Unified Profile: Creating a unified customer profile in Salesforce Data Cloud involves consolidating data from various sources.
Reconciliation Rules: These rules determine which data source is considered the "best" when conflicting data is encountered. Changing reconciliation rules allows prioritizing specific sources.
Source Priority: Setting source priority involves defining which data source should be preferred over others for specific attributes.
Process:
* Step 1: Access the Data Cloud settings for reconciliation rules.
* Step 2: Select the Contact Point Address details.
* Step 3: Change the reconciliation rules for address attributes to "Source Priority."
* Step 4: Move the Order DMO to the top of the priority list. This ensures that address details from customer orders are prioritized and selected as the best data to save to the unified profile.
Benefits:
* Accuracy: Ensures the most accurate and reliable address data is used in the unified profile.
* Relevance: Gives priority to the most relevant and frequently updated source (customer orders).
References:
* Salesforce Data Cloud Reconciliation Rules
* Salesforce Unified Customer Profile