Use a clean room to collaborate securely on audience data with other parties without exposing raw data or compromising confidentiality. Providers can use their data to help companies find appropriate audiences for their products and services. Consumers can use the insights to refine their targeting strategies. Use case templates enforce rules around input data, supported queries, and privacy regulations.
Required Editions
| Creating and distributing AppExchange clean room packages: Developer Edition |
| Managing collaborations and accepting invitations: Enterprise Edition (home org) |
Note This feature isn't available in Government Cloud.
- Billing Considerations for Clean Rooms
Clean rooms uses Data 360 to ingest data securely into a clean room collaboration. Use of Clean rooms impacts the consumption of credits in these usage types. - Data 360 Clean Room Collaboration Process Overview
In a clean room collaboration, you and another party can run permitted queries on each other's data while keeping raw records private. The provider specifies which data to share, under what terms, using a collaboration template. Data 360 enforces appropriate privacy and security measures, and gives both parties full visibility into how their metadata is accessed and queried. - Clean Room Collaboration Templates
A collaboration template contains details about the required metadata attributes and the terms of the collaboration. Providers can create custom collaboration templates that support multiple use cases. If you’re a provider using Data 360 clean rooms, you can also use Salesforce-provided templates. - Clean Rooms Privacy and Security
Data Cloud clean rooms use robust privacy and security measures to keep your data secure. To collaborate, both parties must agree to the terms and conditions. All sensitive data must be encrypted with the SHA256 hashing algorithm before it enters the clean room. Hashing helps protect user identities and reduces risks if the data environment were ever compromised. - Queries in Clean Rooms
Run queries in a clean room to compare your data with a collaborator's data and gain insights, without exposing raw records. - Prepare Your Data for a Clean Room
To share segments in a clean room, complete these steps to prepare your data. Preparation includes required steps such as ingesting the data, mapping the data lake object (DLO) to a data model object (DMO), hashing fields to protect personal information, and creating segments. You can share segments only in a clean room. - Make Segment Names Available in Data 360
Segment names are stored in the Salesforce Platform. To include them in your clean room query results, make them available in Data 360 by connecting to the Market Segment data by using the CRM Connector. If you don't ingest segment names into Data 360, your query reports only contain the segment IDs. - Clean Room Packages on AppExchange
If you want your use case template to be publicly discoverable by potential collaborators, create a clean room package in Data 360 and then publish it on AppExchange. Only an AppExchange partner can publish a package to AppExchange. - Allowlist a Clean Room Provider
To collaborate directly with a trusted provider, add them to your Data 360 org allowlist. When you add a collaborator to your allowlist, you don't need a clean room package to create a clean room collaboration with them. - Map Data for a Clean Room Use Case
Create a mapped template to save your data mappings for a specific use case. You can create a template before a clean room collaboration is active. You can also map your data while creating a collaboration or accepting an invitation to collaborate. - Delete Clean Room Mapped Templates
You can delete a mapped template if it’s not associated with an active clean room collaboration. - Clone Clean Room Mapped Templates
Clone a mapped template to reuse its data mappings as a starting point for a new template, without mapping each attribute from scratch. - Create a Clean Room Collaboration and Invite a Provider
To initiate a collaboration in a Data 360 clean room, you first create a collaboration. You can use an existing collaboration template to map your data or create one. When you save the collaboration, an invite is sent to the provider. - Accept or Reject a Clean Room Invitation
If you’re a provider, when you receive an invitation to a Data 360 clean room collaboration, you can accept or reject the request. If you accept, you can choose how to map your data for the collaboration. - Collaborate in a Clean Room
Set up a query in a Data 360 clean room collaboration to compare a consumer segment with the provider's data, without exposing raw records. Run a query manually for an immediate output, or schedule it to run each time the segment publishes. - View Clean Room Query Results
Check the latest output for a clean room query whenever a manual or scheduled run completes. - Manage Scheduled Queries
Review the queries scheduled to run on segment publish in a collaboration, check their status, and delete a schedule that you no longer need. - Cancel a Query Run
Cancel a query run that's in progress when you no longer need the result or you started the run by mistake. - End a Clean Room Collaboration
When you end a clean room collaboration, you can’t restart it. If you have permissions to run queries and receive results in the collaboration, you can still access query results and query logs from past query runs. - Clean Room Activation
The clean room activation use case is a privacy-first way to activate first-party data in a provider's advertising platform. Data 360 matches the data in the clean room, then delivers the shared audience list directly to the provider's Amazon S3 bucket. The provider activates it from there, in the demand-side platform (DSP) or media system they already use, without building a new integration. - Identity Boost
Use identity boost to collaborate with identity providers in a clean room and enrich your first-party data with missing contact points. Use the enriched data in your activations to improve match rates. - Validating Clean Rooms in a Sandbox Org
To verify query results, test your clean room packages, configurations, and data mappings in a Developer or Developer Pro Data 360 sandbox. When the query run yields expected results, deploy the mapped templates from a sandbox org to a production org.