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Data Cloud zero copy integration: when to federate data

Data Cloud zero copy integration lets Data Cloud (Data 360) use data in your existing warehouse without copying it into Salesforce, and lets the warehouse read Salesforce data back. Our view: federate where the warehouse is already the source of truth, and copy only what needs speed.

Data and marketing teams planning Data Cloud zero copy integration

Key takeaways

1

Zero copy lets Data Cloud query your warehouse, and your warehouse read Data Cloud.

2

Federate governed warehouse data; stream the events that trigger real-time journeys.

3

Query frequency and table size drive the cost, so match refresh rates to real needs.

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The decision on the table is where customer data lives and who governs it. Copying everything into a second platform doubles storage, pipelines and the arguments about which number is right. Federating everything can make real-time use cases slow or costly, because every query reaches back into the warehouse. The split you choose is hard to change later, since segments, journeys and AI models all get built on top of it.

Zero copy works in two directions

Zero copy integration covers two flows. Data federation lets Data Cloud query tables in a warehouse such as Snowflake, Databricks, Google BigQuery or Amazon Redshift as if they were local, with no extract, transform and load (ETL) pipeline in between. Data sharing works the other way. The warehouse reads unified profiles and calculated insights from Data Cloud, so analysts work with the same customer view that marketing uses.

Which warehouses support which direction, and with which features, depends on the current Salesforce release and your contract. Check the list for your platform before the design is fixed. Zero copy is one of several ingestion routes in the Data Cloud architecture, next to streaming and batch ingestion, and the choice between them is made per data source.

Federate when the warehouse is already the source of truth

Federation fits when you already run a governed warehouse that finance, analytics and data science trust. Keeping product, transaction and loyalty history there avoids a second copy with its own refresh schedule and its own errors. Data Cloud reads what it needs for segments and insights, and the warehouse team keeps ownership of the data it already manages.

Federation also answers the objection that often blocks a customer data platform: a second copy of everything. Whether Data Cloud belongs in your estate at all is a wider call, and what Salesforce Data Cloud does sets out when it does not. We make this choice with your data team and your marketing team at the same table, because each tends to design for its own queries.

Copy what needs speed or matching

Some data still belongs inside Data Cloud. Real-time behaviour, such as web events that should trigger a journey within minutes, needs to arrive as a stream, because a query back to the warehouse adds delay at the moment it matters. Data that feeds identity resolution often works better ingested as well, depending on volume and refresh needs, since matching rules run across all profiles at once.

The light case needs little. A weekly campaign on loyalty tiers can query the warehouse directly and nobody notices the difference. The heavy case, a basket-abandonment journey that has to fire within the hour, needs its events streamed into Data Cloud. Most organisations end up with both, and that is fine.

Birgit Schoemans
Senior Marketing Automation Consultant

Zero copy moves the cost from storage into queries.

Birgit Schoemans

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Senior Marketing Automation Consultant

Zero copy moves the cost into queries

Zero copy moves the cost from storage into queries. Each federated query can consume compute on the warehouse side and, depending on your contract, usage on the Salesforce side. A segment that refreshes every hour against a large table can cost more than copying that table once a day. The drivers are query frequency, the size of the tables touched and whether your setup caches results between refreshes.

Measure the design against two numbers your teams already know: monthly warehouse compute spend and the freshness each use case actually needs. Many use cases turn out to need less freshness than their owners first ask for. A daily refresh that nobody notices is cheaper than an hourly one that nobody uses.

Your own models can work on the same data

Data science teams can connect models they train on their own platforms, such as Amazon SageMaker, Google Vertex AI or Databricks, and use the predictions in Salesforce. Salesforce introduced this as bring your own model in Einstein Studio, and the supported platforms depend on the release. Combined with zero copy, a churn model can train on warehouse history and return a score to the profile, where a marketer uses it in a segment without moving the training data.

A churn score is predictive AI, which works differently from the generative side of Agentforce, Salesforce's AI agents. The line between predictive and generative AI in Salesforce matters here, because it decides which team owns which model and who signs off on its output.

Agree ownership before you connect

Zero copy connects two teams as much as two platforms. The warehouse team owns table structures, access rights and compute budgets. Marketing and service own the use cases. Agree who approves a new federated table, who pays for the queries it triggers and who gets called when a schema change breaks a segment.

We set up the connection with both teams involved and document each federated object against the use case that needs it. After go-live we track query cost and data freshness per use case as part of the KPIs agreed at the start. The split between copying and federating then keeps pace with how your data is actually used.

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About the Author
Birgit Schoemans
Senior Marketing Automation Consultant

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