Salesforce Certified Data Cloud Consultant Cert Prep
6h 21mIntermediate2026-03-19
Authors
Packt Publishing
Course details
Prepare to ace the Salesforce Certified Data Cloud Consultant exam with this comprehensive prep course. Uncover the essentials of data cloud setup and delve deeply into data ingestion and modeling, to gain a robust foundation in Data Cloud technologies. Decode identity resolution techniques to streamline and consolidate customer data effectively. Analyze segmentation and insights to generate valuable customer and business intelligence. This course is designed for individuals keen on enhancing their data strategy and modeling prowess across Salesforce clouds. Engage in a blend of theory and practical examples to solidify your understanding and application of these concepts. Gaining and polishing these skills can lead to advanced data management roles and elevate your capacity to deliver impactful solutions. Whether you're a budding professional or an experienced strategist, get ready to transform your career landscape with confidence.
Learning objectives
Define the core concepts, terminology, and architecture of Salesforce Data Cloud as they relate to the Data Cloud Consultant certification exam.
Explain how Data Cloud integrates with Salesforce core clouds and external data sources to support real-time data unification.
Identify appropriate data ingestion methods, data model objects, and transformation strategies for common business scenarios.
Configure identity resolution and matching rules to create unified customer profiles in Data Cloud.
Apply segmentation and calculated insights to enable analytics, personalization, and activation use cases.
Analyze business requirements to determine the most effective Data Cloud design and implementation approach.
Differentiate between security, governance, and compliance considerations when working with customer data in Data Cloud.
Evaluate Data Cloud activation options to downstream systems such as Marketing Cloud, Service Cloud, and third‑party platforms.
Troubleshoot common Data Cloud configuration and data quality issues encountered in consultant-led implementations.
Learning objectives
Define the core concepts, terminology, and architecture of Salesforce Data Cloud as they relate to the Data Cloud Consultant certification exam.
Explain how Data Cloud integrates with Salesforce core clouds and external data sources to support real-time data unification.
Identify appropriate data ingestion methods, data model objects, and transformation strategies for common business scenarios.
Configure identity resolution and matching rules to create unified customer profiles in Data Cloud.
Apply segmentation and calculated insights to enable analytics, personalization, and activation use cases.
Analyze business requirements to determine the most effective Data Cloud design and implementation approach.
Differentiate between security, governance, and compliance considerations when working with customer data in Data Cloud.
Evaluate Data Cloud activation options to downstream systems such as Marketing Cloud, Service Cloud, and third‑party platforms.
Troubleshoot common Data Cloud configuration and data quality issues encountered in consultant-led implementations.
Concepts
Introduction to the Course
- Introduction
Data Cloud Overview (18 )
- What is Data Cloud and what are its benefits
- What are the use cases of Data Cloud
- Data Cloud lifecycle
- Provisioning Data Cloud
Data Cloud Setup and Administration (12 )
- Overview of the project
- Create new Yahoo email account
- Data Cloud tenant endpoint
- Load data into Contact object
- Overview of the Data Cloud app
- What is Data Stream
- How to create a new data stream
- What is data normalization
Data Ingestion and Modeling (20 )
- What are DSO, DLO, and DMO (Data Source Object, Data Lake Object, and Data Model)
- What are Data Spaces
- Data Explorer and query editor
- Create new Amazon S3 account to upload reservation and contact records
- Upload files in Amazon S3
- Create connection between Amazon S3 and Data Cloud
- Create data stream to bring reservation data from Amazon S3
- Mapping of Guest DLO to Individual DMO
- Mapping reservation DLO to reservation DMO
Identity Resolution (14 )
- Identity resolution
- What are matching rules
- How to create matching rules
- What are Unified Individual and Unified Individual Link
- Ran the identity resolution ruleset
- What is consolidation rate and how to calculate consolidation rate
- What are reconciliation rules
- Ignore empty value
Segmentation and Insights (18 )
- Calculated insights and streaming insights
- How to create calculated insights
- Check data inside calculated insights using Data Explorer
- What are segments
- How to create segment
- Segmentation operators in Data Cloud
- Include and exclude segment
Act on Data (18 )
- Activation and activation target
- How to create activation and activation target
- File sent to Amazon S3
- DLO to DLO transform
- Populate Contact DLO with phone numbers
- Create new target DLO
- DLO to DLO transform, part 1
- DLO to DLO transform, part 2
- Ingestion API
- How to create ingestion API
- How to create connected app
- Postman collection to insert data
- Check the data inside Data Lake object
- Query API
- Data Cloud One
- Enable value suggestion
- Data action and data action target
- How to create data action and data action target
- Install streaming monitor
- Insert record via Postman
- Create a platform triggered flow
- Check the streaming monitor
- Data Cloud permission sets
- Right to be forgotten and Consent API
New Updates to Data Cloud Data 360
- Product Name and permission set updates for Data 360
- Data governance - classification and tagging
- How to apply tags to Data Cloud objects
- Propagate tags to downstream objects
- Demo project - Restricting access to Data Cloud objects to users (policy update)
- Demo project - Restrict access to credit card information using tags and policy