SALESFORCE DATA 360 CONSULTING & IMPLEMENTATION
Turn fragmented customer data into one usable customer view
We design and implement Salesforce Data 360 (formerly Data Cloud) solutions that connect and harmonize data across Salesforce and external systems, create unified customer profiles, and activate that context across marketing, service, sales and Agentforce.
Teams we have delivered for
Data 360 (formerly Data Cloud)A unified customer view takes more than connected data.
Data 360 can bring data together from multiple systems, but a useful customer view depends on how that data is mapped, matched and prepared for activation.
We design the data model, identity rules and activation use cases together, so the resulting profiles are usable across Salesforce from the start.
Harmonized data model
Map customer, transaction, service and engagement data into a consistent Salesforce data model.
Reliable identity resolution
Define matching and reconciliation rules that link records belonging to the same person or account while retaining the underlying source records.
Activation-led design
Design profiles and segments around the journeys, service workflows, analytics and Agentforce use cases they need to support.
DATA 360 USE CASES
How unified customer data is used across Salesforce.
Audience Segmentation & Activation
Build audiences using customer attributes, transactions, engagement signals and calculated insights, then activate them across connected destinations.
- Segments
- Calculated Insights
- Activation
Personalized Customer Journeys
Use unified customer context to trigger more relevant email, SMS, push and cross channel journeys based on behavior, customer value and lifecycle stage.
- SMS
- Push
Customer Context for Sales & Service
Surface connected customer context in sales and service workflows, helping teams access relevant relationships, interactions and activity across systems.
- Sales
- Service
- Customer Context
Data Grounding for Agentforce
Ground Agentforce in the customer and business context required for a defined use case, so agents can respond and take permitted actions with relevant information.
- Agentforce
- Grounding
- Permitted Actions
CASE STUDY
A Unified Customer View from Consideration to After-Sales
Customer interactions were distributed across web, mobile, showroom, call center, vehicle ownership, and after-sales systems. Ford Otosan needed to match these records, connect pre- and post-purchase behavior, and build segments that could support relevant communications throughout the customer lifecycle.
Veri Cloud built an end-to-end architecture using Data 360, Marketing Cloud Engagement, and Marketing Cloud Personalization. Identity resolution created unified profiles; behavioral and ownership data powered advanced segments, cross-channel journeys, and personalized web and mobile experiences.
- UNIFIED CUSTOMER PROFILES
- Records across touchpoints were matched under one customer identity.
- ADVANCED SEGMENTATION
- Segments were built from behavioral, lead, and vehicle ownership data.
- CROSS-CHANNEL JOURNEYS
- Email, SMS, push, web, mobile, and contact center interactions were connected.
- WEB & MOBILE PERSONALIZATION
- Experiences were personalized by customer behavior and segment.
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Salesforce products
How we take Data 360 from source systems to activation.
01
Define the outcome and data scope
Define the business use case, required source systems, and data quality, consent, access, latency, and consumption requirements.
02
Connect and prepare the data
Establish the required connections and prepare batch, streaming, or federated data for use within Data 360.
03
Map and harmonize
Map source fields into a consistent data model and apply the transformations required for downstream Salesforce use cases.
04
Resolve identities and validate
Configure matching and reconciliation rules where identity resolution is required, then validate profiles against representative customer scenarios.
05
Build insights, attributes, and audiences
Create the calculated insights, attributes, and segments required for the agreed activation, analytics, or Agentforce use case.
06
Activate and optimize
Publish data to Salesforce or external destinations, validate downstream use, and refine data quality and activation logic after launch.
Build the Data 360 foundation your use case needs.
Tell us the outcome you want to support and the systems involved. We'll help scope the right Data 360 implementation for your organization.
You will be talking to
Ilkay Tuna
Business Requirement Manager, Veri Cloud
We build on Salesforce, not just around it
Enterprise Data 360 delivery, backed by Salesforce-native engineering.
Builders, not just consultants
We configure, extend, and develop on Data 360, from data modeling and identity rules to calculated insights, segments, and activation logic.
Connected to the systems where your data lives
We connect Salesforce to warehouses, lakes, commerce, loyalty, ERP, and other operational systems through connectors, APIs, and custom development.
Designed for production data operations
We build for data quality, governance, consumption, and downstream activation, then support the environment as sources and use cases evolve.
Connected capabilities
Connect Data 360 with the rest of your Salesforce ecosystem.
Data 360 connects customer context to the journeys, workflows, agents, and teams that use it.
- 01
Agentforce
Ground Agentforce use cases in connected customer and business context where agents require trusted data from multiple sources.
- 02
Agentforce Marketing
Use connected customer data to build audiences, coordinate lifecycle journeys, and support more relevant marketing activation across channels.
- 03
Agentforce Sales
Bring unified customer and account context into sales workflows so teams can work with relevant information across systems and interactions.
- 04
Agentforce Service
Provide service teams and AI agents with connected customer context to support more informed case handling, routing, and service workflows.
STARTING WITH DATA 360
Start with the outcome, not the platform.
Not every organization needs the same Data 360 scope. We define the starting point around the customer data problem, the operational outcome, and the Salesforce workflows that need connected context.
Unify fragmented customer data
Connect relevant data sources, define the customer data model, harmonize records, and establish identity-resolution and governance rules required to create usable unified profiles.
COMMON SIGNALS
- Customer records fragmented across systems
- Duplicate or inconsistent identities
- Different teams using conflicting customer views
- Manual data reconciliation and preparation
Activate connected customer context
Use unified profiles, segments, and calculated insights across marketing journeys, sales processes, service workflows, and other defined business use cases.
COMMON SIGNALS
- Audiences assembled manually
- Customer context unavailable in workflows
- Disconnected cross-channel journeys
- Need to activate segments across Salesforce
Prepare connected business data for Agentforce
Make governed customer and business context available to defined Agentforce use cases so agents can reason and act using relevant data from connected systems.
COMMON SIGNALS
- Agentforce requires context from multiple systems
- Knowledge or customer data remains fragmented
- AI use cases depend on more complete information
- Need for governed access to connected data
Your starting point may be one of these or a phased combination based on your data maturity and business priorities.
Discuss your Data 360 starting pointFrequently Asked Questions