Salesforce Data Cloud

Central platform for connected and intelligent customer interactions

Salesforce Data Cloud as the central platform for your customer data

Unlock the full potential of your customer data with Salesforce Data Cloud – the central platform for consolidated, harmonised and actionable data in real time. Increase your revenue through precise segmentation, personalised experiences and seamless integration with your Salesforce applications.

adesso combines Salesforce, data and integration expertise for the implementation and scaling of the Data Cloud. Our certified consultants connect data from CRM, commerce and data lakes and implement use cases for marketing, sales, customer service and e-commerce. With strong technology partnerships (Snowflake, AWS, Google, Databricks, Microsoft and many more) and experience in integration, data and analytics, adesso is your partner for implementing relevant Data Cloud use cases. Everything from a single source.

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What is the Data Cloud?

The Data Cloud harmonises CRM and company data in real time, segments customers and ensures targeted customer engagement in marketing, service and sales. By processing structured and unstructured data, it lays the foundation for CRM-contextual AI and agent force use cases.

Your advantages

  • Consolidate your data for a 360° view of your customers.
  • Connect external data sources such as data lakes with zero copy.
  • Use structured and unstructured data for AI use cases.
  • Generate real-time segments for targeted campaigns.
  • Automate processes with low-code tools.
  • Seamlessly integrate external AI models (BYOLLM).

Our Offerings

  • Data Cloud First Call

    In a team call, we gain an initial impression of your data landscape, systems and strategic objectives. Together, we discuss the potential of the Data Cloud in your specific business context and then derive appropriate next steps for further exploration. Contact us

  • Data Cloud Discovery Workshops

    In 1-2 onsite workshops, we first analyse your system landscape, data sources and data quality. We then work with you to identify and prioritise use cases using our proven format with Miro boards and a use case library. We then translate the results into a high-level roadmap with concrete recommendations. Contact us

  • Data Cloud CRAWL Package

    CRAWL Package: We activate the Data Cloud technically, connect Salesforce CRM as a data source and implement a simple use case. Ideal for companies that want to test the Data Cloud in a specific business context (PoC). Depending on the maturity of your company, we implement specific use cases from our Data Cloud Use Case Library for marketing, sales, customer service or e-commerce and connect the necessary data sources. Contact us

  • Data Cloud WALK package

    WALK package: We implement a more comprehensive use case with a measurable impact on revenue and/or efficiency and integrate another data source via standard connectors in addition to Salesforce. Ideal for companies that want to achieve concrete results beyond the test stage (MVP). Depending on the maturity of your company, we implement specific use cases from our Data Cloud Use Case Library for marketing, sales, customer service or e-commerce and connect the necessary data sources. Contact us

  • Data Cloud RUN Package

    RUN Package: We implement multiple use cases, expand them with additional data sources and create a reliable database for the use of Agentforce. The project lays the foundation for scalable use of the Data Cloud. Ideal for companies that want to build a complete customer picture and use Agentforce. Depending on the maturity of your company, we implement specific use cases from our Data Cloud Use Case Library for marketing, sales, customer service or e-commerce and connect the necessary data sources. Contact us

Areas of application for the Salesforce Data Cloud

The Salesforce Data Cloud brings measurable value to all areas of your business. It connects data sources, eliminates silos and provides a unified view of your customers, forming the basis for more efficient processes, more targeted campaigns and intelligent automation.

    • Uniform customer profile through data consolidation from different systems
    • Flexible segmentation and scoring across system and departmental boundaries
    • Foundation for the use of Agentforce through valid and linked customer data
    • Precise target group segmentation for higher conversion rates
    • Personalised customer approach along the customer journey
    • Real-time evaluation of campaigns to optimise budget and impact
    • Greater efficiency through data-based lead scoring
    • Early detection of purchasing patterns through predictive analytics
    • Targeted sales strategies based on consolidated customer data
    • Proactive customer service through a complete 360° view of the customer
    • Faster processing through intelligent routing
    • Higher satisfaction through data-driven process optimisation
    • More accurate product recommendations through consolidated customer and order data
    • Targeted campaign management based on shopping cart abandonment and purchase history
    • Dynamic pricing based on real-time data and customer behaviour

Data Cloud is the foundation for Agentforce use cases

The Data Cloud brings together all relevant customer data from CRM, commerce, service, marketing, data lakes and other systems in real time. This creates a CRM-related foundation that enables Agentforce to act on company-specific knowledge. The Trust Layer and Audit Trail ensure data protection, compliance and traceability.

This enables Agentforce to act precisely and contextually: with security, traceability and clear added value for the company.

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How the Data Cloud works

The Salesforce Data Cloud connects, harmonises and activates enterprise data across all systems. Five core functions enable data to be used in real time: from connection to activation in the target systems.

Connect

Connects all relevant data sources seamlessly and in real time

Connects internal and external systems such as CRM, ERP, data lakes or ad tech platforms. Supports native Salesforce connectors, zero-copy access to Snowflake or Google BigQuery, and integrations with MuleSoft. Zero copy means that data is not physically moved or duplicated, but is queried directly from the external source.

Example: Direct real-time access to product and transaction data in Snowflake to immediately use webshop data in CRM and service.

Harmonize & Unify

Create a consistent, complete customer profile from all data

Consolidate structured and unstructured data into a unified customer profile and use matching and reconciliation rules to avoid duplicates and set consistent values.

Example: Merge Salesforce CRM contacts with e-commerce transaction histories from Commerce Cloud so that every purchase, login and service request is visible in the same profile.

Govern

Ensures data quality, security and compliance across the enterprise

Ensures data quality, compliance and access rights across all systems. Integrated governance features ensure that data protection policies are adhered to.

Example: Build enterprise-wide consent management that centrally manages opt-ins and communication preferences in the Data Cloud and automatically synchronises them with marketing and service systems.

Segment & Predict

Identify target groups and opportunities through AI-powered analytics

Creates dynamic segments based on behaviour, status or forecasts. Uses AI models for predictions, e.g. churn or purchase probabilities.

Example: Create a segment of shopping cart abandoners who have been active in the last 48 hours and have a purchase probability of over 60% according to the AI model.

Activate

Use data immediately for personalised experiences and automation

Play consolidated and segmented data into any channel or application. Supports marketing automation, personalised commerce experiences and service automation.

Example: Trigger a discount campaign in real time in Marketing Cloud and simultaneously activate target groups in ad networks such as Meta for retargeting ads.

Do you have any questions?

Let us discuss how we can work together to implement your project. I look forward to being able to meet with you.