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Bring intelligent activation to Databricks.
Unlock the full potential of your Databricks data investment without moving it using Zero Copy integration — no duplication, no delays — allowing you to power real-time customer profiles, trigger actions across apps, personalize interactions, and drive smarter decisions at scale.
How It Works
Unify customer data from Databricks and Data Cloud without copying it. With Zero Copy and bi-directional data access, you can unify data into a consistent customer view while keeping your source systems accurate, governed, and up-to-date. As data is enriched through activation, it flows seamlessly back into Databricks to empower teams with the latest insights.
Automatically tag and classify your unified data using AI. Author, manage, and enforce access policies with clicks, not code across ingested or Zero Copy data. Enrich Databricks records with unified customer context for deeper insights and smarter decisions.
Build, train, and deploy models seamlessly into Salesforce for personalized customer experiences.
Use enriched customer data to build and deploy AI-powered apps, dashboards, automation, and agents with clicks, not code. Business teams can launch faster, adapt in real time, and reduce IT load by working directly with data they trust.
Zero Copy is very attractive to us because it’s easier and less expensive than ingesting the data again and landing it in multiple spots.
Carlos GonzalezSenior Programming Advisor, Fedex
Data Cloud and Databricks Use Cases
Use Databricks data inside Data Cloud to:
- Trigger Predictive Sales and Service
Use Databricks-trained AI models to identify customers most likely to convert, churn, or need support. Then trigger proactive engagement through Salesforce flows. - Personalize Marketing Journeys
Segment audiences based on advanced data science in Databricks and activate those segments in Salesforce Marketing Cloud for tailored outreach. - Unlock AI-Powered Case Routing
Deploy Databricks-built models in Service Cloud to classify and route support cases based on sentiment, product line, or customer value. - Deliver Real-Time Financial Services Insights
Unify banking, transaction, and CRM data to identify high-value opportunities or fraud signals directly within Tableau Dashboards.
Use Data Cloud data inside Databricks to:
- Unlock Deeper Customer Insights and Analytics using Shared Data
Securely leverage unified Data Cloud data in Databricks for powerful analytics, fostering data accessibility across platforms to deliver broader organizational insights for smarter decision making. - Accelerate ML Insights with Real-Time Model Deployment
Leverage Data Cloud's enriched data in Databricks to build and train ML models. Real-time execution against live Data Cloud data bypasses batch processing, delivering timely insights (like predictive churn) to use across your business.
Dive Deeper: Understanding Zero Copy Architecture
Effortlessly connect and unify data across Databricks and Salesforce Data Cloud with Zero Copy, enabling real-time action through automatic, bi-directional sharing.
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FAQs
Enable organizations with seamless data sharing between Salesforce and Databricks using Zero Copy. Zero Copy enables breaking down data silos, avoiding complex ETL processes and allows customers to easily combine and intelligently activate their CRM and enterprise data together for deeper insights, advanced analytics, AI/ML initiatives and improved business results.
Salesforce customers enrich their unified customer profiles in Data Cloud with a broader set of enterprise data stored in the Databricks Data Intelligence Platform (e.g. operational, product, or third-party data). This allows customers to gain a more comprehensive view of their customers and business operations for better decision-making and personalized experiences. Users can deploy AI models built and trained in Databricks directly within Salesforce using Bring Your Own Model (BYOM) capability.
Easily access and analyze valuable customer data from Salesforce within their Databricks environment for advanced analytics and machine learning. Combine Salesforce data with other enterprise data in Databricks to gain a more comprehensive view for insights.
Costs are associated with both platforms. Total cost depends on your specific usage of each platform, compute instances, data volumes, and the complexity of your integration.
Salesforce Data Cloud is not a replacement for Databricks and does not directly compete against Databricks. Both Salesforce Data Cloud and Databricks have relevance in any customer organization. The problems they are trying to solve are different and they can complement each other very well to satisfy the customer’s business outcomes.
Salesforce Data Cloud is required if there are front-office workers like sellers, marketers or customer service reps (business users) who are interacting with customers across the ‘front office’ on a daily basis through a variety of channels like email, voice conversations or text/social media, or through web/mobile activity and live chats, and using the unified C360 customer profile to take relevant actions/activations for their customers using low-code/no-code tooling.
The Databricks Data Intelligence Platform is designed to store, process, and analyze all types of enterprise data– including structured, semi-structured, and unstructured data from diverse sources– enabling unified analytics, AI, and machine learning across the entire organization.
In summary, Salesforce Data Cloud and its zero copy integration with Databricks can activate customer C360 data and relevant supporting data in Databricks for your front-office business owners to enrich the overall customer experience across all touch points.
- Machine learning: Building sophisticated machine learning models in Databricks using a unified view of customer data (Salesforce and other data sources), to deliver highly personalized product recommendations, content, and offers within Salesforce Marketing Cloud or other customer touch points.
- Predictive Sales & Service: Use Databricks to build predictive models for lead scoring, churn prediction, or identifying customers likely to need support, and then deploying these models and insights within Salesforce Sales Cloud or Salesforce Service Cloud to enable proactive engagement and improve outcomes.
- AI-powered Agents: Integrating AI models built in Databricks into Salesforce Agentforce to provide agents with real-time insights, next-best action recommendations, and automated case routing based on a comprehensive understanding of the customer.
- Healthcare: Combining patient data in Salesforce Health Cloud with other healthcare data in Databricks (adhering to privacy regulations) to develop personalized treatment plans and improve patient outcomes.
- Other similar data sharing use-cases are also applicable across other industries like Financial Services, Travel and Hospitality, Manufacturing and Automotive and Public Sector.
With Zero Copy, organizations have the ability to access and analyze data across both Data Cloud and Databricks without the need to physically extract, transform, and load (ETL) the data. This minimizes complexity, latency, and costs associated with traditional data integration methods by allowing direct access to data in its source location, without any duplication. The phrase Bring Your Own Lake (BYOL) is a Salesforce initiative that allows customers to connect their own data lakes, such as data within Databricks, directly into Data Cloud, using Zero-Copy integration.
Bring Your Own Model (BYOM) is a key feature that allows users to build, train, and manage machine learning models within Databricks and then seamlessly deploy those models to optimize Salesforce AI and other Salesforce applications to power AI-driven features. Salesforce users can use the Databricks environment for building and training advanced AI/ML models on unified data.
The Salesforce and Databricks BYOL or Zero Copy partnership aims for near real-time data sharing, minimizing latency between platforms. This allows for more timely insights and actions based on the most up-to-date information.
Some technical familiarity and understanding of both platforms will be needed, but with Zero Copy integration, the process is significantly simplified. Salesforce Data Cloud offers low-code tools to unify and activate the data for seamless data sharing, reducing the need for extensive custom coding. However, more complex use cases, especially those involving advanced data transformations or custom AI model deployment with BYOM, will likely require more specialized skills.
This integration is built with security in mind — leveraging the security features of both platforms. Data sharing is governed by secure protocols and access controls defined within each environment.