Harness Zero Copy information sharing from Salesforce Knowledge Cloud to Amazon Redshift for Unified Analytics – Half 1

This put up is co-authored by Rajkumar Irudayaraj, Sr. Director of Product, Salesforce Knowledge Cloud.

In in the present day’s ever-evolving enterprise panorama, organizations should harness and act on information to gasoline analytics, generate insights, and make knowledgeable selections to ship distinctive buyer experiences. Salesforce and Amazon have collaborated to assist clients unlock worth from unified information and speed up time to insights with bidirectional Zero Copy information sharing between Salesforce Knowledge Cloud and Amazon Redshift.

In a earlier put up, we confirmed how Zero Copy information federation empowers companies to entry Amazon Redshift information inside the Salesforce Knowledge Cloud to complement buyer 360 information with operational information. This two-part collection explores how analytics groups can entry buyer 360 information from Salesforce Knowledge Cloud inside Amazon Redshift to generate insights on unified information with out the overhead of extract, rework, and cargo (ETL) pipelines. On this put up, we cowl information sharing between Salesforce Knowledge Cloud and clients’ AWS accounts in the identical AWS Area. Half 2 covers cross-Area information sharing between Salesforce Knowledge Cloud and clients’ AWS accounts.

What’s Salesforce Knowledge Cloud?

Salesforce Knowledge Cloud is a knowledge platform that unifies your whole firm’s information 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). Salesforce Knowledge Cloud creates a holistic buyer view by turning volumes of disconnected information right into a unified buyer profile that’s simple to entry and perceive. 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 Salesforce purposes.

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 number of hundred gigabytes to petabytes and delivers higher price-performance in comparison with different information warehousing options. With a totally managed, AI-powered, massively parallel processing (MPP) structure, Amazon Redshift makes enterprise decision-making fast and cost-effective. Amazon Redshift Spectrum permits querying structured and semi-structured information in Amazon Easy Storage Service (Amazon S3) with out having to load the info into Redshift tables. Redshift Spectrum integration with AWS Lake Formation permits querying auto-mounted AWS Glue Knowledge Catalog tables with AWS Id and Entry Administration (IAM) credentials and harnessing Lake Formation for permission grants and entry management insurance policies on Knowledge Catalog views. Salesforce Knowledge Cloud Knowledge sharing with Amazon Redshift leverages AWS Glue Knowledge Catalog assist for multi-engine views and Redshift Spectrum integration with Lake Formation.

What’s Zero Copy information sharing?

Zero Copy information sharing permits Amazon Redshift clients to question buyer 360 information saved in Salesforce Knowledge Cloud with out the necessity for conventional ETL to maneuver or copy the info. As a substitute, you merely join and use the info in place, unlocking its worth instantly with on demand entry to the newest information. Knowledge sharing is supported with each Amazon Redshift Serverless and provisioned RA3 clusters. Knowledge may be shared with a Redshift Serverless or provisioned cluster in the identical Area or with a Redshift Serverless cluster in a distinct Area. To get an outline of Salesforce Zero Copy integration with Amazon Redshift, please discuss with this Salesforce Weblog.

Resolution overview

Salesforce Knowledge Cloud gives a point-and-click expertise to share information with a buyer’s AWS account. On the Lake Formation console, you may settle for the info share, create the useful resource hyperlink, mount Salesforce Knowledge Cloud objects as information catalog views, and grant permissions to question the stay and unified information in Amazon Redshift.

The next diagram depicts the end-to-end course of concerned for sharing Salesforce Knowledge Cloud information with Amazon Redshift in the identical Area utilizing a Zero Copy structure. This structure follows the sample documented in Cross-account information sharing finest practices and issues.

The info share setup consists of the next high-level steps:

1. The Salesforce Knowledge Cloud admin creates the info share goal with the goal account for the info share.
2. The Salesforce Knowledge Cloud admin selects the info cloud objects to be shared with Amazon Redshift and creates a knowledge share.
3. The Salesforce Knowledge Cloud admin hyperlinks the info share to the info share goal, which invokes the next operations to create a cross-account useful resource share:
   1. Create a Knowledge Catalog view for the Salesforce Knowledge Cloud Apache Iceberg tables by invoking the Catalog API.
   2. Use Lake Formation sharing to create a cross-account Knowledge Catalog share.
4. Within the buyer AWS account, the Lake Formation admin logs in to the Lake Formation console to just accept the useful resource share, create a useful resource hyperlink, and grant entry permissions to the Redshift function.
5. The info analyst launches the Amazon Redshift Question Editor with the suitable function to question the info share and be a part of with native Redshift tables.

Conditions

The next are the conditions to allow information sharing:

• A Salesforce Knowledge Cloud account.
• An AWS account with AWS Glue and Lake Formation enabled.
• Both a Redshift Serverless or a Redshift provisioned cluster with RA3 occasion varieties (ra3.16xlarge, ra3.4xlarge, ra3.xlplus). Knowledge sharing shouldn’t be supported for different provisioned occasion varieties like DC2 or DS2 and should be arrange earlier than accessing the info share. For those who don’t have an current provisioned Redshift RA3 cluster, we advocate utilizing a Redshift Serverless namespace for ease of operations and upkeep.
• The Amazon Redshift service should be working in the identical Area the place the Salesforce Knowledge Cloud is working.
• AWS admin roles for Lake Formation and Amazon Redshift:

Create the info share goal

Full the next steps to create the info share goal:

1. In Salesforce Knowledge Cloud, select App Launcher and select Knowledge Share Targets.
   

2. Select New and select Amazon Redshift, then select Subsequent.
   

3. Enter the main points for Label, API Identify, and Account for the info share goal.
4. Select Save.

After you save these settings, the S3 Tenant Folder worth is populated.

5. Select the S3 Tenant Folder hyperlink and duplicate the verification token.

For those who’re not signed in to the AWS Administration Console, you’ll be redirected to the login web page.

6. Enter the verification token and select Save.
   

The info share goal turns to energetic standing.

Create a knowledge share

Full the next steps to create a knowledge share:

1. Navigate to the Knowledge Share tab in your Salesforce org.
2. Select App Launcher and select Knowledge Shares.
   

Alternatively, you may navigate to the Knowledge Share tab out of your org’s dwelling web page.

3. Select New, then select Subsequent.
   

4. Present a label, identify, information house, and outline, then select Subsequent.
   

5. Choose the objects to be included within the share and select Save.
   

Hyperlink the info share goal to the info share

To hyperlink the info share goal to the info share, full the next steps:

1. On the info share document dwelling web page, select Hyperlink/Unlink Knowledge Share Goal.
2. Choose the info share goal you wish to hyperlink to the info share and select Save.
   

The info share should be energetic earlier than you may settle for the useful resource share on the Lake Formation console.

Settle for the info share in Lake Formation

This part gives the detailed steps for accepting the info share invite and configuration steps to mount the info share with Amazon Redshift.

1. After the info share is efficiently linked to the info share goal, navigate to the Lake Formation console.

The info share invitation banner is displayed.

2. Select Settle for and create.
   

The Settle for and create web page reveals a useful resource hyperlink and gives the choice to arrange IAM permissions.

3. Within the Principals part, select the IAM customers and roles to grant the default permissions (describe and choose) for the info share useful resource hyperlink.
   

4. Select Create.
   

The useful resource hyperlink created within the earlier step seems subsequent to the AWS Glue database useful resource share on the Lake Formation console.

Question the info share from Redshift Serverless

Launch the question editor for Redshift Serverless and log in as a federated consumer with the function that has describe and choose permissions for the useful resource hyperlink.

The info share tables are auto-mounted, seem underneath awsdatacatalog, and may be queried as proven within the following screenshot.

Question the info share from the Redshift provisioned cluster

To question the info share from the Redshift provisioned cluster, log in to the provisioned cluster because the superuser.

On an editor tab, run the next SQL assertion to grant an IAM consumer entry to the Knowledge Catalog:

GRANT USAGE ON DATABASE awsdatacatalog to "IAM:myIAMUser"

IAM:myIAMUser is an IAM consumer that you just wish to grant utilization privilege to the Knowledge Catalog. Alternatively, you may grant utilization privilege to IAMR:myIAMRole for an IAM function. For extra particulars, discuss with Querying the AWS Glue Knowledge Catalog.

Log in because the consumer with the function from the earlier step utilizing short-term credentials.

You must have the ability to broaden awsdatacatalog and question the info share tables as proven within the following screenshot.

Conclusion

Zero Copy information sharing between Salesforce Knowledge Cloud and Amazon Redshift represents a big development in how organizations can use their buyer 360 information. By eliminating the necessity for information motion, this method gives real-time insights, decreased prices, and enhanced safety. As companies proceed to prioritize data-driven decision-making, Zero Copy information sharing will play a vital function in unlocking the complete potential of buyer information throughout platforms.

This integration empowers organizations to interrupt down information silos, speed up analytics, and drive extra agile customer-centric methods. To be taught extra, discuss with the next assets:

Concerning the Authors

Rajkumar Irudayaraj is a Senior Product Director at Salesforce with over 20 years of expertise in information platforms and companies, with a ardour for delivering data-powered experiences to clients.

Jason Berkowitz is a Senior Product Supervisor with AWS Lake Formation. He comes from a background in machine studying and information lake architectures. He helps clients change into data-driven.

Ravi Bhattiprolu is a Senior Associate Options Architect at AWS. Ravi works with strategic ISV companions, Salesforce and Tableau, to ship progressive and well-architected merchandise & options that assist joint clients obtain their enterprise and technical goals.

Avijit Goswami is a Principal Options Architect at AWS specialised in information and analytics. He helps AWS strategic clients in constructing high-performing, safe, and scalable information lake options on AWS utilizing AWS managed companies and open supply 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 range and inclusion within the know-how area.

Michael Chess is a Technical Product Supervisor at AWS Lake Formation. He focuses on enhancing information permissions throughout the info lake. He’s captivated with making certain clients can construct and optimize their information lakes to satisfy stringent safety necessities.

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 goals with progressive AWS options to realize impactful buyer experiences. In his spare time, he enjoys spending time along with his household, sports activities, and out of doors actions.