Before diving into Data Cloud, ensure your team is prepared by reviewing key considerations, navigation, and licensing details.

Prepare for Data Cloud

Key Readiness Steps:

✅ Understand guidelines and limitations that may impact billing.
✅ Review brand management and organizational structure within Data Cloud.
✅ Define a data strategy by exploring data model concepts.
✅ Analyze existing data and sources to determine ingestion needs.
✅ Plan for unified customer profiles to drive insights.
✅ Identify users and their permissions for effective access control.
✅ Establish goals and outline how your team will leverage data.

📄 Download the Interactive Data Cloud Checklist & Considerations PDF

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Navigating Data Cloud

Once Data Cloud is enabled, access it through the App Launcher.

Key Navigation Features:

📌 Data Ingestion & Modeling – Manage data sources through:

• Data Streams, Data Lake Objects, and Data Model tabs.

📌 Data Exploration & Analysis – View and interact with data using:

• Data Explorer (ingested data insights).
• Profile Explorer (unified customer profiles).

📌 Identity Resolution – Define match and reconciliation rules via the:

• Identity Resolutions tab.

📌 Insights & Segmentation – Analyze and act on data with:

• Calculated Insights (predefined metrics for segmentation & analysis).

📌 Setup & Administration – Configure settings through the:

• Setup Gear (admin management tools).

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Understanding Data Cloud Licensing & Usage

Standard Editions & Add-On Licenses

🔹 Data Cloud is included in various Salesforce editions, with additional features available through add-on licenses.
🔹 Your Data Cloud license determines available features—some require separate purchases.

Data Cloud Guidelines & Limits

💡 Best Practices: Follow recommended guidelines to optimize performance and adoption.
🚧 Feature Limits: Some features have usage thresholds affecting performance or billing.
⚙ Scalability: Many limits are adjustable—work with your account executive to customize solutions.

Understanding Data Cloud Billing

💳 Billable Usage Types – Certain features impact Data Services Credit consumption.
📊 Monitoring Usage – Track usage in your org’s Digital Wallet.
📑 Billing Documentation – Review feature & usage documentation before activation.
💬 Consult Your AE – Understand cost implications by discussing with your Salesforce Account Executive.

Data Cloud & Einstein AI

🤖 Einstein AI is built on data – Review which Einstein features use Data Cloud to optimize performance.

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Stay Updated on Data Cloud

📢 Feature Releases: Data Cloud updates twice monthly. View the latest updates.
📜 Licensing & Access Changes: Stay informed about changes in feature availability, billing, and permissions.

Ready to unlock the power of Data Cloud? Start your journey today!