Entry Amazon Redshift information from Salesforce Knowledge Cloud with Zero Copy Knowledge Federation

This submit is co-authored by Vijay Gopalakrishnan, Director of Product, Salesforce Knowledge Cloud.

In right this moment’s data-driven enterprise panorama, organizations gather a wealth of knowledge throughout varied contact factors and unify it in a central information warehouse or an information lake to ship enterprise insights. This information is primarily used for analytical and machine studying functions, however not simply accessible by the enterprise customers throughout Gross sales, Service, and Advertising groups to make information pushed selections. Salesforce and Amazon collaborated to handle this problem, by making the info accessible to the customers within the movement of their work, with Zero Copy Knowledge Federation between Salesforce Knowledge Cloud and Amazon Redshift. This resolution empowers companies to entry Redshift information throughout the Salesforce Knowledge Cloud, breaking down information silos, gaining deeper insights, and creating unified buyer profiles to ship extremely personalised experiences throughout varied touchpoints. By eliminating the necessity for information replication, this integration improves effectivity and reduces prices whereas enabling real-time entry to priceless enterprise information.

On this submit, 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 an information platform that unifies all your firm’s information into Salesforce’s Einstein 1 Platform, giving each workforce 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 information right into a unified buyer profile that’s easy to entry and perceive. This contains numerous datasets like telemetry information, net engagement information, and extra throughout your group or your exterior information lakes and warehouses. This unified view helps your Gross sales, Service, and Advertising 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 information warehouse service that makes it easy and cost-effective to effectively analyze all of your information utilizing your current enterprise intelligence (BI) instruments. It’s optimized for datasets starting from a couple of hundred gigabytes to a petabyte or extra and delivers higher price-performance in comparison with most conventional information 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 information via a point-and-click interface. It supplies safe, real-time entry to Redshift information with out copying, holding enterprise information in place. This eliminates replication overhead and ensures entry to present data, enhancing information integration whereas sustaining information integrity and effectivity.

Knowledge federated from Amazon Redshift is represented as a local information cloud object which energy varied Knowledge Cloud options, together with advertising and marketing 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 information from Amazon Redshift to create a wealthy buyer 360, acquire insights, harness predictive and generative AI on the unified information, and in the end ship extremely personalised experiences throughout a number of touchpoints.

The next diagram depicts Zero Copy Knowledge Federation movement, key options enabled and few potential actions and activations.

Connection to Amazon Redshift is established by deploying an information stream in Salesforce Knowledge Cloud. Once you deploy an information stream from Amazon Redshift to Knowledge Cloud, an exterior information lake object (DLO) is created throughout the Knowledge Cloud surroundings. This exterior DLO acts as a storage container, housing metadata to your federated Redshift information. Importantly, the DLO serves as a reference, pointing to the info bodily saved in your Redshift information warehouse, holding your information in its unique location. Just like native DLOs, the Amazon Redshift backed exterior DLOs can energy a number of key options, together with batch remodel, calculated insights, identification decision, question, segmentation, and activation, amongst others. Buyer unified profiles enriched with Redshift information may very well be actioned by Amazon SageMaker to drive predictive outcomes and activated throughout a number of platforms, together with Amazon Advertisements and Salesforce Advertising Cloud, for creating viewers journeys and working focused campaigns.

To extend efficiency, you possibly can go for acceleration, which is designed to boost question runtimes. For extra data on this characteristic, seek advice from Acceleration in Knowledge Federation.

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

• Unified information view: Integrates exterior information seamlessly with Salesforce information for a complete buyer view.
• Actual-time entry: Offers close to real-time entry to information saved in exterior sources like Amazon Redshift.
• Knowledge effectivity: Eliminates the necessity to copy or transfer massive datasets, lowering storage prices and information duplication.
• Value-effective: Reduces information switch pipeline and storage prices related to conventional information integration strategies.
• Enhanced safety: Knowledge stays in its unique safe surroundings, lowering publicity dangers.
• Streamlined compliance: Simplifies information governance by sustaining information in its unique, regulated surroundings.

Conditions

Earlier than configuring information federation, you could have entry to Salesforce Knowledge Cloud and the data to hook up with your Redshift provisioned or serverless warehouse. The Redshift warehouse should be publicly accessible and it is suggested to limit entry by enable itemizing solely the Knowledge Cloud IP addresses.

For data on establishing an Amazon Redshift Serverless or Amazon Redshift provisioned cluster, seek advice from Amazon Redshift Serverless or Amazon Redshift provisioned clusters, respectively.

Configure Zero Copy Knowledge Federation

To federate Redshift information to Salesforce Knowledge Cloud, begin by configuring a Redshift connection.

1. Log in to Salesforce Knowledge Cloud and navigate to Knowledge Cloud Setup.
   
2. Within the navigation pane, select Connectors underneath 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 Knowledge 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 hook up with the Redshift occasion and select Save.
   

Create a Redshift Zero Copy Knowledge Federation information stream

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

1. Navigate to Knowledge Cloud and select Knowledge Streams within the navigation bar.
2. Select New to arrange a brand new information stream.
   
3. Select Amazon Redshift and select Subsequent.
   
4. Select your connector, database, and objects, then select Subsequent.
   
5. Configure the thing, class, main key, and fields:
   1. Set the thing identify and object API identify. For extra data, see Knowledge Lake Object Naming Requirements.
   2. Set the class to specify the kind of information to ingest. For extra data, see Class.
   3. Set the first key to establish the incoming data uniquely. For extra data, see Main Key.
   4. Choose the supply fields you wish to ingest.
6. Select Subsequent.
   
7. Choose the related information area. Select default for those who don’t have some other information area provisioned in your group. For extra data, see Handle Knowledge 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 Knowledge Federation.
9. Select Deploy.
   

On profitable deployment, an information 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 insurance coverage marketing campaign journey – Mix buyer profile, insurance coverage coverage, and plan information in Amazon Redshift with buyer information in Salesforce Cloud for focused outreach campaigns in Advertising Cloud. This facilitates cross-selling of different monetary merchandise.
• Focused promotions and buyer outreach – Merge buyer buy and profile information from Amazon Redshift with buyer suggestions and repair information in Salesforce for focused buyer outreach in Advertising Cloud, together with promotional offers.
• Buyer satisfaction utilizing service cloud information – Mix buyer and case information in Salesforce with buyer suggestions information 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 information from Salesforce together with prospect, order, and billing information 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 information and billing historical past from Amazon Redshift to complement unified profiles in Salesforce Knowledge 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 Knowledge Cloud with buy, billing, and product information from Amazon Redshift to empower Advertising, 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 information silos, improve buyer experiences, and drive operational efficiencies. By federating Redshift information to Salesforce Knowledge Cloud, organizations could make knowledgeable selections sooner, personalize buyer interactions at scale, and optimize assets 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 Knowledge Federation announcement and the next assets to study 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 information area. He presently is part of the Salesforce Knowledge Cloud workforce.

Ravi Bhattiprolu is a Sr. Accomplice 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 prospects obtain their enterprise and technical aims.

Avijit Goswami is a Principal Options Architect at AWS specialised in information and analytics. He helps AWS strategic prospects in constructing high-performing, safe, and scalable information lake options on AWS utilizing AWS managed providers 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 Knowledge Cloud during the last 2 years to assist construct built-in buyer experiences throughout Salesforce and AWS. Ife has over 10 years of expertise in know-how. She is an advocate for variety and inclusion within the know-how area.

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 aims with progressive AWS options to realize impactful buyer experiences. In Mike’s spare time, he enjoys spending time together with his household, sports activities, and outside actions.