๐ Hey there! I’m T C Kotteeswaran, and in this blog, Iโll guide you step-by-step on how to:
โ
Set up your Salesforce Data Cloud 30-day trial
๐ Verify if Data Cloud is ready to use
๐ Set the correct permission sets for accessing data
No tech jargon โ just clean, simple instructions ๐ฌโจ
Letโs dive in! ๐โโ๏ธ
๐งญ Step 1: Visit the Salesforce Developer Site
๐ Go to: https://developer.salesforce.com
๐ On the top-right, click โBrowse Trialsโ
๐๏ธ Then click on โBrowse All Trialsโ
Here, Salesforce offers both:
๐ Product-based trials
๐ญ Industry-based trials
Weโll use an Industry-Based Trial ๐ผ
๐ Step 2: Choose โLoyalty Managementโ (It Comes with Data Cloud!) ๐
Scroll down to Loyalty Management Free Trial
Click ๐ โCompare Two Trial Optionsโ (optional)
Select โ โLoyalty Management Free Trial Learning Orgโ
Hit the big blue button: โSign Upโ
๐ Fill in your details:
๐ค First Name, Last Name
๐ผ Job Title
๐ง Email
๐ข Company Name
โ Check the box to agree to terms, then click Start My Free Trial
๐ฌ Youโll receive an activation email shortly!
๐ Step 3: Verify Your Data Cloud Setup
After logging in:
Click the โ๏ธ Gear Icon (top right)
Select โData Cloud Setupโ
๐ Important Note:
Orgs with Data Cloud will have two setups:
๐งฐ Regular Setup
โ๏ธ Data Cloud Setup
If everything worked, you’ll see:
โ โData Cloud is Ready to Useโ
๐ Youโre on track!
๐ ๏ธ Step 4: Assign the Right Permission Sets ๐
To let Data Cloud pull in CRM data, you must give it permission to access certain objects.
๐ Here’s How:
Go to Setup
Search for ๐ โPermission Setsโ
Click on Salesforce Data Cloud Connector
๐ Step 5: Set Access for Each Object ๐งฉ
Now weโll give View All and Read Access to the right objects:
๐ 1. Contact Object
Click: Contact
Click: Edit
โ Enable:
View All Records
Read All Fields
Click: Save ๐พ
๐งฉ 2. Contact Identifier
โ
Enable View All + Read All Fields
Click: Save
๐
ฟ๏ธ 3. Parking Spaces
โ
View All + Read Fields
Click: Save
๐
4. Parking Reservations
โ
Same settings: View All + Read
Save โ๏ธ
๐ 5. Case Object
โ
Enable View All + Read Fields
Hit Save
๐ฅ Once this is done, your Data Cloud can now access all the CRM data it needs to build 360ยฐ customer profiles ๐
๐ฏ You Did It, Trailblazer! ๐งญโจ
You’ve successfully:
๐ Created a 30-day Salesforce Trial Org
๐ Verified the Data Cloud setup
๐ Assigned permissions for data visibility
You’re now ready to build data streams, create segments, and analyze customer behavior like a pro ๐๐ค
๐ก T C Kotteeswaranโs Pro Tips:
โ
Bookmark your Data Cloud setup tab ๐งท
โ
Donโt forget to check your spam/junk email for activation
โ
Use App Launcher (9-dot grid) to explore apps in your org