Entry Amazon Redshift knowledge from Salesforce Information Cloud with Zero Copy Information Federation

This put up is co-authored by Vijay Gopalakrishnan, Director of Product, Salesforce Information Cloud.

In as we speak’s data-driven enterprise panorama, organizations gather a wealth of information throughout varied contact factors and unify it in a central knowledge warehouse or an information 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 selections. Salesforce and Amazon collaborated to handle this problem, by making the info accessible to the customers within the stream of their work, with Zero Copy Information Federation between Salesforce Information Cloud and Amazon Redshift. This answer empowers companies to entry Redshift knowledge throughout the Salesforce Information 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 put up, we discover the advantages of the brand new Zero Copy Information Federation and supply a step-by-step steering to configure it in Salesforce Information Cloud.

What’s Salesforce Information Cloud?

Salesforce Information Cloud is an information platform that unifies your whole firm’s knowledge into Salesforce’s Einstein 1 Platform, giving each staff a 360-degree view of the shopper to drive automation, create analytics, personalize engagement, and energy trusted synthetic intelligence (AI). Information Cloud creates a holistic buyer view by turning volumes of disconnected knowledge right into a unified buyer profile that’s easy to entry and perceive. This contains numerous datasets like telemetry knowledge, internet 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, absolutely 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 just a few hundred gigabytes to a petabyte or extra and delivers higher price-performance in comparison with most conventional knowledge warehousing options. With a completely managed AI powered massively parallel processing (MPP) structure, Amazon Redshift makes enterprise decision-making fast and cost-effective.

What’s Zero Copy Information Federation?

Zero Copy Information Federation, a Salesforce Information Cloud functionality, unifies Salesforce and Amazon Redshift knowledge by a point-and-click interface. It supplies 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.

Information federated from Amazon Redshift is represented as a local knowledge cloud object which energy varied Information Cloud options, together with advertising and marketing segmentation, activations, and course of automation. With these capabilities at your fingertips, you may enrich unified buyer profile in Salesforce Information Cloud with transaction knowledge from Amazon Redshift to create a wealthy buyer 360, achieve 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 Information Federation stream, key options enabled and few potential actions and activations.

Connection to Amazon Redshift is established by deploying an information stream in Salesforce Information Cloud. Whenever you deploy an information stream from Amazon Redshift to Information Cloud, an exterior knowledge lake object (DLO) is created throughout the Information Cloud surroundings. 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 info bodily saved in your Redshift knowledge warehouse, conserving your knowledge in its unique location. Much like native DLOs, the Amazon Redshift backed exterior DLOs can energy a number of key options, together with batch remodel, 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 working focused campaigns.

To extend efficiency, you may go for acceleration, which is designed to boost question runtimes. For extra data on this function, consult with Acceleration in Information Federation.

To summarize, Zero Copy Information Federation supplies the next advantages:

• Unified knowledge view: Integrates exterior knowledge seamlessly with Salesforce knowledge for a complete buyer view.
• Actual-time entry: Supplies close to real-time entry to knowledge saved in exterior sources like Amazon Redshift.
• Information 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: Information stays in its unique safe surroundings, decreasing publicity dangers.
• Streamlined compliance: Simplifies knowledge governance by sustaining knowledge in its unique, regulated surroundings.

Stipulations

Earlier than configuring knowledge federation, you need to have entry to Salesforce Information Cloud and the data to connect with your Redshift provisioned or serverless warehouse. The Redshift warehouse have to be publicly accessible and it is suggested to limit entry by enable itemizing solely the Information Cloud IP addresses.

For data on establishing an Amazon Redshift Serverless or Amazon Redshift provisioned cluster, consult with Amazon Redshift Serverless or Amazon Redshift provisioned clusters, respectively.

Configure Zero Copy Information Federation

To federate Redshift knowledge to Salesforce Information Cloud, begin by configuring a Redshift connection.

1. Log in to Salesforce Information Cloud and navigate to Information Cloud Setup.
   
2. Within the navigation pane, select Connectors beneath Configuration.
   
3. Select New, select Amazon Redshift, and select Subsequent.
   
4. Retrieve the Redshift endpoint by navigating to the Redshift Serverless or provisioned cluster within the AWS console. Following picture exhibits the way to receive the endpoint URL for Redshift serverless.
   
5. Again in Salesforce Information Cloud, configure the connector with a novel identify and enter the endpoint out of your Redshift server.
6. Enter the person identify and password configured to your Redshift serverless namespace.
7. Enter the identify of the database configured in your Redshift serverless namespace.
   
8. Select Take a look at Connection to verify you’re capable of efficiently connect with the Redshift occasion and select Save.
   

Create a Redshift Zero Copy Information Federation knowledge stream

Full the next steps to create an information stream utilizing the connection you created:

1. Navigate to Information Cloud and select Information Streams within the navigation bar.
2. Select New to arrange a brand new knowledge stream.
   
3. Select Amazon Redshift and select Subsequent.
   
4. Select your connector, database, and objects, then select Subsequent.
   
5. Configure the article, class, main key, and fields:
   1. Set the article identify and object API identify. For extra data, see Information Lake Object Naming Requirements.
   2. Set the class to specify the kind of knowledge to ingest. For extra data, see Class.
   3. Set the first key to determine the incoming data uniquely. For extra data, see Main Key.
   4. Choose the supply fields you need to ingest.
6. Select Subsequent.
   
7. Choose the related knowledge area. Select default for those who don’t have every other knowledge area provisioned in your group. For extra data, see Handle Information Areas.
8. If you wish to question the info in your Redshift occasion with decreased latency, choose Allow acceleration and select your acceleration schedule. For extra data, see Acceleration in Information Federation.
9. Select Deploy.
   

On profitable deployment, an information stream is created.

Use instances for Zero Copy Information Federation

The next are key use instances enabled by Zero Copy Information Federation between Redshift and Salesforce Information 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 provides 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 provides 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 counterpoint unified profiles in Salesforce Information Cloud and generate actionable insights primarily based 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 Information 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 Information Federation between Salesforce Information Cloud and Amazon Redshift empowers companies to interrupt down knowledge silos, improve buyer experiences, and drive operational efficiencies. By federating Redshift knowledge to Salesforce Information Cloud, organizations could make knowledgeable selections quicker, personalize buyer interactions at scale, and optimize sources throughout advertising and marketing, gross sales, service, and operations. This integration units a brand new normal for data-driven enterprise success within the digital age. Try the Salesforce Zero Copy Information Federation announcement and the next sources 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 area. He at present is part of the Salesforce Information Cloud staff.

Ravi Bhattiprolu is a Sr. Accomplice Options Architect at AWS. Ravi works with strategic ISV companions, Salesforce and Tableau, to ship revolutionary and well-architected merchandise and options that assist joint prospects obtain their enterprise and technical targets.

Avijit Goswami is a Principal Options Architect at AWS specialised in knowledge and analytics. He helps AWS strategic prospects 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 hearken to music.

Ife Stewart is a Principal Options Architect within the Strategic ISV section at AWS. She has been engaged with Salesforce Information 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 range 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 Information Cloud to align enterprise targets with revolutionary AWS options to attain impactful buyer experiences. In Mike’s spare time, he enjoys spending time together with his household, sports activities, and out of doors actions.