Sequencing connectors, synchronization and cutovers
How to order the work that connects B2C Commerce, Marketing Cloud Personalization and Marketing Cloud Engagement to Data 360, sets up Marketing Cloud Connect and Synchronized Data Sources, and cuts over orders, inventory, customer groups, prices and person accounts without surprises.
Given a set of business objectives and priorities, recommend an appropriate sequence for system integration, data exchanges, and process updates to satisfy known requirements, with recommendations and potential impact to overall program delivery.
~7 min read · 15 practice questions
What the exam expects
- Sequence the prerequisites for the Data 360 B2C Commerce, Marketing Cloud Personalization and Marketing Cloud Engagement connectors, and explain what each one ingests and how often.
- Order Marketing Cloud Connect, Synchronized Data Sources and CRM data loads, and explain the impact of a shared system user.
- Plan B2C Commerce and Order Management cutovers (order integration, inventory lists, customer groups, price books) so the storefront never shows a half-built state.
- Flag irreversible decisions, such as enabling Person Accounts, before data migration starts.
Key terms: Order bundle (the data bundle that creates and maps all B2C Commerce data streams in Data 360, formerly Data Cloud); refresh mode (full refresh replaces a stream's data, upsert adds and updates records); Synchronized Data Sources (Contact Builder sources that copy Salesforce org data into Engagement on a schedule); system user (the Salesforce user that connects Engagement business units to the org); valid period (the dates during which a price book is active).
Key facts
- Detail
- Production only
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- 30 days before the connection date
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- No individual data stream deployment
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- Daily full refresh vs hourly upsert
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- Enterprise 2.0 only; 90 days of history
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- Subscriber Key enabled, or migrate first
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- Six per refresh cycle
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- Per site, repeated per instance
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- Not persistent, not replicated
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- Can't be disabled once enabled
Sources for this section (9)
- Set Up a B2C Commerce Connectionhelp.salesforce.com (opens in a new tab)
- Create a B2C Commerce Data Streamhelp.salesforce.com (opens in a new tab)
- Data Stream Schedulehelp.salesforce.com (opens in a new tab)
- Engagement Connectorhelp.salesforce.com (opens in a new tab)
- Connect Prerequisiteshelp.salesforce.com (opens in a new tab)
- Synchronized Data Sourceshelp.salesforce.com (opens in a new tab)
- Enable Order Managementhelp.salesforce.com (opens in a new tab)
- Dynamic Customer Groupshelp.salesforce.com (opens in a new tab)
- Enable Person Accountshelp.salesforce.com (opens in a new tab)
- When does B2C Commerce recalculate a dynamic group membership it cached at login?
- Why can't the top-level business unit be removed from Data 360's Engagement ingestion?
- How quickly does Data 360 apply incremental updates to Personalization engagement data streams?
- Which two permissions does an admin need to enable Person Accounts?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the B2C Solution Architect pack
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- All 20 lessons of the B2C Solution Architect guide, with reading progress
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