Are you a Salesforce Admin managing multiple orgs? If so, Data Cloud One is the game-changer you’ve been waiting for. This new solution simplifies the complexities of using Data Cloud across multiple orgs, making it easy to access a unified Customer 360 profile and take action. Utilize powerful features like calculated insights, Data Cloud-triggered flows, and artificial intelligence (AI) Agents across all your orgs—without the need for custom code and complex integrations.
With Data Cloud One, you can quickly get started using intuitive point-and-click solutions. Imagine the possibilities of having access to a unified profile across all your customers, regardless of org. Plus, you won’t need to install multiple instances of Data Cloud—only one is required. Data Cloud One equips all your orgs with the same powerful Data Cloud features, streamlining data management, integration, and governance.
As a Salesforce Admin managing multiple orgs, you’re familiar with the complexities of ingesting data from various sources, handling structured and unstructured data, taking action on it, and ensuring proper data sharing across your environments. Data Cloud One is the solution you’ve been waiting for. It’s not another cloud but a powerful extension of Data Cloud, especially built for multi-orgs.
With Data Cloud One, you can access a unified customer profile and take action on that data across all your Salesforce orgs, with one central Data Cloud serving as the single source of truth. This revolutionizes multi-org data management, providing a more efficient, effective, and collaborative way to leverage your customer data.
Here are some key features of Data Cloud One.
We designed Data Cloud One to unify the power of Data Cloud across your entire organization. Many companies have multiple 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. Usually, admins install Data Cloud in just one org (the home org) and ingest data across all their orgs into that home org. But accessing Data Cloud data across the other orgs can be difficult and expensive. You would either need to install Data Cloud in every org or manually connect the data, which has limitations like restricted data sharing and limited access to key 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. 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.
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 need to go through a complex, time-consuming process. First, they 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. The process is inefficient, and even in the best-case scenario, this could take up to 2 weeks.
With Data Cloud One, that 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 enhance their CRM objects effortlessly.
The screenshot below shows the Damien Wilson unified profile in the Data Cloud home org, Swift Company Shipping.
Using Data Cloud One, the screenshot below shows the Damien Wilson unified profile in the Data Cloud companion org, Swift Wave Shipping.
Data Cloud home org
The Data Cloud home org is the central hub where all your data is ingested and stored. It serves as the single source of truth for your unified Customer 360 view and houses your data lake.
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.
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.
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.
Now every org has access to Data Cloud-powered features through flows, prompts, CRM enrichments, and more.
You can now enable Data Cloud One through Data Cloud Connections in Data Cloud Setup. You immediately have access to three free companion connections. Navigate to Companion Connections to add an org as a companion org. 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 which data can and cannot be shared with your companion orgs.
With the general availability (GA) of Data Cloud One, Salesforce is revolutionizing multi-org strategy with Data Cloud. We’re excited to see admins 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.
Special thanks to Product Management Director Kunal Goyal for his collaboration on this article.
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