Siloed data slows communication, delays data-driven insights, and creates extra work. Learn ways for Breaking Down Data Silos with Zero Copy Data Federation.

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Overview

In today’s data-driven business world, organizations amass vast amounts of data across various touchpoints, centralizing it in data warehouses or lakes to derive business insights. While this data is primarily used for analytics and machine learning, it remains largely inaccessible to business users in Sales, Service, and Marketing, hindering their ability to make data-driven decisions. To address this challenge, Salesforce and Amazon have collaborated to create Zero Copy Data Federation between Salesforce Data Cloud and Amazon Redshift. This integration empowers businesses by providing seamless access to Redshift data within Salesforce Data Cloud, enhancing data integration, and enabling real-time insights without the need for data replication.

Benefits of Zero Copy Data Federation

This new solution allows businesses to:

  • Access Redshift data directly within Salesforce Data Cloud.
  • Eliminate data silos, providing a unified customer view.
  • Deliver highly personalized experiences across various touchpoints.
  • Improve efficiency and reduce costs by eliminating data replication.
  • Gain real-time access to valuable business data.

Salesforce Data Cloud

Salesforce Data Cloud unifies all company data into the Einstein 1 Platform, offering a comprehensive 360-degree view of the customer. It integrates diverse datasets such as telemetry data and web engagement data, creating a holistic customer profile that is easy to access and understand. This unified view enables Sales, Service, and Marketing teams to build personalized customer experiences, drive data-driven actions, and leverage trusted AI across all Salesforce apps.

Amazon Redshift

Amazon Redshift is a fast, fully managed, petabyte-scale data warehouse service designed for efficient data analysis using existing business intelligence tools. It offers superior price-performance compared to traditional data warehousing solutions and supports datasets ranging from a few hundred gigabytes to petabytes. Redshift’s AI-powered massively parallel processing (MPP) architecture facilitates quick, cost-effective business decision-making.

Zero Copy Data Federation

Zero Copy Data Federation, a feature of Salesforce Data Cloud, enables secure, real-time access to Redshift data without copying it. This capability maintains data in its original location, eliminating replication overhead and ensuring current information access, thus enhancing data integration while preserving data integrity and efficiency.

Data federated from Amazon Redshift is represented as a native data cloud object, powering various Data Cloud features, including marketing segmentation, activations, and process automation. This allows businesses to enrich unified customer profiles in Salesforce Data Cloud with transactional data from Redshift, gaining insights, harnessing predictive and generative AI, and delivering highly personalized experiences.

Setting Up Zero Copy Data Federation

To configure Zero Copy Data Federation in Salesforce Data Cloud:

  1. Establish Connection:
    • Log in to Salesforce Data Cloud and navigate to Data Cloud Setup.
    • Choose Connectors under Configuration.
    • Select New, choose Amazon Redshift, and enter your Redshift endpoint details.
    • Test the connection and save the configuration.
  2. Create Data Stream:
    • Navigate to Data Streams in Salesforce Data Cloud.
    • Set up a new data stream using your Redshift connection.
    • Configure the object, category, primary key, and fields.
    • Deploy the data stream.

Use Cases

Zero Copy Data Federation enables various use cases:

  • Marketing Campaigns: Combine customer profile and policy data from Redshift with Salesforce data for targeted outreach in Marketing Cloud.
  • Customer Outreach: Merge purchase data from Redshift with feedback data in Salesforce for targeted promotions.
  • Service Quality: Combine case data in Salesforce with feedback data in Redshift to enhance customer satisfaction.
  • Next-Best Actions: Utilize billing and service data from Salesforce with order data in Redshift to prioritize offers.
  • Customer Segmentation: Enrich profiles in Salesforce Data Cloud with purchase history from Redshift to create actionable segments.
  • Customer 360: Provide Marketing, Sales, and Service teams with enriched profiles for improved customer engagement.

Conclusion

Zero Copy Data Federation between Salesforce Data Cloud and Amazon Redshift empowers businesses to dismantle data silos, enhance customer experiences, and drive operational efficiencies. By enabling real-time access to Redshift data within Salesforce Data Cloud, organizations can make informed decisions, personalize customer interactions, and optimize resources across various functions. This integration sets a new benchmark for data-driven business success in the digital age. Check out the Salesforce Zero Copy Data Federation announcement for more details.

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