Salesforce Welly - Data Cloud with Matt Robison

May 2, 12:00 – 1:00 AM

Data Cloud has been a hot topic since the launch at Dreamforce last year. Join us for an overview of what Data Cloud can do for CRM, Sales and Service with Matt Robison; CTO & Salesforce Architect @ Lightbox Logic. Matt will walk us through the capabilities of Data Cloud beyond its role as a Marketing CDP, demonstrating its utility in Sales and Service through real-life examples.

Data Cloud

About this event

MEETING WRAP UP

Link to recordinghttps://us02web.zoom.us/rec/share/I6w2bDrW3d_7BWmpbqBK8CnZRrtUcjeZ0oRTeMHB3aT3IJJeVOPLOtZr_P39pDs.tNZZiYNrWZuA2W7R?pwd=_FWrfZHNcqaAfs_lHk6A803wnZlzBdCu

Slides: see below - Slide Share sharing is working again :)

Updates from Meeting Chat

Countries Represented on the Call

  • Aotearoa New Zealand
  • Australia
  • USA: Texas & New Jersey
  • Ecuador

Around the motu (Ao/NZ):

  • Dargaville
  • Whangarei
  • Auckland
  • Hawkes Bay
  • Palmerston North
  • Wellington
  • Queenstown

Recent Achievements

  • Pat P: Strategy Designer
  • Charles T: Data Cloud Consultant
  • Anna Lehman: Triple Star Ranger


Q & A 

NB: all the questions asked in the chat were also answered in the chat. many thanks to Nim, Andy and Charles in particular for providing the answers & links

Q: can you directly activate Data Cloud functionality in SF sandbox?? for testing or exploring...

A: You cannot get Datacloud on Sandboxes, but you can get it now 'for free' on production orgs. Just went through this process... You can go to "My account' in Setup and then add it as a (Free) additional product

Additional A: there was (and looks like is still) a limitation that Data Cloud can’t be activated in a sandbox… I think prob your best bet is maybe a dev instance and trying it out in there…https://help.salesforce.com/s/articleView?id=000394090&type=1

Q: What other BYOL products are available as Zero Copy? Snowflake is certainly popular, but what about others like Google Big Query?

A: https://help.salesforce.com/s/articleView?id=sf.c360_a_byol_data_federation.htm&type=5

A: Snowflake and BigQuery are supported

A: Zero copy integration with Databricks and Amazon Redshift is in pilot today, and will be generally available later this year.

Comment: Roadmap here (along with the zero partner network)-> https://www.salesforce.com/news/press-releases/2024/04/25/zero-copy-partner-network/

Q: what is the equivalent of S3 in Azure?

A: Azure Blob Storage

Comment: Something to watch out for, Talking about Snowflake < > Datacloud integration using those 'Data Federations": We painfully learned that Snowflake and the SF org need to be in the same AWS region in order to make the Data Federation work. Our SF Org was in AWS region ap-northeast, our Snowflake in ap-southeast... So now we need to migrate SF to Hyperforce in Sydney first

Comment/Q: We can achieve a 360-degree customer view with personalization and interaction capabilities within Salesforce without Data Cloud via Mulesoft or APIs. This is how I challenged Datacloud in my curent company.. I might be wrong here because DC is too expensive specially for SMB

A: Agreed. But that would require a lot of IT resources to build and maintain. The value proposition with DC comes from the ease of setup and maintenance. Even business users/admins should be able to do this.

Further A: As usual with any software purchase decision: you must balance the cost of the software (what does "too expensive" mean?) against the cost of building and maintaining your own custom C360 solution. I have been involved with a couple of bespoke C360 projects and know that there is always a much more expensive/complex solution needed than you could ever guess before starting the project.

Further A: Probably worth a second look what you can do now with that "for free" data cloud license (if your smb clients hopefully meet the criteria to get it for free) - that is a quite good read: https://www.salesforceben.com/your-first-steps-to-enable-salesforce-data-cloud/

Q: What if a company is already using another CDP? It's quite challenging to convince the business to onboard a new tool or platform.

A: Yes. As with all software purchase decisions, you have to understand (and put a value to) the differences and benefits of one or another. Same argument drives many people to implement Zero-copy against Snowflake without understanding what capability is not available on that model (and how much more complex the solution could end up).

Further A: Architecture is so important. Knowing (or having access to someone who knows) the architecture design principles and guidelines is vital for success.

Comment: There's a new Trailmix on Trailhead for Data Cloud, useful as it pulls all the related modules etc. (many only just published) together. It's called 'Unlock Your Data with Data Cloud' here's the link to it - https://trailhead.salesforce.com/users/strailhead/trailmixes/unlock-your-data-with-data-cloud

Comment: OMG I can already think of a ton of good use cases for that kind of stuff. I wish we had this on one of my previous projects for a Non-for-profit that had MILLIONS of donation records... talking about identifying high-value-donors etc.

A: Remember that non-profits get a huge discount :)

Q: Snowflake to Salesforce: does anyone know what Data Cloud license that would need? When we were looking into this, only the Salesforce > Snowflake data share was possible with the 'free' data cloud product. Did this change now?

A: Data Cloud is consumption based, instead of license based!

Q: Where does Datacloud data natively live (excluding BYOL)?

A: Salesforce infrastructure (usually on Hyperforce but also other data centres)





Orignal Listing is below.

Data Cloud is a hyperscale data platform unifying data across multiple sources in real time, empowering users with insights and contextual data in their flow of work. Please join us for a virtual session with Matt Robison, who brings years of software development and salesforce architecture expertise from prominent companies such as Xero, the Australian Securities Exchange, and Commonwealth Bank, as well as his recent experience as founder of an appexchange product company. Matt will share his learnings with Data Cloud, explaining the capabilities it offers beyond its role as a Marketing CDP, and demonstrating its utility in Sales and Service through real-life examples.

Speaker

  • Matt Robison

    Lightbox Logic (Connect Toolbox)

    CTO & Salesforce Architect

Group Leaders

  • Anna Loughnan

    BNZ

    Leader

  • Raksha Meanger

    Xero

    Community Group Leader

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