Fast-track your Salesforce Genie partnership with CRM Data Kit

Fast-track your Salesforce Genie partnership with CRM Data Kit. What is Salesforce Genie? Salesforce Genie, announced at Dreamforce 2022, is a hyperscale customer data platform (CDP) that powers the world’s first real-time CRM. This is the entire Salesforce Platform — now with CDP capabilities. Salesforce Genie brings the power of real-time automation, analytics, AI, data, and integration to the entire Customer 360. Genie is the next generation of CDP. Historically, CDPs have been more of a marketing tool for uniting siloed data into a shared view. Salesforce Genie takes this one step further by funneling a nearly infinite amount of dynamic data to Customer 360 in real time. Everything in this unified customer profile record is visible and actionable across Salesforce’s entire suite of products, including all industry solutions. How to integrate with Salesforce Genie. By extending Salesforce Genie as a partner, you’ll have the ability to provide your customers with a single view of their end consumer across any cloud. Becoming a Salesforce Genie partner is easy. With a simple integration via the CRM Data Kit, partners can quickly integrate their IP to Genie to fuel automation, intelligence, and engagement, and simplify deployment of Genie data integration for customers. About CRM Data Kit A CRM Data Kit is a collection of metadata that contains everything needed to integrate Salesforce Platform data to Genie. It works by simplifying the deployment of data streams in a customer org through a managed package installation. And because it enables prebuilt mapping from your existing IP to CDP within the managed package, it can all be built in a day.

How easy is it, really? It’s a quick build. Using declarative tools, you can build CRM Data Kits very quickly. CRM Data Kits wrap together metadata and relationships to provide a streamlined installation experience for your users. Moving data from your app into Genie is a breeze. Data Streams allow you to map the data from your custom objects into the CDP standard data model. You can also create and package custom fields and objects to extend the data model. It’s built to fit your data. Define the data that goes into the CDP with Data Streams and formula fields. You can also extend the CDP data model to fit your data with custom fields and objects. Calculated insights enable you to calculate metrics, such as engagment scores, churn rates, or customer lifetime spend, from the data you bring into the CDP. It’s convenient for your customers. Using your Data Kit, your customers can connect all of their Salesforce CRM orgs into a single CDP org for a unified view of their data. Let’s talk We built the Chargent for Salesforce CDP connector to enable our merchants to utilize this critical customer spend data in Salesforce’s Marketing Cloud and Commerce Cloud. As a long-time ISV Partner, we are focused on getting effective solutions to market quickly, and the Salesforce CDP product and ISV enablement team made this a very simple and straightforward process. Nick Peterson Chief Technology Officer