Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Trailhead

Explore Salesforce CDP

Salesforce via Trailhead

Overview

Learn how to implement and use key features of Salesforce CDP.
  • Discover the customer data platform for marketers and prepare for implementation.
  • Learn the fundamentals of data mapping, identity resolution, and unified records.
  • Set up your account and connect data sources to support your company’s business needs.
  • Connect your data sources and define their relationships in Salesforce CDP.
  • Create, filter, and activate marketing segments with Salesforce CDP.

Syllabus

  • Salesforce CDP Basics
    • Meet Salesforce CDP for Marketers
    • Get to Know the Cloud Information Model
    • Prepare for Salesforce CDP
  • Data and Identity in Salesforce CDP
    • Create Unified Individual Profiles
    • Map Required Objects
    • Understand Identity Resolution Rulesets
    • Configure Identity Resolution Rulesets
  • Salesforce CDP for Admins
    • Get to Know Salesforce CDP
    • Set Up Salesforce CDP
    • Connect Your Data Sources
    • Manage Your Account
  • Salesforce CDP Data Ingestion and Modeling
    • Prepare to Build Your Data Model
    • Review Data Ingestion and Modeling Phases
    • Create Data Streams
    • Map Your Data and Define the Data Model
    • Resolve Identities and Troubleshoot
  • Salesforce CDP Segmentation
    • Navigate Salesforce CDP Segmentation
    • Consider Data Implications for Segmentation
    • Create Filtered Segments
    • Build and Activate Your Segments

Reviews

Start your review of Explore Salesforce CDP

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.