Data Security – Data Security and Privacy
Structure In this chapter, we will cover the following topics: Data security Data privacy Data…
Calculated Insights – Implementing Salesforce Customer Data Cloud
The Calculated Insights feature empowers you to establish and compute multidimensional metrics based on the…
Setup and Administration – Implementing Salesforce Customer Data Cloud
Before we get started with the implementation, here is a recap of the necessary steps…
Customer Data Segmentation – Implementing a Customer Data Platform
Segmentation involves identifying particular characteristics or actions that are common among a subset of profiles…
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…
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…
Document Business Use Cases – Implementing a Customer Data Platform
After the steering team is successfully created, the next step is to use the expertise…
Discovery Phase – Implementing a Customer Data Platform
The discovery phase of CDP implementation is a crucial step where you gather information, analyze…
Prepare for Implementing a CDP Solution–Implementing a Customer Data Platform-2
The first step in preparing for implementation is to define your objectives. Ideally, you would…