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⇱ Salesforce Data Cloud Mastery: Certified Consultant Skills Path | Coursera

Salesforce Data Cloud Mastery: Certified Consultant Skills Path

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Salesforce Data Cloud Mastery: Certified Consultant Skills Path

Included with

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Learn how to provision and configure Salesforce Data Cloud to meet organizational needs.

  • Understand the lifecycle of Data Cloud and its application in real-time data management.

  • Gain hands-on skills in identity resolution and segmentation within Data Cloud.

  • Master the process of integrating and managing external data sources for streamlined workflows.

Details to know

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Add to your LinkedIn profile

Recently updated!

May 2026

Assessments

9 assignments

Taught in English

There are 8 modules in this course

This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course.

In this course, you will learn how to leverage Salesforce Data Cloud to transform and manage organizational data effectively. As you progress, you will explore the lifecycle, setup, and administration of Data Cloud, gaining hands-on experience with data ingestion, identity resolution, segmentation, and data actions. With real-world case studies and demos, you'll be empowered to implement best practices in data cloud management. By the end of the course, you'll be able to streamline data operations, optimize data flow, and integrate external data sources seamlessly. Throughout the course, you'll explore modules covering Data Cloud's key features, from setup to advanced identity management and data analysis. Starting with an introduction to the Data Cloud, you'll then dive deeper into aspects like provisioning, segmentation, and the creation of actionable insights. By tackling practical exercises, you will gain essential skills to manage data, segment audiences, and resolve identities effectively within Data Cloud. This course is designed for anyone seeking to build or refine their skills in Salesforce Data Cloud. Whether you're a consultant, data engineer, or business analyst, you'll benefit from understanding the comprehensive Data Cloud setup and administration process. Basic familiarity with data management tools is recommended, but the course is accessible to those new to Salesforce. By the end of the course, you will be able to configure Data Cloud environments, manage data ingestion and integration, create and manage segments, utilize advanced identity resolution techniques, and perform detailed data analysis with tools like Data Explorer and APIs.

In this module, we will introduce you to the course’s structure and objectives, guiding you through the essential topics and skills you'll gain. You will also understand the journey ahead and what you can expect from each section of the course.

What's included

1 video1 reading

1 video•Total 4 minutes
  • Introduction•4 minutes
1 reading•Total 10 minutes
  • Full Course Resource•10 minutes

In this module, we will explore the fundamentals of Data Cloud, including its key benefits, lifecycle, and essential use cases. You'll also discover how to set up Data Cloud and configure it effectively for your organization's needs.

What's included

4 videos1 assignment

4 videos•Total 32 minutes
  • What Is Data Cloud and its Benefits?•9 minutes
  • What are the use cases of Data Cloud?•5 minutes
  • Data Cloud Lifecycle•11 minutes
  • Provisioning Data Cloud•8 minutes
1 assignment•Total 15 minutes
  • Data Cloud Overview (18%) - Assessment•15 minutes

In this module, we will cover the essential steps for setting up Data Cloud, including the creation of accounts, configuration of endpoints, and data loading processes. You will also learn to create and manage Data Streams to enhance your project’s functionality.

What's included

8 videos1 assignment

8 videos•Total 55 minutes
  • Overview of the Project•3 minutes
  • Create New Yahoo Email Account•2 minutes
  • Data Cloud Tenant Endpoint•5 minutes
  • Load Data into Contact Object•8 minutes
  • Overview of the Data Cloud App•4 minutes
  • What is Data Stream•9 minutes
  • How to Create New Data Stream•15 minutes
  • What is Data Normalization?•10 minutes
1 assignment•Total 15 minutes
  • Data Cloud Setup and Administration (12%) - Assessment•15 minutes

In this module, we will dive into the process of data ingestion and modeling within Data Cloud. This includes understanding data objects, setting up data spaces, and working with tools like Data Explorer and Query Editor to visualize and manage your data effectively.

What's included

9 videos1 assignment

9 videos•Total 52 minutes
  • What are DSO, DLO and DMO (Data Source Object, Data Lake Object, and Data Model)•5 minutes
  • What are Data Spaces•5 minutes
  • Data Explorer and Query Editor•9 minutes
  • Create New Amazon S3 account to upload Reservation and Contact Records•5 minutes
  • Upload Files in Amazon S3•4 minutes
  • Create Connection between Amazon S3 and Data Cloud•6 minutes
  • Create Data Stream to bring Reservation Data from Amazon S3•4 minutes
  • Mapping of Guest DLO to Individual DMO•6 minutes
  • Mapping Reservation DLO to Reservation DMO•7 minutes
1 assignment•Total 15 minutes
  • Data Ingestion and Modeling (20%) - Assessment•15 minutes

In this module, we will explore the concept of Identity Resolution and how to ensure consistent data management using Matching Rules, Consolidation Rates, and Reconciliation Rules. You will also learn techniques to improve data processing efficiency.

What's included

8 videos1 assignment

8 videos•Total 45 minutes
  • Identity Resolution•8 minutes
  • What Are Matching Rules•5 minutes
  • How to create Matching Rules•8 minutes
  • What is Unified Individual and Unified Individual Link•6 minutes
  • Ran the Identity Resolution Ruleset•2 minutes
  • What is Consolidation Rate and How to calculate Consolidation rate?•10 minutes
  • What are Reconciliation Rules?•4 minutes
  • Ignore Empty Value•3 minutes
1 assignment•Total 15 minutes
  • Identity Resolution (14%) - Assessment•15 minutes

In this module, we will focus on advanced data segmentation and insights generation. You will learn how to create valuable insights, organize data into segments, and refine these segments using various operators to enhance your data analysis.

What's included

7 videos1 assignment

7 videos•Total 42 minutes
  • Calculated Insights and Streaming Insights•15 minutes
  • How to create Calculated Insights•8 minutes
  • Check Data Inside Calculated Insights using Data Explorer•2 minutes
  • What are Segments•4 minutes
  • How to Create Segment?•9 minutes
  • Segmentation Operators in Data Cloud•1 minute
  • Include and Exclude Segment•3 minutes
1 assignment•Total 15 minutes
  • Segmentation and Insights (18%) - Assessment•15 minutes

In this module, we will guide you through the process of taking action on your data within Data Cloud. From activation and automation to real-time monitoring and API integration, you will learn the tools and techniques to execute and manage data-driven tasks effectively.

What's included

24 videos1 assignment

24 videos•Total 116 minutes
  • Activation and Activation Target•4 minutes
  • How to Create Activation and Activation Target•9 minutes
  • File Sent to Amazon S3•2 minutes
  • DLO to DLO transform•4 minutes
  • Populate Contact DLO with Phone numbers•5 minutes
  • Create New Target DLO•4 minutes
  • DLO to DLO transform Part 1•12 minutes
  • DLO to DLO transform Part 2•10 minutes
  • Ingestion API•1 minute
  • How to Create Ingestion API•7 minutes
  • How to create Connected App•5 minutes
  • Postman Collection to Insert Data•10 minutes
  • Check the Data Inside Data Lake Object•1 minute
  • Query API•3 minutes
  • Data Cloud One•6 minutes
  • Enable Value Suggestion•2 minutes
  • Data Action and Data Action Target•3 minutes
  • How to create Data Action and Data Action Target•6 minutes
  • Install Streaming Monitor•3 minutes
  • Insert Record via Postman•4 minutes
  • Create a Platform Triggered Flow•5 minutes
  • Check the Streaming Monitor•1 minute
  • Data Cloud Permission Sets•6 minutes
  • Right to Be Forgotten and Consent API•4 minutes
1 assignment•Total 15 minutes
  • Act on Data (18%) - Assessment•15 minutes

In this module, we will introduce the latest updates to Data Cloud and Data 360, focusing on new governance features, permission sets, and security measures. You will also learn how to manage data access through classification, tagging, and policies.

What's included

6 videos3 assignments

6 videos•Total 39 minutes
  • Product Name and Permission Set updates for Data 360•4 minutes
  • Data Governance: Classification and Tagging•6 minutes
  • How to apply tags to Data Cloud Objects•7 minutes
  • Propagate tags to Downstream Objects•4 minutes
  • Demo Project: Restricting access to Data Cloud Objects to users (Policy Update)•10 minutes
  • Demo Project: Restrict Access to Credit Card Information using Tags and Policy•8 minutes
3 assignments•Total 90 minutes
  • Full Course Practice Assessment•15 minutes
  • New Updates to Data Cloud / Data 360 - Assessment•15 minutes
  • Full Course Assessment•60 minutes

Instructor

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Frequently asked questions

Salesforce Data Cloud is a powerful platform that helps organizations manage, integrate, and analyze vast amounts of data from various sources. It’s relevant because it allows businesses to streamline their data operations, enabling better decision-making, improved customer insights, and enhanced business outcomes by consolidating data into a single, accessible location.

This course provides a comprehensive understanding of Salesforce Data Cloud, including its setup, administration, data ingestion, modeling, and more. It takes you through the entire lifecycle of working with Data Cloud, offering in-depth knowledge on identity resolution, segmentation, and acting on data through various actions and targets. You’ll also learn how to optimize data management and analytics for businesses using Salesforce Data Cloud.

After completing this course, you will have the skills to provision, manage, and analyze data within Salesforce Data Cloud. You'll be able to set up and administer Data Cloud, handle data ingestion, create and map data streams, resolve identity issues, segment data for insights, and act on data to drive automated business actions.

To enroll in this course, a basic understanding of cloud computing and data management concepts is helpful. Familiarity with Salesforce and its ecosystem will also be beneficial, though the course is designed to guide you through all necessary concepts, even if you're starting from scratch.

This course is ideal for consultants, data analysts, and professionals who want to deepen their knowledge of Salesforce Data Cloud. It’s suited for those interested in working with Salesforce’s data solutions, whether you're a beginner or have prior experience in data management and cloud technologies.

The course has a total duration of 6 hours and 26 minutes. It is self-paced, allowing you to complete it at your convenience while following along with the detailed video tutorials.

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

This course is currently available only to learners who have paid or received financial aid, when available.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,