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Configure Data 360 Components for Marketing Cloud Engagement+

Integrate your Marketing Cloud Engagement data with Data 360. Data 360 uses the data to create unified customer profiles, evaluate conditions in flows, and personalize your message content.

Required Editions

Available in: Marketing Cloud Engagement Pro+, Corporate+, and Enterprise+ editions
User Permissions Needed
To create identity resolution rulesets and data graphs:

A Salesforce account with the Data Cloud Architect permission set

Configure Identity Resolution Rulesets

Identity resolution rulesets tell Data 360 how to connect and reconcile data from different sources. After you put these rules in place, Data 360 creates unified profiles. Complete these steps to configure a new Data 360 deployment.

This video shows an overview of the process of setting up an identity resolution ruleset.

  1. On the App Launcher, search for data, and then select Data Cloud.
  2. On the Identity Resolutions tab, click New.
  3. Create the ruleset.
    1. Select Create New Ruleset.
    2. Click Next.
  4. Configure the ruleset.
    1. For Data Space, select your data space.
      Note
      Note This list includes a data space for each business unit in your account. If your account contains several business units, make sure that you select the correct data space.
    2. For Primary Data Model Object, select Individual.
    3. For Ruleset ID, enter an identifier for the ruleset.
      This identifier helps you quickly identify the objects that the ruleset creates.
    4. Click Next.
  5. For Ruleset Name, enter a name. Use a name that identifies the purpose of the ruleset, such as MC Subscriber Key.
  6. Click Save.
    This step takes a few minutes to complete.
  7. In the Match Rules section, click Configure.
  8. Click Next.
  9. Configure the first match rule.
    1. Next to Match Rule 1, click Configure.
    2. Select Custom Rule.
    3. Click Next.
    4. For Match Rule Name, enter a name. Use a name that identifies the purpose of the rule, such as MC Subscriber Key.
    5. For Data Model Object, select Party Identification.
    6. For Field, select Identification Number.
    7. For Match Method, select Exact.
    8. Click Configure.
    9. For Party Identification Type, enter Person Identifier.
    10. For Party Identification Name, enter MC Subscriber Key.
    11. Click Back to Basic Setting.
    12. Click Next.
    13. Save your changes.
  10. Configure additional matching rules.
    1. In the Match Rules section, click Edit.
    2. Click Next.
    3. Click Add Match Rule.
    4. From the list of match rules, select Fuzzy Name and Normalized Email.
    5. Click Next.
    6. Click Next.
    7. Click Save.
    8. Repeat this step to add the Fuzzy Name and Normalized Phone rule, and then repeat it again to add the Fuzzy Name and Normalized Address rule.
    9. Save your changes.
  11. In Setup, go to Marketing Cloud | Assisted Setup | Basic Settings.
  12. In the Configure Identity Resolution Rulesets section, for Unified Individual Object, select the ruleset that you created.

Create a Data Graph

Marketing Cloud Next uses data graphs to evaluate conditions in flows, and to personalize message content. A data graph combines and transforms data from your Data Model Objects (DMOs) to create a data structure that’s optimized for performance and efficiency.

Each data graph can reference up to 25 objects. An org can contain up to 10 standard data graphs and up to 10 real-time data graphs. For more information, see Salesforce Help: Data 360 Limits and Guidelines.

This video provides an overview of the process of setting up a data graph.

  1. Create a data graph.
    1. On the app launcher, search for Data Graphs, and then select Data Graphs.
    2. Click New.
    3. Click Start From Scratch.
    4. Click Next.
    5. If you’re prompted to choose between creating a standard data graph or a real-time data graph, select Standard Data Graph, and then click Next.
    6. For Data Graph Name, enter a name. Use a name that describes the purpose of the data graph, such as Marketing Content Personalization.
    7. For Data Space, select your data space.
    8. For Primary Data Model Object, select Unified Individual.
      Note
      Note If the Primary Data Model Object dropdown doesn't include the Unified Individual, set up identity resolution and try again.
    9. Click Next.
  2. Select fields for the Individual object.
    1. In the Data Model Objects section, next to Unified Individual, click +.
    2. Select Unified Link Individual.
    3. Next to Unified Link Individual, click +.
    4. Select Individual.
    5. From the list of fields on the right side of the page, select the Data Source field.
  3. Select fields for email objects.
    1. Next to Individual, click +.
    2. Select Contact Point Email.
    3. From the list of fields on the right side of the page, select the Email Address field.
  4. To add fields for SMS objects, select the appropriate fields.
    1. Next to Individual, click +.
    2. Select Contact Point Phone.
    3. From the list of fields on the right side of the page, select the Telephone Number field.
  5. Save the data graph.
    1. Click Save and Build.
    2. Specify how often to refresh the data in the data graph.
    3. Click Save and Build.
  6. Configure Marketing Cloud Next to use the data graph.
    1. In Setup, go to Marketing Cloud | Assisted Setup | Reporting and Optimization | Customer Engagement.
    2. In the Configure Basic Personalization section, for Data Graph, select the data graph you created.

After you configure the base data graph, add fields related to message and journey engagement to it.

Add Segment Membership Data to the Data Graph

To include information about segment membership in a data graph, add the Latest object. When your data graph includes segment membership information, you can use membership in a segment in decision splits and exit criteria in Flow Builder, and with conditional personalization logic in your messages.

Before you complete this step, create a data graph.

  1. In your data graph, next to Unified Individual, click +.
  2. Select Unified Individual - Latest.
  3. From the list of fields on the right side of the page, select the Segment ID and Timestamp fields.
  4. Next to Email Engagement, click +.
  5. Select Bulk Email Message.
  6. From the list of fields on the right side of the page, select the Name field.

Add Email Engagement Data to the Data Graph

To add email engagement data from Marketing Cloud Engagement to the data graph, add the Email Engagement DMO and select the appropriate fields.

Before you complete this step, create a data graph.

  1. In your data graph, next to Individual, click +.
  2. Select Email Engagement.
  3. From the list of fields on the right side of the page, select the Engagement Channel Action and Email Recipient Send Status fields.
  4. Next to Email Engagement, click +.
  5. Select Bulk Email Message.
  6. From the list of fields on the right side of the page, select the Name field.

Add SMS, WhatsApp, and Mobile App Engagement Data to Your Data Graph

To add engagement data from the SMS, WhatsApp, and mobile app messaging channels in Marketing Cloud Engagement to the data graph, add the Message Engagement DMO and select the appropriate fields.

Before you complete this step, create a data graph.

  1. In your data graph, next to Individual, click +.
  2. Select Message Engagement.
  3. From the list of fields on the right side of the page, select the Engagement Channel Action and Message Recipient Send Status fields.
  4. Next to Message Engagement, click +.
  5. Select Bulk Message.
  6. From the list of fields on the right side of the page, select the Name field.

Add Journey Engagement Data to Your Data Graph

To add engagement data from journey events, add the Marketing Journey Activity DMO and select the appropriate fields.

Before you complete this step, create a data graph.

  1. In your data graph, in the search box above the Data Model Objects section, search for journey and then select Marketing Journey Activity Run.
  2. On the Select a Path window, click Select.
  3. From the list of fields on the right side of the page, select the Name, Transaction DateTime, Type, and Status fields.
  4. Next to Marketing Journey Activity Run, click +.
  5. Select Marketing Journey.
  6. From the list of fields on the right side of the page, select Name.