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Data Cloud for Marketers
4 days • £1050pp- date
- spaces
- 6/6
- location
- Virtual - Instructor-led
About this course
Our 4-session Salesforce Data Cloud for Marketers Course is designed for marketing and Salesforce professionals who want to build a strong foundational understanding of Salesforce Data Cloud and its capabilities. Delivered by expert consultants, this hands-on course covers key concepts, architecture, and best practices for managing and activating customer data across your Salesforce ecosystem
This workshop is for:
- New Salesforce Data Cloud users looking to understand the platform structure, data ingestion, and identity resolution
- Marketing and CRM professionals responsible for audience segmentation, data modelling, or personalisation at scale
- Salesforce admins and architects expanding their skills into customer data platforms and unified profile management
- Teams who are planning or are in the early stages of a Data Cloud implementation needing a deep dive into its configuration and capabilities
Course outcomes
By the end of this short course, participants will:
- Gain a strategic understanding of Data Cloud's role in delivering connected, real-time customer experiences
- Understand how Data Cloud ingests and transforms your organisation's data
- Apply calculated insights to refine segmentation and personalisation strategies
- Navigate identity resolution techniques to ensure clean and consistent customer records
- Activate customer data across marketing, sales, and service platforms with confidence
Course agenda
| Session 1: Data Cloud Dictionary - Customer Data Platform Overview Data Cloud Architecture, Key Terminology & definitions | Tue 16 Sep |
| Session 1: Platform Structure - Permissions & Access Platform Navigation, Data Explorer | Tue 16 Sep |
| Session 1: Segmentation - Creating segments on Unified Profiles Segment Publishing, Rules and limitations | Tues 16 Sep |
| Session 2: Data Modelling - Data Streams, Data Lakes & Data Models Data Ingestion, Data Transformations | Thu 18 Sep |
| Session 2: Identity Resolution - Resolution Rules Reconciliation Rules, Unified Profiles, Contact Points, Data Graphs | Thu 18 Sep |
| Session 3: Advanced Segmentation - Streaming Insights Calculated Insights, Creating Segments using Calculated Insights | Tues 23 Sep |
| Session 3: Data Activations - Activation Targets Rules & Limitations, Segment Publishing | Tues 25 Sep |
How we teach you
- Friendly & Interactive Learning
Our Marketing Cloud Certified Consultants will blend clear explanations with practical exercises, quizzes, and group chats, keeping everything warm, welcoming, and straightforward. - Online & In-Person Options
Whether you join us virtually or in person, you’ll enjoy a calm, relaxed environment that helps you learn and grow at your own pace. - Ongoing Support & Resources
Each session is recorded, so you can review the material whenever you like. We’ll also provide handy checklists, cheat sheets, and practice questions to help you prepare for the exam. - Real-World Relevance
Our examples mirror the challenges you’ll face in a busy marketing environment, so you can apply what you learn immediately.
Your trainer
Paul Shefferd is an Enablement Consultant at Clevertouch and a Salesforce Data Cloud Consultant (as well as a Pardot Consultant, Salesforce Admin and Marketing Cloud Certified Developer). Sheff is our go-to-guy for all things Salesforce, Pardot and Marketing Cloud, and even has his own pair of Salesforce slippers, it's true.
As a dedicated Enablement Consultant, Sheff has created and delivered bespoke training courses for some of the world's largest brands, taking their unique requirements and weaving them into memorable and relatable content.