Manage Your Account

Learning Objectives

After completing this unit, you’ll be able to:

  • Configure identity resolution rules.
  • Prepare for auditing and ongoing maintenance.

Identity Resolution

In addition to your typical Salesforce admin responsibilities (account setup, user provisioning, maintenance, and so on), you are also responsible for configuring a key feature of Customer 360 Audiences, identity resolution. 

Audiences Setup screen with Identity Resolution Rules selected.

Identity resolution rules allow your team to build a unified profile for each customer, combining data from various data sources. 

There are two types of rules: match and reconciliation.  

  • Match Rules are used to link together multiple records into a unified customer profile. They let you specify the conditions to match and unify a record, for example based on a name and an email address.
  • Reconciliation Rules determine how to select profile attributes in the unified customer profile. In other words, it allows you to select criteria, like last updated or most occurring, to select what data to use in the profile.Identity Resolution Rules page from Audience Setup.
Note

Note

Learn more about matching and resolution rules on the help page for Identity Resolution.

Configure Rules

Once your data-aware specialist has created data streams and established your data model, it is your responsibility as admin to activate identity resolution in Customer 360 Audiences. When you are ready, head to the Identity Resolution Rules page under Audiences Setup and click Get Started

Auditing and Ongoing Maintenance

You are nearing the end of implementation, so before we wrap up let’s cover some tips for ongoing maintenance of your Customer 360 Audiences account. Since you now have more users in your account, it’s a good time to establish auditing procedures to detect potential abuse. This helps when troubleshooting any issues that might arise.

  • Monitor usage entitlements. As an admin, you need to monitor your account for activities that impact your contract. These include: Unified profiles (similar to Marketing Cloud contacts), segment publishes, and engagement events or records.
  • View identity resolution processing history. Once resolution rules have been enabled, it is a good idea to regularly visit the Audiences Setup page to check the processing history and consolidation rate over time.
  • View record modification fields. All objects include fields to store the name of the user who created the record and who last modified the record. This provides some basic auditing information to help troubleshoot.
  • View and monitor setup changes with setup audit trail. Admins can view a setup audit trail, which logs when modifications are made to your organization’s configuration.
  • View and monitor login history. You can review a list of successful and failed login attempts to your organization for the past 6 months.
  • Monitor account status on Salesforce Trust. Monitor service availability and performance for both your Marketing Cloud connection and your Customer 360 Audience account. By doing so you can quickly identify issues related to ongoing incidents before you spend too much time troubleshooting.

Great job—you are officially an awesome admin for Customer 360 Audiences!

Resources 

Keep learning for
free!
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities