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Salesfore & Snowflake - Data Sharing

The document outlines the bi-directional data sharing integration between Snowflake and Salesforce, enabling seamless and secure data collaboration without the need for ETL processes. It highlights the benefits of a unified data architecture, allowing users to enrich customer profiles and gain deeper insights through shared data. Upcoming phases include querying Salesforce data from Snowflake and vice versa, enhancing analytics and engagement across various functions.
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0% found this document useful (0 votes)
20 views10 pages

Salesfore & Snowflake - Data Sharing

The document outlines the bi-directional data sharing integration between Snowflake and Salesforce, enabling seamless and secure data collaboration without the need for ETL processes. It highlights the benefits of a unified data architecture, allowing users to enrich customer profiles and gain deeper insights through shared data. Upcoming phases include querying Salesforce data from Snowflake and vice versa, enhancing analytics and engagement across various functions.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Snowflake &

Salesforce
Bi-Directional Data Sharing Integration

June 2023

© 2022 Snowflake Inc. All Rights Reserved 1


Snowflake
Architecture
CLOUD AGNOSTIC:
same software on any cloud
SECURITY &
OPTIMIZATION MANAGEMENT TRANSACTIONS METADATA
GOVERNANCE

ONE COPY OF YOUR DATA: INTELLIGENT INFRASTRUCTURE


fully elastic, any format, secure,
highly available

MULTI-CLUSTER, SHARED-DATA ELASTIC PERFORMANCE ENGINE


isolated workloads, transactionally
consistent

FULLY MANAGED:
consumption based, delivered as a OPTIMIZED STORAGE
service

© 2022 Snowflake Inc. All Rights Reserved 2


Collaboration & Data Sharing in the Snowflake Data Cloud

Traditional Methods Snowflake


FTP | APIs | ETL | Cloud buckets Privacy-Preserving Collaboration

PROVIDER CONSUMER

Share View, Query, Join

Unsecure, once data is moved Collaborate across clouds and regions


Costly to maintain custom pipelines with no ETL or copies

Delayed access to data Discover and access more than just data

Unable to preserve privacy Preserve privacy with robust


data governance
Limited to a single cloud or region

© 2022 Snowflake Inc. All Rights Reserved 3


Salesforce Partnership

© 2023 Snowflake Inc. All Rights Reserved


Snowflake’s Data Cloud + Salesforce Data Cloud
Create a single view of the customer with easy, secure zero-ETL data sharing

Break down data silos and share seamlessly


between platforms with zero ETL

Easily join your customer data with any data


from Snowflake to drive deeper insights

Enrich customer profiles with data from external


sources or the Snowflake Marketplace for
deeper personalization

Data-Out Salesforce to Snowflake Private Preview | Now

Data-In Snowflake to Salesforce Private Preview | Fall ‘23

© 2023 Snowflake Inc. All Rights Reserved


Data Sharing Enables a Unified Data Architecture

1P & 3P Data Sources*: Data Destinations*:


*Non-exhaustive
Unified Data Architecture
Logistics
HR ERP

Ad Platforms SaaS Apps


Snowflake’s Data Cloud
IoT POS Web Geo

Social Telemetry BI/ AI / ML


Mobile
Visualization Platforms

Secure Zero-ETL Sharing


Prebuilt C360 Activations
Prebuilt C360 Integrations

Sales Service Mktg Commerce


Sales Service Mktg Commerce Cloud Cloud Cloud Cloud
Cloud Cloud Cloud Cloud
Salesforce Data Cloud
Integrate Visualize Automate
Integrate Visualize Automate

© 2022 Snowflake Inc. All Rights Reserved


Querying Salesforce from Snowflake (“Data Out”)
Phase 1 (GA August 31) : Natively query Salesforce data from within Snowflake

Customer Experience & Data Flow

1 Customer chooses objects from


Salesforce to share with Snowflake & End Customer End Customer
Salesforce
auths with their Snowflake credentials Salesforce Account Snowflake Account

2 Salesforce mounts shared data as an Salesforce Data Salesforce-Managed


Iceberg Unmanaged Table in Platform Snowflake Account Snowflake
Salesforce-managed Snowflake
Query
“custodian account” Compute

3 Salesforce creates a secure view &


shares with the customer account using
Snowflake’s secure data sharing Salesforce
Iceberg
Salesforce
Other
Unmanaged Data Share Customer
Objects Shared Data
Table(s) Data
1 2 3 4
4 Shared data shows up in the customer’s “Custodian Account"
Snowflake account as if a native table

© 2022 Snowflake Inc. All Rights Reserved


Querying Snowflake from Salesforce (“Data In”)
Phase 2 (Est GA January 2024): Natively query Snowflake data from within
Salesforce
Customer Experience & Data Flow

1 Customer specifies user, role,


permissions, warehouse and authorized
Salesforce Snowflake
tables/views in their Snowflake account

Salesforce Data Customer Snowflake


2 Customer runs configuration in Account(s)
Platform
Salesforce to federate queries from
Salesforce to Snowflake account and
create Salesforce objects from
Snowflake data Query
Compute
3
When a customer runs a query, it is 2 1 Customer
3 Snowflake
Snowflake
Proxy Objects
pushed to their Snowflake account to Data

run

Pilot architecture subject to change based on pilot results


© 2022 Snowflake Inc. All Rights Reserved
Use Cases Benefit Users Across Functions
Unified Analytics Powerful Modeling Easy Engagement

Propensity to buy Intelligent real-time Enriched segmentation that


combining SFDC & SNOW forecasting with unified incorporates product
Marketplace data Salesforce data combined telemetry data and applied
with historical sales data in data science algorithms
Unified dashboards Snowflake
combining historical sales Campaign performance by
data, contact data, and web Consolidated sales channel that merges click
analytics performance across multiple data with finance
Salesforce instances and 3rd
Understanding active party Snowflake Marketplace Real-time targeting based
customers based on data on inventory and
combination of web analytics transactional data
and sales orders Next best offer to Service
Agents from ERP data

Account health based on


product usage & finance data
combined with SFDC
transactions

© 2022 Snowflake Inc. All Rights Reserved


Stay Tuned for More!

© 2022 Snowflake Inc. All Rights Reserved

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