01 Get Ready for the Superbadge
Introduction to Superbadges • Assessment Objectives
Recommended Learning • Prework • Use Case
Introduction to Superbadges
A SUPERBADGE is different from other Trailhead learning.
It is a HANDS-ON TECHNICAL SKILLS ASSESSMENT where you
take business requirements and apply your skills to build
something amazing — WITHOUT step-by-step guidance.
WHAT TO EXPECT:
• You receive business requirements, not instructions
• Recommended learning and Help articles are provided
as resources — use them!
• The estimated completion time assumes PRIOR experience
with the superbadge concepts
• You must complete prerequisite recommended learning
before attempting the challenges
Your hard work will pay off! Superbadges demonstrate
real-world, job-ready skills to employers.
Assessment Objectives
In this superbadge, you will demonstrate your ability to
perform three core Data 360 tasks:
1. CONFIGURE A DATA STREAM FROM A BUNDLE
Connect the standard Sales data stream bundle to bring
critical profile data into Data 360
2. CREATE A CUSTOM FORMULA FIELD
Build a formula field to consistently identify
international contacts versus domestic ones
3. ADD TO THE DATA MODEL OBJECT (DMO)
Map your custom field to the Account Contact DMO for
use in segmentation and targeted marketing
These three objectives mirror real-world Data 360 admin
tasks that you would perform in a production environment.
Recommended Learning
Before starting this superbadge, complete the recommended
prerequisite content. This provides the KNOWLEDGE BASE you
need to tackle the hands-on challenges.
[Image: Customer 360 Data Model for Data Cloud badge]
KEY PREREQUISITE MODULE:
• Customer 360 Data Model for Data Cloud
Explore and use data model objects in Data Cloud (now
Data 360). Understanding DMOs, subject areas, and the
Customer 360 Data Model is ESSENTIAL for this superbadge.
The recommended learning is not optional — it is the
foundation. Superbadges assume you already have these
concepts mastered before you begin.
Prework and Notes
Before diving into the challenges, you need to set up
your environment and review key resources.
[Image: Note]
YOU NEED:
• A special Developer Edition org with Data 360 and
specific configuration for this superbadge
• This org is only available for a 2-DAY period — plan
to complete all challenges before it expires
The prework has three parts:
1. Sign up for the special Developer Edition org
2. Connect your new org to your Trailhead account
3. Review the Trailhead Challenge Help article
Each part is covered in detail on the following slides.
Sign Up for a Developer Edition Org
SIGN UP FOR YOUR SPECIAL DEVELOPER EDITION ORG:
1. Go to the special sign-up link for this superbadge
(available on the Trailhead challenge page)
2. Complete the sign-up form to create your org
3. Check your email for “Finish resetting your Salesforce
password” and follow the instructions to log in
CRITICAL REMINDERS:
• This org includes Data 360 and specific configuration
designed for THIS superbadge only
• The org expires after 2 DAYS — complete all challenges
before expiration
• Do NOT use a regular Trailhead Playground — it will
not have the required configuration and data
Once you have logged in successfully, move on to
connecting your org to Trailhead.
Connect Your New Developer Edition Org to Trailhead
After creating your Developer Edition org, CONNECT it
to your Trailhead account so challenges can validate
your work.
STEPS:
1. Make sure you are logged in to your Trailhead account
2. From the Choose a hands-on org screen, select
Connect org
3. On the login screen, enter the username and password
for the Developer Edition org you just set up
4. On the Allow Access? page, click Allow
5. On the “Want to connect this org for hands-on
challenges?” page, click Yes! Save it
You are redirected back to the superbadge page. Your
new Developer Edition org is now connected and ready
to use for earning this superbadge.
Review the Data Stream Fundamentals Superbadge Help Article
Before you begin the challenges, REVIEW the official
Trailhead Challenge Help article.
[Image: Note]
THE HELP ARTICLE PROVIDES:
• Detailed resources to complete each challenge
• Suggested formulas and troubleshooting tips
• Accessibility considerations for the superbadge
• Common issues and how to resolve them
This Help article is your PRIMARY REFERENCE during the
superbadge. When you get stuck, check the Help article
FIRST before searching elsewhere.
Bookmark it now: Data Stream Fundamentals Superbadge —
Trailhead Challenge Help.
Use Case — Codey’s Den & Breakfast
Codey’s Den & Breakfast (CDB) is a popular travel
destination in the United States, attracting families
from all over the world.
What keeps guests coming back: CDB’s commitment to
HOSPITALITY CUSTOMIZED FOR EVERY VISITOR. The soft beds
and delicious pancakes bring them in; the personalized
service brings them back.
CDB is just getting started with Data 360 and is excited
about using it to ensure:
• COMPREHENSIVE GUEST PROFILES — consolidate guest data
from various sources into a single Customer 360 view
including booking history, preferences, feedback,
and interactions
• TARGETED MARKETING CAMPAIGNS — create customized
promotions based on guest preferences and behaviors.
International guests who prefer extended stays receive
tailored promotions for long-term visits.
• DATA-DRIVEN DECISION MAKING — identify trends and
patterns by analyzing guest data to invest wisely in
programs with the greatest impact
Your Mission at Codey’s Den & Breakfast
CDB is ready to implement a marketing strategy specifically
for INTERNATIONAL GUESTS. This will allow them to develop
services, amenities, and marketing initiatives appealing
to guests from other countries — such as specific dietary
options or cultural activities.
YOU are the Data 360 admin for CDB. Your task:
1. CONNECT the Sales data stream bundle to bring guest
profile data into Data 360
2. CREATE a custom formula field called International
Contact that identifies guests whose Mailing Country
is NOT the USA
3. ADD the International Contact field to the Account
Contact DMO for use in segmentation and targeted
marketing campaigns
Once completed, CDB will be able to efficiently and
effectively reach out to international guests — their
most important potential visitors — with customized
promotions and personalized experiences.
02 Connect the Sales Data Stream Bundle
Business Requirements • Sales Data Stream Bundle
Ingest Guest Profile Data into Data 360
Business Requirements
As the Data 360 admin for CDB, you are already equipped
with the knowledge to optimize guest experiences.
YOUR GOAL: Identify and consolidate INTERNATIONAL CONTACTS
into the CDB Customer 360 data model. This helps the
company provide personalized services and more memorable
experiences tailored to the unique preferences and needs
of diverse, global guests.
HOW YOU WILL DO IT:
• Use DATA STREAMS to consolidate and analyze guest data
• Enable dynamic updates to guest profiles so all
interactions and preferences stay current
• Build a comprehensive view of each traveler for
personalized service and timely communications
The first step is connecting the Sales data stream bundle
to bring critical profile data into Data 360.
Connect the Sales Data Stream Bundle
Before CDB can receive data into Data 360, its data streams
need to be properly CONFIGURED.
PREREQUISITE: The Salesforce Platform admin team has already
enabled Data 360 in the org with the standard bundles for
Sales and Service.
[Image: Note]
YOUR TASK: Make sure the standard Sales data bundle is
CONNECTED so critical profile data flows into Data 360
and integrates seamlessly with other data streams.
The Sales Data Stream Bundle focuses on PROFILE DATA,
helping CDB collect, analyze, and use guest-related
information to optimize operations and enhance experiences.
IMPORTANT: Data streams usually ingest sample records
quickly, but occasionally the Last Run Status may take
up to 15 minutes to show “Success.” Wait for completion
before starting the next challenge.
With the Sales bundle connected, CDB can now use data
effectively to anticipate guest needs and cater to
visitors from all over the world.
03 Create a Custom Formula
Custom Formula Fields • Identify International Contacts
Mailing Country ≠ USA • Field Label: International Contact
Create a Custom Formula
Now that the data streams are ready, implement a way to
CONSISTENTLY IDENTIFY international contacts.
YOUR TASK: Create a FORMULA FIELD that distinguishes
international guests from domestic ones.
REQUIREMENTS:
• Data Stream: Contact Data Stream (from the Sales bundle)
• Field Label: International Contact
• Logic: Return TRUE if the contact’s Mailing Country
is NOT USA
• Tip: If you get stuck, check the Help article for
suggested formulas
WHY THIS MATTERS:
• Enables CDB to TAILOR communication based on geography
• Helps ANTICIPATE language preferences
• Allows consideration of CULTURAL factors in messaging
• Becomes a reusable field for segmentation and campaigns
Once created, test your formula to make sure it returns
the expected results for both US and non-US countries.
CDB’s guest data is now becoming more and more useful.
04 Add to the Data Model Object
Map Custom Fields to DMOs • Account Contact DMO
Enable Segmentation for Targeted Campaigns
Add to the Data Model Object
It is time to PUT IT ALL TOGETHER. CDB plans to create
an email campaign targeting international guests as part
of its marketing strategy.
YOUR TASK: Add the International Contact field from the
CDB contact data stream to the Account Contact DMO for
use in Data 360.
SPECIFICATIONS:
• Field Label: International Contact
• API Name: International_Contact
• Usage: This field will be used to segment the guest
database and create targeted marketing campaigns for
international travelers
WHY THIS MATTERS:
• The formula field exists in the DLO but is not usable
for segmentation until mapped to a DMO
• Mapping to Account Contact DMO makes International
Contact available as a filter criterion in segments
• This is the final step that connects raw data →
transformation → data model → business use
Now CDB can quickly and consistently identify international
guests, ensuring more accurate, efficient, and personalized
communication and service. This enhances the overall guest
experience and fosters long-term loyalty.
Sum It Up
As Data 360 admin for Codey’s Den & Breakfast, you have
laid the FOUNDATION for data-driven guest personalization.
WHAT YOU ACCOMPLISHED:
• Connected the Sales data stream bundle → guest profile
data now flows into Data 360
• Created the International Contact formula field →
consistent identification of international vs. domestic
guests based on Mailing Country ≠ USA
• Added International Contact to the Account Contact
DMO → field is now usable for segmentation and
targeted campaigns
WHAT IS POSSIBLE NEXT:
• Map more fields and bring together data from more sources
• Use historical data to visualize preferences and trends
among international travelers
• Develop special packages and offers customized for
long-stay guests
• Personalize email campaigns and mobile app notifications
to promote tailored offers
The possibilities are ENDLESS. CDB is doubling down on its
success by investing in ways to make better use of guest
information — powered by Data 360.