Change reconciliation rules to Most Occurring.
Increase the number of matching rules.
Include additional attributes in the existing matching rules.
Reduce the number of matching rules.
Use an S3 Private Key Certificate.
Use an S3 Encrypted Username and Password.
Use a JWT Token generated on S3.
Use an S3 Access Key and Secret Key.
Review data transformations to ensure they're run after calculated insights.
Review calculated insights to make sure they're run before segments are refreshed.
Review segments to ensure they're refreshed after the data is ingested.
Review calculated insights to make sure they're run after the segments are refreshed.
SMS
CloudPage
Mobile push
Confirm the Create object permission is enabled in the Data Cloud org.
Confirm the View All object permission is enabled in the source Salesforce CRM org
Confirm the Ingest Object permission is enabled in the Salesforce CRM org.
Confirm that the Modify Object permission is enabled in the Data Cloud org.
Understand and act upon customer data to drive more relevant experiences.
Govern enterprise data lifecycle through a centralized set of policies and processes.
Harmonize data from multiple sources with a standardized and extendable data model.
Safeguard critical business data by serving as a centralized system for backup and disaster recovery.
Data Mapping
Data Transformation
Segment Setup
Data Stream Setup
Map the primary key from the two systems to Party Identification, using CRM ID as the identification name for both.
Map the primary key from the two systems to party identification, using CRM ID as the identification name for individuals coming from the CRM, and Marketing ID as the identification name for individuals coming from the marketing platform.
Create a custom matching rule for an exact match on the Individual ID attribute.
Create a matching rule based on party identification that matches on CRM ID as the party identification name.
CRM data cannot be manually refreshed and must wait for the next scheduled synchronization,
The CRM Connector's synchronization times can be customized to up to 15-minute intervals.
Formula fields are refreshed at regular sync intervals and are updated at the next full refresh.
The CRM Connector allows standard fields to stream into Data Cloud in real time.
Includes data from sources where the data is most frequently occurring
Identifies which individual records should be merged into a unified profile by setting a priority for specific data sources
Identifies which data sources should be used in the process of reconcillation by prioritizing the most recently updated data source
Sets the priority of specific data sources when building attributes in a unified profile, such as a first or last name
The underlying data lake object is used in activation.
The underlying data lake object is used in a data transform.
The underlying data lake object is mapped to a data model object.
The underlying data lake object is used in segmentation.
Deactivate the segment.
Delete the segment.
Skip the activation.
Stop the publish schedule.
Individuals who purchased at least one of any red’ product and also purchased at least one pair of ‘shoes’
Individuals who purchased at least one 'red shoes' as a single line item in a purchase
Individuals who made a purchase of at least one 'red shoes’ and nothing else
Individuals who purchased at least one of any 'red' product or purchased at least one pair of 'shoes'
Cloud Storage Connector
Commerce Cloud Connector
Ingestion API
Marketing Cloud Personalization Connector
Quiz Review Timeline (Updated): Feb 27, 2025 +
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