EP 4 – Salesforce Data Cloud Modelling Master Class | GetGenerative.ai

This free Salesforce Data Cloud course is brought to you by GetGenerative.ai – the AI-powered platform that helps teams implement Salesforce 10x faster with intelligent Workspaces and Agents. 👉 Schedule a Demo Today: https://www.getgenerative.ai/ In Episode 4, we go beyond ingestion and dive deep into Salesforce Data Cloud’s Data Transformation and Modeling Engine — turning raw data into unified, connected profiles across your enterprise. This comprehensive, hands-on session guides you through: 🛠️ Batch vs Streaming Transformations – Know when to use each, and how to configure them using the visual builder 🧱 Creating Data Lake Objects from Scratch – Learn how to build reusable, non-stream-based DLOs for transformed outputs 🔄 Filtering & Transforming Records – Cleanse and enrich your datasets using filters, character length conditions, and formula fields 🔗 Generating Unique Keys (Email & Identifier) – Use CONCAT formulas to build composite primary keys for unification 📥 Merging Transformed Branches – Append primary and secondary records into a single holistic output ✅ Saving & Running Transformations – Best practices for draft saves, runtime execution, and status checks 📬 Transforming Email Addresses into Contact Point Emails – Standardize customer emails for identity resolution 🆔 Identifier List Transformation – Build the required structure for Party Identification: name, type, number, and key 🧬 Mapping DLOs to DMOs – Configure mappings for Individuals, Contact Points, Products, Sales Orders, and more 🔁 Primary vs Foreign Keys – Understand when and how to use them during DLO–DMO mapping 🏗️ Creating Custom DMOs – Handle edge cases like Parking Spaces & Reservations with custom models 🧭 Graph-Based Relationship Modeling – Visualize and validate object relationships inside the Data Cloud DMO viewer 📚 Data Dictionary & Field Mapping Strategy – Use pre-planning techniques to scale your implementation with confidence 🧠 Standard vs Custom DMO Tradeoffs – Align your approach with Salesforce’s opinionated model or build for flexibility Whether you're designing a Customer 360, implementing identity resolution, or preparing for enterprise-scale segmentation, this session gives you the full transformation-to-modeling blueprint within Salesforce Data Cloud. ⏱️ Timestamp 00:00:00 – Introduction - Salesforce Data Cloud Modelling Master Class 00:00:05 - Initial Data Lake Object Creation 00:02:00 - Data Transformation Setup and Types Explained 00:12:00 - Primary Email Filter and Transformation 00:23:00 - Secondary Email Filter and Transformation 00:28:00 - Merging Primary and Secondary Email Transformations 00:30:00 - Running the Email Address Data Transformation 00:31:00 - Identifier Data Lake Object Creation 00:39:00 - Transforming Passport Identifier Data 00:47:00 - Transforming Customer Rewards Identifier Data 00:53:00 - Merging Identifier Transformations and Previewing Output 00:55:00 - Validating Transformed Email and Identifier Data 01:00:00 - Introduction to Data Modeling in Salesforce Data Cloud 01:12:00 - Standard vs. Custom Data Model Objects Explained 01:16:00 - Data Dictionary and Mapping Strategy 01:24:00 - Reviewing Salesforce Contact → Individual Mapping 01:33:00 - Mapping Contact Identifier → Party Identification 01:39:00 - Mapping Custom Object: Parking Space 01:42:00 - Mapping Custom Object: Parking Reservation 01:45:00 - Reviewing and Extending Salesforce Case Mapping 01:47:00 - Defining Relationships Across Data Model Objects 01:58:00 - Mapping AWS Customers → Individual & Contact Point Phone 02:02:00 - Mapping Email Address List → Contact Point Email 02:04:00 - Mapping Identifier List → Party Identification 02:07:00 - Mapping AWS Products → Goods Product DMO 02:11:00 - Mapping AWS Order Headers → Sales Orders 02:14:00 - Mapping AWS Order Line Items → Sales Order Products 02:17:00 - Finalizing Sales Order Relationships (Graph View & Fixes) 👉 New here? Start with Episode 1 – Introduction to Salesforce Data Cloud where we cover the fundamentals like data ingestion, unification, and activation -    • Free Salesforce Data Cloud Course 2025 | E...   🔔 Subscribe for more Salesforce deep-dives and implementation tutorials. #SalesforceDataCloud #SalesforceCourse #SalesforceTraining #LearnSalesforce #MasterSalesforce #SalesforceAdmin #SalesforceArchitect #DataCloudTraining #SalesforceImplementation #CRMIntegration #Customer360 #DataLakeManagement #DataUnification #SalesforceFlows #SalesforceMasterClass #SalesforceTutorial #SalesforceForBeginners #SalesforceSetup #DataCloudOne #SalesforceConnectors #MarketingCloudIntegration #SalesforceLearning #SalesforceClass #DataCloudAdmin #SalesforceCertification #DataCloudProvisioning #GetGenerativeAI