Salesforce Data Cloud
Your Data. Finally Unified.
Unified customer profiles, real-time data activation, and identity resolution across every source. Data Cloud is the foundation for Agentforce and Einstein — and we build it right.
Book a Data Cloud AssessmentThe Problem You Already Know.
Siloed Data, Siloed Teams
Your data is trapped in CRM, ERP, web analytics, and third-party tools. No single source of truth. Every team sees a different version of the customer.
AI Without a Foundation
AI initiatives stall because data is fragmented, dirty, or inaccessible in real-time. You can't build intelligence on a broken foundation.
Wasted Personalization
Marketing sends generic campaigns because segmentation relies on incomplete, outdated data. Personalization promises go unfulfilled.
What We Deliver.
Data Readiness Assessment
We audit your current data landscape, identify gaps in quality and coverage, and validate use cases against business outcomes.
Data Model & Identity Resolution
Design unified customer profiles with cross-system identity resolution. One customer, one profile, every touchpoint connected.
Source Integration
Connect CRM, ERP, web analytics, and third-party data sources. Real-time ingestion so your profiles are always current.
Segmentation & Activation
Build audience segments, activation rules, and real-time triggers. The right message to the right person at the right moment.
AI Foundation Layer
Prepare your data for Agentforce, Einstein, and Tableau. RAG for unstructured data — emails, PDFs, and transcripts become AI context.
Dashboards & Enablement
Analytics dashboards to monitor data health and activation performance. Team training and documentation so you own it long-term.
What We Build — In Detail.
Data Cloud is the intelligence layer that powers everything else. Here's the complete scope of what we architect and deliver.
Data Streams & Ingestion
Real-time and batch data ingestion from any source — CRM, ERP, web analytics, marketing platforms, custom APIs.
- Connector configuration for standard sources
- Custom ingestion via Ingestion API
- Real-time streaming for time-sensitive data
- Data transformation and mapping rules
Data Model Objects (DMOs)
Purpose-built data models that organize your unified data for activation, segmentation, and AI consumption.
- Standard and custom DMO configuration
- Relationship mapping between objects
- Calculated Insights for derived metrics
- Data Graph design for complex relationships
Identity Resolution
One customer, one profile — across every system, channel, and touchpoint. We design matching and reconciliation rules that unify fragmented identities.
- Fuzzy and exact match rule configuration
- Cross-system identity reconciliation
- Duplicate prevention and merge logic
- Confidence scoring for match quality
Segmentation & Activation
Build dynamic audience segments and activate them across marketing, sales, service, and advertising channels in real time.
- Segment builder with complex criteria
- Real-time segment membership updates
- Activation targets (Marketing Cloud, Ads, custom)
- Waterfall segmentation for prioritization
Vector Database & RAG
Unstructured data — emails, PDFs, call transcripts — becomes searchable AI context via Retrieval Augmented Generation.
- Document chunking and embedding
- Vector search index configuration
- RAG pipeline for Agentforce grounding
- Prompt template design with retrieved context
Analytics & Data Actions
Dashboards, Calculated Insights, and automated Data Actions that turn unified data into business outcomes.
- Calculated Insights for derived KPIs
- Data Actions for automated workflows
- Tableau integration for advanced analytics
- Data quality monitoring and alerting
Our Approach: AI & Security.
Data Governance by Design
Every Data Cloud implementation includes consent management, data classification, and retention policies. We build governance into the architecture — not as an afterthought. GDPR, CCPA, and industry-specific compliance are addressed from day one.
AI-Ready Architecture
We design your data model specifically to power Agentforce, Einstein, and Tableau. Every DMO, every relationship, every Calculated Insight is built with AI consumption in mind — ensuring your agents have the context they need.
Zero-Copy Architecture
Where possible, we leverage Data Cloud's zero-copy partner integrations — connecting to Snowflake, Databricks, or BigQuery without duplicating data. Your warehouse stays the source of truth; Data Cloud activates it.
AI-Augmented Delivery
We use AI to accelerate our own delivery — auto-generating data mapping specifications, validating identity resolution rules against test datasets, and building data quality dashboards. Faster delivery, fewer errors.
How We Build It.
Audit
Map data sources, assess quality, and identify integration points across your entire ecosystem.
Architect
Design the data model, identity resolution rules, and activation flows tailored to your business.
Integrate
Connect sources, build segments, and configure activation rules in iterative sprints.
Activate
Go live with unified profiles. Monitor data quality, segment performance, and optimize continuously.
The Outcomes.
Why Inexorables.
Agentforce + Data Cloud Together
We build both. Your agents get real-time unified data, not stale CRM records. One partner for the full AI stack.
Beyond Integration
We don't just connect pipes. We design the data model, identity resolution, and activation logic that turns raw data into business outcomes.
RAG-Ready
Unstructured data — emails, PDFs, transcripts — becomes searchable AI context through retrieval-augmented generation. Your data works harder.
Data Cloud powers your AI agents.
Explore our Agentforce practice →Data Cloud FAQ.
CRM, ERP, web analytics, marketing platforms, data warehouses, custom APIs. If it has an API, we can connect it. Data Cloud supports batch and real-time ingestion from virtually any source.
Data Cloud IS Salesforce's CDP, but it goes further. It's a real-time data platform built into the Salesforce ecosystem, powering AI, segmentation, and activation natively — not just audience management.
Not technically required, but practically essential. Agents without unified data are like employees who can only see one department's records. Data Cloud gives your agents the full picture.
6-12 weeks depending on the number of data sources and complexity of identity resolution. We start delivering value in the first sprint — you don't wait months for results.
No. Data Cloud complements your warehouse by activating data in real-time within Salesforce. Your warehouse remains the source of truth for historical analytics. They work together, not against each other.
Ready to Unify Your Data?
One call. We'll map your data landscape and show you the path to a unified customer view.
Book a Data Cloud Assessment