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Set Up Clean Room Activation

After a clean room activation collaboration is active, the provider receives matched audience data directly in their Amazon S3 bucket. The provider can then use the data to run targeted campaigns in their advertising platform or downstream media system.

Required Editions

Creating AppExchange clean room packages: Developer Edition (packaging org only)
Deploying packages, creating collaborations, and accepting invitations: Enterprise Edition (home org)
User Permissions Needed
To set up clean room activation:

One of these permission sets:

  • Data Cloud Architect
  • Data Cloud Activation Manager
  • Data Cloud Activation Specialist

The provider can use Data 360 or AWS as their clean room platform. Providers who are using Data 360 as the clean room platform can choose between a Salesforce-provided collaboration template or a custom one. Providers using AWS as the clean room platform must use a custom collaboration template.

Note
Note Create clean room packages in a Developer Edition packaging org. Deploy packages, create collaborations, and accept invitations in an Enterprise Edition home org. You can’t receive or accept collaboration invitations in Developer Edition.
  1. Provider: Create a clean room package that supports the activation use case in a Developer Edition packaging org.
  2. Provider: Publish the clean room package on AppExchange.
  3. Consumer: In an Enterprise Edition home org, deploy the package from AppExchange. If the provider is a trusted partner, you can allowlist the provider to access supported use cases without deploying a package.
  4. Consumer and provider: Create mapped templates to map each party's data to the required fields for the collaboration.
    You can create mapped templates in advance or map data during the collaboration creation and invitation acceptance. Both parties must complete required mappings before the collaboration can become active. See Map Data for a Clean Room Use Case.
  5. Consumer: Create the collaboration and send an invitation to the provider.
  6. Provider: In an Enterprise Edition home org, accept the collaboration invitation.

    In the invitation acceptance wizard, configure the identity provider-based authentication to your AWS account so that Data 360 can write the collaboration results to your Amazon S3 bucket. You can use an existing bucket or create one.

    See Accept or Reject a Clean Room Invitation.
  7. Consumer: After the provider accepts and the collaboration is active, run a query in the clean room.
    For detailed instructions, see Collaborate in a Clean Room.
    Data 360 writes the query results to the provider's S3 bucket as parquet files. Each query run creates a new timestamped folder at s3://[your-bucket]/[Collaboration Name]/[Query Name]_[Timestamp]/.

Providers can activate the output in their existing advertising platform or downstream media system. The S3 delivery format is designed to plug into activation pipelines they already have running.