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The data model subject area that should be used for any Organization, Individual, or Member in the Customer 360 data model is the Party subject area. The Party subject area defines the entities that are involved in any business transaction or relationship, such as customers, prospects, partners, suppliers, etc. The Party subject area contains the following data model objects (DMOs):

Organization: A DMO that represents a legal entity or a business unit, such as a company, a department, a branch, etc.

Individual: A DMO that represents a person, such as a customer, a contact, a user, etc.

Member: A DMO that represents the relationship between an individual and an organization, such as an employee, a customer, a partner, etc.

The other options are not data model subject areas that should be used for any Organization, Individual, or Member in the Customer 360 data model. The Engagement subject area defines the actions that people take, such as clicks, views, purchases, etc. The Membership subject area defines the associations that people have with groups, such as loyalty programs, clubs, communities, etc. The Global Account subject area defines the hierarchical relationships between organizations, such as parent-child, subsidiary, etc.

Data Model Subject Areas

Party Subject Area

Customer 360 Data Model

A segment is a subset of individuals who meet certain criteria based on their attributes and behaviors. A consultant can use different types of criteria when building a segment in Data Cloud, such as:

Direct attributes: These are attributes that describe the characteristics of an individual, such as name, email, gender, age, etc. These attributes are stored in the Profile data model object (DMO) and can be used to filter individuals based on their profile data.

Calculated Insights: These are insights that perform calculations on data in a data space and store the results in a data extension. These insights can be used to segment individuals based on metrics or scores derived from their data, such as customer lifetime value, churn risk, loyalty tier, etc.

Related attributes: These are attributes that describe the relationships of an individual with other DMOs, such as Email, Engagement, Order, Product, etc. These attributes can be used to segment individuals based on their interactions or transactions with different entities, such as email opens, clicks, purchases, etc.

The other two options are not valid criteria for building a segment in Data Cloud. Data stream attributes are attributes that describe the streaming data that is ingested into Data Cloud from various sources, such as Marketing Cloud, Commerce Cloud, Service Cloud, etc. These attributes are not directly available for segmentation, but they can be transformed and stored in data extensions using streaming data transforms. Streaming insights are insights that analyze streaming data in real time and trigger actions based on predefined conditions. These insights are not used for segmentation, but for activation and personalization. References: Create a Segment in Data Cloud, Use Insights in Data Cloud, Data Cloud Data Model

Given the requirements to standardize and cleanse incoming data streams while keeping the original data unchanged in compliance with regional regulations, the best approach is to implement batch data transformations . Here’s why:

Understanding the Requirements

The global fashion retailer operates across multiple regions (AMER, EMEA, APAC), each with varying data formats for customer, order, and product information.

Compliance regulations require the original data to remain unchanged in the source systems.

The company needs a unified view of customer profiles for real-time personalization and analytics.

Why Batch Data Transformations?

Batch Transformations for Standardization :

Batch data transformations allow you to process large volumes of data at scheduled intervals.

They can standardize and cleanse data (e.g., converting different date formats, normalizing product names) without altering the original data in the source systems.

Compliance with Regulations :

Since the original data remains unchanged in the source systems, batch transformations comply with regional regulations.

The transformed data is stored in a separate layer (e.g., a new Data Lake Object or Unified Profile) for downstream use.

Unified Customer Profiles :

After transformation, the cleansed and standardized data can be used to create a unified view of customer profiles in Salesforce Data Cloud.

This enables real-time personalization and analytics across regions.

Steps to Implement This Solution

Step 1: Identify Transformation Needs

Analyze the differences in data formats across regions (e.g., date formats, currency, product IDs).

Define the rules for standardization and cleansing (e.g., convert all dates to ISO format, normalize product names).

Step 2: Create Batch Transformations

Use Data Cloud’s Batch Transform feature to apply the defined rules to incoming data streams.

Schedule the transformations to run at regular intervals (e.g., daily or hourly).

Step 3: Store Transformed Data Separately

Store the transformed data in a new Data Lake Object (DLO) or Unified Profile.

Ensure the original data remains untouched in the source systems.

Step 4: Enable Unified Profiles

Use the transformed data to create a unified view of customer profiles in Salesforce Data Cloud.

Leverage this unified view for real-time personalization and analytics.

Why Not Other Options?

A. Implement streaming data transformations :Streaming transformations are designed for real-time processing but may not be suitable for large-scale standardization and cleansing tasks. Additionally, they might not align with compliance requirements to keep the original data unchanged.

C. Transform data before ingesting into Data Cloud :Transforming data before ingestion would require modifying the original data in the source systems, violating compliance regulations.

D. Use Apex to transform and cleanse data :Using Apex is overly complex and resource-intensive for this use case. Batch transformations are a more efficient and scalable solution.

Conclusion

By implementing batch data transformations , the global fashion retailer can standardize and cleanse its data while complying with regional regulations and enabling a unified view of customer profiles for real-time personalization and analytics.