Salesforce Datacloud: Advanced Consulting Skills

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Salesforce Datacloud: Advanced Consulting Skills

Instructor: Deepika Khanna

Included with

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3 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Design scalable Data Cloud architectures by evaluating data sources, readiness, and implementing ingestion and identity resolution.
Translate business goals into Data Cloud use cases using consulting frameworks for segmentation, activation, and AI insights.
Assess Data Cloud ROI by defining KPIs, avoiding pitfalls, and presenting solutions that drive measurable business value.

Skills you'll gain

Tools you'll learn

Salesforce

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There are 3 modules in this course

This course is designed to equip you with the advanced consulting skills needed to confidently design and implement Salesforce Data Cloud solutions in real-world business environments. You’ll learn how to ingest and model data, create unified customer profiles through identity resolution, build meaningful segments, generate insights, and activate data across Salesforce and external systems. Each module blends practical concepts with consulting-focused thinking to help you communicate value to stakeholders, solve data challenges, and design scalable architectures. Through hands-on labs, guided walkthroughs, and coach dialogues, you’ll develop the ability to translate fragmented data into actionable intelligence that drives personalization, automation, and smarter decision-making.

This course is designed for experienced Salesforce professionals, consultants, and solution architects who want to deepen their Data Cloud expertise and confidently lead end-to-end, real-world Data Cloud implementations. Learners should be familiar with basic Salesforce CRM knowledge, familiarity with data concepts, and comfort working with integrations or ETL tools. By the end of this course, you’ll have a strong foundation for Data Cloud projects and be prepared to take on Data Cloud consulting roles with confidence.

Introduce the core concepts of Salesforce Data Cloud (now often referred to as Data 360) — its purpose, business value, lifecycle, and typical use cases.

What's included

4 videos2 readings1 peer review

4 videos Total 26 minutes

Course Introduction 4 minutes
What Is Salesforce Data Cloud? Purpose, Power, and Real-World Value 6 minutes
Inside the Data Cloud Lifecycle: From Ingestion to Activation 6 minutes
Top Data Cloud Use Cases Every Consultant Must Know 9 minutes

2 readings Total 10 minutes

Welcome to the Course: Course Overview 5 minutes
What is Data Cloud? 5 minutes

1 peer review Total 25 minutes

Hands-On-Learning: Preparing Your Org for Salesforce Data Cloud Implementation 25 minutes

Teach learners how to bring data from different sources into Data Cloud (e.g. external systems, file uploads, data streams), model that data appropriately (Data Source Objects, Data Lake Objects, Data Models), and map data to support unified customer profiles.

What's included

4 videos1 reading1 peer review

4 videos Total 50 minutes

Bringing Data into Data Cloud: Streams, Files, and External Sources Explained 11 minutes
Salesforce Data Cloud Ingestion Streams Files and Event-Based Sources 10 minutes
Designing Your Data Model: DSO, DLO & Data Model Best Practices 13 minutes
Mastering Identity Resolution: Rules, Matching, and Building Unified Profiles 16 minutes

1 reading Total 5 minutes

Data and Identity in Data 360 5 minutes

1 peer review Total 25 minutes

Hands-On-Learning: Ingest and Model Data from Multiple Sources in Data Cloud 25 minutes

Show how to transform unified customer data into actionable business insights: build segments, configure calculated or streaming insights, query data to validate segments, and maintain segmentation logic.

What's included

6 videos1 reading1 assignment2 peer reviews

6 videos Total 53 minutes

Building Powerful Segments: Turning Unified Data into Targeted Audiences 8 minutes
Designing Insights in Salesforce Data Cloud 9 minutes
Building and Applying Insights in Salesforce Data Cloud 10 minutes
Activating Your Data: Deploying Segments Across Channels and Systems 13 minutes
Creating High-Value Customer Segments with Calculated Insights 8 minutes
Wrapping Up: Your Next Steps with Salesforce Data Cloud 4 minutes

1 reading Total 5 minutes

Segmentation & Activation Strategies in Data Cloud 5 minutes

1 assignment Total 25 minutes

Salesforce Datacloud: Advanced Consulting Skills 25 minutes

2 peer reviews Total 85 minutes

Hands-On-Learning: Build Segments and Activate Data in Salesforce Data Cloud 25 minutes
Project: Design a Complete Data Cloud Solution for a Real Client Scenario 60 minutes

Instructor

Deepika Khanna

Coursera

2 Courses 153 learners

Offered by

Coursera

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