Data Cloud — Getting the most from the Sales Cloud Starter Bundle
Are you considering integrating Salesforce Data Cloud with your Sales Cloud environment? The Sales Cloud Starter Bundle provides a powerful foundation for leveraging the potential of data enrichment and streamlining your sales and marketing efforts. But before you dive in, let’s walk through four essential tips to make sure you’re making the most of it.
1. Review Your DMO Mappings: Because One Size Doesn’t Fit All
The Sales Cloud Starter Bundle comes with default Data Management Organization (DMO) mappings to facilitate the integration between Salesforce Data Cloud and your Sales Cloud instance. However, it’s essential not to assume that the standard mappings are the best fit for your organization’s requirements. This is particularly true for organizations utilizing person accounts. Take the time to deliberate whether you should map fields directly to the Individual DMO or create custom DMOs to align with your unique processes.
2. Tailor Your Fields: It’s All About What Matters to You
While the Sales Cloud Starter Bundle offers a baseline for field mappings, it’s imperative to review these mappings and decide whether any custom fields should be added. Tailoring field mappings to account for these custom fields ensures that your integrated data provides the insights you need to make informed decisions.
3. Think Beyond the Basics: Bringing Everything Together
Beyond accounts, contacts, leads, and opportunities, there may be other Salesforce objects that you want to map over to Salesforce Data Cloud. For instance, if you’re dealing with B2B relationships, mapping related objects like contracts, assets, or other sales related data can offer a more comprehensive view of your prospects and customers.
It’s essential to establish relationships between these objects to create a seamless flow of data. By doing so, you enable your teams to access a holistic view of customer interactions, leading to more personalized and effective engagement strategies.
4. Implement Identity Resolution Rules: Unifying Your Data for Greater Insights
Once your core Salesforce data is integrated into the system, it’s time to focus on maintaining data integrity. Identity resolution rules are paramount for ensuring that duplicate records are identified and merged, and accurate customer profiles are maintained. These rules unify similar records and enhance the accuracy of your insights. You’ll need to consider your unique data set to determine which rules to configure.
By implementing these rules, you guarantee that your teams are working with accurate and up-to-date information, leading to better-informed decision-making and more effective interactions with prospects and customers.
Final Thoughts: Harness the Power of Integration
Integrating Salesforce Data Cloud with the Sales Cloud Starter Bundle offers immense potential for elevating your sales and marketing efforts. However, success hinges on a thoughtful and strategic approach. By reviewing DMO and field mappings, considering additional objects, and implementing identity resolution rules, you lay the groundwork for a more streamlined, informed, and personalized engagement with your target audience.