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In today’s digital landscape, managing customer data efficiently is crucial for businesses. A unified customer profile helps streamline data from various sources, ensuring accurate and comprehensive customer insights.
This article delves into the process of creating and linking unique customer profiles using data from Salesforce CRM and AWS S3, leveraging identity resolution rule sets.
Completion of Identity Resolution Job
First, let’s confirm the successful completion of the identity resolution job. The process has consolidated 52 source profiles into 38 unique profiles, achieving a consolidation rate of 27%. To understand these results better, we will explore the profiles using the Profile Explorer and Query Insights tools.
Exploring Unified Profiles
Profile Explorer
The Profile Explorer is tailored for querying unified profiles, while the Data Explorer is more general and used for querying data lake objects or data model objects. By selecting the “default” data space and querying the “Unified Individual” object, we can examine unified individual records.
For instance, searching for the first name “Andy” reveals a single unified record. Similarly, searching for “Bob” shows two unified records: Bob Brown and Bob Marley. This tool is excellent for an overview, but for deeper insights, the Query Editor is more suitable.
Also Read: Mapping & Storing Multi-Valued Customer Data From AWS S3
Query Editor
Using the Query Editor, we can understand how individual records were unified. By querying the “Individual” object and ordering by the first name, we see three records named Bob. Two of these records come from an AWS S3 file and one from Salesforce CRM. To comprehend how these were unified, we check the “Unified Individual” object and find two unified records: one for Bob Marley and one for Bob Brown.
The crucial link between these records is found in the “Unified Link Individual” object, which connects source records to unified records. Querying this object shows how individual records are linked to unified records, providing a clear path from individual records to their unified counterparts.
Linking Contact Point Emails
Next, we examine how contact point emails are unified. By querying the “Contact Point Email” object for specific individual records, we identify four email addresses linked to three individuals. These emails are then consolidated into unified contact point email addresses, which we can query in the “Unified Contact Point Email” object.
The linking process is managed by the “Unified Link Contact Point Email” object, connecting source email records to unified email records.
Also Read: Efficiently Map AWS S3 Customer Data to Salesforce Data Cloud
Traversing Between Unified and Source Records
Understanding the traversal between unified records and source records is essential for accurate data management. For example, to move from a unified individual record to individual records, we use the “Unified Link Individual” object.
Similarly, for contact point emails, the “Unified Link Contact Point Email” object links unified email records to source email records. This linking ensures that we can trace back and access detailed information from the original data sources.
Explore our Salesforce Data Cloud series on YouTube for expert guidance and tips on leveraging Salesforce Data Cloud effectively.
Conclusion
Creating unified customer profiles from diverse data sources like Salesforce CRM and AWS S3 is a powerful way to enhance data accuracy and completeness. By utilizing identity resolution rule sets and leveraging tools like Profile Explorer and Query Editor, businesses can manage and reconcile customer data effectively. This process not only consolidates disparate data but also provides a clear linkage between unified profiles and their source records, enabling better customer insights and data management.
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