Data Cloud

One customer profile your teams can act on

Data Cloud implementations that connect your sources, resolve each customer to one profile and send the result back into Sales and Service Cloud, led by a certified Data Cloud Consultant and Data Architect.

  • Data Cloud Consultant
  • Data Architect
  • Identity resolution

The Problem

Customer data sits in Salesforce, a warehouse, a marketing tool and a few spreadsheets, and each one has a different answer to who the customer is. Reports disagree, agents ground on half the picture, and segments get rebuilt by hand every quarter.

Data Cloud can fix that, but only with a data model designed up front: which sources matter, how records match, and what the business will do with the unified profile. Skip that and you pay for ingestion nobody uses. We start from the decisions the profile has to support and work back to the data.

What You Get

your-data-cloud/

  • data-streams/Your sources connected and mapped to the data model
  • identity/Match and reconciliation rules that produce one profile per customer
  • insights/Calculated insights and segments your teams asked for
  • activation/The unified profile back where people work, in Sales or Service Cloud
  • SOLUTION.mdThe data model, the rules and how to add the next source

+ recorded training and post go-live hypercare

Fixed scope

Start with the Data Cloud Launch

A unified customer profile that your teams can act on.

Data Cloud Launch

5 to 7 weeks

  • Up to 3 data sources ingested and mapped to the data model
  • Identity resolution for a single unified customer profile
  • Up to 5 calculated insights or segments
  • One activation back into Sales or Service Cloud, plus two weeks of hypercare

How It Works

  1. 01

    Discovery call (free, 30 min)

    The decisions the unified profile has to support, and the sources that feed it.

  2. 02

    Written scope and quote

    Sources, match rules, insights and activations listed, with a quote and a go-live date.

  3. 03

    Build

    Ingestion, mapping and identity resolution, checked against real records before anything activates.

  4. 04

    Activate and hand over

    The profile goes live in Sales or Service Cloud, with training and hypercare.

Proof

Certifications and field notes

The Salesforce certifications behind this work, and the patterns we use, written up on our blog.

  • Data Cloud Consultant

  • Data Architect

  • Integration Architect

FAQ

What does the Data Cloud Launch include?

Up to 3 data sources ingested and mapped, identity resolution for one unified profile, up to 5 calculated insights or segments, and one activation back into Sales or Service Cloud, with two weeks of hypercare. It typically takes 5 to 7 weeks.

How do you keep consumption costs in check?

Data Cloud bills on consumption, so we size ingestion schedules and refresh rates to what the insights actually need, and walk you through what drives usage before go-live.

Can it pull from systems outside Salesforce?

Yes. Warehouses, cloud storage and other applications connect through Data Cloud connectors, and where no connector exists we build the ingestion. Our Confluence to Knowledge stream is one example.

Is this Data Cloud or Data 360?

The same product under its newer name. You will still see both in Salesforce documentation, so we use both.

Customer data in five places?

Thirty minutes with the architect who would do the work. You leave with a recommended next step.

Book a free 30-min call

Or send your project details