One truth about your customer, fed by all your systems
Salesforce Data Cloud brings customer data from CRM, website, e-commerce, ERP and marketing tools together into one real-time customer profile. The result: better personalisation, smarter AI agents and reliable decisions based on current data, without replacing your existing data sources.
Data sources connected, silos gone
Customer data spread across CRM, website, email, ERP and payment systems: every department has a piece of the picture, but nobody sees the whole. Data Cloud solves this by bringing all sources together in real time into one unified customer profile.
For Agentforce, Data Cloud is the fuel: AI agents making decisions based on a complete, current customer profile are significantly more effective than agents running on CRM data alone.
- Unified customer profile from all connected data sources
- Real-time segmentation for marketing and personalisation
- The data foundation for Agentforce and Einstein AI
- Identity resolution: one customer recognised across channels and systems
What you get
Connection of your CRM, website, e-commerce, marketing and ERP systems to Data Cloud via standard connectors or API.
One combined customer profile with identity resolution: the same person recognised across channels and devices.
Dynamic segments that automatically update based on behaviour, transactions and attributes.
A clean, structured data layer that provides Agentforce, Einstein and Marketing Cloud with reliable input.
How we get it done
Data inventory
We map all your relevant data sources: which systems contain customer data and how reliable is that data?
Architecture & modelling
Setup of the data model, identity resolution rules and data flows from each source.
Connectors & ingestion
Technical setup of data sources, transformations and scheduled or real-time data jobs.
Activation & use
Activate segments in Marketing Cloud or Agentforce, and set up reporting on data quality and profiling.
The partner that gets the job done
We combine deep Salesforce expertise with a practical approach, and stay involved until you see real results.
Solid data foundation
AI and personalisation are only as good as their data. We ensure a clean, reliable data layer before building AI on top of it.
Ecosystem knowledge
We know the Salesforce stack: Data Cloud, Agentforce, Marketing Cloud and Sales Cloud work best together. We design them as one whole.
Governance & privacy
Data Cloud has built-in consent management. We configure this so your data activation is GDPR-compliant.
Good to know
Is Data Cloud the same as a data warehouse?+
No. Data Cloud is a Customer Data Platform (CDP) optimised for customer profiling and activation. It does not replace a data warehouse, but often works alongside (or on top of) one.
Which sources can Data Cloud connect?+
Standard connectors for Salesforce products, plus connectors for Amazon S3, Google Analytics, MuleSoft, Snowflake and more. Other systems can be connected via API or batch.
Do we need Data Cloud if we already have Sales Cloud and Marketing Cloud?+
Not mandatory, but Data Cloud significantly increases the value of both. The unified profile makes segmentation in Marketing Cloud more accurate and gives Agentforce more complete context.
What does Data Cloud cost?+
Data Cloud has its own licensing model based on credits (data volume and activation). Schedule a call for an estimate tailored to your situation.
Ready to get started together?
Schedule a no-obligation call. We think along with you and show you what is possible.