Unlock the power of Salesforce Data Cloud with this focused course bundle, covering the essentials of Data Ingestion and Modeling, Identity Resolution, Audience Building, and Segment Activation. Designed for professionals ready to harness their data for smarter, more personalized marketing, these courses provide the knowledge and tools to unify data, build precise audiences, and activate segments across channels. Tailored for clients who’ve benefited from our consulting expertise, this bundle offers actionable insights to maximize the value of your Data Cloud investment. Elevate your data strategy and drive impactful business results today!

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To companies undergoing mission critical technology projects where deadlines and outcomes matter.

Our primary expertise spans implementations, migrations, and managed services for Salesforce applications including, but not limited to, Marketing Cloud Engagement, Personalization, Account Engagement, Data Cloud, Loyalty Management, Intelligence, Sales Cloud, Service Cloud & Tableau.

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Bundle Contents


Showcase courses, digital downloads and coaching in your Bundle.

(DC) Course 1: Data Ingestion and Modeling

In this course, we will delve into the essential aspects of Data Ingestion, Data Mapping, Object Relationships, Data Explorer and Auditing, while exploring both the potential benefits and inherent usage risks. Data Ingestion & Modeling Data Explorer & Auditing Data Mapping Object Relationships Magna Insights Resources

Adam Blake

Adam Blake

(DC) Course 2: Identity Resolution

Use identity resolution to consolidate data from difference sources into a comprehensive view of your customer called a unified profile. Identity resolution uses matching and reconciliation rules to link data about people into unified profiles. Each unified profile contains all the unique contact point values from all sources. Match Rules Reconciliation Rules Unified Profile Creation Usage Risks Common + Specific Use Cases Salesforce Resources

Adam Blake

Adam Blake

(DC) Course 3: Audience Building

Audiences are customer/contact groups compiled from calculated insights and segments. We use Data Cloud Segments to build highly targetable and consolidated marketing contact lists. Creating Segments in Data Cloud will ensure minimal effort with high level of replicability to create marketable contact lists that update on a pre-set schedule (hourly/daily). Segments Calculated Insights Segment QA Usage Risks Common + Specific Use Cases Salesforce Resources

Adam Blake

Adam Blake

(DC) Course 4: Segment Activation

We will be covering the three main steps involved in the Segment Activation process which are creating an activation target, setting up an activation, and publishing an associated segment. Configuring Activation Targets Activation Overview & Design Activating Segments & Calculated Insights Activation QA Usage Risks Common + Specific Use Cases Salesforce Resources

Adam Blake

Adam Blake