Worksheet: Data Cloud Checklist and Considerations
Use this checklist to plan your implementation strategy for Data Cloud.
1 2 3 4 5 6 7 8 9 10 11
Stakeholders Considerations Use Cases Users Data Sources Ethical Use Data Model Identity Segmentation Insights Current Data
of Data Concepts Resolution
1 Identify All Project Stakeholders
STAKEHOLDER NAME ROLE/TITLE EMAIL ADDRESS RESPONSIBILITY NOTES
2 Review Account Requirements and Considerations
Understand data usage types that impact billing
Understand Data Cloud Limits and Guidelines
3 Define Use Case(s)
ASSOCIATED
USE CASE ASSOCIATED SYSTEMS STAKEHOLDERS NOTES
Examples:
Create audience segments to be used in Marketing Cloud Journey Builder.
Unify data from Sales Cloud and Marketing Cloud to create unified profiles of customers.
4 Identify Users
Review the standard Data Cloud permission sets
USER'S NAME USER'S EMAIL ADDRESS ROLE PERMISSION SET NOTES
5 List Data Sources and Integrations
Consider data formats including the structure of date/time data types
DATA SOURCE
DATA SOURCE OWNER/STAKEHOLDERS TYPE OF DATA UNIQUE IDENTIFIER NOTES
6 Review Ethical Use of Data Content
Complete the Trailhead module, Ethical Data Use Best Practices: Quick Look
Learn more about Ethical Use of Data in the Data Platform Trailmix
Review help content for Ethics, Privacy, and Consent
7 Understand Data Model Concepts
Review the Customer 360 Data Model for Data Cloud Trailhead module
Review data model concepts data model subject areas
View reference doc for data model objects
Review all requirements for mapping
Discuss use of packages and data kits
8 Discuss Identity Resolution
Identity resolution is the process of identity management by means of matching and reconciling data about people into a comprehensive view called unified profiles. Identity
resolution is powered by rulesets and creates unified and link objects.
Determine if you will use identity resolution to unify profiles
Review data modeling requirements for using individual entity rulesets
Identify what data is shared across sources (email, first name, id, and so on)
9 Identify Segmentation Needs
If using Data Cloud for marketing purposes, determine marketing goals and common segmentation needs
Review the concept of Segment On when building segments for individual
Identify what activation targets are needed
10 Determine Insights
Review the concept of calculated insights
Identify any real-time data that could be used to create streaming insights and data actions
Identify any metrics that should be pre-calculated for use in segmentation
METRICS GOAL DATA NEEDED NOTES
11 Analyze Your Current Data
Review the module Data Quality
Review data sources and ask these questions:
Which source has the most up-to-date data?
How clean is your data?
How much duplication exists?
