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Agentforce Education
Access Data from Different Sources and Segment Campaign Audiences in Education

Access Data from Different Sources and Segment Campaign Audiences in Education

Donor and partner data can come from all kinds of sources and can be stored in multiple places. To access data from different sources in your Salesforce org, map objects from Fundraising to Data Cloud by using a data kit.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed  
To map objects from Fundraising to Data Cloud:

Modified Education Cloud Full Access permission set

AND

Data Cloud Marketing Manager

  1. Complete the Data Cloud Checklist and Considerations to Get Started Using Data Cloud.
  2. Use Data Cloud Setup to configure Data Cloud features for your org.
  3. Set up the Salesforce CRM connection between Data Cloud and Salesforce.
  4. Install Data Kit for Salesforce.
  5. Create and deploy a Salesforce CRM data stream.

After you map objects to Data Cloud, you can use Data Cloud to segment the audience of your campaigns.

 
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