Solution Engineering38 tasks
Design Data 360 Solutions
This capability turns a customer's Data 360 goals into a design: a readiness check of the org, the platform limits that apply, and a phased plan for ingestion, identity resolution, segments and activations, ready for a pre-sales conversation.
Method
How MeshMesh does it
- Researches the topic across Trailhead, Salesforce Help, the Architect Decision Guide and the Salesforce Engineering blog, here for Data 360 multi-org architecture, data spaces, security and licensing.
- Explores the org to check readiness, and names the blockers it finds. In one case these were disabled APIs, no standard data model objects, no connectors, no segments and no activations.
- Writes a phased implementation plan or a plan for a briefing report.
- Builds demo content when the org allows: updated Apex classes, enriched CRM data, Financial Services Cloud records and comparison SQL against an external data platform.
- Revisits the approach with the user. In one case the user found the Financial Services Cloud object story unconvincing, and the work pivoted toward Data 360's real-time layer.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Data ActionsData 3602 tasks