Data Cloud: Data Governance Use Case | Salesforce Ben

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People will have been wondering about the differences between Salesforce deduplication and Data Cloud profile unification. It’s important to note that Data Cloud doesn’t merge records – the records will still exist in the source system as they were when they were ingested. What Data Cloud is doing is compiling records together to render a …

Here are highlights from article Data Cloud: Data Governance Use Case | Salesforce Ben

1. Difference between Salesforce deduplication and Data Cloud profile unification:
– Data Cloud doesn’t merge records, it compiles them together to create a “golden record”
– Salesforce deduplication uses rules to identify and clean up obvious duplicates

2. Salesforce deduplication:
– Rules-based system that works by object (e.g. contact, opportunity)
– Intended to clean up duplicates before they enter Data Cloud

3. Data Cloud profile unification:
– Uses match rules and reconciliation rules for deterministic and probabilistic matching
– Builds a unified profile of an individual, but doesn’t merge records

4. Bringing together duplicate and reconciliation rules:
– Use deduplication and matching rules in Salesforce to catch obvious duplicates
– Ingest Salesforce data into Data Cloud and create a data stream
– Match and reconciliation rules work together to create a unified profile
– Use a Data Action target to send the unified profile back to Salesforce and trigger a merge of duplicate records

5. Data governance with Salesforce Data Cloud and duplicate rules:
– Data Cloud can be used to influence Salesforce deduplication in a feedback loop
– This allows for data governance and the merging of duplicate records in Salesforce

You can read it here: https://sfdc.blog/YBJgp

Source from salesforceben(dot)com

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