阿里云上的Salesforce中国架构数据手册

背景信息

阿里云携手 Salesforce,已将 Customer 360 引入中国。阿里云上的 Salesforce 包含两个部分:

  • Salesforce Connected Experiences Gateway(互联网关CXG),专为中国打造的本地化扩展组件

  • Salesforce 的全球核心产品,包括销售云、服务云和平台云

《中国架构数据手册》旨在提供以下方面的指导和建议,帮助客户在阿里云上构建面向中国市场的“Salesforce 中国客户360”:

  • 产品战略和功能

  • 集成架构和模式

  • 运营模式,包括本地法规和跨境数据传输的管理模式、发布管理的部署模式以及适用于在阿里云上的Salesforce 实例的平台功能

  • 中国实践,包括 Salesforce 组织战略和运营模式、卓越中心 (CoE) 考虑事项、中国生态系统及中国用户体验,以帮助优化用户接受程度和使用程度。

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若要访问完整的《中国架构指南》(共 30 页),请联系您的销售代表

阿里云上的 Salesforce 概览

根据客户需求、市场需求和趋势,Salesforce 中国产品战略包含专为中国市场设计的互联网关CXG产品,以及 Salesforce 全球核心产品,包括销售云、服务云和平台云。

阿里云上的 Salesforce 核心 CRM

  • 销售云

  • 服务云

  • 平台云

Salesforce 互联网关CXG

  • 专为中国打造的本地化扩展组件

架构

阿里云和 Salesforce 携手,将 Salesforce Customer 360 推向中国,目标是提供与全球 Customer 360相同的统一客户体验,同时满足在中国运营的企业的独特需求。

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Salesforce 平台集成架构

概括来说,阿里云上的Salesforce 有三种集成模式:用户界面(UI)层面、数据层面和流程层面;这与全球Salesforce平台相同。这张图展示了集成功能的运作机制。

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注意:

  • 阿里云上的 Salesforce 应支持 API V31+ 版本

  • 请与阿里云和 Salesforce 团队一起检查更新版 API 兼容性信息

运营架构

管理模式

中国法律合规性与跨境数据传输 (CBDT)

作为一般性建议,我们的客户必须谨慎管理在中国的法律合规性,这一点与全球其他地点并无不同。目前的主要中国法规和法律包括:

  • 《网络安全法》(2017 年首次颁布):定义了向中华人民共和国境外传输个人数据和“重要”数据的相关要求

  • 《数据安全法》(2021 年首次颁布):定义了境内和境外处理在中华人民共和国收集和生成的数据的法律框架

  • 《个人信息保护法》(2021 年首次颁布):适用于在网络空间内外处理的个人信息,要求数据在本土存储;具有域外效力

社区和网站管理

如果您的阿里云上的 Salesforce 组织启用了社区,请注意您需要对其中发布的内容负责,包括由您的外部客户或访客发布的内容。

Salesforce 平台集成架构(续)

部署架构

将 Salesforce 组织迁移到阿里云上的 Salesforce 之后,您需要确定 Salesforce 组织的部署战略。这张图展示了联合管理模式的运作机制。

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中国实践

本章介绍最佳实践,旨在帮助您的组织制定 Salesforce 组织战略、建立卓越中心、了解生态系统,并利用中国本土工具和业务流程来优化 Salesforce 的用户接受程度和使用程度。

Salesforce 组织架构战略

企业架构模式

若要访问完整的《中国架构指南》(共 30 页),请联系您的销售代表。

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卓越中心 (CoE)

您的全球组织中是否有 Salesforce CoE?您是否有设立 Salesforce CoE 团队的计划?

考虑到中国的合规要求、产品快速上市的能力以及对本土专业能力的需求,我们建议在中国设立区域 CoE,并将全球总部 CoE 的职责下放给区域 CoE 团队。区域 CoE 团队还需要在促进全球与中国团队之间的沟通方面发挥重要作用。

中国实践(续)

生态系统

阿里云和 Salesforce 正在一起对已加入相关合作计划的合作伙伴开展培训,并实施相应的合作伙伴登录流程。如果您希望使用合作伙伴的服务或产品,应确保该合作伙伴已取得Salesforce相关认证(开发组织、打包工具等),并已与阿里云签订了适用的伙伴协议。

请联系您的销售代表,协助您查询最新认证合作伙伴名单。

用户体验(本土应用程序的用户)

用户体验 (UX) 与 Lightning 中的 Salesforce 全球实例相同,只是针对本土市场实施了一些优化。

注意:在阿里云上的 Salesforce 正式发布时,暂不会提供 Salesforce 移动应用程序、但已在未来的产品规划中;此外。也不会提供 SalesforceAuthenticator;客户需要使用自己的 SSO/ MFA 解决方案。

我们正在与本地社交平台合作构建集成化用户体验。这仅适用于阿里云上的 Salesforce 产品,包括:

  • 利用公众号和小程序发送服务云消息

  • 用于服务云和销售云的本地社交平台的集成

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感谢您对阿里云、Salesforce和阿里云上的 Salesforce产品的支持!

Background Information

Alibaba Cloud has introduced Customer 360 to China in partnership with Salesforce. Salesforce on Alibaba Cloud consists of the following parts:

●  Salesforce Connected Experiences Gateway (CXG), a localized extension component designed specifically for China

●  Salesforce’s global core products including Sales Cloud, Service Cloud, and Salesforce Platform.

The China Architecture Guide is designed to help our customers who want to build their Salesforce Customer 360 for China on Alibaba Cloud by providing guidance and advice on:

●  Product strategy and capabilities at general availability

●  Integration architecture and patterns

●  The operation models, including the governance model of local regulations and cross border data transfer(CBDT), deployment model of release management, and Platform capabilities for your Salesforce on Alibaba Cloud instance

●  China practices, which include Salesforce org strategy and operation model, Center of Excellence (CoE) consideration, the ecosystem in China, and user experience in China to optimize the adoption and usage.

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To access the full 30-page ‘China Architecture Guide’, please reach out to your sales representative.

Salesforce on Alibaba Cloud Overview

Alibaba Cloud and Salesforce are taking a two-pronged approach to China based on customer demands and market needs and trends. Salesforce’s China product strategy consists of CXG, our localized extension component designed specifically for the China market, and Salesforce’s global core products including Sales Cloud, Service Cloud, Salesforce Platform.

Core CRM on Salesforce on Alibaba Cloud

  • Sales Cloud

  • Service Cloud

  • Platform Cloud

Salesforce Connected Experiences Gateway(CXG)

  • Localized extension component designed specifically for China

Architecture

Alibaba Cloud and Salesforce are taking the localized approach to bringing the Salesforce Customer 360 to China, with the goal of delivering the same unified customer experience as the global Customer 360, while also meeting the unique needs of businesses operating in China.

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Salesforce on Alibaba Cloud Future Roadmap

At a high level, Salesforce on Alibaba Cloud has three integration patterns: UI level, data level and process level; the same as the Salesforce platform globally. This diagram showcases how the integration capabilities work.

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Note:

  • Salesforce on Alibaba Cloud should support API version V31+.

  • Check the updated API compatibility information with Alibaba Cloud and Salesforce teams.

Operation Architecture

Governance Models

China legal compliance and Cross Border Data Transfer (CBDT)

As general advice, our customers must manage legal compliance in China carefully, same as in the rest of the world. Currently, the key local regulations and laws are:

●  Cybersecurity Law (first released in 2017): Limits transfer of personal and ‘important’ data outside PRC

●  Data Security Law (first released in 2021): Framework for processing PRC collected and generated data, inside and outside of China

●  Personal Information Protection Law (first released in 2021): Personal information processed in or outside of cyberspace, Data localisation required; extraterritorial effect

Community and Site management

If your Salesforce on Alibaba Cloud org has enabled the community, please be aware that you will be responsible for the content published, even if it is by your external customers or visitors. Please make sure that you deploy the appropriate actions below to mitigate the potential risk of site blocking.

Salesforce Platform Integration Architecture (continued)

Deployment Architecture

After you migrate your Salesforce org to Salesforce on Alibaba Cloud, you will need to define your Salesforce org deployment strategy. This diagram showcases how the federate management model works.

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China Practices

This chapter describes the best practices to help your organization build your Salesforce org strategy, setup your CoE, understand the ecosystem, and leverage local Chinese tools and business processes to optimize your Salesforce adoption and usage.

Salesforce Org architecture strategy

Enterprise architecture patterns

To access the full 30-page China Architecture Guide, reach out to your sales representative.

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CoE

Do you have Salesforce CoE in your global organization? Do you plan to set up a Salesforce CoE team?

Considering China’s complex compliance requirements, fast go-to-market capabilities, and need for localized expertise, we recommend setting up a regional CoE within China and delegating the responsibilities from the global headquarters CoE to the regional CoE team. The regional CoE team will also need to play an important role facilitating communication between global and China teams.

China Pactices (continued)

Ecosystem

Alibaba Cloud and Salesforce are in the process of training and onboarding partners who have joined the Alibaba Cloud Partner Program. Companies wanting to work with a Salesforce Partner in China should ensure that the partner has been certified in Salesforce's China practices(dev orgs, packaging tools, etc.) and is contracted with Alibaba Cloud to be part of the Alibaba Cloud marketplace.

Contact your Alibaba Cloud sales representative for the latest list of certified partners.

User Experience (with local apps)

User Experience (UX) will be the same as your Salesforce global instance in Lightning, with some optimizations for the local market.

Note: Salesforce mobile app will NOT be available upon initial general availability (GA) of Salesforce on Alibaba Cloud, but it is already in the future product planning. In addition, Salesforce Authenticator will NOT be available either. Customers need to use their own single sign-on (SSO) or multi-factor authentication (MFA) solution.

Salesforce is building an integrated user experience with local social platforms. This is exclusively available for Salesforce organizations hosted on Alibaba Cloud, including:

  • Official account and mini program messaging for Service Cloud

  • Integration with local social platforms for Service Cloud and Sales Cloud

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Thank you for your support of Alibaba Cloud, Salesforce, and Salesforce on Alibaba Cloud.