Loading
Prepare for Email to Become the Default Login ExperienceRead More
Intermittent freezing when using using certain browser versionsRead More
About Salesforce Data 360
Set Up Clean Room Identity Boost

You are here:

  1. Salesforce Help
  2. Docs
  3. Data 360

Set Up Clean Room Identity Boost

Setting up and using a clean room identity boost involves steps for both the provider and the consumer. The provider creates a package and sets up their Snowflake environment. The consumer installs the package, creates a collaboration, and maps their data. After the provider accepts the invitation and runs the enrichment job, Data 360 automatically refreshes the enriched data in the consumer's org.

Required Editions

Creating AppExchange clean room packages: Developer Edition (packaging org only)
Installing packages, creating collaborations, and accepting invitations: Enterprise Edition (home org)
You can’t receive or accept collaboration invitations in Developer Edition.
User Permissions Needed
To set up a clean room identity boost:

One of these permission sets:

  • Data Cloud Architect
  • Data Cloud Activation Manager
  • Data Cloud Activation Specialist
Important
Important Identity boost shares personally identifiable information (PII) in unhashed form with the identity provider. Before mapping your data, make sure that you have all required consumer consents and that you comply with applicable data usage agreements and privacy regulations. Data processing can occur outside your Salesforce region.
  1. Provider: Create a clean room package that includes the identity boost use case, and publish it to AppExchange.
    Creating an identity boost package requires a Developer Edition packaging org. Install the package, create the collaboration, and accept the invitation in an Enterprise Edition home org. See Create a Clean Room Package.
  2. Consumer: In an Enterprise Edition home org, install the package from AppExchange.
    If the provider is a trusted partner, the consumer can allowlist the provider to access supported use cases without deploying a package. See Deploy a Clean Room from an AppExchange Package or Allowlist a Clean Room Provider.
  3. Consumer and provider: Create mapped templates so that each party maps data to the required collaboration fields.
    The consumer maps Data 360 DMO fields to the provider's required attributes. Review the data-sharing disclaimer carefully before proceeding because this use case shares PII with the provider in unhashed form. See Map Data for a Clean Room Use Case.
  4. Consumer: Create a collaboration using the identity boost use case and send an invitation to the provider.
  5. Provider: In an Enterprise Edition home org, in the Invitation Acceptance wizard, set up the Snowflake environment and establish the trust relationship with Snowflake.
    After the provider accepts, Data 360 creates a clean room-aware Snowflake data share target and shares the consumer's mapped DMO data to the provider's Snowflake environment.
  6. Provider: Run the enrichment job on the shared consumer data, then write enriched output tables to the consumer's Snowflake schema.
    Data 360 automatically refreshes the enriched data in the consumer org. Data 360 reads enriched output tables from the provider's Snowflake schema through a (Bring Your Own Lake) BYOL connection, creates Data Lake Objects (DLOs) and enriched DMOs in the consumer org, and sets the collaboration status to Active.
  7. Consumer: After refresh completes, use the enriched DMOs in the Data 360 org for activation use cases.
 
Loading
Salesforce Help | Article