4.4 Identity Resolution 14% (8 Questions)
- Customer Data Platform, the system can only unify profiles if they are mapped correctly to the individual object and one other element: a contact point object or a party identifier object.
- Individual Object – All the personal information you know about your customer.
- Contact Point Objects – Contact points (things like email, phone, address, device, and social) all have associated objects that can be used for identity resolution.
- Party Identification Object – Party identifier matching allows you to use your own customer-supplied identifiers.
- Identity Resolution Rulesets – Allow you to configure match rules and reconciliation rules about a specific object, such as individual.
- Two types of rules that make up a ruleset:
- Match Rules – Used to link together multiple records in a unified customer profile.
- Reconciliation Rules – Determine the logic for data selection
- Match Rules match methods
- Exact
- Fuzzy
- Normalized
- While setting up new data stream Field Label and Field API Name can be edited
- Segement – Filter your data to create useful segments to understand, target, and analyze your customers.
- Publish – Process of searching and building a segment based on the filter criteria. You can publish your segments on a chosen schedule or as needed.
- Activation – Process of moving audience segments to an activation target.
- Individuals: A specific person or customer from a specific data source, like Marketing Cloud.
- Unified individual: A customer profile whose data has been merged based on multiple sources using Identity Resolution rules.
- Once an attribute path has been selected in a container, it can’t be changed.
- Customer Data Platform segments can be used in Journey Builder.
- You need to go to Activations to activate a segment in Customer Data Platform
4.5 Segmentation and Insights 18% (11 Questions)
- Segmentation in Customer Data Platform
- 500 attributes can be enabled for Value Suggestion
- Related attributes in the Attribute Library have a 1:Many relationship with the segment target
- Calculated Insight can be used in Segmentation
- Profile entity type can be used to “Segment On” in Segmentation
- Attributes with text data type support Value Suggestion?
4.7 Act on Data 18% (11 Questions)
- Creating a new Activation requires you to select Segment, Activation Target and Activation Membership
- Activated Segments found as Shared Data Extension in Marketing Cloud
- Options available for automated batch publish and activation
- 12 hours
- 24 hours
- Calculated Insights added to an Activation as Additional Attribute
- Activation Target is used to define the location where you want to use your segment
- Activation Targets are created before setting up an activation
- There are three distinct classes of Data Cloud APIs:
- Profile
- Query
- Calculated Insights
5. Other Notes
- ANSI SOQL is used to configure Calculate Insights.
- Identity Resolution Object
- Options for the publishing schedule of segments
- Don’t Refresh
- 12 or 24 hours
- Activation Targets includes a file format section. You can export in either a CSV or JSON formatted file to Amazon S3, per activation.
- Customer Data Platform supports these content file formats:
- CSV
- TSV
- Customer Data Platform supports these archive formats:
- GZ
- ZIP
- Customer Data Platform supports these content delimiters:
,(comma)- \t (tab)
|(pipe);(semicolon)^(caret)¦(broken Pipe)- \u0001
- Some important Formulas
- COALESCE – Returns the first value from the list that isn’t empty
- CONCAT – Returns the values linked in a series
6. Salesforce Data Cloud Limits
6.1 General Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Location of Data Storage | Data residency is supported in Europe, Middle East, and Africa (EMEA) only for customers whose Marketing Cloud instance is in EMEA (Stack 50). |
| Number of Anonymous Profiles | Data Cloud Total Number of Known Profiles x5 |
| Number of Customer Data Platform Permission Set Licenses | 500 |
| Unsupported Features | Data Kits: Marketing Cloud data streams aren’t installable. |
| Unsupported Orgs | Professional Edition orgs Government Cloud |
6.2 Activation Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Scheduled Activation Publish Frequency | Minimum: 12 hours Maximum: 24 hours |
| Number of Activation Targets | 10 external activation targets |
| Total Number of Attributes | 100 |
| Number of Segments to an Activation Target | 1 |
| Total Number of Activation Targets | Corporate and Enterprise Editions: 300 |
| Total Number of Activations | Total Number of Contracted Segment Publishes x 4 |
6.3 API Guidelines and Limitations
NOTE The concurrent request and query limits of Customer Data Platform APIs are independent from the concurrency limits governing the Salesforce platform APIs.
API Queries
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Data Size of Query API Response | 8 MB |
| Maximum Timeout | 5 minutes |
| Total Number of Concurrent Queries | 5 |
| Total Number of Queries per Day for Query API and Insights API | Corporate and Enterprise Editions: 1,000 |
| Total Number of Queries per Day for Profile API | Corporate Edition: 10,000 Enterprise Edition: 50,000 |
| Total Number of Queries per Month for Profile API | Corporate Edition: 100,000 Enterprise Edition: 500,000 |
Ingest Bulk API Limits
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| API Usage Limits | Varies |
| Bulk Job Retention Time | More than 7 days |
| Maximum Number of Files Per Job | 100 files |
| Maximum Payload Size | 150 MB |
| Number of Requests or Jobs Allowed per Hour | 20 |
| Number of Concurrent Requests or Jobs Allowed at One Time | 5 |
Ingest Streaming API Limits
These limits and guidelines are for all ingest streaming API functions, including both Mobile and Web SDK streaming ingest API.
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| API Usage Limits | Varies |
| Expected Latency for Ingestion API | 15 minutes |
| Expected Latency for Mobile and Web SDK | User Profiles: 15 minutes User Engagement: 2 minutes |
| Maximum Number of Records that can be Deleted via Streaming API Deletion | 200 records |
| Maximum Payload Size per Request | 200 KB |
| Total Number of Requests per Second Across All Ingestion API Object Endpoints | 250 requests |
Profile API
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Maximum Number of Records Returned per Call | 49,999 |
| Total Number of Concurrent Requests Per Second | 5 |
| Total Number of Fields per Record | 50 |
6.4 Calculated Insights Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| How Often Insights are Refreshed | Multiple times a day |
| Maximum Calculated Insights Execution Time | 2 hours |
| Maximum Number of Nested Calculated Insights | 3 |
| Maximum Number of Dimensions per Calculated Insight | 10 |
| Maximum Number of Measures per Calculated Insight | 20 |
| Total Number of Active Calculated Insights | Corporate and Enterprise Editions: 100 |
| Total Number of Calculated Insight Batch Runs per Year, per Tenant | 100,000 |
| Total Number of Calculated Insights per Tenant | 100 |
6.5 Data Actions Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Maximum Size of Payload per Firing | 50 KB |
| Total Number of Data Actions Generated per Tenant, per Minute | 100 |
| Total Number of Data Actions per Tenant | 10 |
| Total Number of Data Action Targets per Tenant | 3 |
| Total Number of Data Attributes per Payload | 20 |
| Total Number of Rules per Data Action | 10 |
6.6 Data Explorer Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Total Number of Columns Queried at a Time | 10 |
| Total Number of Rows Displayed per Page | 100 |
6.7 Data Ingestion Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Maximum Number of Fields per Data Stream | 1,050 |
| Maximum Number of Single Field Types in a Data Stream | 800 |
| Total Data Size Limit | Corporate and Enterprise Editions: Unlimited |
| Total Number of CRM Custom Objects | 20 |
| Total Number of CRM orgs that can be Connected to Customer Data Platform | 5 |
| Total Number of Data Models | Corporate and Enterprise Editions: 7,500 |
| Total Number of Data Streams | Corporate and Enterprise Editions: 5,000 |
| Total Number of Marketing Cloud Data Extension Tables | 20 |
| Total Number of Marketing Cloud Personalization (Interaction Studio) Datasets per Instance | 5 |
GCS and S3 Bulk Ingestion
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Optimal Size per CSV file | 500 MB |
| Maximum Number of Files per Scheduled Run | 1,000 |
| Maximum Size per Standard CSV File | 10 GB |
| Maximum Size per Compressed CSV File | 250 MB |
| Maximum Data Size for Upsert | 2 GB |
6.8 Identity Resolution Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Maximum Scheduled Job Frequency per Ruleset | Once per day |
| Total Number of Identity Rulesets | 2 per primary Data Model Object |
6.9 Segmentation Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Total Number of Active Segments | Corporate and Enterprise Editions: 9950 |
| Total Number of Attributes with Value Suggestions | 500 |
| Total Number of Concurrent Publishes per Hour | 20 |
| Total Number of Filters | 50 |
| Total Number of Months that Events are Queried | 24 |
| Maximum Number of Scheduled Publishes per Segment per Day | 2 |
6.10 Streaming Insights Guidelines and Limitations
| WHAT FEATURE/FUNCTION | GUIDELINES/LIMITATIONS |
|---|---|
| Aggregation Time Window | Minimum: 5 minutes Maximum: 24 hours |
| Total Number of Dimensions | 10 |
| Total Number of Measures | 5 |
| Total Number of Streaming Insights | 5 |
| Unsupported Features | Streaming insights aren’t available in segmentation or activation. |
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Hi Dinesh, thanks for sharing these notes/ I have same question as Saloni asked above. Can we create a Data Cloud sandbox?
Hi Balmukund, You can get access to Data Cloud org using partner learning camp. I will create an article with steps and share the link.
great post, Thanks for the valuable Information!
This is such a helpful post, thank you kindly
great post. Thanks for the details.
Hi Dinesh,
I am also preparing for the Data Cloud Accredited Professional exam and your blog is very helpful. I wanted to know if there is any way to create a data cloud trial org which will help me practice instead of just theoretical knowledge. A response will be appreciated.
Congratulations, Dinesh. Great post.
Thank you Andy!