[Old Version] Identity Resolution and Unified Profiles | Unlock Your Data with Data Cloud

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Salesforce Support

Salesforce Support

Күн бұрын

[Please note that the video you are currently viewing is an outdated version. We have recently made significant updates and improvements to the content. For the latest version of this video, visit the Unlock Your Data with Data Cloud Playlist: • [Old Version] Data Clo... .]
Welcome to Identity Resolution and Unified Profiles, part of the Data Cloud video series. • Unlock Your Data with ...
In this video, learn how to unify and reconcile your data for a cohesive customer view across all systems. Discover the importance of unified profiles and how they serve as a single source of truth, resolving discrepancies in contact attributes captured across various platforms. Dive into the identity resolution process, where matching and reconciliation rules play a key role in accurately identifying and merging records. Understand the iterative nature of this process and how to configure rules to best suit your business needs.
Ready to dive deeper? Check out more about Data Cloud here: sforce.co/3QrPGB7
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Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.

Пікірлер: 3
@saritaandonaegui5425
@saritaandonaegui5425 24 күн бұрын
Does the unify profile can be used at Account Level, not only at user/contact level?
@SalesforceSupport
@SalesforceSupport 20 күн бұрын
That's a great question. It all depends on how you set up your rules for Identity Resolution. Notice at 4:23 that you can choose between Individual and Account when setting up Identity Resolution rules. If you select the Account object, you can then use it as the basis for your Unified Profile analyses. Here's a help topic that also gets at your question: help.salesforce.com/s/articleView?id=sf.c360_a_identity_resolution.htm&type=5
@saritaandonaegui5425
@saritaandonaegui5425 16 күн бұрын
@@SalesforceSupport Can I have both? Is it a good practice?
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