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          Access Data from Different Sources and Segment Campaign Audiences in Nonprofit

          Access Data from Different Sources and Segment Campaign Audiences in Nonprofit

          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, Unlimited, and Developer Editions with Nonprofit Cloud

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

          Fundraising_Admin permission set group

          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.

           
          Indlæser
          Salesforce Help | Article