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Data Model & Tools [1]

Salesforce is at the heart of eComm, but it would be nothing without other systems across CU. Most of eComm's Salesforce Contacts are from a source system (updated nightly) and enhanced with engagement information from eComm's other applications (Marketing Cloud & Cvent), constituents and eComm specialists. 

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eComm's constituents are comprised of data from multiple systems (listed below). CU People (CUP) - formerly Master Data Management (MDM) - aggregates these details on one record and then passes it to Salesforce for use.

  • Advance | Donors, Friends & Alumni Updates
  • Campus Solutions | Academic & Enrollment Details
  • Human Capital Management (HCM) | CU Employment Details
  • Identity Management (IDM) | Campus-level Affiliations
  • eComm Specialist | Contacts that do not exist in one of the above data systems can be created directly in Salesforce by an eComm specialist

Once a contact is created in Salesforce, there are a few ways the contact's information gets updated and enhanced:

  • Marketing Cloud | Enhances a Contact by layering on individual email preferences and Individual Email Results (IERs).
    • Marketing Cloud and Salesforce have a bi-directional integration meaning a Marketing Cloud email can be distributed to a targetted audience created in Salesforce and data from that email is sent back to Salesforce.
  • Cvent | Enhances a Contact by adding event participation (and creates new Contacts when necessary).
  • Form Assembly | Enhances a Contact by including any action taken to subscribe (and creates new Contacts when necessary).
  • eComm Specialists | Update a constituent's Email Preferences
    • Constituents can adjust their Email Preferences by receiving an email and selecting 'Manage My Preferences' in the footer
  • Advance, Campus Solutions & HCM | Updates constituent's First Name, Last Name, or Email (depending on which source system the Contact originated from)

 

 

 

Data Dictionary & Entity Relationship Diagram (ERD)

The data dictionary [2] provides full descriptions and values of fields that exist in Salesforce while the Entity Relationship Diagram (ERD) [3] indicates how the data is related to one another. 

Groups audience: 
eComm

Source URL:https://www.cu.edu/ecomm/strategy/data-model-tools

Links
[1] https://www.cu.edu/ecomm/strategy/data-model-tools [2] https://docs.google.com/spreadsheets/d/1s0qta2ap5xIlM5xQOZ9e4Yc3lWBdbCOWA2z4OhFGGMg/edit#gid=1145773985 [3] https://www.cu.edu/blog/ecomm-wiki/salesforce-entity-relationship-diagram