Step by Step Guide to getting started with Data Cloud

If you are brand new to Data Cloud as a Salesforce Partner, follow the steps below to get started on your journey.

Step 1 - Introduction to Data Cloud for Partners

This video contains all the introductory information for partners looking to get started in Data Cloud:

What it is
How it works
The value it brings to customers
How to learn more

Watch here: https://share.vidyard.com/watch/i5zwCLqg83nbRzpeAsDf96?

Step 2 - Check out Product Specific Demos & Use Cases

Sales: Power embedded insights, next best action recommendations, and generative AI for personalizing emails - empowering sales teams to close deals faster
Service: Power triggered actions, audience suppression, and CSAT measurement, and can help you deliver proactive service to retain and grow loyal customers
Marketing: Plan campaigns, build audiences and advertising activations. Acquire more customers like your best customers, without increasing budget
Commerce: Enable advertising insights, waterfall segmentation, and real-time personalization - helping you increase conversion rates through personalized shopping experiences

Want more use cases: Check out our library here: https://www.salesforce.com/data/use-cases/

Step 3 - Learn Data Cloud & Get Certified

For those looking to learn how to implement Data Cloud, we suggest consultants work towards earning their Data Cloud Consultant certification and take the following path of self-guided towards earning that credential and beyond.

Unlock your Data with Data Cloud Trailmix
~12 Hours
Enroll & Complete the Data Cloud: Practical Experience Course (15 hands on exercises)
~16 Hours
Optional: Prepare for the Data Cloud Consultant Exam
(Videos available here)
~6 Hours
Optional: Agentforce NOW Tour Self-Service Workshop

Step 4 - Become an Implementation Expert

Hands on workshops are available to get Partners Implementation Ready.

Partners that attend the workshop will receive attendance credit towards Partners Navigator Implementation Expert Distinction

Key learning objectives:

Recognize best-fit implementation use cases that drive value realization
Examine best practices and considerations to support successful implementations
Apply guidance and options to solve some frequently encountered scenarios in your implementations
Understand how Data Cloud empowers and works with Agentforce
Understand common misconfigurations and how to address them
Strategies on how to design for optimal credit consumption

Data Cloud Consultant Certification is Strongly Recommended

Partner Pocket Guide

Partner
Pocket Guide

Data Cloud

This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Data Cloud as a Salesforce Partner.

Overview Use Cases Enablement Collaboration

Org Access Resources

Overview Use Cases Enablement

Collaboration Org Access

Resources

Overview

Data Cloud introduces a revolutionary new way to manage and integrate customer data. Customers use Data Cloud to connect and integrate data from any system, generate a unified view of their customer, and take action on that data, improving time to value and eliminating data silos.

Enablement

Get started with these Data Cloud Partner enablement tools.

Enablement

Enablement Events

Grow your skills and knowledge through content customized for our partners. Join us for virtual and in-person events to expand your expertise as an implementation expert!

View Events

Enablement

Learn Data Cloud

From setup and administration to segmenting and acting on your data insights. This trail will get you ready to become a certified Data Cloud Consultant. You will gain skills in data science and visualization, digital marketing, query languages, business strategy, automation, and more.

Visit Trailhead

Enablement

Become Certified

The Salesforce Certified Data Cloud Consultant Credential is ideal for individuals who implement and consult on Data Cloud. They design and apply maintainable and scalable customer business requirements and contributes to a customer’s long-term success.

Learn More

Enablement

Advanced Learning

Watch our recorded series to learn advanced implementation concepts such as how to analyze use cases for best fit, best practices and considerations on data ingestion, modeling, identity resolution, acting on and getting value from data, consumption, and more.

Learn Now

Enablement

Video Hub

Watch recordings of past enablement material, technical release deep-dives, and additional training materials

Watch Videos

Collaboration

Get involved with these Data Cloud Partner enablement collaboration channels.

Collaboration

Partner Community

Join the official Data Cloud group on Partner community to ask questions, get updates, and share ideas and advice with fellow partners from around the world

Visit Partner Community

Collaboration

Slack

Join our Slack community specifically for Salesforce Partners where you can collaborate on implementation issues and technical questions, receive the latest product announcements, and search the largest private repository of Data Cloud knowledge and answers available.

Collaboration

Office Hours

Join our weekly office hours to address challenges and optimize your implementations.

Demo Org Access

Where do I get access to an Data Cloud Demo/Dev org?

The "Simple Demo Org", also known as SDO, is the most popular demo environment at Salesforce and contains Data Cloud and Agentforce licenses, demo tooling, scripts, and demo data. This org provides pre-populated configuration and data for specific use cases. More information, including Rules of Engagement for SDO, can be found here

A SDO can be self provisioned via Partner Learning Camp (PLC) via the ‘Demo Org’ tab. To get access to Partner Learning Camp, you must first have access to the Partner Community.

Learn More about the Partner Community

Learn More about the Partner Learning Camp

SDOs expire in 30 days but can be automatically extended up to 12 months following steps outlined here.

SDO setup guide is available here.

At TDX25, Salesforce announced the new Developer Edition which now includes Agentforce & Data Cloud. Anyone, customer or partner can now request this type of org.

Sign up here.

Developer Org allocations are outlined here

"Industry Demo Orgs", also known as IDOs, are demo environments at Salesforce that contain Data Cloud and Agentforce licenses, demo tooling, scripts, demo data, and industry licenses for a given industry, such as financial services, healthcare, or manufacturing. These orgs provide pre-populated configuration and data for specific use cases. More information including Rules of Engagement for IDOs can be found here.

A SDO can be self provisioned via Partner Learning Camp (PLC) via the ‘Demo Org’ tab. To get access to Partner Learning Camp, you must first have access to the Partner Community.

Learn More about the Partner Community

Learn More about the Partner Learning Camp

IDOs expire in 30 days but can be automatically extended up to 12 months following steps outlined here.

Resources

Resource	Description	Added/Updated
Data Cloud Credit Calculator	This calculator helps customers and partners estimate Data Cloud consumption and generate an estimate based on usage of different features	June 2025
Data Cloud Roadmap	The latest information on our recently released and upcoming features, available to Partners under NDA.	June 2025
Partner First Call Deck	Official First Call Deck for Data Cloud, linked to the partner community	May 2025
Data Cloud Quickstart Kit	This Quickstart Kit is a ready-to-use guide for marketers & sales teams based on the Salesforce’s campaign: Data Cloud Delivers Real-Time Marketing Moments. It is available for use by all Partners! With this kit, you can market and sell using Salesforce's latest messaging.	May 2025
Data Cloud Partner Video Hub	Partner resources including training, technical release deep dives, recorded webinars, solution kits, weekly office hour recordings, and more	May 2025
Data Cloud Decoded	Videos on Data Cloud's technical concepts created by Salesforce's Developer Advocate team	May 2025
Data Cloud Monthly Technical Release Enablement	The monthly Data Cloud Technical Release Enablement series will provide a deep dive on the features going GA that month.	May 2025
Data Cloud Implementation Toolkit	Accelerator assets for your practice	May 2025
Data Cloud Solution Kits & POVs	Documentation and demonstration of best practices, advanced points of view, and deeper considerations to platform capabilities	May 2025
Technical Learning Journeys	Technical Learning Journey for Partners (for all Salesforce Products)	May 2025
Data Cloud Curriculum & Learning Journey	Curriculum & Learning Journey for Data Cloud	May 2025
Hands-on Labs	Extensive hands-on activites with detailed solution guides for deep learning.	May 2025
Get Started with Data Cloud Development	Our general developer documentation on the various resources available to developers	May 2025
Data Cloud for ISVs	Partner Community group for ISVs to ask questions and collaborate	May 2025
Data Cloud for ISVs: Partner Education Page	Guide for Data Cloud ISVs	May 2025
Data Cloud Ingestion Starter Pack	The Ingestion & Enrichment Starter Pack (with sample code) for partners who want to use python-based wrapper functions for calling Data Cloud's ingestion APIs	May 2025
Data Cloud Activation Starter Pack	The Activation Starter Pack (with sample code) for partners who provide custom Ad-Tech/Activation functionality.	May 2025
Data Cloud Help Documentation	This is Salesforce's official public help documentation for Data Cloud	May 2025
Salesforce Architect Template Gallery	Diagrams visualizing Data Cloud's Customer 360 Data Model & best practices for architects	May 2025
Data Cloud Data Model Reference	A glossary containing information about Data Cloud's standard DMOs, their relationships, and default fields.	May 2025
Data Cloud Developer Center	A curated list of content to help technical teams make use of Data Cloud	May 2025
Data Cloud Developer Guide	Developer Documentation for Data Cloud	May 2025
Data Cloud Release Notes	See release notes from the different releases of Data Cloud	May 2025
Data Cloud Connect REST API	Use Data Cloud's REST API to build custom solutions on top of Data Cloud and take advantage of uniform implementation and testing practices.	May 2025
Apex Reference Guide for Data Cloud	Utilize native Apex commands to interact with and leverage Data Cloud data & functions	May 2025
Data Cloud API Postman Collection	A repository of existing sample API calls to common Data Cloud operations	May 2025
Calculated Insights Github Repository	A repostory of sample Calculated Insights queries to accelerate your implementation	May 2025

Have feedback or run into an issue? Click here to let us know.

Getting Started

Step by Step Guide to getting started with Data Cloud

Step 1 - Introduction to Data Cloud for Partners

Step 2 - Check out Product Specific Demos & Use Cases

Step 3 - Learn Data Cloud & Get Certified

Step 4 - Become an Implementation Expert

Partner Pocket Guide

PartnerPocket Guide

Data Cloud

Data Cloud

Overview

Enablement

Enablement Events

Learn Data Cloud

Become Certified

Advanced Learning

Video Hub

Collaboration

Partner Community

Slack

Office Hours

Demo Org Access

Simple Demo Org (SDO)

Free Developer Org (Dev Org)

Industry Demo Orgs (IDOs)

Resources

Partner
Pocket Guide