Demystifying Data Cloud for Beginners

In recent months, there has been considerable excitement surrounding Salesforce Data Cloud and Einstein AI. Adding to the intrigue, at Dreamforce 2023, Salesforce unveiled Free Data Cloud. This announcement has sparked doubled curiosity. Now, all customers with Enterprise Edition or higher can access Data Cloud and Tableau at zero cost. For additional information, please refer the provided resource Partner FAQ: Free Data Cloud DF Announcement.

Data cloud have become powerful tools that unify data from multiple sources, like Salesforce CRM organizations, data lakes, and external integrations  giving every team a 360-degree view of the customer to drive automation and analytics, personalize engagement, and power trusted AI.  This unification of customer data by data cloud provides one unique golden record of customers from various disconnected sources. And this unified view helps Sales, service and Marketing teams build personalized customer experiences, trigger data-driven actions and workflows, and safely drive AI across all of your Salesforce apps.

Innovative Data Cloud features

Data Cloud is unlike any data solution because of many flexible and adaptable features

1. Native with the Salesforce metadata framework, it allows your organization to turn data from any source into standard objects and fields that teams using Salesforce already know how to work with. This means companies can more easily use all their data that lives outside of Salesforce within everyday apps, like Sales Cloud and Service Cloud, without having to invest in and maintain messy, expensive data pipelines.

2. Data Cloud -integration with low-code, no-code tools 

With all your data harmonized within the Salesforce metadata framework, you can put your data to work using low code tools unique to Salesforce, such as Flow, and generative AI solutions like Einstein Copilot and Prompt Builder using data cloud’s data actions.

3. Data Cloud is fully open and extensible

Your company has already dedicated substantial resources to implementing data solutions, such as data lakes or data warehouses. With Data Cloud, you can maximize the ROI on all of these investments. That’s because Data Cloud is designed with an open, extensible architecture that employs zero-copy integrations, allowing seamless connections to top platforms like Snowflake or Databricks — without the need to move or copy data. This approach provides unparalleled flexibility and control for managing data within the data cloud, making it easier than ever to bring data in and send it out as needed.

How does DataCloud Work: Data Cloud offers a comprehensive solution for data integration, harmonization, and activation.

  1. Connectivity: Seamlessly integrates data from any source, including external platforms like AWS, Snowflake, and Google BigQuery, enabling a unified view of customers.
  2. Harmonization: Utilizes Salesforce’s standard metadata model to easily integrate and harmonize disparate data sources. This allows for direct access and usage within Salesforce applications, simplifying the process through point-and-click mapping and pre-configured data bundles.
  3. Activation: Transforms scattered data into a unified resource, facilitating the creation of data-driven automations and business processes. With integrations to both Salesforce applications and external systems, Data Cloud enables activation across various environments.
  4. Data Unification: In today’s landscape, companies are collecting extensive customer data, yet it often remains fragmented across disparate systems, hindering a seamless customer experience. The Cdata cloudbridges these gaps by integrating data from diverse sources. This integration empowers all teams to deliver personalized customer experiences across every interaction, fostering higher satisfaction and loyalty and, ultimately, driving business expansion.

This article covers basic information and a summary of data cloud capabilities. Stay tuned for more articles on data cloud capabilities on CRMView.

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