Manage Your Account
Learning Objectives
After completing this unit, you’ll be able to:
- Set up data spaces.
- Prepare for auditing and ongoing maintenance.
About Data Spaces
As an admin, you have the option to create additional data spaces for your Data 360 account. But first what is a data space? A data space is a way to partition to organize your data for profile unification, insights, and marketing in Data 360. Learn more in this short video.
Create a Data Space
While every org has a default data space, additional data spaces can be purchased. Follow these instructions to add a data space to Data 360.
- Go to Data Cloud Setup.
- Under Feature Management, click Data Spaces.
- Click New, and give the data space a unique name that identifies its brand, region, or department.
- Enter a unique data space prefix, starting with a letter and including up to three alphanumeric characters.
- Add an optional description about the purpose of the data space.
- Click Save.
Data can now be added to your data space.
Learn more about how to Manage Data Spaces in help documentation.
Additional Tasks and Ongoing Maintenance
The final tasks for Data 360 implementation involve understanding key admin tasks, including packaging, troubleshooting, and monitoring. Review this list of responsibilities you should consider.
- Package functionality. A package is a container for Salesforce metadata components that can include individual configuration or an entire custom Salesforce platform app. As an admin, you can package and install a variety of Data 360 components for distribution. After the package is created, you can distribute it to other Salesforce users and orgs via an install link or AppExchange. Learn more in the badge, Packaging and Data Kits in Data 360.
- Identify your account's functional domain. The functional domain refers to the Salesforce's public cloud infrastructure where your instance is located. This information is helpful to provide when troubleshooting any potential issues with support. (Similar to knowing your MID in Marketing Cloud Engagement). From Data Cloud Setup, click Setup Home. Your functional domain is listed at the bottom of the page.
- Monitor usage and credit consumption. As an admin, it’s important to check your account for activities that impact your credit consumption. These include queries, ingestion, number of segments, and so on. Learn more about credit consumption in the Trailhead module, Data 360 Credit Consumption: Quick Look.
- 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 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 Engagement connection and your Data 360 account. By doing so you can quickly identify issues related to ongoing incidents before you spend too much time troubleshooting.
What You Learned
In the module, you learned how to effectively implement and manage Data 360 for your organization. You explored critical initial steps, such as planning your data architecture, creating users and assigning standard permission sets, and establishing data connections. Finally, you reviewed essential ongoing maintenance tasks. Great job—you're officially ready to be an awesome admin for Data 360!
Resources
- Trailhead: Data Spaces in Data 360: Quick Look
- Salesforce Help: Data 360 Billable Usage Types
- Trailhead: Data Security
- Salesforce Help: Packaging in Data 360
- Salesforce Help: Manage Data Spaces
- Salesforce Developer: Monitor Setup Changes with Setup Audit Trail
- Salesforce Trust: Salesforce Status