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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.

Required Editions

Available in: Enterprise Edition (home org)
User Permissions Needed
To map data for a use case:

Permission set:

  • Data Cloud Architect
Note
Note If the user segments that you want to associate with the clean room aren’t created, see Prepare Your Data for a Clean Room.

If you’re a provider using AWS clean rooms, see Preparing data tables for queries in AWS Clean Rooms. If you’re a consumer mapping your data to collaborate with an AWS-based provider, see Data types for more information on permitted data types.

  1. In Data 360, on the Clean Rooms tab, under Mapped Templates, click New.
  2. Select your role for the use case that you’re mapping data for.
  3. Select the use case.
  4. Select a data space and the data model object.
  5. Click Next.
  6. For each attribute, click the edit icon and select the attribute to map to the data model object field.
  7. Select the path for the attribute.
    The path length determines the time needed to process the query results. To save time, use the shortest path. Only select a longer path if the query must run through other DMOs or tables.
  8. Click Save.
  9. To map to a subset of an attribute, apply a filter. Applying a filter is recommended for large datasets.
    1. Click the mapping field’s filter icon.
    2. Select the operator, and enter a value for the filter.
    3. Click Save.
  10. After mapping all the fields, click Next.
  11. Name the template and add an optional description.
  12. Click Save.
Note
Note If you’re mapping data for identity boost, you must share personally identifiable information (PII) in unhashed form with the identity provider. Identity boost doesn’t use hashing because address normalization variations (for example, different abbreviations of the same street address) produce different hash values, which reduces match quality. Before mapping your data, make sure that you have all required consumer consents and that you comply with applicable data usage agreements and privacy regulations. Data processing can occur outside your Salesforce region.