Customer Data Platform (formerly Salesforce CDP)
Customer Data Platform, formerly known as Salesforce CDP, helps you create a single source of truth (SSOT) so you can get to know your customers and engage with relevance. Admins can use the CRM Analytics dashboards to augment your analysis without moving the data from Customer Data Platform.
Description: Salesforce CDP Has Been Changed to Customer Data Platform
Salesforce CDP is now called Customer Data Platform. We’re in the process of updating the name in the UI, documentation, Trailhead, and more.
- Retain Data After Deleting a Data Stream
You can now seamlessly delete an S3 data stream and retain its associated data lake object (DLO) because the data stream and DLO are decoupled. You can also choose to reuse an existing DLO while configuring a new S3 data stream.
- Access CRM Analytics with One Click
Explore and analyze your Customer Data Platform data in CRM Analytics with a single click. You can augment your analysis without moving the data from Customer Data Platform. In Customer Data Platform, select a data object, and click the new Explore in Analytics button to use the CRM Analytics dashboards.
- Identify Skipped Ruleset Jobs
Ruleset jobs that aren’t scheduled to run are now tagged with the Skipped status in the ruleset’s Processing History tab. The Skipped status applies when a ruleset job isn’t scheduled. Ruleset jobs are skipped if there were no changes to data streams or records in the source data model object, and the ruleset’s configuration remains unchanged.
- Identify Problems with Identity Resolution Rulesets
Ruleset warnings identify specific mappings, rules, or fields to review to improve profile unification consolidation rate and reduce the number of unified profiles counted against your contracted entitlement. For example, reconciliation rules warnings prompt you to select the Source Sequence reconciliation rule as a way to reduce the frequency of value changes in ID fields.
- Build and Share
Insight Builder is a business-analyst-focused and user-friendly metrics authoring tool that is used to create an insight. Using the visual builder, you can generate the required data sets similar to the ones generated by using SQL.
- Reuse Segments (Beta)
Save time and maintain consistency by building segments from existing segments.
- Narrow Segments with Exclusion Criteria (Beta)
Use the new Exclude tab to narrow your audience using exclusion criteria.
- Accelerate Data Processing Between Customer Data Platform and Tableau (Pilot)
The new Hyper Query Processing engine performs faster query processing on large and complex datasets. The query engine is native to Customer Data Platform and speeds up interactive analytics when customers query data in Tableau from Customer Data Platform.