• Mani Anand

Top Summer '22 Salesforce Customer Data Platform Features



Customer Data Platform, formerly known as Salesforce CDP, assists you in connecting and integrating customer data across systems, powering the connected and personalized marketing experiences that your customers expect, and analyzing cross-channel engagement behavior. Customer Data Platform can be used to activate loyalty, transaction, and engagement attributes, among other things. Marketers can enhance personalized communications by sending additional customer profile information to marketing platforms such as Marketing Cloud Engagement.


Let's have a look at the updated features,


​​With Key Qualifiers, you can ensure accurate calculated insights.


Customer Data Platform now uses key qualifiers as primary keys to avoid conflicts when ingesting and harmonizing data. Add key qualifiers to joins and dimensions in Calculated Insights to ensure accurate metric and dimension calculation.


Where: This modification affects Lightning Experience in all editions.


How: Go to Calculated Insights and select New. Before saving the calculated insight, select Create with SQL and add key qualifiers to joins and dimensions.


Relationships between Data Model Objects (DMO) must be managed.


All DMOs now have additional relationship status details, allowing users to easily review and activate relationships while mapping or from the DMO's record home. Originally, you had to delete relationships, but now you can simply change their status without having to worry about manually re-creating them later.


Where: This modification affects Lightning Experience in all editions.


How: Click Edit in a DMO's Relationships. View, edit, or activate relationships before saving changes.


Relationships between Data Model Objects (DMO) will be managed.


All DMOs now have additional relationship status details, allowing users to easily review and activate relationships while mapping or from the DMO's record home. Originally, you had to delete relationships, but now you can simply change their status without having to worry about manually re-creating them later.


Where: This modification affects Lightning Experience in all editions.


How: Click Edit in a DMO's Relationships. View, edit, or activate relationships before saving changes.


Calculated insights can be added to data kits for easy reuse.


Data kits enable you to rapidly package and reuse functionality, saving time and reducing manual rework. In CDP Setup, you can now add calculated insights to data kits alongside data streams and data models. For example, you could add a calculated insight to a data kit from one organization for testing and then install it in another organization for production use.


Where: This modification affects Lightning Experience in all editions.


How: Click Data Kits in CDP Setup, and then choose a data kit. Add calculated insights, then press the Publish button.


New and Changed Items in the Customer Data Platform API


Discover new and updated REST API calls, metadata objects, and other Customer Data Platform API features.


New and Modified Objects in the Metadata API


Combine web and mobile apps


Use the new metadata type StreamingAppDataConnector.


Specify the datastream added by a user to a data kit.


Use the new metadata type DataStreamTemplate. This type was added to the Metadata API Developer Guide after it was introduced in API version 53.0.


When creating Activation Platform packages for AppExchange, retrieve metadata.


Make use of the newly created ActivationPlatform object. This object, which was introduced in API version 54.0, has been added to the Tooling API Developer Guide.


These new innovative and updated features can be implemented in your company and organization for the smoother and efficient functioning of various tasks. If you are looking to incorporate these newly added features, get in touch with us today. Our team of experts at Apphienz will assist you to make the best out of the features.


For more information about us and our services, visit our website or write to us at info@apphienz.com.

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