This publish is co-authored by Vijay Gopalakrishnan, Director of Product, Salesforce Knowledge Cloud.
In as we speak’s data-driven enterprise panorama, organizations acquire a wealth of knowledge throughout varied contact factors and unify it in a central knowledge warehouse or a knowledge lake to ship enterprise insights. This knowledge is primarily used for analytical and machine studying functions, however not simply accessible by the enterprise customers throughout Gross sales, Service, and Advertising and marketing groups to make knowledge pushed choices. Salesforce and Amazon collaborated to handle this problem, by making the information accessible to the customers within the circulation of their work, with Zero Copy Knowledge Federation between Salesforce Knowledge Cloud and Amazon Redshift. This resolution empowers companies to entry Redshift knowledge inside the Salesforce Knowledge Cloud, breaking down knowledge silos, gaining deeper insights, and creating unified buyer profiles to ship extremely personalised experiences throughout varied touchpoints. By eliminating the necessity for knowledge replication, this integration improves effectivity and reduces prices whereas enabling real-time entry to helpful enterprise knowledge.
On this publish, we discover the advantages of the brand new Zero Copy Knowledge Federation and supply a step-by-step steerage to configure it in Salesforce Knowledge Cloud.
What’s Salesforce Knowledge Cloud?
Salesforce Knowledge Cloud is a knowledge platform that unifies all your firm’s knowledge into Salesforce’s Einstein 1 Platform, giving each staff a 360-degree view of the client to drive automation, create analytics, personalize engagement, and energy trusted synthetic intelligence (AI). Knowledge Cloud creates a holistic buyer view by turning volumes of disconnected knowledge right into a unified buyer profile that’s simple to entry and perceive. This consists of various datasets like telemetry knowledge, net engagement knowledge, and extra throughout your group or your exterior knowledge lakes and warehouses. This unified view helps your Gross sales, Service, and Advertising and marketing groups construct personalised buyer experiences, invoke data-driven actions and workflows, and safely drive AI throughout all of your Salesforce apps.
What’s Amazon Redshift?
Amazon Redshift is a quick, totally managed, petabyte-scale knowledge warehouse service that makes it easy and cost-effective to effectively analyze all of your knowledge utilizing your current enterprise intelligence (BI) instruments. It’s optimized for datasets starting from a number of hundred gigabytes to a petabyte or extra and delivers higher price-performance in comparison with most conventional knowledge warehousing options. With a totally managed AI powered massively parallel processing (MPP) structure, Amazon Redshift makes enterprise decision-making fast and cost-effective.
What’s Zero Copy Knowledge Federation?
Zero Copy Knowledge Federation, a Salesforce Knowledge Cloud functionality, unifies Salesforce and Amazon Redshift knowledge by means of a point-and-click interface. It offers safe, real-time entry to Redshift knowledge with out copying, conserving enterprise knowledge in place. This eliminates replication overhead and ensures entry to present data, enhancing knowledge integration whereas sustaining knowledge integrity and effectivity.
Knowledge federated from Amazon Redshift is represented as a local knowledge cloud object which energy varied Knowledge Cloud options, together with advertising segmentation, activations, and course of automation. With these capabilities at your fingertips, you possibly can enrich unified buyer profile in Salesforce Knowledge Cloud with transaction knowledge from Amazon Redshift to create a wealthy buyer 360, acquire insights, harness predictive and generative AI on the unified knowledge, and finally ship extremely personalised experiences throughout a number of touchpoints.
The next diagram depicts Zero Copy Knowledge Federation circulation, key options enabled and few potential actions and activations.
Connection to Amazon Redshift is established by deploying a knowledge stream in Salesforce Knowledge Cloud. Once you deploy a knowledge stream from Amazon Redshift to Knowledge Cloud, an exterior knowledge lake object (DLO) is created inside the Knowledge Cloud setting. This exterior DLO acts as a storage container, housing metadata to your federated Redshift knowledge. Importantly, the DLO serves as a reference, pointing to the information bodily saved in your Redshift knowledge warehouse, conserving your knowledge in its authentic location. Much like native DLOs, the Amazon Redshift backed exterior DLOs can energy a number of key options, together with batch rework, calculated insights, id decision, question, segmentation, and activation, amongst others. Buyer unified profiles enriched with Redshift knowledge might be actioned by Amazon SageMaker to drive predictive outcomes and activated throughout a number of platforms, together with Amazon Adverts and Salesforce Advertising and marketing Cloud, for creating viewers journeys and operating focused campaigns.
To extend efficiency, you possibly can go for acceleration, which is designed to reinforce question runtimes. For extra data on this function, confer with Acceleration in Knowledge Federation.
To summarize, Zero Copy Knowledge Federation offers the next advantages:
- Unified knowledge view: Integrates exterior knowledge seamlessly with Salesforce knowledge for a complete buyer view.
- Actual-time entry: Offers close to real-time entry to knowledge saved in exterior sources like Amazon Redshift.
- Knowledge effectivity: Eliminates the necessity to copy or transfer massive datasets, decreasing storage prices and knowledge duplication.
- Price-effective: Reduces knowledge switch pipeline and storage prices related to conventional knowledge integration strategies.
- Enhanced safety: Knowledge stays in its authentic safe setting, decreasing publicity dangers.
- Streamlined compliance: Simplifies knowledge governance by sustaining knowledge in its authentic, regulated setting.
Stipulations
Earlier than configuring knowledge federation, you should have entry to Salesforce Knowledge Cloud and the data to connect with your Redshift provisioned or serverless warehouse. The Redshift warehouse should be publicly accessible and it’s endorsed to limit entry by permit itemizing solely the Knowledge Cloud IP addresses.
For data on organising an Amazon Redshift Serverless or Amazon Redshift provisioned cluster, confer with Amazon Redshift Serverless or Amazon Redshift provisioned clusters, respectively.
Configure Zero Copy Knowledge Federation
To federate Redshift knowledge to Salesforce Knowledge Cloud, begin by configuring a Redshift connection.
- Log in to Salesforce Knowledge Cloud and navigate to Knowledge Cloud Setup.
- Within the navigation pane, select Connectors below Configuration.
- Select New, select Amazon Redshift, and select Subsequent.
- Retrieve the Redshift endpoint by navigating to the Redshift Serverless or provisioned cluster within the AWS console. Following picture reveals tips on how to receive the endpoint URL for Redshift serverless.
- Again in Salesforce Knowledge Cloud, configure the connector with a novel identify and enter the endpoint out of your Redshift server.
- Enter the consumer identify and password configured to your Redshift serverless namespace.
- Enter the identify of the database configured in your Redshift serverless namespace.
- Select Check Connection to verify you’re in a position to efficiently hook up with the Redshift occasion and select Save.
Create a Redshift Zero Copy Knowledge Federation knowledge stream
Full the next steps to create a knowledge stream utilizing the connection you created:
- Navigate to Knowledge Cloud and select Knowledge Streams within the navigation bar.
- Select New to arrange a brand new knowledge stream.
- Select Amazon Redshift and select Subsequent.
- Select your connector, database, and objects, then select Subsequent.
- Configure the thing, class, main key, and fields:
- Set the thing identify and object API identify. For extra data, see Knowledge Lake Object Naming Requirements.
- Set the class to specify the kind of knowledge to ingest. For extra data, see Class.
- Set the first key to establish the incoming data uniquely. For extra data, see Major Key.
- Choose the supply fields you need to ingest.
- Select Subsequent.
- Choose the related knowledge house. Select default when you don’t have every other knowledge house provisioned in your group. For extra data, see Handle Knowledge Areas.
- If you wish to question the information in your Redshift occasion with lowered latency, choose Allow acceleration and select your acceleration schedule. For extra data, see Acceleration in Knowledge Federation.
- Select Deploy.
On profitable deployment, a knowledge stream is created.
Use instances for Zero Copy Knowledge Federation
The next are key use instances enabled by Zero Copy Knowledge Federation between Redshift and Salesforce Knowledge Cloud:
- Advertising and marketing insurance coverage marketing campaign journey – Mix buyer profile, insurance coverage coverage, and plan knowledge in Amazon Redshift with buyer knowledge in Salesforce Cloud for focused outreach campaigns in Advertising and marketing Cloud. This facilitates cross-selling of different monetary merchandise.
- Focused promotions and buyer outreach – Merge buyer buy and profile knowledge from Amazon Redshift with buyer suggestions and repair knowledge in Salesforce for focused buyer outreach in Advertising and marketing Cloud, together with promotional offers.
- Buyer satisfaction utilizing service cloud knowledge – Mix buyer and case knowledge in Salesforce with buyer suggestions knowledge in Amazon Redshift to find out buyer satisfaction scores, enhancing service high quality.
- Prioritized presents and data-driven next-best actions – Make the most of buyer billing accounts and repair knowledge from Salesforce together with prospect, order, and billing knowledge in Amazon Redshift to generate prioritized presents and next-best actions. The transition from ETL pipelines to Zero Copy BYOL integration has streamlined operations.
- Buyer segmentation and activation – Federate buy knowledge and billing historical past from Amazon Redshift to complement unified profiles in Salesforce Knowledge Cloud and generate actionable insights based mostly on the recency, frequency, and financial worth to create buyer segments and activate to your required supply.
- Buyer 360 with wealthy insights – Enrich buyer profiles in Salesforce Knowledge Cloud with buy, billing, and product knowledge from Amazon Redshift to empower Advertising and marketing, Gross sales, and Service groups to enhance buyer engagement with wealthy buyer insights.
Conclusion
Zero Copy Knowledge Federation between Salesforce Knowledge Cloud and Amazon Redshift empowers companies to interrupt down knowledge silos, improve buyer experiences, and drive operational efficiencies. By federating Redshift knowledge to Salesforce Knowledge Cloud, organizations could make knowledgeable choices sooner, personalize buyer interactions at scale, and optimize assets throughout advertising, gross sales, service, and operations. This integration units a brand new commonplace for data-driven enterprise success within the digital age. Try the Salesforce Zero Copy Knowledge Federation announcement and the next assets to be taught extra and get began:
In regards to the Authors
Vijay Gopalakrishnan is a Director of Product Administration with Salesforce with a number of years of expertise within the knowledge house. He at present is part of the Salesforce Knowledge Cloud staff.
Ravi Bhattiprolu is a Sr. Associate Options Architect at AWS. Ravi works with strategic ISV companions, Salesforce and Tableau, to ship progressive and well-architected merchandise and options that assist joint clients obtain their enterprise and technical targets.
Avijit Goswami is a Principal Options Architect at AWS specialised in knowledge and analytics. He helps AWS strategic clients in constructing high-performing, safe, and scalable knowledge lake options on AWS utilizing AWS managed companies and open-source options. Exterior of his work, Avijit likes to journey, hike, watch sports activities, and take heed to music.
Ife Stewart is a Principal Options Architect within the Strategic ISV section at AWS. She has been engaged with Salesforce Knowledge Cloud over the past 2 years to assist construct built-in buyer experiences throughout Salesforce and AWS. Ife has over 10 years of expertise in expertise. She is an advocate for variety and inclusion within the expertise discipline.
Mike Patterson is a Senior Buyer Options Supervisor within the Strategic ISV section at AWS. He has partnered with Salesforce Knowledge Cloud to align enterprise targets with progressive AWS options to attain impactful buyer experiences. In Mike’s spare time, he enjoys spending time along with his household, sports activities, and out of doors actions.
