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Explore Salesforce CDP

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Free Online Course: Explore Salesforce CDP provided by Trailhead is a comprehensive online course, which lasts for 4 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
4 hours worth of material
Self Paced
Overview

  • Learn how to implement and use key features of Salesforce CDP.

    • Discover the customer data platform for marketers and prepare for implementation.
    • Learn the fundamentals of data mapping, identity resolution, and unified records.
    • Set up your account and connect data sources to support your company’s business needs.
    • Connect your data sources and define their relationships in Salesforce CDP.
    • Create, filter, and activate marketing segments with Salesforce CDP.

Syllabus

    • Salesforce CDP Basics
      • Meet Salesforce CDP for Marketers
      • Get to Know the Cloud Information Model
      • Prepare for Salesforce CDP
    • Data and Identity in Salesforce CDP
      • Create Unified Individual Profiles
      • Map Required Objects
      • Understand Identity Resolution Rulesets
      • Configure Identity Resolution Rulesets
    • Salesforce CDP for Admins
      • Get to Know Salesforce CDP
      • Set Up Salesforce CDP
      • Connect Your Data Sources
      • Manage Your Account
    • Salesforce CDP Data Ingestion and Modeling
      • Prepare to Build Your Data Model
      • Review Data Ingestion and Modeling Phases
      • Create Data Streams
      • Map Your Data and Define the Data Model
      • Resolve Identities and Troubleshoot
    • Salesforce CDP Segmentation
      • Navigate Salesforce CDP Segmentation
      • Consider Data Implications for Segmentation
      • Create Filtered Segments
      • Build and Activate Your Segments

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