Follow the implementation steps to configure your Salesforce CDP instance.
Who This Guide Is For
This guide is for admins to implement and configure Salesforce CDP.
Document Goals The goal of this implementation guide is to explain the steps to set up a Salesforce CDP org using an example use case from Northern Trail Outfitters (NTO).
Note: PDF guides are updated regularly, so check the date of any downloaded and saved guides before beginning your implementation.
Salesforce CDP Use Case
Northern Trail Outfitters (NTO) is eager to use Salesforce CDP to help build more personalized marketing campaigns based on data from multiple sources. Configure Let’s review the implementation steps admin completes to configure Salesforce CDP. Connect With the configuration steps complete, let’s review Pia’s remaining tasks. Summary Let’s review Pia’s completed implementation steps.
Salesforce CDP Use Case
Northern Trail Outfitters (NTO) is eager to use Salesforce CDP to help build more personalized marketing campaigns based on data from multiple sources.
NTO Users The NTO team identifies these Salesforce CDP users and their responsibilities. Marketing manager, Isabelle Givens—Manages the overall segmentation strategy and identifies the target campaigns. Admin, Pia Larson—Configures Salesforce CDP, provisions users, and assigns permission sets within the system. Has access to Salesforce Sales and Service Clouds in addition to other integrated systems within the core cloud platform. Also executes day-to-day configuration, support, maintenance, and regular system audits.
1 Salesforce CDP Implementation Configure
Data-aware specialist, Warren Mehta—Manages the data model defined by the marketing manager and marketing specialist. Creates and manages data streams, and harmonizes those data streams into a cohesive data model to be used to build effective segments. Activates and configures identity resolution rules, and assists with any API development needed for NTO. Marketing specialist, Michele Hansley—Creates, manages, and publishes segments.
NTO Requirements NTO has these initial requirements: • Ingest data from their US Retail Business Unit in Marketing Cloud.
• Ingest data from their Service Cloud.
• Activate published segments to their US Retail Business Unit in Marketing Cloud.
• Build a segment for loyalty customers who prefer camping that can be used in a loyalty rewards campaign in Marketing Cloud Journey Builder.
Configure Let’s review the implementation steps admin completes to configure Salesforce CDP.
Use Case: Pia Larson is the Northern Trail Outfitters (NTO) Enterprise Architect. Pia has credentials and access to Marketing Cloud, S3, and for Salesforce CDP. As the admin, Pia received an email notification that NTO’s account is ready to provision. With the NTO business requirements handy, Pia is ready to get started. Here are the configuration and connection steps that the Salesforce CDP admin, must complete. • Configure Salesforce CDP Admin User
• Provision Salesforce CDP Instance
• Create Profiles
• Create Users and Assign Permission Sets
• Set Up Marketing Cloud Connection
• Set Up Sales and Service Cloud Connection.
Configure a Salesforce CDP Admin User
After you purchase Salesforce CDP, you receive an admin email with login information. Follow these steps to set up your user with the proper permissions. Get Started Steps for Salesforce CDP Prepare your Salesforce CDP account for data ingestion, modeling, segmentation, and activation by following the administrator steps.
2 Salesforce CDP Implementation Configure a Salesforce CDP Admin User
Create Salesforce CDP User Profiles
Create user profiles for the Salesforce CDP user roles. These roles are for: Salesforce CDP Marketing Manager, Salesforce CDP Marketing Specialist, and Salesforce CDP Data-Aware Specialist. Create Users and Assign Salesforce CDP Permission Sets Create users and change your permission sets in your Salesforce org to prepare Salesforce CDP users.
Configure a Salesforce CDP Admin User
After you purchase Salesforce CDP, you receive an admin email with login information. Follow these steps to set up your user with the proper permissions. 1. Log in to your Salesforce Salesforce CDP instance with the link provided in your admin email. 2. Reset your password when prompted on-screen. 3. From Setup, in the Quick Find box, enter users, and then click Users. 4. From the user screen, click your username. 5. From your user page, under Permission Set Assignments click Edit Assignments. 6. Select the Salesforce CDP Admin permission set and click the Add arrow icon. 7. Save your changes.
Get Started Steps for Salesforce CDP
Prepare your Salesforce CDP account for data ingestion, modeling, segmentation, and activation EDITIONS by following the administrator steps. After purchasing Salesforce CDP, you’ll receive either an org verification email including your Available in: Lightning administrator login credentials and link, or an email from your account team with your credentials. Experience Use the link or credentials to log in. 1. Click your org verification email link. 2. From Setup, find your Admin user within Salesforce, and edit the permission set to add Salesforce CDP Admin. Refresh your browser. 3. Click CDP Setup. 4. Click Get Started. 5. Continue setting up users following Create Users and Assign Salesforce CDP Permission Sets. Your Salesforce CDP account is created and ready for use.
Create Salesforce CDP User Profiles
Create user profiles for the Salesforce CDP user roles. These roles are for: Salesforce CDP Marketing Manager, Salesforce CDP Marketing Specialist, and Salesforce CDP Data-Aware Specialist. 1. From Setup, in the Quick Find box, enter profile, and then select Profiles. 2. Locate the Identity User and click Clone. 3. In the Profile Name field, enter the profile name. For example, Salesforce CDP Marketing Manager. 4. Save your work. 5. Click Edit on the newly created profile page.
6. Under Custom App Settings, select the radio button to make the CDP app appear as the user’s Default home page. 7. Save your changes.
Create Users and Assign Salesforce CDP Permission Sets
Create users and change your permission sets in your Salesforce org to prepare Salesforce CDP users. 1. From Setup, in the Quick find box, enter users. 2. Click Users. 3. From the user screen, click New User. 4. Fill out the required General Information for your user: a. Last Name b. Alias: This field is auto generated but can be updated. c. Email d. Username: Username must be in the form of an email address (for example, john@acme.com) e. Nickname: Display name for users in online communities. f. Role: Keep as None Specified. g. User License: Identity Profile: Select the associated profile for that user from the profiles you created. h. Email Encoding
5. Fill out the required Locale Settings information for your user: a. Time Zone b. Locale c. Language
6. Fill out the required Approver Settings information for your user: a. Receive Approval Request Emails
7. Save your work.
8. From the user screen, click Edit Assignments under Permission Set Assignments. 9. Assign the appropriate permission set to that user. 10. Save your changes.
Connect With the configuration steps complete, let’s review Pia’s remaining tasks.
• Configure Salesforce CDP Admin User: DONE
• Provision Salesforce CDP Instance: DONE
4 Salesforce CDP Implementation Set Up Salesforce CRM Connection
• Create Profiles: DONE
• Create Users and Assign Permission Sets: DONE
• Set Up Marketing Cloud Connection
• Set Up Sales and Service Cloud Connection
Set Up Salesforce CRM Connection
After you create your Salesforce CDP instance, you can set up a connection to your Salesforce CRM org. Control the scope of data ingestion and activation from Salesforce CRM. Set Up Marketing Cloud Connection in Salesforce CDP After you create your Salesforce CDP instance, you can control the scope of data ingestion and activation from Marketing Cloud and other sources. Before integrating Marketing Cloud with Salesforce CDP, make sure that your Marketing Cloud user’s default business unit (BU) is set to the Enterprise ID (EID). You also can set up your data sources to tell Salesforce CDP where to pull data, also known as ingest, from for data mapping and segments. Salesforce CDP only supports Marketing Cloud Enterprise 2.0 account connections.
Set Up Salesforce CRM Connection
After you create your Salesforce CDP instance, you can set up a connection to your Salesforce CRM EDITIONS org. Control the scope of data ingestion and activation from Salesforce CRM.
Note: API access is required for Salesforce orgs to use Salesforce CDP. Before connecting Available in: Lightning your Salesforce org, ensure it has API access enabled. Experience
1. In Salesforce CDP, select then Audience Setup. 2. Select Salesforce CRM. 3. To connect a Salesforce org to Salesforce CDP, click New. You can connect the Salesforce org that has Salesforce CDP provisioned, or you can Connect Another Org (external orgs). 4. To connect your Salesforce orgs to Salesforce CDP, click Connect. If connecting an external Salesforce org, enter your user credentials to establish the connection with Salesforce CDP. 5. After you connect your Salesforce org, you can view the connection details. • Connector Name: The name of the Salesforce org that is connected to Salesforce CDP. • Connector Type: Identifies the name of the data connection type. • Status: Shows the org’s status. • Org Id: The Salesforce org Id connected to Salesforce CDP. Updated: The date and timestamp of when the Salesforce org was connected to Salesforce CDP. Your Salesforce org is now connected.
Set Up Marketing Cloud Connection in Salesforce CDP
After you create your Salesforce CDP instance, you can control the scope of data ingestion and activation from Marketing Cloud and other sources. Before integrating Marketing Cloud with Salesforce CDP, make sure that your Marketing Cloud user’s default business unit (BU) is set to the Enterprise ID (EID). You also can set up your data sources to tell Salesforce CDP where to pull data, also known as ingest, from for data mapping and segments. Salesforce CDP only supports Marketing Cloud Enterprise 2.0 account connections.
5 Salesforce CDP Implementation Summary
1. From Setup, click CDP Setup.
2. Under Configuration, click Marketing Cloud. 3. To provide your Marketing Cloud credentials for authentication, click Manage. 4. Enter the Marketing Cloud username and password.
Note: We recommend using a dedicated Marketing Cloud user account for integration with Salesforce CDP. Work with your Marketing Cloud administrator to create the account. Administrator and Marketing Cloud Administrator user roles and permissions are required.
5. To enable the channels so that Salesforce CDP can pull in data, click Manage for Setup bundles to ingest into Salesforce CDP. If you don’t want to ingest data from Marketing Cloud, click Skip. The available channels in the connected Marketing Cloud instance are highlighted.
6. To enable the highlighted channels so that Salesforce CDP can pull in data using the Salesforce CDP Starter Bundles, click Start. 7. You see three data bundle sources: Email, MobileConnect, and MobilePush. Data bundles allow you to quickly and easily create multiple data streams to ingest system-owned data from Marketing Cloud. You can manually add more data extensions afterward.
Note: Salesforce CDP creates a set of automations and automation activities in Marketing Cloud Automation Studio to support data ingest. These automations transfer data between the two products. Don’t alter or edit these activities.
8. To select which business units to ingest data from, click Manage.
9. From Setup, use the arrows (1) to select the business unit name to add, remove, or move.
The top-level business unit is preselected and can’t be deselected because all subscriber data for the email channel is at that level.
10. Save your changes.
11. To select which business units to activate segments to, click Manage. 12. Use the arrows to add or remove business units in Selected business units.
Note: You can select any number or combination of business units independent of the BUs selected for ingest.
