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About Salesforce Data 360
Create a Clean Room Package

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Create a Clean Room Package

Providers can offer clean room packages that contain collaboration templates on AppExchange. Consumers interested in collaborating on your data can download the clean room package and initiate a collaboration.

Required Editions

Available in: Developer Edition
User Permissions Needed
To create a clean room package:

Data Cloud Architect permission set

Before you begin:

  • Sign up for a Salesforce Developer Edition org at developer.salesforce.com.
  • Enable Data 360 on this Developer Edition org through the appropriate setup flow.
  • Go to Setup | Package Manager and register a namespace prefix for your Developer Edition org or package.
  1. Get the information to identify your data share target.
    1. In Data Cloud, on the Data Share Targets tab, click New.
      You’re not actually creating a data share target at this point. You’re gathering information to create the package.
    2. Select Salesforce Data Cloud and click Next.
    3. From the New Data Share Target window, note your Org ID, Offcore Tenant ID, and the Domain URL.
    4. You can now close this window.
  2. In Data Cloud Setup, in the Quick Find box, enter Clean Room Collaboration and select Clean Room Packages.
  3. Click New.
  4. Select the package type.
    1. Select Data Collaboration Package for use cases such as segment overlap and activation, where both parties analyze joined datasets to derive insights while keeping raw data private.
    2. Select Identity Boost Package for identity boost use cases where the provider enriches a consumer’s dataset with additional contact attributes to improve activation match rates. Use a custom collaboration template for identity boost packages.
  5. In the Create a Clean Room Package window, enter the package details.
    1. Enter a descriptive name to identify your package (for example, your company name and use case).
    2. Select the Clean Room Platform that you want to use. Data 360 sets the Source Data Platform by default.
    3. Enter the name of your company as the Provider Name.
    4. Enter the URL for your company logo.
  6. Click Next.
  7. If you selected Salesforce Data Cloud as the Clean Room Platform, enter your organization ID, Offcore Tenant ID, and Domain URL.
    1. If you’re creating a Data Collaboration Package, select the collaboration template type.
    2. If you chose to use Salesforce-provided collaboration templates, select the use case.
  8. If you selected AWS Clean Rooms as the Clean Room Platform, enter your AWS Account ID.
  9. Select the Supported Regions for the clean room package.
  10. To use a custom collaboration template, create one using the sample template.
    1. Click Download Customizable Template.
    2. In the sample template, fill in the required values to create your custom collaboration template. A custom collaboration template can have multiple use cases and multiple queries for each use case.
    3. Upload the JSON file.
    The supported use cases appear.
  11. Add an optional description.
  12. Click Create.

Data 360 creates the package, and the supported queries appear along with related details. To make the package publicly available, publish it on AppExchange. See Publish a Clean Room Package to AppExchange. To distribute your clean room package to specific collaborators, create an unmanaged package instead.

 
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