Helping Hand Questions for Data-Cloud-Consultant

A calculated insight is a custom metric or measure that is derived from one or more data model objects or data lake objects in Data Cloud. A calculated insight can be used in segmentation to filter or group the data based on the calculated value. However, not all calculated insights can appear in the segmentation canvas. There are two requirements that must be met for a calculated insight to appear in the segmentation canvas:

The calculated insight must contain a dimension including the Individual or Unified Individual Id. A dimension is a field that can be used to categorize or group the data, such as name, gender, or location. The Individual or Unified Individual Id is a unique identifier for each individual profile in Data Cloud. The calculated insight must include this dimension to link the calculated value to the individual profile and to enable segmentation based on the individual profile attributes.

The primary key of the segmented table must be a dimension in the calculated insight. The primary key is a field that uniquely identifies each record in a table. The segmented table is the table that contains the data that is being segmented, such as the Customer or the Order table. The calculated insight must include the primary key of the segmented table as a dimension to ensure that the calculated value is associated with the correct record in the segmented table and to avoid duplication or inconsistency in the segmentation results.

 Create a Calculated Insight, Use Insights in Data Cloud, Segmentation

 Data Streams and DLOs: In Salesforce Data Cloud, data streams are used to ingest data, which is then stored in Data Lake Objects (DLOs).

 Deletion Considerations: Before deleting a data stream, it's crucial to consider the dependencies and usage of the underlying DLO.

 Data Transform Usage:

Impact of Deletion: If the underlying DLO is used in a data transform, deleting the data stream will affect any transforms relying on that DLO.

Dependency Check: Ensure that the DLO is not part of any active data transformations or processes that could be disrupted by its deletion.

 References:

Salesforce Data Cloud Documentation: Data Streams

Salesforce Data Cloud Documentation: Data Transforms

 Data Cloud is a platform that enables you to activate all your customer data across Salesforce applications and other systems. Data Cloud allows you to create a unified profile of each customer by ingesting, transforming, and linking data from various sources, such as CRM, marketing, commerce, service, and external data providers. Data Cloud also provides insights and analytics on customer behavior, preferences, and needs, as well as tools to segment, target, and personalize customer interactions. Data Cloud’s primary value to customers is to provide a unified view of a customer and their related data, which can help you deliver better customer experiences, increase loyalty, and drive growth. References: Salesforce Data Cloud, When Data Creates Competitive Advantage

To validate the data on a unified profile, the consultant can use the following features:

Identity Resolution: This feature allows the consultant to view and edit the identity resolution rulesets that determine how individuals are unified from different data sources1.

Data Explorer: This feature allows the consultant to browse and filter the unified profiles and view their attributes, segments, and activities2.

Profile Explorer: This feature allows the consultant to drill down into a specific unified profile and view its details, such as source records, identity graph, calculated insights, and data actions3. References:

1: Identity Resolution in Data Cloud

2: Data Explorer in Data Cloud

3: Profile Explorer in Data Cloud