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Exercise 6: Access Unified Data from Salesforce
Now that you consolidated Guest and Reservation data in Data Cloud, you can empower Coral Cloud Resorts' staff with a unified view of their customers in Salesforce.
TIP
You can continue with this exercise, but data will not appear in the related list you create until the identity resolution job you started in the previous exercise completes.
Step 1: Create a Data Cloud Related List for reservations
In this step, you’ll create a Data Cloud Related List to display Reservations on the Salesforce Contact record page.
Using the App Launcher, open the Coral Cloud application.
Search for Sofia Rodriguez, and click the Sofia Rodriguez Contact.
Click the Related tab. Notice that there is currently no related list for Reservations.
Open the Setup menu and click Edit Object.
Click Data Cloud Related List in the left sidebar.
Click New.
In the Data Cloud Object field, select the Reservation object, and click Next.
Check Enable Controlled by Parent permissions and click Next.
Keep Reservation as the Child Relationship Name, and click Next.
Change the Related list label to Reservations (plural).
Check the Contact Layout checkbox.
Check the Add related list to users’ existing record page customizations checkbox.
Click Next.
Step 2: Add the related list to the Contact page layout
Click Page Layouts in the left sidebar.
Click Contact Layout.
Scroll to the bottom of the page layout until you see the Reservations related list.
Click the wrench icon.
Add the following fields to the Selected Fields:
- Reservation ID
- Check-in Date
- Check-out Date
- Total Price
Click OK to save your field selection.
Click Save to save your changes to the Page Layout.
In the Coral Cloud Resorts app, navigate to the Contact record page for Sofia Rodriguez.
Refresh the Page.
Click the Related tab.
Make sure that you can see the Reservations related list.
TIP
You may notice that the list is empty. That’s because you categorized Reservation as a high-scale engagement object in Data Cloud. By default, this type of object will only show data for the last seven days.
Step 3: Create a dynamic related list
In this step, you’ll add a dynamic related list to the Contact record page. Dynamic related lists allow you to specify custom filters and control how much data is returned by Data Cloud.
Make sure you’re on the Contact record page for Sofia Rodriguez.
Open the Setup menu and click Edit Page to open App Builder.
Click the Related tab.
Drag the Dynamic Related List - Single component to the top of the page under the Related tab.
Make sure the Dynamic Related List component is selected. In the Related List field (right sidebar), select Reservations.
Under Related List Fields, click the Add Field button, select the Reservation ID field and click Done.
Repeat the previous step to add the following fields:
- Check-in Date
- Check-out Date
- Total Price
Under Related List Filters, click the Add Filter button and add the following filter:
- Field = Creation Date
- Operator=not equal to
- Value=<leave blank>
TIP
If you don’t specify a filter, only the last seven days worth of data will be shown. For most contacts, this would result in an empty related list.
Click Done.
Click Save (upper right corner) to save your changes to the page.
Click the back arrow button (upper left corner) to leave App Builder and go back to the Contact record.
On the Contact record page, click the Related tab.
Make sure that you can see the Reservations dynamic related list. This time, the list shows all the reservation records for Sofia Rodriguez.
Summary
In this exercise, you created a Data Cloud Related List, enabling users to view a Contact's reservations directly within the Contact record page. The magic behind this functionality lies in identity resolution. This process uses matching and reconciliation rules to link Guest records (associated with reservations) in Data Cloud to their corresponding Contact records in Salesforce. When you navigate to a Contact record, Data Cloud looks up any linked individual then traverses the linked data to retrieve the related reservations.