Provisioning Data Cloud in an Existing Salesforce Org

Provisioning Data Cloud within an existing Salesforce org means installing the Data Cloud app directly inside your current Salesforce instance, allowing you to access its data unification and cleansing features without setting up a separate organization; this is typically suitable when you have a single line of business operating within one Salesforce org and want to leverage Data Cloud functionalities within that existing environment. 

Key points about provisioning Data Cloud in an existing Salesforce org:

Use case:

• Ideal for scenarios where you only need to consolidate data from a single Salesforce org, providing a unified customer view within that same environment. 

Benefits:

• Simplified setup: No need to manage a separate Data Cloud org, minimizing administrative overhead. 
• Native integration: Leverage existing Salesforce data and user interface seamlessly with Data Cloud features. 
• Out-of-the-box LWCs: Utilize standard Data Cloud Lightning Web Components for data visualization and search capabilities. 

Considerations:

• API access required: Even when installed in the same Salesforce org, Data Cloud still needs API access to your existing sObjects to gather and process data. 
• Potential data volume impact: If you have a large amount of data, using Data Cloud within your primary Salesforce org could impact performance. 
• Data governance: Ensure proper data governance practices are in place to manage data quality and access control within the single org. 

How it works:

Install Data Cloud app:

• Access the Salesforce AppExchange and install the Data Cloud application within your existing Salesforce org. 

Configure data sources:

• Within Data Cloud, specify the Salesforce objects and fields you want to integrate and define data mapping rules. 

Create data streams:

• Set up data streams to continuously pull data from your Salesforce objects into the Data Cloud data lake. 

Identity resolution:

• Leverage Data Cloud's identity resolution capabilities to match customer records across different systems and create a unified customer profile. 

Alternative approach: Separate Data Cloud org

• If you need to consolidate data from multiple Salesforce orgs or external data sources, consider provisioning a separate Data Cloud organization to manage data from diverse sources independently.