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Data Cloud Considerations for Salesforce Foundations
Data Cloud powers campaign segmentation and unified customer profiles for marketing and commerce use cases in Salesforce Foundations. With Data Cloud, users can take advantage of flexible consent data tools and create audiences for order confirmation emails and marketing messages.
Salesforce Foundations requires a compatible Data Cloud license. If you’re operating Data Cloud under a Customer Data Platform license, contact your Salesforce account executive. To determine whether you have a Customer Data Platform license, see View and Manage Your Permission Set Licenses
Architecture Considerations for Multiple Salesforce Orgs
If you have multiple orgs, consider which ones must be provisioned with Data Cloud and which ones can be connected as Data Cloud One companion orgs. To access all Salesforce Foundations features, Data Cloud must be provisioned on the org where you want to enable Foundations. To better understand other considerations for architecture with multiple orgs, see Data Cloud Architecture Strategy.
Segments
Although the Segments tab in the Marketing app is also available in the Data Cloud app, there are some differences to consider. Segments used with campaign flows in the Marketing app must use the default data space and segment on the Unified Individual object. If you upgraded from Starter or Pro Suite to another edition, we recommend that you continue to use the default data space and segment on the Unified Individual object to avoid issues.
To build segments with custom objects and fields, you must enable additional permissions. After you set up Data Cloud tools for Salesforce Foundations, see Enable Object and Field Permissions to Access Salesforce CRM in Data Cloud. Then, see Create a Salesforce CRM Data Stream to include the object and fields in your data stream.
