Integrating Data Cloud into your Salesforce Org can dramatically enhance your ability to manage and analyze customer data effectively. Whether you’re a Salesforce partner or not, setting up a Salesforce Org with Data Cloud is a strategic move towards better data management and improved business insights.
Below, we’ll walk through the steps for two primary options to get you started with Data Cloud, ensuring you can handle hands-on assignments or simply boost your Salesforce functionality.
Option 1: Setting Up a Data Cloud Demo Org (DCDO) through Partner Learning Camp
- Access and Login: Start by logging into the Partner Learning Camp. Note that this option is exclusively available for registered Salesforce Partners and internal Salesforce employees.
- Navigate to the Demo Org Tab: Once logged in, locate and click on the ‘Demo Org Tab.’
- Complete the Required Details: Fill out the necessary fields to proceed. Make sure to select ‘DCDO’ as the Demo Type to tailor the setup towards Data Cloud functionalities.
- Email Verification: Check your inbox for a verification email, then follow the instructions to set your account password.
- Salesforce Authenticator Setup: After logging in, you might need to set up the Salesforce Authenticator app to enhance security.
- Assign Permissions: Update your user details to assign the ‘Data Cloud Admin’ permission set to your profile, granting you administrative rights.
- Initiate Data Cloud Setup: Look for the ‘Data Cloud Setup’ option within the Setup menu and click on it to proceed.
- Start the Setup Process: On the Data Cloud Setup page, click ‘Get Started’ to initiate the configuration process, which should take a few minutes.
- Complete the Configuration: Once the setup is complete, you’re ready to dive into your Data Cloud assignments.