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阿里云上的Salesforce中國架構數據手冊

背景信息

阿里云攜手 Salesforce,已將 Customer 360 引入中國。阿里云上的 Salesforce 包含兩個部分:

  • Salesforce Connected Experiences Gateway(互聯網關CXG),專為中國打造的本地化擴展組件

  • Salesforce 的全球核心產品,包括銷售云、服務云和平臺云

《中國架構數據手冊》旨在提供以下方面的指導和建議,幫助客戶在阿里云上構建面向中國市場的“Salesforce 中國客戶360”:

  • 產品戰略和功能

  • 集成架構和模式

  • 運營模式,包括本地法規和跨境數據傳輸的管理模式、發布管理的部署模式以及適用于在阿里云上的Salesforce 實例的平臺功能

  • 中國實踐,包括 Salesforce 組織戰略和運營模式、卓越中心 (CoE) 考慮事項、中國生態系統及中國用戶體驗,以幫助優化用戶接受程度和使用程度。

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若要訪問完整的《中國架構指南》(共 30 頁),請聯系您的銷售代表

阿里云上的 Salesforce 概覽

根據客戶需求、市場需求和趨勢,Salesforce 中國產品戰略包含專為中國市場設計的互聯網關CXG產品,以及 Salesforce 全球核心產品,包括銷售云、服務云和平臺云。

阿里云上的 Salesforce 核心 CRM

  • 銷售云

  • 服務云

  • 平臺云

Salesforce 互聯網關CXG

  • 專為中國打造的本地化擴展組件

架構

阿里云和 Salesforce 攜手,將 Salesforce Customer 360 推向中國,目標是提供與全球 Customer 360相同的統一客戶體驗,同時滿足在中國運營的企業的獨特需求。

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Salesforce 平臺集成架構

概括來說,阿里云上的Salesforce 有三種集成模式:用戶界面(UI)層面、數據層面和流程層面;這與全球Salesforce平臺相同。這張圖展示了集成功能的運作機制。

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注意:

  • 阿里云上的 Salesforce 應支持 API V31+ 版本

  • 請與阿里云和 Salesforce 團隊一起檢查更新版 API 兼容性信息

運營架構

管理模式

中國法律合規性與跨境數據傳輸 (CBDT)

作為一般性建議,我們的客戶必須謹慎管理在中國的法律合規性,這一點與全球其他地點并無不同。目前的主要中國法規和法律包括:

  • 《網絡安全法》(2017 年首次頒布):定義了向中華人民共和國境外傳輸個人數據和“重要”數據的相關要求

  • 《數據安全法》(2021 年首次頒布):定義了境內和境外處理在中華人民共和國收集和生成的數據的法律框架

  • 《個人信息保護法》(2021 年首次頒布):適用于在網絡空間內外處理的個人信息,要求數據在本土存儲;具有域外效力

社區和網站管理

如果您的阿里云上的 Salesforce 組織啟用了社區,請注意您需要對其中發布的內容負責,包括由您的外部客戶或訪客發布的內容。

Salesforce 平臺集成架構(續)

部署架構

將 Salesforce 組織遷移到阿里云上的 Salesforce 之后,您需要確定 Salesforce 組織的部署戰略。這張圖展示了聯合管理模式的運作機制。

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中國實踐

本章介紹最佳實踐,旨在幫助您的組織制定 Salesforce 組織戰略、建立卓越中心、了解生態系統,并利用中國本土工具和業務流程來優化 Salesforce 的用戶接受程度和使用程度。

Salesforce 組織架構戰略

企業架構模式

若要訪問完整的《中國架構指南》(共 30 頁),請聯系您的銷售代表。

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卓越中心 (CoE)

您的全球組織中是否有 Salesforce CoE?您是否有設立 Salesforce CoE 團隊的計劃?

考慮到中國的合規要求、產品快速上市的能力以及對本土專業能力的需求,我們建議在中國設立區域 CoE,并將全球總部 CoE 的職責下放給區域 CoE 團隊。區域 CoE 團隊還需要在促進全球與中國團隊之間的溝通方面發揮重要作用。

中國實踐(續)

生態系統

阿里云和 Salesforce 正在一起對已加入相關合作計劃的合作伙伴開展培訓,并實施相應的合作伙伴登錄流程。如果您希望使用合作伙伴的服務或產品,應確保該合作伙伴已取得Salesforce相關認證(開發組織、打包工具等),并已與阿里云簽訂了適用的伙伴協議。

請聯系您的銷售代表,協助您查詢最新認證合作伙伴名單。

用戶體驗(本土應用程序的用戶)

用戶體驗 (UX) 與 Lightning 中的 Salesforce 全球實例相同,只是針對本土市場實施了一些優化。

注意:在阿里云上的 Salesforce 正式發布時,暫不會提供 Salesforce 移動應用程序、但已在未來的產品規劃中;此外。也不會提供 SalesforceAuthenticator;客戶需要使用自己的 SSO/ MFA 解決方案。

我們正在與本地社交平臺合作構建集成化用戶體驗。這僅適用于阿里云上的 Salesforce 產品,包括:

  • 利用公眾號和小程序發送服務云消息

  • 用于服務云和銷售云的本地社交平臺的集成

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感謝您對阿里云、Salesforce和阿里云上的 Salesforce產品的支持!

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.