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Data Security – Data Security and Privacy

Structure In this chapter, we will cover the following topics: Data security Data privacy Data…

Segmentation – Implementing Salesforce Customer Data Cloud

Now, let’s move to the segmentation stage, which is the most important stage for marketers.…

Connecting Data Sources – Implementing Salesforce Customer Data Cloud

The next step is to connect the data sources with Data Cloud. Data Cloud provides…

Customer Data Activation – Implementing a Customer Data Platform

Once customer segments are created, the next step is to use the segments for customer…

Create a Tracking Plan – Implementing a Customer Data Platform

To understand how users interact with your product, it’s important to track their behavior, ensuring…

Risk Assessment and Mitigation Strategy – Implementing a Customer Data Platform

Identify potential risks and challenges associated with the CDP implementation. These may include data security…

Creating a Customer Data Strategy – Implementing a Customer Data Platform

Customer data strategy is the process of collecting, organizing, and utilizing data about your customers…

Prioritize Business Use Cases – Implementing a Customer Data Platform

Define and Design After selecting the CDP vendor, we begin the define and design phase.…

Evaluate and Select the CDP Vendor – Implementing a Customer Data Platform

There are tons of CDP vendors available in the market (see Figure 5.6). Choosing the…

Analyze the Current State – Implementing a Customer Data Platform

After documenting the business use cases, it is time to evaluate the current state of…