Data Cloud Modelling: Data Review Using Data Explorer & Query Editor

In this blog, we will explore how to review data sourced and mapped from both Salesforce CRM and AWS S3 using the Data Cloud’s Data Explorer and Query Editor tools. This process ensures that the data integration is accurate and comprehensive.

Reviewing Data with Data Explorer

First, we begin with the Data Explorer tool. We’ll examine the default data space and focus on various data model objects.

Individual Object

• Step 1: Navigate to Data Explorer and select the default data space.
• Step 2: Choose the Individual object. Here, you’ll find records sourced from both Salesforce (via the Salesforce Contact object) and AWS S3 (via the AWS Customer S3 file).
• Verification: Confirm that data from both sources is accurately represented in the Individual object.

Contact Point Email Object

• Step 3: Next, examine the Contact Point Email object. The top records should show email addresses sourced from Salesforce, while the bottom records come from transformation steps executed earlier.
• Verification: Ensure email addresses from both data sources are present and correctly mapped.

Additional Objects

• Step 4: Review other objects such as Parking Space, Party Identification, Parking Reservations, Goods Product, Sales Order, and Sales Order Product.
• Verification: For each object, verify that the records are correctly mapped from their respective sources. For example, in Party Identification, check that customer reward numbers and passport numbers are sourced from AWS S3 customers and Salesforce CRM, respectively.

Also Read: How to Setup AWS S3 Bucket for Data Cloud?

Verifying Data with Query Editor

For users comfortable with SQL, the Query Editor provides a robust tool for data exploration.

Setting Up Query Editor

• Step 1: Go to Query Editor and create a new workspace named “Data Exploration.”
• Step 2: Set the data space to default and save the workspace.

Also Read: How To Import CRM Data to Data Cloud Using Data Stream?

Creating Queries

• Step 3: Within the Data Model Object section, explore the Individual object. Create a query to select all records:

  “`sql

SELECT * FROM SSOP_Individual_DLM;

  “`

• Verification: This query retrieves all individual records from both Salesforce and AWS S3.
• Step 4: Similarly, explore the Sales Order object:

“`sql

SELECT * FROM SSOT_Sales_Order_DLM;

“`

• Verification: This query retrieves all sales order records with their respective fields and columns.

Explore our Salesforce Data Cloud series on YouTube for expert guidance and tips on leveraging Salesforce Data Cloud effectively.

Conclusion

Using the Data Explorer and Query Editor tools, you can efficiently review and verify data integration from Salesforce CRM and AWS S3. This process ensures that all data is accurately mapped and correctly represented within the Salesforce Data Cloud environment.

By following these steps, you can confidently manage your data integration, ensuring that your data cloud remains a reliable and comprehensive source of information.

For those looking to deepen their Salesforce expertise, consider exploring our Data Cloud Consultant Course. Sign up for a free trial to access 24+ Salesforce certification courses, 50+ mock exams, and 50+ hands-on Salesforce labs. 

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