line of code directly. Data Cloud objects, such as metadata and relationships, can be wrapped together with a few easy clicks. ✅ Why?? This is used to streamline the package creation and installation process. ✅ What?? We can add components like Data streams, Calculated insights, Data Models in Data Kits. Once a Data kit is created, you use Package Manager to complete the setup as a managed or unmanaged package. ✅ Open Question: Since DC doesn't have a sandbox[yet], so can we use Data Spaces for env like Dev, QA, UAT, Prod mimicking typical SF env's & then use Data Kits, Package Manager to deploy the configuration items from one Data space to another Data space? Content borrowed from Trailhead. Link to the detailed article in the first comment. #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions  #salesforce #datacloud #cdp #DataKits #PackageManager #trailhead

Data Cloud [DC]: We all have heard about the importance of Use Cases in DC. In fact the recommended practice of implementing DC is to identify the Use Cases first & then perform the next steps. For clients this issue one of the big issue in DC. Let's see some tips/pointers to make this exercise easier wrt to Salesforce Marketing Cloud. ✅ There are can be 2 approaches to this exercise, Top down & Bottoms up Top Down means start from the top i.e. Marketing Targets, KPIs, Goal etc. Bottom up means start from the low level i.e. Data level stats e.g. type of data, attributes, source etc. ✅ Examples of Top down approach: What is the Marketing goal that we are trying to achieve here & how DC can help us? What's our moon shot & how DC can help us achieve it? What Marketing KPIs are we trying to improve & how can DC help us? Surface Marketing Insights to CRM Agents? Identify top Email/SMS/Mobile App/WhatsApp engagers for segmentation Personalized product recommendations from multiple data sources? ✅ Examples of Bottoms up approach: What kind of data do we have? What sources do we import, extract data to? Complexity of Data? Can we use Einstein scores for Al Based Segmentation Thanks to Kyle Lassen, Matt Moses for their Insightful session in Data Cloud Deep Dive sessions. Comment for more use cases, approaches, suggestions for DC wrt SFMC. Link to the video in the first comment. #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions #salesforce #datacloud#digitaltransformation Salesforce Marketing Cloud #AI #MarketingCampaign #UseCases

Data Cloud[DC]: We all have heard of frequent news/articles/post of new features, connectors added in Salesforce's Data Cloud' kitty. These include new Al features as well. How do we keep track of them or know about them or best How do we use them? Let's understand what & Why of it? ✅ Feature Manager This is a new feature released as a part of the Winter'24 release. It helps you to easily enable, disable, and monitor Data Cloud Al and beta features. The Feature Manager is in the navigation pane under Features. ✅ Advantages of enabling Connectors Beta version? This allows the connectors or Al/kool new features] that are getting added in Beta mode, to be tried, tested by the users. ✅ How to get it enabled? The Feature Manager is the navigation pane under Features. ✅ Examples Salesforce released Adobe Marketo connector in this release but in beta, so if you are eyeing of this connection, then you can enable the feature via Feature Manager & then try the connection. Feel free to add more details, your perspective, and information. Link to the detailed article in the first comment. #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions #salesforce #datacloud #digitaltransfor #Featuremanager #beta #testing

Data Cloud[DC]: We all have heard about Salesforce's 'Zero Copy Architecture', & 'Zero Copy Partner Network'. Now Amazon Redshift is the latest to join the Zero Copy partner network. Let's understand what & Why of it? ✅ What is Zero Copy Architecture? Zero-copy integration makes it possible to access data stored in different databases simultaneously without mov'g, copy'g, or reformat'g. It uses point & a click mechanism to move the data instead of a complex ETL process. Advantages: Faster time to market, Fewer skills required, Cheaper, Faster data sync, No duplication etc. ✅ What is Zero Copy Partner Network? Its global ecosystem of technology and solution providers building secure, bidirectional zero-copy integrations with SF #DataCloud so that data can be actioned across the Salesforce Einstein 1 Platform.  e.g. AWS, Snowflakes, Google Cloud, DataBricks, Microsoft ✅ What is Amazon Redshift? It is a fast, petabyte-scale Data Warehouse service that makes it simple and cost-effective to efficiently analyze all your data using your existing business intelligence (BI) tools ✅ How does this work? When we deploy a Data Stream from Amazon Redshift to DC, an external data lake object (DLO) is created within DC. This external DLO is a storage container, housing metadata for your federated Redshift data. Importantly, the DLO serves as a reference, pointing to the data physically stored in your Redshift data warehouse, keeping your data in its original location.  Similar to native DLOs, this external DLO can power several key features, including batch transform, calculated insights, identity resolution, query, segmentation, and activation, among others.  Feel free to add more details, your perspective, and information. Link to the detailed article in the first comment. #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions  #salesforce #datacloud #digitaltransformation Salesforce Marketing Cloud #amazon #redshift #dataduplication #zeropcopy

We all know & love the brand Aston Martin. The iconic British sports car evokes phrases such as Exclusivity, Performance, Luxury, VIP, Exotic, Sports & James Bond. Did you know Salesforce is helping them, transform their business by unifying its disparate data to take action in every part of its business? Let's understand in more detail. ✅ Products used: Data Cloud, Automotive Cloud, and Salesforce Marketing Cloud, Tableau. With the help of the above products on the Einstein 1 platform, they can unlock all their data, wherever it is, and securely put it in the hands of its Sales, Service, and Marketing teams to derive insights and get closer to customers. ✅ How does Data Cloud help Aston Martin? Predictive analytics powered by Data Cloud recommends the next steps for Aston Martin to engage with customers. This data is shared externally with dealerships to help tailor communications and offers to individual customers based on their unique preferences and purchase history. With comprehensive data points on each customer, their employees and retailers make decisions based on accurate and near real-time data that provides a consistent VIP experience for all customers. In total, 2.14 million customer profiles have been created with Data Cloud. ✅ How does SFMC help Aston Martin? They use Journeys with a combination of channels like Email and SMS at scale to provide personalized experiences. These journeys run in hundreds in number. ✅ Eintein Co-pilot Feel free to add more details, your perspective, and information. Link to the detailed article in the first comment. #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions  #salesforce #datacloud #digitaltransformation Salesforce Marketing Cloud

We all eagerly waited for Salesforce World Tour Essentials Mumbai'24. It had two major announcements that will bring happiness to the SF ecosystem. 1) Launch of its Public Sector Division in India 2) Made In India -Digital Lending platform for Loan Origination. Let's understand the what & why of it. ✅ SF wasn’t present in the public sector earlier, since govt didn’t have cloud policies but things have really changed & cloud adoption is on the rise. In fact several government applications, India public stack, much of it sit on the cloud ✅ What it mean for the Indian SF ecosystem?? More & more jobs, more & more opportunities in the SF & partner companies. ✅ How it will help INDIA? These investments will help propel India to become a $1 trillion digital economy by 2030 since it increasing the digital transformation in the most sought organisations[Govt sector] ✅ Made in India, For India- Digital Lending solution This solution will provide banks and lenders with a platform to digitally approach consumer lending, while potentially reducing the cost and burden to maintain disconnected, outdated platforms. It will exclusively serve customers within India. ✅ This will be a unified platform for intake, underwriter review, and pre-disbursement operations for applications on home, auto, and personal loans. It will ensure faster time-to-value and reduction in loan processing time.  Feel free to add more details, your perspective, information, and disagreements. Content is taken from Forbes article. Link to the detailed article in the first comment. #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions  #salesforce #datacloud #publicsector #makeinindia #lending #digitaltransformation Salesforce Marketing Cloud

Data Cloud: We all are aware & worked Business Unit (BU) feature within Salesforce Marketing Cloud. Similarly, there is a feature in Data Cloud called Data Spaces. Let's understand more about it. ✅ Data Cloud allows you to create a data space to organize data to fit your business needs. You can segregate your data, metadata, and processes by categories, such as brand, region, or department. ✅ When you or others view the data, you see only the data assigned to that data space. After you enable a data space, Data Cloud applications run user and system data services in the context of the data space. ✅ Use Cases Need the flexibility of running multiple brands, regions, and departments. Users to see and work on data only in the context of their brand or region. ✅ What it's Not Data spaces don't solve data residency needs. Your primary goal is cross-brand unification and targeting. Feel free to add more details. Content borrowed from Trailhead. Link to the detailed article in the first comment. #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions  #salesforce #datacloud #cdp

Data Cloud[DC]: We all know that Salesforce Marketing Cloud doesn't have a Sandbox. Similarly in DC there is no concept of Sandboxes Until Now. Piloting in Summer'24, DC will be equipped with sandboxes. Lets understand what & Why of it. ✅ Sandboxes can be used it for secure dev, test envs with DC. ✅ They will be provisioned directly in your DC org. ✅ DC Metadata, configs will be automatically replicated as a part of DC provisioning. ✅ Sandboxes will help you to resolve following use cases: Training & Production support Parallel Development UAT, staging, Integration testing Implementing new products like transitioning to lightning Comment for more use cases, current issues that Sandbox can resolve. More thoughts and comments are welcome Link to the video in the first comment #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions  #salesforce #datacloud #cdp #Database #data #dataCloud #sandbox #devops

Data Cloud [DC]: We all know that in #sfmc, Contact deletion process removes the Contacts from Sendable DEs and not from the non-Sendable DES[OOTB]. Similarly in DC Salesforce has provided Consent APIs to cater to profile deletion but as usual, there are imp details to be mindful of. Let's discover What & Why of it. ✅ In DC, Data Deletion requests of Individual data profiles must be submitted using the Consent API. ✅  A Data Deletion request deletes the specified Individual record from the Individual DMO and the related DMOs. ✅ Data Deletion requests are reprocessed at 30, 60, and 90 days to ensure a full deletion. ✅  Important point: Data must be related to the Individual DMO for it to be included in the deletion. Data stored in unrelated DMOs won't be deleted. ✅ In the image, for the specified Individual ID, only matching records from the DLOs 2,4,7 will be deletion via the consent APIs, not any other DLOS. More thoughts and comments are welcome. Link to the #salesforce help article in the first comment. #marketingchampion #sfmcGuru #sfmc #salesforcemarketingcloud #marketingcloud #marketingautomation #marketingchampions  #salesforce #datacloud #cdp #Database #data Salesforce Salesforce Marketing Cloud #dataCloud #APIs #consent #deletion #individual