Data Cloud + Snowflake Integration (Demo Use Case)

This repository demonstrates how a Salesforce Data Cloud Solution Engineer can unify external data from Snowflake and visualize it in CRM Analytics.
It’s a realistic enablement-style demo based on customer scenarios — not an interview exercise.

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🎯 Scenario: Retail Order Unification

A retail company stores e-commerce orders in Snowflake but wants real-time insights in Salesforce.
This demo shows how to:

• Create a Snowflake table from sample order data
• Clean and export it for Data Cloud ingestion
• Build a CRM Analytics dashboard to visualize “Orders by Region” with dynamic per-user filters

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🧱 Architecture

Snowflake (raw → cleaned) → Python export (CSV/API) → Salesforce Data Cloud (DMO) → CRM Analytics (Dashboard)

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🧩 Repository Contents

Path	Description
data/sample_customer_orders.csv	Demo dataset (synthetic retail orders)
scripts/snowflake_data_load.sql	SQL to create and populate the Snowflake table
scripts/export_to_datacloud.py	Python script that shapes data for Data Cloud ingestion
images/architecture_diagram.png	Architecture diagram
docs/demo_story.md	Full business story and enablement context
scripts/redshift_data_load.sql	SQL to create and load Redshift demo table for Data Cloud integration

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🧪 How to Reproduce

1. Run SQL – Execute scripts/snowflake_data_load.sql in Snowflake.
2. Export Data – Use the Python script to generate a CSV for Data Cloud.
3. Ingest to Data Cloud – Create a data stream in Salesforce Data Cloud using the exported CSV.
4. Visualize – Build a simple CRM Analytics chart (Sum of Amount by Region) filtered by user.

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💬 Demo Talking Points

• Data Cloud as the unified customer 360 platform
• External data integration patterns (Snowflake, BigQuery, Databricks)
• Visualization via CRM Analytics dynamic bindings
• Foundation for Agentforce personalization

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🧠 Intended Audience

Salesforce Solution Engineers, Data Cloud practitioners, and Trailblazer community members exploring practical integration demos.

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📚 Related Reading

• Dynamic Dashboard Filters in CRM Analytics + Data Cloud (LinkedIn Article)
• Salesforce Blogger Post - CRM Analytics Dynamic Dashboard Filter Options with Data Cloud

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📄 License

MIT © Lakshmi Achary
(Sample demo for community enablement — not affiliated with Salesforce.)