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Unify Leads for Targeted Selling
Improve sales experiences by unifying data with Data Cloud. Use that data to unlock insights to enhance Sales Cloud. Combine your Sales Cloud data to identify opportunities with priority customers to sell products and services.
About this Guide
This multi-step solution requires various users to complete steps in Data Cloud and Sales Cloud. This solution helps you ingest data, unify that data, and create an insight, and view unified profiles.
To complete this use case, review the features used, permissions required, and associated skills.
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Let's review the high-level steps we cover in this guide.
Configure Users and Install Data Bundles
Set up Data Cloud users, add the appropriate permission sets, and then install data bundles.
Ingest and Map Data
Use a starter data bundle to create a data stream for Leads. Then map required fields for Identity Resolution.
Unify Sales Data with Identity Resolution
Link multiple sources of data into a unified profile using an identity resolution ruleset that contains match and reconciliation rules based on the Individual data model object. Then view the profile in Profile Explorer.
Analyze Sales Data with Calculated Insights
Create a calculated insight, Unified Individual Counts by Sales Object, and then view it in Data Explorer.
- Configure Users and Install the Sales Cloud Data Bundle
Set up Data Cloud users, add the appropriate permission sets, and then install the Sales Cloud data bundle. These steps are all done within Data Cloud Setup. - Ingest and Map Data from Sales Cloud
In Data Cloud, you can connect to many data sources. Many of the Salesforce connectors have a starter data bundle to help you quickly set up a data streams, create data lake objects, and map to the data model automatically. However, you must map custom objects and some required fields to the Customer 360 Data Model to use Identity Resolution. - Unify Sales Data with Identity Resolution
Link multiple sources of data into a unified profile using an identity resolution ruleset. A ruleset contains match and reconciliation rules based on the Account data model object or the Individual data model object. - Analyze Sales Data with Calculated Insights
Calculate multidimensional metrics on your data within Data Cloud. You can create metrics at the profile, segment, and population levels. For example, evaluate performance at the channel level or use product metrics to understand purchasing and browsing behavior.
