Customer-Data-Platform Sample Questions Answers

Individual and all related entities in data model

Individual, all related entities indata model and mapped data streams

Unified individual, all related entities in data model and mapped data streams

Unified individual and all related entities in data model

A file that containssecurity credential

A file that contains the segment defination

A file that contains the segment members with additional attributes

A file that contains calculated insights

1

2

10

No hard limit

Add more matching rules to broaden the search of matches

Change the ignore empty value option

Change all reconciliation rules to source sequence

Reduce the number of matching rules

Source data from disparate systems across the enterprise.

Reconcile data by data that’s most frequent acrossrecords.

Sort data sources in order of most to least preferred for inclusion in Unified Profile.

Includes data from sources where the data is alphanumerically sequenced.

Segment on Unified Individual

Segment on Account

Segment on Contact Point Email

Segment on Individual

All Business Units in the Marketing Cloud Account with Email Activity

All Business Units in the Marketing Cloud Account

All Business Units in the Marketing Cloud Account for which connected CDP

Top level (Enterprise) Business Unit in the Marketing Cloud Account

Unified Individuals

Last Processing Status

Matched Individuals

All theabove

Admin

Marketing Specialist

Data Aware Specialist

Marketing Manager

Corporate Performance

Behavioral

Profile

Product

Transactional

Don’t Refresh

Data Stream schedule

12 or 24 hrs

Activation schedule

More matching rules to broaden the search for matches

Merge all reconciliation rules to Source Sequence

(…) the number of matching rules

(…) the ignore Empty Value option

By targeting customers efficiently in their preferred channel

By reducing the manual process from media buying

By increasing the transparency of media spend

By helping marketers understand the price of media

Leverage Match Rules

Leverage ReconciliationRules

Create additional Rule Sets

Create additional Contact Points

Purchase order number 122

Purchase order number 0122

Purchase order number 0122 and 122

Purchase order number NULL

Customer who purchased only ‘Yellow Belt’ items on the purchase.

Customer who purchased any yellow product and also purchased belt of any color.

Customer who purchased ‘Yellow Belt’ as a single product on the purchase.

Customer who purchased ‘Yellow Belt’, or any ‘yellow’ item, or any ‘belt’ items on the purchase

Partner Data

First Party Data

Third Party Data

Second Party Data

Campaign Member

Contact

Opportunity

Account

Map MobileConnect Starter Data Bundle

Map MobilePush Starter Data Bundle

Map Data view ‘_EnterpriseAttribute’ to CDP

Map Email Studio Starter Data Bundle

Salesforce CDP admin

Salesforce CDP Marketing Manager

Salesforce CDP Marketing Specialist

Salesforce CDP Data Aware Specialist

.json

.csv

.xls

.zip

Salesforce CDP external connector

Salesforce External Integration

Salesforce CDP Salesforce Connector Integration

Salesforce External Connector

Calculated Insights

AllObjects

Unified Profile

Data Model Objects

Membership

Global Account

Individual

Party

Jagged

Normalized

Compress

De-Normalized

Marketing specialist

IT manager

Marketing manager

Data Aware Specialist

.txt

.csv

.tsv

.json

It creates simple logic on row-basedoperations

It creates reusable contents

Marketer friendly drag and drop interface

It performs complex queries on multiple objects

Developer

Marketer

Salesperson

Data Analyst

Deletes all custom data model objects

Removes all unified customer data

Resets all settings in identity resolution

Eliminates dependencies on data model object

Customers who purchased any red product and also purchased shoes of any color

Customers who purchased “red shoes”, or any ‘red’ item, or any ‘shoes’ item in the purchase

Customer who purchased “redshoes” as a single product on the purchase

Customers who purchased only ‘red shoes’ items on the purchase

Event Data

Segments

Promotions

Profile Attributes

CONCAT

COALESCE

REPLACE

FIND

Other Data

Engagement Data

Order Data

Profile Data

Event Data

Partner data

First party data

Second party data

Third party data

Date

Text

Numeric

Boolean

Partner Data

Second Party Data

First Party Data

Third Party Data

Data Source Object

Data Model Object

Segment Objects

Data Extensions

Calculated Insights

Numeric Measures

Text Measures

Aggregate Functions

Date Time Measures

10 million

40 million

50 million

No hard limit

Ignores empty reconciliation rules

Replaces the value with a null

Ignores empty fields when running reconciliation

Modified the valuein the field with a predefined value

3

5

1

2

In segment Publish Summary dashboard

InSegment Publish History report

In Publish History related list of Activation record

In Publish History related list of Segment record

Contact

Party Identification

Individual

Lead

Contact Point Email

CDP does not merge source records but instead creates a unified records that links all source records

The unified individual ID is refreshed after each resolution and it can change over a period of time.

CDP only lets you create one identity resolution ruleset

Fuzzy value used to match source profiles are stored in unified profile

Salesforce CDP Admin

Salesforce CDP Data aware specialist

Salesforce CDP Marketing Manager

Salesforce CDP Marketing Specialist

Increase the size of your mailable customer list

Perform data hygiene on large data set

Build a cohesive, omnichannel view of customers

Drive more revenue through ecommerce channels

Segment Setup

Data Mapping (accurate)

Data Modeling

Data Stream Setup (it can be also answer. HELP doc )

Is Birthday

Is This Year

Is Anniversary Of

Is Between

Create new Calculated Insights(CI) -> Map Data Stream(DSO) to CI -> Use CI in segments

Create new Data Stream (DSO) -> Create Calculated Insights(CI) -> Use CI in segments

Create Segment -> Create Calculated Insights(CI) -> Create new Data Stream (DSO) -> Use CI in segments

Create new Data Stream (DSO) -> Map Data Stream Object (DMO)-> Create Calculated Insights(CI) -> Use CI in segments

Transactional API

Profile API

Unified Profile API

Data Query API

Calculated Insights API

Tenant Specific Endpoint is auto-generated in CDP when setting up a Mobile or Web ap connectors

Mobile and Web SDK schema can be updated to delete an existing field

CDP admins can see the status of Web or Mobile connector app on the app details page

Any Data Streams associated with Web or Mobile connector app will be automatically owned -----

Social Handle

Government ID

First and Last Name

Phone Number

Address

Values containing San José’, San Jose only

Values containing San Jose’, san jose only

Values containing San José’, San Jose, san josé, san jose

Values containing San José’, san josé only

Ingestion Schedule

Activation Schedule

Identity Resolution publish schedule

Segmentation schedule

.json

.csv

.zip

.xls