🧬 Salesforce Data Cloud

One customer profile, from every system

Customer data sits in the CRM, the store, the app and the data warehouse, each with its own ID. Data Cloud matches those records into one profile you can segment and act on. We start with one clear use case, so you see value before connecting everything.

Data Cloud logo

Salesforce

Data Cloud

A good fit for

  • Companies with customer data in many systems
  • Marketing teams that need real-time segments
  • Teams preparing data for Agentforce

7+ years

building and fixing CRM systems

4.99 rating

from 969 reviews on Fiverr

Top 1%

of talent on Upwork

🧰 What we do

What we do on Data Cloud

Data streams

Salesforce orgs, commerce platforms, warehouses and files connected as data streams.

Data model mapping

Source data mapped to the Customer 360 data model, documented for your team.

Identity resolution

Match and reconciliation rules that merge duplicates into unified profiles.

Calculated insights

Lifetime value, engagement scores and other metrics computed from your data.

Segments and activation

Segments sent to Marketing Cloud, ad platforms or back into Sales and Service Cloud.

Grounding AI

Unified data made available to Agentforce and prompt templates.

🗺️ How we work

Plan, build, then stay with you

Every Data Cloud project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.

We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.

What you get

  • Discovery workshop
  • Process and data audit
  • Roadmap with a clear quote

Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.

What you get

  • Configuration and data migration
  • Automation and integrations
  • Testing and a smooth go-live

Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.

What you get

  • Team training and how-to videos
  • Reports and dashboards
  • Ongoing admin and support
🔗 Integrations

Data Cloud connected to the rest of your tools

  • Snowflake and BigQuery
  • Marketing Cloud
  • Commerce Cloud
  • Google and Meta ads
  • Sales and Service Cloud
  • Agentforce
💬 FAQ

Data Cloud questions, answered

Something else on your mind? Ask us on a free call.

No. Data Cloud can ingest directly from Salesforce and other sources. If you already have a warehouse, it can share data with it.

Mostly by consumption credits. We estimate usage for your first use case so there are no surprises.

A unified profile for service agents, or one marketing segment that combines CRM and order data. Both show value quickly.

It is most useful when data is spread across several systems. If everything is already in one Salesforce org, you may not need it yet.

Tell us what you need from Data Cloud

Start your project