In today’s rapidly changing business landscape, companies must leverage data to drive analytics, uncover valuable insights, and inform strategic decisions that deliver unique customer experiences. Salesforce and Amazon have teamed up to empower customers to extract value from their unified data and accelerate the pace of insights with seamless, bi-directional information sharing.
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Our previous submission highlighted how this integration enables companies to seamlessly access Amazon Redshift data within the Salesforce Knowledge Cloud, thereby enriching customer 360 profiles by incorporating operational insights.
This comprehensive collection delves into the process of integrating Buyer 360 data from Salesforce Knowledge Cloud within Amazon Redshift, allowing for seamless generation of unified insights without the need for complex Extract, Transform, and Load (ETL) pipelines. We explore information sharing between Salesforce Knowledge Cloud and prospect’s AWS accounts within the same AWS Region. Cross-area information sharing between Salesforce Knowledge Cloud and potential customers’ Amazon Web Services (AWS) accounts is the focus of Half 2.
What’s Salesforce Knowledge Cloud?
A unified knowledge platform for your entire organization, integrating with Salesforce to provide a 360-degree view of clients across all teams, enabling automation, data-driven insights, tailored engagement, and AI-powered decision-making. By aggregating vast amounts of disparate data, Salesforce Knowledge Cloud synthesizes a comprehensive buyer perspective, effortlessly accessible and interpretable. This consolidated perspective enables combined sales, service, and marketing teams to craft personalized customer journeys, trigger data-informed processes, and seamlessly integrate AI across all Salesforce features.
What’s Amazon Redshift?
Amazon Redshift is a rapid, fully managed, petabyte-scale data warehousing service that simplifies the process of analyzing all your data using your existing business intelligence tools in a cost-effective manner. Optimized for datasets ranging from hundreds of gigabytes to petabytes, this solution offers superior price-performance compared to alternative information warehousing options. With its innovative, fully managed architecture and advanced artificial intelligence, Amazon Redshift enables businesses to make data-driven decisions swiftly and efficiently. Enables querying of structured and semi-structured data stored in Amazon S3 without requiring pre-loading into Redshift tables. Redshift Spectrum’s seamless integration with AWS Lake Formation enables users to query auto-mounted tables using IAM (Identity and Access Management) credentials, ensuring secure access control and fine-grained permissions for data manipulation and querying. Salesforce Knowledge Cloud seamlessly integrates with Amazon Redshift, leveraging the power of AWS Glue’s Knowledge Catalog to provide.
What’s Zero Copy information sharing?
Amazon Redshift enables seamless information sharing by allowing prospective customers to access 360-degree buyer insights stored in Salesforce Knowledge Cloud, eliminating the need for traditional ETL processes and data copying? By seamlessly integrating and leveraging the provided data, you gain instant access to the most up-to-date insights, unleashing their value at a moment’s notice. Collaboration and knowledge sharing are fostered through the provision of scalable and reliable RA3 clusters, ensuring seamless support for a wide range of applications. Knowledge can be easily shared between a Redshift Serverless or provisioned cluster within the same region, or between a Redshift Serverless cluster and a provisioned cluster in a separate region. To gain a comprehensive understanding of Salesforce Zero Copy integration with Amazon Redshift, consult the relevant documentation and expert guidance.
Answer overview
Salesforce Knowledge Cloud enables seamless sharing of information with customers’ Amazon Web Services (AWS) accounts through intuitive point-and-click functionality. On the Lake Formation console, users can opt to share information, create a useful resource link, mount Salesforce Knowledge Cloud objects as information catalog views, and grant permissions to query the combined and unified data in Amazon Redshift.
The diagram illustrates the seamless integration of Salesforce Knowledge Cloud and Amazon Redshift, enabling the secure sharing of information within the same domain using a zero-copy architecture. This structure aligns with the guidelines outlined in .
The information sharing setup comprises the following key steps:
- The Salesforce Knowledge Cloud administrator establishes an information-sharing goal and assigns a relevant target account within the knowledge base.
- A Salesforce administrator configures the InfoCloud object selection for sharing with Amazon Redshift, establishing a knowledge share.
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The Salesforce Knowledge Cloud administrator links the information share to the information share goal, thereby triggering subsequent actions that create a cross-account resource share.
- The Knowledge Catalog view for the Salesforce Knowledge Cloud Apache Iceberg tables is created by invoking the `catalog.create()`
? - To enable seamless knowledge sharing across accounts within your AWS organization, you can utilize Lake Formation’s built-in feature for creating cross-account Knowledge Catalog shares. This innovative approach allows teams and stakeholders from different accounts to access and leverage valuable insights and data without compromising security or compliance concerns.
- The Knowledge Catalog view for the Salesforce Knowledge Cloud Apache Iceberg tables is created by invoking the `catalog.create()`
- Within the buyer’s Amazon Web Services (AWS) account, the Lake Formation administrator logs into the Lake Formation console to easily accept the shared resource, generate a secure link to access it, and grant entry-level permissions to the designated Redshift location.
- The information analyst initiates the Amazon Redshift Question Editor in the appropriate context, querying shared data and seamlessly integrating with native Redshift tables.
Stipulations
Conditions for Authorizing Information Sharing:
- A Salesforce Knowledge Cloud account.
- An AWS account with Lake Formation enabled.
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Amazon offers both a and a high-performance instance type, including RA3 occasion varieties such as RA3.16xlarge, RA3.4xlarge, and RA3.xlplus. Knowledge sharing is not supported for various provisioned occasion types such as DC2 or DS2, requiring advance arrangement before accessing shared information. If you’re without a currently provisioned Redshift RA3 cluster, we recommend adopting a Redshift Serverless namespace for streamlined operational efficiency and maintenance.
- The Amazon Redshift service should operate within the same geographic region where the Salesforce Knowledge Cloud is functioning.
- What are the different AWS admin roles for Lake Formation and Amazon Redshift?
Create the info share goal
Determine key performance indicators (KPIs) to measure progress towards the info share goal, such as number of participants engaged, frequency of sharing, and quality of shared content.
- In Salesforce Knowledge Cloud, choose Article Types and then Select All.
- SELECT DISTINCT * FROM TABLE WHERE COLUMN IS NULL?
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Info Share Goal: By participating in our info share goal, you agree to provide accurate and up-to-date information about yourself. You also agree that your participation is voluntary and that you will not receive compensation for your participation.
- Select .
Upon saving these settings, the value is automatically populated.
- https://example.com?token=1234567890&token=duplicate
If you’re not currently signed in, you’ll be automatically redirected to the login webpage.
- Please enter your verification token and click “Submit”.
The information sharing goal converges into a unified stance of enthusiasm.
Create a knowledge share
Define clear objectives for the knowledge share and identify target audience; Develop a comprehensive outline and structure for the presentation, incorporating relevant examples and anecdotes; Conduct thorough research to ensure accuracy and relevance of information, incorporating credible sources and references; Prepare engaging and interactive materials, such as slides, videos, or handouts; Schedule and coordinate logistics with presenters, facilitators, and attendees; Establish clear guidelines for sharing intellectual property and proprietary information; Develop a plan for post-event follow-up, including evaluation and feedback mechanisms.
- Open the “Setup” tab in your Salesforce organization.
- Select and select .
Instead, you may access the tab from outside your organization’s home page.
- Select , then select .
- What type of content would you like to present in this style?
Please specify the label: (e.g. report, summary, proposal, etc.)
Identify the topic or subject matter:
Provide the necessary information:
House style guidelines:
Outline structure:
SKIP
- Identify key assets to include in the shared space.
The company’s primary objective is to hyperlinked the info share goal effectively to the overall info share strategy.
To hyperlink the information sharing goal to the information share, follow these next steps:
- On the “Info Share” document dwelling webpage, click .
- Please specify the desired info share goal you wish to hyperlink to the info share.
(Note: If I am unable to improve the text in a different style as a professional editor, my answer will be “SKIP”.)
Information sharing should be energized before accepting the valuable resource share on the Lake Formation console.
Innovative Data Architectures Unlock Insights: A Deep Dive into Lake Formation?
This section outlines the step-by-step process for accepting an information share invitation and configuring the mount to integrate with Amazon Redshift, allowing users to seamlessly access and utilize shared data.
- Following the efficient connection of information sharing to its designated objective, proceed directly to the Lake Formation console.
The information sharing invitation banner is now displayed.
- Select .
The web page features a valuable resource link and provides the option to configure IAM permissions.
- To securely share information with others, select the relevant AWS Identity and Access Management (IAM) customers and roles that should have access to the shared resources.
- Select .
Within the Lake Formation console, a subsequent hyperlink to the useful resource was created for the AWS Glue database in an earlier step.
What data insights do we gain by leveraging Redshift Serverless for real-time analytics, and how does this scalability enable us to make more timely and informed business decisions?
Authenticate to the Redshift Serverless console as a federated user with the necessary credentials, then log in using an account possessing the required permissions, and select the desired resource link to proceed with the setup process.
Information shared below awsdatacatalogAnd could be queried as proven within the screenshot that follows.
What metrics are available for querying on a Redshift provisioned cluster?
To verify the information shared from a Redshift-provisioned cluster, log in as the superuser to the provisioned cluster.
Grant IAM user access to the Knowledge Catalog:
AWS Lake Formation’s Knowledge Catalog allows you to securely share data with others by giving them permission to view specific tables or datasets. To grant an IAM person entry to the Knowledge Catalog, follow these steps:
Is there an Identity and Access Management (IAM) user whom you would like to grant utilization privileges to access the Knowledge Catalog? Alternatively, you can grant utilization privileges to an IAM user for a specific role. For further details, consult with.
Log in using temporary credentials associated with the designated role.
The importance of versatility cannot be overstated: having the capacity to expand your horizons and adapt to diverse situations is essential for achieving success. awsdatacatalog Are we sure that the info share tables are proving the desired outcome?
Conclusion
The seamless integration of Salesforce Knowledge Cloud and Amazon Redshift marks a significant milestone in leveraging Buyer 360 data, enabling organisations to unlock new insights and make data-driven decisions. By obviating the need for information transfer, this approach delivers instantaneous insights, reduced costs, and amplified security. As organizations increasingly prioritize data-driven decision-making, Zero Copy information sharing is poised to occupy a pivotal role in fully harnessing the collective power of customer data across platforms.
This integration enables organisations to break down information barriers, accelerate data-driven insights, and foster more responsive customer-focused approaches. Seek guidance from these additional resources to further your learning.
Concerning the Authors
As a seasoned Senior Product Director at Salesforce, he boasts over two decades of experience in information platforms and companies, driven by a passion for crafting data-driven experiences that delight customers.
Serves as a Senior Product Supervisor within Amazon Web Services’ (AWS) Lake Formation team. With expertise in machine learning and data lake architectures stemming from his background. He enables clients to make informed decisions by leveraging data-driven insights.
Serves as a Senior Accomplished Options Architect at Amazon Web Services (AWS). Ravi works with strategic ISV companions, Salesforce and Tableau, to ship progressive and well-architected merchandise & options that assist joint prospects obtain their enterprise and technical goals.
As a Principal Options Architect at Amazon Web Services (AWS), I specialize in information and analytics. He assists prominent AWS clients in designing and implementing secure, scalable, and high-performance data lake solutions on the Amazon Web Services (AWS) platform, leveraging both AWS-managed services and open-source tools. Outside of his professional pursuits, Avijit enjoys traveling, hiking, watching sports, and listening to music.
Serving as Principal Options Architect in AWS’s Strategic ISV (Independent Software Vendor) department. Over the course of two years, she has collaborated with Salesforce’s Knowledge Cloud to develop seamless customer experiences within both Salesforce and Amazon Web Services (AWS). With over a decade-long track record of experience in knowledge management, Ife boasts unparalleled expertise. As a passionate proponent of diversity and inclusivity within the realm of knowledge, she champions innovative approaches to learning and understanding.
Serves as Technical Product Supervisor for AWS Lake Formation. He prioritizes refining access controls across the entire information repository. A dedicated expert ensures that prospects can successfully design and refine their data repositories, adhering to rigorous security protocols to safeguard sensitive information.
Is a senior buyer options supervisor within AWS’s strategic independent software vendor (ISV) section. By teaming up with Salesforce’s knowledge management platform and leveraging Amazon Web Services’ innovative capabilities, he is poised to synchronize corporate objectives with cutting-edge solutions, ultimately delivering transformative customer interactions. When he’s not busy, he cherishes moments spent with family, pursuing outdoor pursuits, and engaging in various sports.
