A customer has two Data Cloud orgs. A new configuration has been completed and tested for an Amazon S3 data stream and its mappings in one of the Data Cloud orgs.
What is recommended to package and promote this configuration to the customer's second org?
Answer : C
Data Cloud Configuration Promotion: When managing configurations across multiple Salesforce Data Cloud orgs, it's essential to use tools that ensure consistency and accuracy in the promotion process.
Data Kits: Salesforce Data Cloud allows users to package and promote configurations using data kits. These kits encapsulate data stream definitions, mappings, and other configuration elements into a portable format.
Process:
Create a data kit in the source org that includes the Amazon S3 data stream configuration and mappings.
Export the data kit from the source org.
Import the data kit into the target org, ensuring that all configurations are transferred accurately.
Advantages: Using data kits simplifies the migration process, reduces the risk of configuration errors, and ensures that all settings and mappings are consistently applied in the new org.
The leadership team at Cumulus Financial has determined that customers who deposited more than $250,000 in the last five years and are not using advisory services will be the central focus for all new campaigns in the next year.
Which features support this use case?
Answer : B
Understanding the Use Case:
The leadership team wants to focus on customers who have deposited more than $250,000 in the last five years and are not using advisory services.
Features Involved:
Calculated Insight: This feature helps derive metrics and values based on existing data. In this case, it can calculate total deposits over the last five years.
Segment: Segmentation allows targeting specific groups of customers based on defined criteria, such as total deposits and usage of advisory services.
Steps to Implement:
Create a Calculated Insight:
Navigate to Visual Insights Builder in Salesforce Data Cloud.
Create a new calculated insight to sum deposits for each customer over the last five years.
Create a Segment:
Use the Segment Canvas to create a new segment.
Apply filters to include customers with deposits over $250,000 and exclude those using advisory services.
Practical Application:
Example: Identify high-value customers who are not leveraging additional services and target them with personalized marketing campaigns to promote advisory services.
A consultant is ingesting a list of employees from their human resources database that they want to segment on.
Which data stream category should the consultant choose when ingesting this data?
Answer : C
Categories of Data Streams:
Profile Data: Customer profiles and demographic information.
Contact Data: Contact points like email and phone numbers.
Other Data: Miscellaneous data that doesn't fit into the other categories.
Engagement Data: Interactions and behavioral data.
Ingesting Employee Data:
Employee data typically doesn't fit into profile, contact, or engagement categories meant for customer data.
'Other Data' is appropriate for non-customer-specific data like employee information.
Steps to Ingest Employee Data:
Navigate to the data ingestion settings in Salesforce Data Cloud.
Select 'Create New Data Stream' and choose the 'Other Data' category.
Map the fields from the HR database to the corresponding fields in Data Cloud.
Practical Application:
Example: A company ingests employee data to segment internal communications or analyze workforce metrics.
Choosing the 'Other Data' category ensures that this non-customer data is correctly managed and utilized.
How does Data Cloud ensure high availability and fault tolerance for customer data?
Answer : A
Ensuring High Availability and Fault Tolerance:
High availability refers to systems that are continuously operational and accessible, while fault tolerance is the ability to continue functioning in the event of a failure.
Data Distribution Across Multiple Regions and Data Centers:
Salesforce Data Cloud ensures high availability by replicating data across multiple geographic regions and data centers. This distribution mitigates risks associated with localized failures.
If one data center goes down, data and services can continue to be served from another location, ensuring uninterrupted service.
Benefits of Regional Data Distribution:
Redundancy: Having multiple copies of data across regions provides redundancy, which is critical for disaster recovery.
Load Balancing: Traffic can be distributed across data centers to optimize performance and reduce latency.
Regulatory Compliance: Storing data in different regions helps meet local data residency requirements.
Implementation in Salesforce Data Cloud:
Salesforce utilizes a robust architecture involving data replication and failover mechanisms to maintain data integrity and availability.
This architecture ensures that even in the event of a regional outage, customer data remains secure and accessible.
What are the two minimum requirements needed when using the Visual Insights Builder to create a calculated insight?
Choose 2 answers
Answer : A, B
Introduction to Visual Insights Builder:
The Visual Insights Builder in Salesforce Data Cloud is a tool used to create calculated insights, which are custom metrics derived from the existing data.
Requirements for Creating Calculated Insights:
Measure: A measure is a quantitative value that you want to analyze, such as revenue, number of purchases, or total time spent on a platform.
Dimension: A dimension is a qualitative attribute that you use to categorize or filter the measures, such as date, region, or customer segment.
Steps to Create a Calculated Insight:
Navigate to the Visual Insights Builder within Salesforce Data Cloud.
Select 'Create New Insight' and choose the dataset.
Add at least one measure: This could be any metric you want to analyze, such as 'Total Sales.'
Add at least one dimension: This helps to break down the measure, such as 'Sales by Region.'
Practical Application:
Example: To create an insight on 'Average Purchase Value by Region,' you would need:
A measure: Total Purchase Value.
A dimension: Customer Region.
This allows for actionable insights, such as identifying high-performing regions.
A customer has a calculated insight about lifetime value.
What does the consultant need to be aware of if the calculated insight.
needs to be modified?
Answer : B
Existing dimensions cannot be removed. If a dimension is removed from the SQL expression, the calculated insight will fail to run and display an error message. This is because the dimension is used to create the primary key for the calculated insight object, and removing it will cause a conflict with the existing data. Therefore, the correct answer is B.
New dimensions can be added. If a dimension is added to the SQL expression, the calculated insight will run and create a new field for the dimension in the calculated insight object. However, the consultant should be careful not to add too many dimensions, as this can affect the performance and usability of the calculated insight.
Existing measures can be removed. If a measure is removed from the SQL expression, the calculated insight will run and delete the field for the measure from the calculated insight object. However, the consultant should be aware that removing a measure can affect the existing segments or activations that use the calculated insight.
New measures can be added. If a measure is added to the SQL expression, the calculated insight will run and create a new field for the measure in the calculated insight object. However, the consultant should be careful not to add too many measures, as this can affect the performance and usability of the calculated insight.
A consultant needs to package Data Cloud components from one
organization to another.
Which two Data Cloud components should the consultant include in a
data kit to achieve this goal?
Choose 2 answers
Answer : A, D
To package Data Cloud components from one organization to another, the consultant should include the following components in a data kit: