Data 360 is Salesforce's real-time data platform designed to unify, harmonize, and activate data from multiple sources into a single, actionable customer profile. However, managing and deploying the configurations that power Data 360 can introduce new complexities.
Gearset helps you effectively manage your Data 360 deployments, ensuring consistency and reducing the risk of errors.
Understanding Data 360 Metadata
Before diving into Gearset, it's helpful to understand the key metadata types that define your Data 360 instance. Gearset recognizes and supports the deployment of these critical components:
Data Streams: These define the connection to your various data sources (Salesforce, Marketing Cloud, external databases, etc.) and specify how data is ingested into Data 360. Deploying data streams ensures consistent data ingestion configurations across environments.
Data Lakes Objects (DLOs): DLOs are the raw tables within Data 360 that store the ingested data. Deploying DLO definitions ensures the foundational data structure is consistent.
Data Transforms: These define the data preparation and transformation logic applied to your ingested data. Deploying data transforms guarantees that your data cleansing and shaping processes are replicated accurately.
Identity Resolution Rulesets: These rules define how Data 360 identifies and merges customer records from different sources into a unified profile. Deploying these rulesets ensures consistent customer identity management.
Segments: Segments define groups of unified profiles based on specific criteria. Deploying segments allows you to maintain consistent audience definitions across your environments.
Activation Targets: These define the platforms or systems where your segments will be activated (e.g., Marketing Cloud, advertising platforms). Deploying activation targets ensures your outreach strategies are consistently configured.
Calculated Insights: These are metrics and aggregations computed from your unified data. Deploying calculated insights ensures consistent reporting and analysis capabilities.
Data Actions: These define actions that can be triggered based on segment membership or other data events. Deploying data actions ensures consistent automation of customer engagement.
Key Benefits of Implementing Data 360:
A Complete View of Your Customer: Break down data silos and gain a single, accurate, and up-to-date understanding of each customer.
Hyper-Personalized Experiences: Deliver relevant and timely interactions across all channels, leading to increased customer engagement and loyalty.
Smarter Marketing Campaigns: Target the right audiences with the right message, improving campaign effectiveness and ROI.
Empowered Sales Teams: Equip sales representatives with a 360-degree customer view to drive more informed and successful interactions.
Exceptional Customer Service: Enable service agents to provide faster, more personalized, and effective support with a complete customer history at their fingertips.
Data-Driven Decision Making: Uncover valuable insights and trends to inform strategic business decisions and identify new opportunities.
Improved Operational Efficiency: Streamline data management processes and reduce the complexity of working with disparate systems.
Scalability for Growth: Built on a scalable infrastructure to handle increasing volumes of data and evolving business needs.
Salesforce Data 360 is a powerful tool that transforms scattered data into actionable insights. By providing a holistic, real-time view of each customer, Data 360 empowers organizations to deliver exceptional experiences, drive growth, and build lasting customer relationships.