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Data Cloud - Facts and Fiction

Data Cloud – Facts and Fiction

Salesforce Data Cloud: Debunking Myths and Unveiling Facts If you’ve been active on LinkedIn, attending recent Salesforce events, or even watching a myriad of sporting events, you’ve likely noticed that Salesforce has evolved beyond just CRM. It’s now CRM + DATA + AI. Although Salesforce has always incorporated these elements, with Einstein AI and data being integral to CRM, the latest innovation lies in the Data Cloud. Data Cloud – Facts and Fiction Data Cloud, formerly known as Salesforce Genie, represents Salesforce’s latest evolution, focusing on enabling organizations to scale and grow in an era where data is the new currency. It is the fastest-growing product in Salesforce’s history, pushing new boundaries of innovation by providing better access to data and actionable insights. As Data Cloud rapidly develops, potential clients often have questions about its function and how it can address their challenges. Here are some common myths about Data Cloud and the facts that debunk them. Myth: Data Cloud Requires MuleSoft Fact: While MuleSoft Anypoint Platform can accelerate connecting commonly used data sources, it is not required for Data Cloud. Data Cloud can ingest data from multiple systems and platforms using several out-of-the-box (OOTB) connectors, including SFTPs, Snowflake, AWS, and more. Salesforce designs its solutions to work seamlessly together, but Data Cloud also offers connector options for non-Salesforce products, ensuring flexibility and integration capabilities beyond the Salesforce ecosystem. Myth: Data Cloud Will De-Duplicate Your Data Fact: Harmonizing data in Data Cloud means standardizing your data model rather than de-duplicating it. Data Cloud maps fields to a common data model and performs “Identity Resolution,” using rules to match individuals based on attributes like email, address, device ID, or phone number. This process creates a Unified Individual ID without automatically de-duplicating Salesforce records. Salesforce intentionally does not function as a Master Data Management (MDM) system. Myth: Data Cloud Will Create a Golden Record Fact: Data Cloud does not create a single, updated record synchronized across all systems (a “golden record”). Instead, it retains original source information, identifies matches across systems, and uses this data to facilitate engagements, known as the Data Cloud Key Ring. For instance, it can recognize an individual across different systems and provide personalized experiences without overwriting original data. Myth: You Can’t Ingest Custom Objects from Salesforce Fact: During the data ingestion process, you can select which objects to ingest from your Salesforce CRM Org, including custom objects. The system identifies the API names of the objects and fields from the data source. Ensuring the Data Cloud integration user has access to the necessary information (similar to assigning Permission Sets) allows you to ingest and map custom objects accordingly. Myth: Data Cloud Requires a Data Scientist and Takes a Long Time to Implement Fact: While implementing Data Cloud involves ingesting, mapping data, running identity resolution, and generating insights, it does not necessarily require a data scientist. Skilled Salesforce Admins can often manage data integration from third-party applications. Effective Data Cloud implementation requires thorough planning and preparation, akin to prepping a room before painting. Identifying use cases and understanding data sources in advance can streamline the implementation process. Myth: Data Cloud is Expensive Fact: Data Cloud operates on a consumption-based pricing model. Engaging in strategic conversations with Salesforce Account Executives can help understand the financial implications. Emphasizing the value of a comprehensive data strategy and considering the five V’s of Big Data—Volume, Variety, Veracity, Value, and Velocity—ensures that your data supports meaningful business outcomes and KPIs. In Summary Salesforce Data Cloud represents a significant evolution in managing and leveraging data within your organization. It helps break down data silos, providing actionable insights to drive organizational goals. Despite initial misconceptions, implementing Data Cloud does not require extensive coding skills or a data scientist. Instead, thorough planning and preparation can streamline the process and maximize efficiency. Understanding the value of a comprehensive data strategy is crucial, as data becomes the new currency. Addressing the five V’s of Big Data ensures that your data supports meaningful business outcomes and KPIs. At Tectonic, our team of certified professionals is ready to assist you on this journey. We offer a Salesforce Implementation Solution package to help you get hands-on with the tool and explore its capabilities. Whether you need help understanding your data sources or defining use cases, our data practice can provide the expertise you need. Talk to Tectonic about Data Cloud and discover how our tailored solutions can help you harness the full potential of your data. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Page Design

Compact Page Layouts in Salesforce

Compact page layouts in Salesforce serve to showcase the essential fields of a record when minimal details are required. They dictate which fields appear in the highlights panel at the top of a record. A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations. Lightning Pages For users employing Lightning Pages, ensure that the Highlights Panel Component is included on your page to ensure visibility. Navigate to the Object Manager, select the Object, go to Compact Layouts, and create a new layout. After naming the Compact Layout, add the desired fields for viewing. Note that a compact layout can only include fields from its object or fields that may be utilizing a formula as a cross-object reference to another object. Salesforce fields not present in SOAP API cannot be added to compact layouts in the Salesforce mobile app. Compact Page Layouts in Salesforce Compact layouts also influence how records are displayed in the Salesforce mobile app, helping users quickly recognize pertinent information on mobile screens. These layouts enable a tailored view of records, emphasizing the information users need at a glance. While compact layouts support all field types, it’s worth noting that they exclude text area, long text area, rich text area, and multi-select picklist fields. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Sensitive Information De-identification

Sensitive Information De-identification

Using Google Cloud Data Loss Prevention with Salesforce for Sensitive Data Handling This insight discusses the transition from detecting and classifying sensitive data to preventing data loss using Google Cloud Data Loss Prevention (DLP). Sensitive Information De-identification for Salesforce is used as the data source to demonstrate how personal, health, credential, and financial information can be de-identified in unstructured data in near real-time. Overview of Google Cloud DLP Google Cloud DLP is a fully managed service designed to help discover, classify, and protect sensitive data. It easily transitions from detection to prevention by offering services that mask sensitive information and measure re-identification risk. Objective The goal was to demonstrate the ability to redact sensitive information in unstructured data at scale. Specifically, it aimed to determine whether sensitive data, such as credit card numbers, tax file numbers, and health care numbers, entered into Salesforce communications (Emails, Files, and Chatter) could be detected and redacted. Constraints Tested De-identifying Data with Google Cloud DLP API Instead of detailing the setup, this section focuses on the key areas of design. Google Design Decisions Supporting Disparate Data Sources with Multiple Integration Patterns and Redundant Design Salesforce Data Source De-identification targets include email addresses, Australian Medicare card numbers, GCP API keys, passwords, and credit card numbers. Credit card numbers are masked with asterisks, while other sensitive data is replaced with information types for readability (e.g., [email protected] becomes [redacted-email-address]). Sample Requests to Google De-identification Service JSON Structure to De-identify Text Using Google Cloud DLP API jsonCopy code{ // JSON structure } JSON Structure to De-identify Images Using Google Cloud DLP API jsonCopy code{ // JSON structure } Salesforce Design Decisions Redundancy and Batch Processing A scheduled batch job allows for recovery by polling unprocessed records. To handle large data volumes (e.g., 360,000 records over 5 days), the Salesforce BULK API is used to process queries and updates in large batch sizes, reducing the number of API calls. Sensitive Information De-identification Google Cloud Data Loss Prevention allows detecting and protecting assets with sensitive information, supporting a wide range of use cases across an enterprise. Proven Capabilities: Considerations and Lessons Learned Enhanced Email: Redacting tasks and EmailMessage records, handling read-only EmailMessage records by deleting and recreating them. Files: The architecture assumes files with sensitive data can be deleted and replaced with redacted versions. Audit Fields: Ensure setting CreatedDate and LastModifiedDate fields using original record dates. Field History Tracking: Avoid tracking fields intended for de-identification, tracking shadow fields instead. Image De-identification: Limited to JPEG, BMP, and PNG formats, with DOCX and PDF not yet supported. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Cloud First

A Salesforce Architect’s Thoughts on User Experience

The intersection of Salesforce User Experience (UX) Design and Architecture in the Salesforce ecosystem is making traction. As User Experience Designer and Strategy Designer certifications were launched by Salesforce, architects are increasingly venturing into UX to create comprehensive and well thought out solutions. This collaboration, emphasizing the importance of user experience, has the potential to increase project success through efficient, scalable, and sustainable designs, particularly for Certified Technical Architects (CTAs). User Interaction and Adoption are important considerations for architects, requiring a focus on understanding user interactions to guide effective decisions. The method of creating a user story, showing what the user needs to accomplish, assists the designers in creating solutions that are user friendly By mapping the user journey and data flow through process and journey mapping, architects gain insights into necessary objects, relationships, and high-touchpoint objects influencing Large Data Volumes (LDV). Understanding user expectations informs architects about necessary record ownership changes, conversions, security, and data visibility requirements. Salesforce UX Certifications The recent emphasis on UX design in Salesforce, marked by certifications like Strategy Designer and User Experience Designer, has prompted useful discussions within the Salesforce architect community. Personal experience completing these certifications underscores the importance of architects embracing UX design, especially on the path to becoming a Certified Technical Architect. The incorporation of journey mapping into solution design, as discovered through creating process and journey maps from CTA scenarios, has proven invaluable. The synergy between architects and UX designers manifests as they collaborate to seamlessly integrate visual and technical elements. Thus resulting in cohesive, user-friendly solutions. Despite distinct areas of expertise, both roles converge on considering user needs, business requirements, and personas, fostering pivotal collaboration that ensures functional and aesthetically pleasing systems. A user-centric approach is crucial for architects in solving problems and ensuring holistic solutions. Process mapping facilitates identifying record ownership changes, conversions, security, and data visibility requirements. Higher Probability of Success is achieved by considering the users’ interactions. Building solutions that prioritize simplicity, reducing project complexity and enhancing user understanding. Performance, Scalability, and Usage must be factored into architectural considerations. Architects need to understand system usage, scalability needs, and performance to create efficient systems capable of handling increased usage. Additionally, architects should prioritize efficiency by identifying large data volume objects and designing for scalability. Return on Investment (ROI) through Sustainability is a key factor for project success. Architects should consider both adoption and sustainable design, ensuring long-term value. ROI-driven decisions should permeate the design process. Minimizing potential rework and supporting evolving technology and business requirements. Salesforce UX in Design Process Incorporating user experience design early in the design process enhances project success by avoiding costly redesigns and ensuring the final product meets user needs. Architects must prioritize sustainability. Then they can create designs that maximize ROI and provide long-term value to the organization. User experience design is integral for architects. While providing a framework for understanding user interactions and optimizing the Salesforce solutions the arcitects design and build. Embracing UX design and collaborating effectively, architects can create systems that are not only functional and efficient but also intuitive and enjoyable to use. When designing custom Salesforce solutions, the architect should always consider the end user. At Tectonic, our entire team of Salesforce consultants focus on delivering an application that meets everyone’s expectations. Contact us today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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