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

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

In at the moment’s data-driven enterprise panorama, organizations acquire a wealth of information throughout numerous contact factors and unify it in a central knowledge warehouse or a knowledge 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 groups to make knowledge pushed selections. Salesforce and Amazon collaborated to deal with this problem, by making the information accessible to the customers within the movement of their work, with Zero Copy Knowledge Federation between Salesforce Knowledge Cloud and Amazon Redshift. This answer empowers companies to entry Redshift knowledge inside the Salesforce Knowledge Cloud, breaking down knowledge silos, gaining deeper insights, and creating unified buyer profiles to ship extremely personalised experiences throughout numerous touchpoints. By eliminating the necessity for knowledge replication, this integration improves effectivity and reduces prices whereas enabling real-time entry to useful enterprise knowledge.

On this put up, we discover the advantages of the brand new Zero Copy Knowledge Federation and supply a step-by-step steering to configure it in Salesforce Knowledge Cloud.

What’s Salesforce Knowledge Cloud?

Salesforce Knowledge Cloud is a knowledge platform that unifies all your firm’s knowledge into Salesforce’s Einstein 1 Platform, giving each staff 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 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 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 present 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 Knowledge Federation?

Zero Copy Knowledge Federation, a Salesforce Knowledge Cloud functionality, unifies Salesforce and Amazon Redshift knowledge by way of a point-and-click interface. It supplies safe, real-time entry to Redshift knowledge with out copying, protecting enterprise knowledge in place. This eliminates replication overhead and ensures entry to present data, enhancing knowledge integration whereas sustaining knowledge integrity and effectivity.

Knowledge federated from Amazon Redshift is represented as a local knowledge cloud object which energy numerous Knowledge 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 Knowledge Cloud with transaction knowledge from Amazon Redshift to create a wealthy buyer 360, acquire insights, harness predictive and generative AI on the unified knowledge, 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 a knowledge stream in Salesforce Knowledge Cloud. Once you deploy a knowledge stream from Amazon Redshift to Knowledge Cloud, an exterior knowledge lake object (DLO) is created inside the Knowledge Cloud surroundings. This exterior DLO acts as a storage container, housing metadata on your federated Redshift knowledge. Importantly, the DLO serves as a reference, pointing to the information bodily saved in your Redshift knowledge warehouse, protecting your knowledge in its unique location. Just like native DLOs, the Amazon Redshift backed exterior DLOs can energy a number of key options, together with batch rework, calculated insights, id decision, question, segmentation, and activation, amongst others. Buyer unified profiles enriched with Redshift knowledge may very well be actioned by Amazon SageMaker to drive predictive outcomes and activated throughout a number of platforms, together with Amazon Adverts and Salesforce Advertising 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 Knowledge Federation.

To summarize, Zero Copy Knowledge 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.
• Knowledge effectivity: Eliminates the necessity to copy or transfer giant datasets, lowering storage prices and knowledge duplication.
• Price-effective: Reduces knowledge switch pipeline and storage prices related to conventional knowledge integration strategies.
• Enhanced safety: Knowledge stays in its unique safe surroundings, lowering publicity dangers.
• Streamlined compliance: Simplifies knowledge governance by sustaining knowledge in its unique, regulated surroundings.

Stipulations

Earlier than configuring knowledge federation, you should have entry to Salesforce Knowledge Cloud and the data to hook up with your Redshift provisioned or serverless warehouse. The Redshift warehouse have to be publicly accessible and it’s endorsed to limit entry by permit itemizing solely the Knowledge 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 Knowledge Federation

To federate Redshift knowledge 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 how you can receive the endpoint URL for Redshift serverless.
   
5. Again in Salesforce Knowledge Cloud, configure the connector with a singular identify and enter the endpoint out of your Redshift server.
6. Enter the person identify and password configured on 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 knowledge stream

Full the next steps to create a knowledge 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 knowledge stream.
   
3. Select Amazon Redshift and select Subsequent.
   
4. Select your connector, database, and objects, then select Subsequent.
   
5. Configure the item, class, major key, and fields:
   1. Set the item identify and object API identify. For extra data, see Knowledge 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 Major Key.
   4. Choose the supply fields you wish to ingest.
6. Select Subsequent.
   
7. Choose the related knowledge house. Select default if you happen to don’t have every other knowledge house provisioned in your group. For extra data, see Handle Knowledge Areas.
8. If you wish to question the information 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, a knowledge stream is created.

Use circumstances for Zero Copy Knowledge Federation

The next are key use circumstances 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 knowledge in Amazon Redshift with buyer knowledge 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 knowledge from Amazon Redshift with buyer suggestions and repair knowledge in Salesforce for focused buyer outreach in Advertising 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 rankings, enhancing service high quality.
• Prioritized affords 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 affords 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 complement unified profiles in Salesforce Knowledge Cloud and generate actionable insights based mostly 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 knowledge 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 knowledge silos, improve buyer experiences, and drive operational efficiencies. By federating Redshift knowledge to Salesforce Knowledge 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. Take a look at the Salesforce Zero Copy Knowledge Federation announcement and the next sources 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 knowledge house. He presently is part of the Salesforce Knowledge Cloud staff.

Ravi Bhattiprolu is a Sr. Companion 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 clients obtain their enterprise and technical targets.

Avijit Goswami is a Principal Options Architect at AWS specialised in knowledge and analytics. He helps AWS strategic clients 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 take heed 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 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 Knowledge Cloud to align enterprise targets with revolutionary AWS options to attain impactful buyer experiences. In Mike’s spare time, he enjoys spending time along with his household, sports activities, and out of doors actions.