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A Guide to Activating Custom Fields in Data Cloud

Udgivelsesdato: Sep 25, 2025
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Here is a step-by-step process for marketers to follow.

1. The Foundation: Granting Permissions
Before you can use a custom field, your technical admin must ensure it's accessible to Data Cloud. Think of this as giving the marketing team a key to the data.

Why it matters to a marketer: If your campaign needs a specific data point, like a customer's loyalty tier from a custom field, this step ensures Data Cloud can see and use that information. Without it, you can't build your hyper-personalized segments.

Action: Ask your Salesforce admin to confirm the 'Data Cloud Salesforce Connector' permission set grants 'Read' and 'View All' permissions on the custom field within the relevant object.

2. The Data Connection: Ingesting the Field into a Data Stream
Now that the field is accessible, you need to pull it into Data Cloud. This is where you tell Data Cloud to start listening for updates on your new data point.

Why it matters to a marketer: This is how you make a piece of information, like a product interest code or customer satisfaction score, available for all your marketing activities. The sooner you do this, the sooner you can start activating on it.

Action:

  • Go to Data Cloud → Data Streams.
  • Select the Data Stream connected to your source (e.g., your CRM or Commerce platform).
  • Click Add Source Field.
  • Find and add your custom field.
  • Save and Run Data Stream to begin the data flow.

3. The Transformation: Mapping to the Unified Profile
After the data is ingested, it exists in a raw format called a Data Lake Object (DLO). You need to map this raw data to the Individual DMO (Data Model Object), which is the central hub for your unified customer profiles.

Why it matters to a marketer: This is the most crucial step for personalization. It's how you connect the new custom field to a specific individual customer's profile. You can now use this data to create advanced segments like "customers with a high CLV (Customer Lifetime Value) who have abandoned a cart."

Action:

  • Once the data stream has processed, go to the DLO you just updated.
  • Click 'Review' under Data Mapping.
  • Map the new custom field from the source DLO to a field on the Individual DMO. Make sure to give it a clear, descriptive name.
  • Save the mapping.

4. The Activation: Refreshing Identity Resolution
The final technical step is to run Identity Resolution. This process matches and merges fragmented data points across your various sources to create a single, unified profile for each customer.

Why it matters to a marketer: This action ensures that the new custom field you've just mapped gets added to the correct unified customer profiles. Without it, the data will sit in your Data Cloud but won't be usable for personalization. Once complete, your new custom field will be ready to use in Data Graph Merge Fields to power dynamic content in emails and journeys.

Action:

  • Navigate to Identity Resolution Rulesets and run the process.
  • Once complete, your new field will appear in the Data Graph, ready for use in advanced segmentation and personalization.
  • Create a new Data Graph or edit an existing one to include the new field for use in your personalized messaging and campaigns.
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Demo Video

Creating Custom Field

 

 

Creating a Data Graph

 

Vidensartikelnummer

004754257

 
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Salesforce Help | Article