The key objective of a Customer Data Platform (CDP) is to streamline data collection from disparate sources (a process known as data ingestion), arrange it into a comprehensible structure (data modeling), establish data unifications to identify unique records (identity resolution) and facilitate internal data processing to create various computations and merge information collected from different areas. The ultimate step involves synchronization with a marketing cloud or Salesforce, promoting effective data utilization.
A specific project involved data collection from two distinct Salesforce organizations (orgs). These orgs contained a total of approximately two million records, which were then combined within the primary Salesforce org, connected to their Marketing Cloud account. The challenge lay in creating consistent Data Layer Objects (DLOs) for common objects in both orgs and designing unique DLOs specific to each org. Additionally, Data Model Objects (DMOs) needed to be created with different data relationships within the data model. The identity resolution was based on the Email, Phone, First and Last Names, and additional business-specific details, like patient codes and hospital codes.
Genetrix Technology is a holistic Salesforce solutions provider. We provide services to clients from across industry verticals: non-profit, health-care, finance, retail, technology and life-sciences. Our expertise lies in cross-cloud services that help organizations enhance their business and expand their profits.