Salesforce Data Cloud
Your data knows more than your CRM shows.
— Unified profiles, real-time data activation, and cross-channel context.
DATA CLOUD IMPACT · REAL-TIME CUSTOMER DATA
One platform.
Every customer signal.
Salesforce Data Cloud is a real-time customer data platform built natively inside Salesforce. It ingests data from any source, resolves identities across channels, and surfaces unified profiles that power your entire org, from Sales Cloud to Einstein AI.
Most CRMs have fragmented data. A customer exists as three contacts, five leads, and a ghost in your ERP. Data Cloud fixes that by resolving identities across every touchpoint and creating a single, continuously updated profile.
It's not a separate data warehouse, it lives inside Salesforce and feeds directly into your flows, Einstein models, segmentation, and agent actions. No ETL gymnastics. No third-party middleware for core activation.
For teams using Einstein Copilot or Agentforce, Data Cloud is the memory. Without it, your AI responds to prompts. With it, your AI knows context.
Unified Customer Profile
Merges all customer records across sources into one canonical profile using deterministic and probabilistic identity resolution.
Real-Time Data Activation
Segments update as events happen. A purchase, support ticket, or web session can immediately shift a customer's journey, no batch delays.
Calculated Insights
SQL-based computed fields that attach to every profile, lifetime value, churn score, engagement index, available across all Salesforce apps.
Native Salesforce Integration
Data Cloud profiles bind directly to Salesforce objects. Your reps see unified data inline, no dashboards to switch between.
The capabilities that make
unified data actually useful.
Eight features that your marketing, service, and AI teams will use every day once the data is unified.
Unified customer profile
One record per person combining CRM, behavioural, transactional, and third-party data. Updated in real time. Accessible by every Salesforce product and AI agent you run.
Identity resolution
Deterministic and probabilistic matching merges records from different systems even when contact details differ. Match rates above 90% on well-structured data sets.
Real-time segmentation
Drag-and-drop segment builder on top of the unified profile. Segments refresh as new events arrive. No waiting for overnight batch jobs to reflect what happened this morning.
Calculated insights
Build derived metrics on top of raw data, LTV score, engagement score, days since last purchase, churn probability. Available as attributes in segmentation and activation.
Data activation
Push segments to Marketing Cloud, Advertising Studio, Google, Meta, LinkedIn, Snowflake, and more. One segment, activated to many destinations simultaneously.
Data streams
Pre-built connectors for common source systems. Custom connectors via REST API. Batch file ingestion and real-time streaming Kafka-compatible events both supported.
Data spaces
Logical partitions within one Data Cloud org. Different business units, regions, or brands can each have their own data space with isolated profiles and segments.
Einstein AI on unified data
Every Einstein AI feature, predictions, recommendations, next best action, runs on the unified profile, not just CRM data. Complete context produces better predictions.
From raw data to
actionable profiles.
Data Cloud processes your customer data through four distinct layers, each one building toward a single, trusted profile that can activate in any Salesforce channel.
Ingest
Connect any data source, Salesforce objects, Marketing Cloud, S3, Snowflake, webhooks, mobile SDKs, via native connectors and Data Streams.
Harmonize
Map incoming data to the Unified Data Model. Field-level normalization, type casting, and schema mapping happen here before anything touches a profile.
Resolve
Identity Resolution matches records using email, phone, cookies, and custom rulesets. Multiple partial records collapse into one Unified Individual.
Activate
Segments and profiles push to Sales Cloud, Service Cloud, Marketing Cloud, Advertising Studio, or third-party activation targets in real time.
AI agents are only as good as
the data they run on.
Agentforce agents grounded in Data Cloud give complete, accurate answers. Agents without it guess from partial records.
Why grounding matters for AI agents.
An Agentforce service agent without Data Cloud sees only the case record and the CRM contact. It does not know about the cart abandonment an hour ago, the in-store return last week, or the loyalty tier that qualifies this customer for a different resolution.
With Data Cloud, every agent action is grounded in the unified profile. The agent knows the complete customer, not just the slice visible in the current system. Answers are more accurate. Hallucinations are rarer. Resolutions are faster.
- Complete context, agent sees all 7 source systems, not just CRM
- Real-time behaviour, agent knows what the customer did today, not last month
- Calculated insights, LTV, churn risk, segment membership all available in the agent prompt
- Data stays in Salesforce, PHI and PII never leave your environment to train external models
My order is late. This is the third time this month.
Unified profile loaded: 3 late orders confirmed. LTV: High. Loyalty: Gold. Churn risk: Elevated. Recent web browse: competitor site 2d ago.
High-value customer at churn risk. Standard compensation insufficient. Escalate resolution and apply retention offer.
Expedited redelivery booked. 20% loyalty credit applied. Proactive apology drafted. Case closed without human escalation.
Data in from everywhere.
Activated out to everything.
Data Cloud sits in the middle. Every source feeds it. Every destination reads from it.
CRM & Sales
E-commerce & POS
Data warehouses
Web & mobile
Marketing & email
Salesforce products
Paid advertising
Analytics & BI
Custom destinations
From data audit to
live unified profiles.
Whether you are starting from scratch or untangling a partially built Data Cloud org, we scope and deliver the full implementation.
Data Cloud implementation
Full build from data model design through to live unified profiles, segments, and activations. Scoped to your sources, use cases, and downstream tools.
Data source connection
Configure ingestion from your CRM, e-commerce platform, data warehouse, web analytics, and custom sources. Batch and streaming both handled.
Identity resolution setup
Configure matching rules for deterministic and probabilistic identity resolution. Match rate optimised for your specific data quality and source overlap.
Segment & insight design
Build the segment library and calculated insights your marketing, service, and AI teams actually need. Named, documented, and usable from day one.
Agentforce grounding
Wire Data Cloud unified profiles into your Agentforce agents so they answer with complete context. The difference between a good agent and a great one.
Data Cloud audit & optimisation
Existing Data Cloud org reviewed. Match rate gaps, activation issues, segment logic errors, and performance problems diagnosed and fixed.
We've seen the data
before yours.
Data Cloud implementations fail when the architecture is treated as a software project. It's a data project first. We build with that in mind.
CRM-native thinking
We implement Salesforce, HubSpot, and custom CRMs. We know how data degrades inside CRMs before it reaches Data Cloud, and we fix it at the source.
Technical depth at every phase
No handoffs to a junior team post-discovery. The same technical people who scoped your implementation build it and support it.
Honest scoping
We tell you what's realistic with your current data quality before the project starts, not after go-live when it's expensive to fix.
Cross-platform context
Most of your customer data lives outside Salesforce. We know how to bring it in cleanly from Snowflake, HubSpot, ERPs, and custom systems.
AI activation-ready
We build the data layer that makes Einstein and Agentforce actually useful, structured profiles, calculated insights, and proper grounding for AI features.
Post-go-live isn't an afterthought
Data changes. New sources appear. Identity logic needs tuning. We stay on as the team that knows your implementation inside out.