Learn the crucial first step to successfully set up and configure your Salesforce Data Cloud instance after provisioning. Our expert guide provides a detailed explanation to help you get started with Data Cloud.
Table of Contents
Question
What is the first step to set up and configure a Data Cloud instance after it has been provisioned?
A. Connect to the Salesforce CRM org that Data Cloud is provisioned in.
B. Complete the Salesforce Data Cloud “Get Started” process.
C. Enable the Data Cloud Admin permission set to the relevant Salesforce CRM user.
D. Connect to the Marketing Cloud Account that Data Cloud is provisioned in.
Answer
B. Complete the Salesforce Data Cloud “Get Started” process.
Explanation
After a Salesforce Data Cloud instance has been provisioned, the very first step is to complete the “Get Started” process. This process is designed to guide users through the initial setup and configuration of their Data Cloud instance.
During the “Get Started” process, you will be prompted to:
- Review and accept the terms and conditions.
- Set up your user profile and preferences.
- Configure your data sources and connections.
- Set up your data models and schemas.
- Configure data access and security settings.
Completing the “Get Started” process ensures that your Data Cloud instance is properly configured and ready for use. It is a crucial step that must be completed before connecting to the Salesforce CRM org or enabling the Data Cloud Admin permission set for relevant users.
Connecting to the Salesforce CRM org (option A) is important, but it is not the first step. Enabling the Data Cloud Admin permission set (option C) is also necessary, but it should be done after completing the initial setup. Option D, connecting to the Marketing Cloud Account, is not relevant to setting up a Data Cloud instance.
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