Multi-org users of Data Cloud have long awaited an easy way to access a unified Customer 360 and take action on their data across multiple orgs. Now the wait is over! Today we are happy to announce the GA of Data Cloud One. With Data Cloud One, multiple orgs are now equipped with a unified customer profile and Data Cloud-powered features through one central Data Cloud. Data Cloud One empowers multi-org teams, making it easy for them to get started with Data Cloud. Let’s dive into how Data Cloud One will transform collaboration for your multi-org teams.
A new way to access Data Cloud across orgs — with low code configuration
What is Data Cloud One, you ask? Data Cloud One is a highly anticipated new feature that significantly enhances multi-org development with Data Cloud. It allows you to power an entire organization with a single, central Data Cloud serving as a true source of truth.
Here are some key features of Data Cloud One:
- Enhance the power of Data Cloud: Easily equip multiple Salesforce orgs with a unified customer 360 through a central Data Cloud
- Implement Data Cloud faster: Share your Data Cloud data to multiple Salesforce orgs using no-code point-and-click solutions
- Enable each org with Data Cloud-powered CRM: Use Data Cloud-powered features across multiple Salesforce orgs with one central Data Cloud
What’s different with Data Cloud One?
Data Cloud One is designed to unify the power of Data Cloud across your entire organization. Many companies have multiple Salesforce orgs for various reasons, such as the separation of business divisions or the acquisition of new businesses. For example, an organization with three separate divisions might have three distinct orgs, each with its own data, users, security settings, and customizations. Installing Data Cloud in each org is cumbersome and costly, and manually connecting the data across orgs has its limitations, such as restricted data sharing and limited access to Data Cloud-powered features. With Data Cloud One, you can now connect multiple orgs to a central Data Cloud home org via a companion connection, enabling each companion org with a Data Cloud One application. This allows multi-org enterprises to power their entire CRM + AI + Data + Trust journey with just one central Data Cloud via deeper metadata sharing across all orgs. Each companion org has an accessible view of Data Cloud data and the ability to take action on that data through AI, automation, and analytics.
What does a typical use case look like?
Imagine an organization with three orgs: one for retail banking, another for wealth management, and a third for insurance. Currently, Data Cloud is provisioned in the retail banking org. So, how does a Sales leader managing the insurance org easily access Data Cloud data to enrich their profiles within their own org?
Without Data Cloud One, they’d need to go through a complex, time-consuming process. First, they’d have to contact the admin of the retail banking org, create additional insights there, write custom Apex code using Named Credentials or custom actions, set up a connected app between the orgs, transfer the data, and then query it from the insurance org back to Data Cloud in retail banking. Even in the best-case scenario, this could take up to two weeks.
Now, with Data Cloud One, the entire process is reduced to just minutes. Since metadata is shared across orgs, the Sales leader gains direct, native access to Data Cloud data in the retail banking org. They can create insights themselves or simply use CRM enrichments to enrich their CRM objects effortlessly.
The screenshot below shows a unified profile in a Data Cloud home org.
Using Data Cloud One, the screenshot below shows the same unified profile in a Data Cloud companion org.
This all sounds great, so how do I get my hands on it?
Data Cloud One can accessed through the Data Cloud companion connections screen in Data Cloud Setup. You immediately have access to three free companion connections allowing you to navigate to companion connections and connect to three other Salesforce orgs.
By doing a simple authentication, you can see the details of the companion connection and which data spaces have been shared with it. You have the power to decide what data can and cannot be shared with your companion orgs.
Here in the companion org you can see the details of the companion connection that exists between the home org and the companion org. Now, every org has access to the home org data and can leverage core Salesforce features through flows, prompts, CRM enrichments, and more.
Conclusion
With the GA of Data Cloud One Salesforce is revolutionizing multi-org strategy with Data Cloud. We are excited to see developers and teams become even more productive in their daily work. Get started with Data Cloud One today, and share your feedback by joining the Datablazer Community!
Frequently Asked Questions
What is a Data Cloud home org?
The Data Cloud home org is the central hub where all your data is ingested and stored, serving as the single source of truth for your unified Customer 360 view and housing your data lake.
What is a data space?
A data space is a logical partition within Data Cloud to organize your data for profile unification, insights, and marketing efforts. You can select which data spaces you choose to share to your companion orgs. Only the metadata for these objects is shared across connected orgs.
What is a companion org?
A companion org is connected to the home org via the companion connection, allowing it to access shared metadata and collaborate effortlessly across Data Cloud. Data Cloud dependent features work seamlessly as they are powered via the Data Cloud home org.
What is a companion connection?
A companion connection is a bridge that links companion orgs to the home org, enabling seamless metadata sharing for the data spaces you choose to share.
Is Data Cloud One included within the existing Data Cloud SKU?
Yes, Data Cloud One is included within the existing Data Cloud SKU. Any usage drawn from companion orgs will consume credits directly from the home org.
How many companion connections are included with Data Cloud One?
Three free companion connections to other Salesforce Orgs are included. The option to buy additional companion connections is available via add-on licenses.
Resources
- Data Cloud One documentation
- Trailhead module: Data Cloud One: Quick Look
Thank you to Kunal Goyal, Product Management Director, for his collaboration on this article.
About the author
Tara Venkatesan is a Product Marketing Manager for Salesforce Data Cloud. She focuses on platform integrations, segmentation, and activation.