Unify customer data with Salesforce Data Cloud
A single customer profile across Salesforce clouds
Customer data often sits across CRM, e-commerce, support, and marketing systems, making it difficult for teams to access the full customer picture. We implement Salesforce Data Cloud to ingest and harmonize records from these sources into a single customer profile through identity resolution.
That profile can then provide consistent data to Marketing Cloud, Service Cloud, Commerce Cloud, and Agentforce. This helps teams work from the same customer information and supports real-time updates instead of relying only on nightly data batches.
What our Data Cloud experts do for you
Data Strategy & Source Mapping
Review the systems that hold customer data and map how information should flow into a unified data model.
Batch & Streaming Data Ingestion
Connect CRM, e-commerce, support, marketing, and other source systems through batch or real-time data ingestion based on each use case.
Identity Resolution & Unification
Configure identity resolution rules to match records across systems and determine which records belong to the same customer.
Calculated Insights & Segmentation
Build calculated insights and real-time segments that update as new data becomes available, supporting more timely customer actions.
Cross-Cloud Activation
Connect customer profiles with Marketing Cloud, Service Cloud, Commerce Cloud, and Agentforce so each cloud can use the same customer data.
Data Governance & Privacy Configuration
Configure consent tracking, retention rules, and access controls to help keep unified customer data aligned with privacy requirements.
Data Cloud in action
Here are two examples of what we’ve built with Data Cloud as part of the broader data unification and activation services we deliver.
Unified customer 360 for cross-cloud personalization
Customer information can be spread across CRM, e-commerce, support, and marketing systems, making it difficult for teams to get a complete view.
How it works
Data Cloud ingests records from these source systems and uses identity resolution to match them to the right customer profile. That profile can then provide consistent information to Marketing Cloud, Service Cloud, and Commerce Cloud for relevant customer interactions.
Real-time segmentation for time-sensitive offers
When marketing segments are refreshed only once a day, customer actions such as cart abandonment may not be reflected until the next update.
How it works
Streaming ingestion updates customer data when an event occurs, such as a cart abandonment or a price change on a wishlist item. A calculated insight can then update the relevant segment and support a more timely action.
Timely customer data helps teams respond while the opportunity is still relevant.
FAQs
Does Data Cloud replace our CRM?
No. Data Cloud works alongside your CRM and other systems by bringing their data together into customer profiles that can be used across connected applications.
How does identity resolution work across systems?
It uses identifiers such as email, phone number, account IDs, and configurable matching rules to determine which records represent the same customer.
Do we need real-time streaming from day one?
No. Organizations can start with batch ingestion to bring historical data together and add streaming sources as real-time use cases become relevant.
Which Salesforce clouds benefit from Data Cloud?
Marketing Cloud, Service Cloud, Commerce Cloud, and Agentforce can use unified customer data for use cases such as personalization, service context, recommendations, and customer conversations.
How do you handle data privacy and consent across unified sources?
We configure consent tracking, retention rules, and access controls as part of the implementation to support your privacy and compliance requirements.
Can Data Cloud ingest data from systems outside Salesforce?
Yes. Data Cloud can ingest data from external source systems as well as Salesforce applications, allowing customer information from different systems to contribute to a broader customer profile.
What can we do for you
Consulting and Advisory
Conduct thorough business audits to craft tailored strategies for your success. Receive actionable insights and recommendations prioritized to meet your needs.
Platform Administration
Streamline your Salesforce operations with our expert administration services. From production releases to analytics, we ensure your platform is primed for success.
Custom Implementation
Tailor Salesforce solutions to fit your unique business requirements. Our seasoned experts guide you through seamless implementation processes aligned with your organization’s goals.
Integration
Seamlessly integrate tools to harness 360-degree customer insights. Align your marketing automation tools with Salesforce policies for enhanced data merging.