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#Data Cloud67 utenti parlano di questo argomento

Hi everyone,

I'm working on the Use Advanced SQL Techniques challenge in the Data 360 module and I'm stuck on the final challenge validation.

Module: 

https://trailhead.salesforce.com/content/learn/modules/data-exploration-with-data-360-sql-queries/use-advanced-sql-techniques?trail_id=data-360-develop-and-build-solutions&journey=data-360

The challenge asks us to create a complex Data 360 SQL query using a CTE (account_risk) and a subquery, then join Accounts, Individuals, and Contact Point Email records.

I tried the following approach:

WITH account_risk AS (

SELECT

account."ssot__Id__c",

account."ssot__Name__c"

FROM "ssot__Account__dlm" account

WHERE EXISTS (

SELECT 1

FROM "ssot__Opportunity__dlm" opportunity

WHERE opportunity.<account_field> = account."ssot__Id__c"

AND opportunity."ssot__IsClosed__c" = 'false'

AND opportunity."ssot__Probability__c" <= 50

)

)

SELECT

individual."ssot__FirstName__c",

individual."ssot__LastName__c",

email."ssot__EmailAddress__c",

risk."ssot__Name__c"

FROM account_risk risk

INNER JOIN "ssot__Individual__dlm" individual

ON risk."ssot__Id__c" = individual."ssot__PrimaryAccountId__c"

INNER JOIN "ssot__ContactPointEmail__dlm" email

ON individual."ssot__Id__c" = email."ssot__PartyId__c"

The query runs, but the challenge validator returns:

Has anyone completed this challenge recently and can confirm:

  1. Which Opportunity-to-Account field should be used?
  2. Whether ssot__IsClosed__c should be compared as a text value or boolean?
  3. If the validator requires a specific join order or exact field names beyond what's listed in the instructions?

Any guidance would be appreciated. Thanks! 

 

#Trailhead Challenges  #Trailhead  #Agentforce  #Salesforce Developer  #Salesforce  #TrailblazerCommunity  #Tableau Cloud  #Tableau Public  #Data Cloud  #Trailhead Support

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We're in the process of connecting Salesforce Data Cloud to our WordPress marketing site to track web engagement — page activity, CTA clicks, and form fills. We want to capture behavioral data and properly identify visitors when they submit a form, so we can stitch browsing activity to an identified record. (All tied to our Marketing Cloud Next/Advanced platform analytics)    We're evaluating two paths and would love input from anyone who has been through this decision, particularly in a B2B context.    Path 1 — GA4 Connector

Path 2 — Manual Web SDK with Sitemap    Questions  1. For a B2B site focused purely on page engagement and form fills, does the GA4 connector capture an equivalent level of behavioral data compared to a manually configured sitemap? Or are there meaningful gaps?    2. Identity resolution is our biggest concern with the GA4 path. When a visitor submits a form, will the GA4 connector properly stitch that known identity (email) back to their anonymous browsing history?    3. Are there any known data quality issues with the GA4 path — such as bot traffic inflating profiles?    4. For those who've implemented the manual SDK: how complex was the sitemap build for a non-ecommerce site? We'd need to cover page type definitions, button/CTA clicks, and form submission events (for our MCA forms)       

 

@* Data 360 * 

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Dear Support Team,    I have this problem and it has been severely hindering my daily routine.  I would like to upload a raw data file into an existing data stream in the Mapping Edit page but I cannot do it. It's because I cannot navigate the upload file button after switching to "new mapping style". Is there any way I can switch it back or I can upload the file manually from my device without email/ FTP/ SFTP/ Vendor?    Thank you!     Regards,  Kenny  

 

@* Data 360 * 

1 risposta
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I created a Data Transform and Mapped to DLO, When I run Data Transform, It's taking too much time to active, that time Data Transform Status as "Processing", after a long time it's showing the Data Transform Status as "Error". I did not got any email and log also to check the issue. Can anyone help me to resolve the issue, the only i can move further. Please find the attachment of the image as well    @* Data Cloud for Marketing (fka CDP) * 

1 risposta
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#Trailhead Challenges #Salesforce Admin #Salesforce Developer #Data Cloud

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I have enabled Datacloud in my Dev org. But am not able to see Datastreams, DLO...... options in the Data Cloud main screen.  Profile: System Adminstrator  Permission Set: Data Cloud Architect    @* Data Cloud for Marketing (fka CDP) * 

2 risposte
  1. 31 mag, 08:40
    @GokulReddy Chiyyedu I’ve seen this behaviour in different orgs I configured. I fixed it by updating the permission set with visibility to the objects or app in question.
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Good morning, on serveral presentation on Data Cloud I seen this view. I'm wondering if the left panel is a standard salesforce component or if, it is a custom deployed by salesforce just for demo purposes. 

 

Does anyonw know the answer? 

 

Bye 

Andrea 

Customer 360 View

 

 

 

#Data Cloud

2 risposte
  1. 31 mag, 07:45

    Hi @Andrea Pieralisi

    Did you get the answer to you question, actually I also have same query. 

    Please let me know, 

    Thank You!

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Title:

How to Generate Notification Alerts in Tableau Next for Leads with Contacted Date = NULL?

Question:

Hi Experts,

We are implementing Salesforce Data Cloud and Tableau Next for Admissions Lead Management.

Current Setup

  • Lead data is ingested into Salesforce Data Cloud.
  • Data Objects and Data Streams are configured successfully.
  • A Semantic Model has been created in Tableau Next.
  • We created a metric called "No Contact Leads" using a calculated field where Contacted Date = NULL.
  • Metric Following, Goal Thresholds, and Metric Insight Summary are enabled.
  • AI-generated insights and trend analysis are working correctly.

Business Requirement

We want to proactively identify leads that have not been contacted.

Example:

Contacted Date = NULL

If a lead remains uncontacted, or if the count of uncontacted leads exceeds a threshold, we want users to receive a notification through the Salesforce/Tableau Next notification panel (bell icon).

What We Have Already Configured

  • Calculated Field: Is No Contact
  • Metric: No Contact Leads
  • Goal Threshold
  • Metric Following
  • Insight Summary

We can see the threshold status and AI insights, but we cannot find a way to generate notifications in the Salesforce/Tableau Next notification panel.

Questions

  1. Does Tableau Next support native notification alerts for Semantic Model Metrics?
  2. Can Metric Following generate notifications in the Salesforce notification bell?
  3. Is Tableau Pulse required for this type of alerting?
  4. Has anyone implemented threshold-based notifications for Tableau Next metrics?
  5. Is the recommended approach to use:
    • Tableau Next Metrics
    • Tableau Pulse
    • Salesforce Flow
    • Data Cloud Calculated Insights
    • Agentforce
    • Custom Notifications
  6. What is the best-practice architecture for generating alerts when Contacted Date is NULL or when No Contact Leads exceed a threshold?

Any guidance, documentation references, or implementation examples would be greatly appreciated.

Thank you. 

 

#Tableau Next  #Trailhead  #Tableau Server  #Data Cloud  #Tableau

1 commento
  1. 29 mag, 11:36

    @Shivam Panwar

     

    Hi, for the metrics I would give a try to Inspector: 

    https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_about.htm&type=5

     

     

    If you are looking to get "alert" for a lead by lead basis, then I would recommend flows to query the Data360 DLO/DMO/CI, and perform and action on them. Maybe this Trailhead would give info about this: 

    https://trailhead.salesforce.com/es/content/learn/modules/data-cloud-in-flows

     

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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I'm implementing record-level security on a single DMO in Data Cloud using Policy-Based Governance, and I'd like to hear how others in the community have approached the same problem before I share what I did.

The requirement:

  • Sales managers see only records where Manager ID = logged-in user
  • Data Cloud Architects and Admins retain full visibility for governance and troubleshooting
  • All other DMOs in the data space remain broadly accessible

Ref: Data Governance in Data 360

 

  

 

#Data Cloud

1 risposta
  1. 29 mag, 05:19

    Hi @Mudit Mishra

     

    1. I don't think we can get UI info of logged in user directly which you can map to a static field for manager Id. You can try and see how far you can leverage  ssot__User__dlm for this use case. 

     

    2. For full governance you can create a policy with all access and assign it to users as required. 

     

    3. Here there are 2 aspects. If propogation of tags are also added then the data governance policy gets applied to related DMO's as well. Outside of that if you don't apply any governance policy and provide object access through permission set they'll be able to access without error. 

     

    Thanks

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We are unable to see a specific field in object from salesforce CRM Connection in Data Cloud  We are able to see other fields in the same object which have similar access   

1 risposta
  1. 28 mag, 11:13

    If a field is not visible while adding from the data source by clicking "Add Source Fields" ensure that you have minimun read access to that field in Data Cloud Salesforce Connector permission set. The permission set is configured in the source org.

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