Customer Data Platform

Salesforce Data 360

Consulting & Implementation

Data 360 (formerly Data Cloud) is the real-time data foundation that powers every modern Salesforce product — from Agentforce to Marketing Cloud Next. We help you build it right the first time: unified profiles, smart ingestion architecture, and activation that drives measurable ROI.

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The Three Cs of a Successful Data 360 Implementation

Data 360 is not plug-and-play. Consistency, connectivity, and cost determine whether your implementation delivers ROI or drains your budget.

Consistency — Data Modeling Is Everything

Data 360 unifies customer profiles across every system into a single real-time view. Identity resolution, schema design, and ingestion strategy determine whether that unified profile is trustworthy and actionable — or bloated and slow.

 

Connectivity — Real-Time When It Counts

Data 360 supports streaming, batch, API, and zero-copy integration with Snowflake, Databricks, and Google BigQuery. Choosing the right mode for each data source is critical — real-time is powerful but expensive; batch is cost-efficient but introduces latency.

 
 

Cost — Consumption-Based, Every Action Counts

Data 360 is usage-based: you pay for rows ingested, profiles unified, segments refreshed, and activations triggered. Without careful architecture, even elegant builds can burn through budget. We start small and scale with ROI evidence.

+2,000%

ROI reported by FedEx after implementing Data 360 with real-time AI activation
 

#1

Ranked CDP for marketers by Salesforce — the only real-time CDP native to CRM
 

3

Zero-copy data warehouse partners: Snowflake, Databricks, Google BigQuery
 

∞

Data sources — any cloud, any warehouse, any streaming event, any API
 

Capabilities

What Data 360 Enables

Data 360 is the connective tissue across every Salesforce cloud — and the data foundation your AI and automation depend on.

Unified Customer Profiles

Merge data from every Salesforce cloud, external warehouse, and third-party source into a single, real-time customer profile across all touchpoints.

Real-Time Streaming Ingestion

Ingest behavioral, transactional, and event data as it happens — enabling personalization and Agentforce grounding that’s always current.

 

Zero-Copy Data Integration

Activate data from Snowflake, Databricks, and Google BigQuery without moving or duplicating it — queried in place through federated architecture.

Identity Resolution

Match records across systems using configurable match rules — resolving anonymous, known, and partially-identified customers into unified profiles.

Clean Rooms & Privacy-Safe Collaboration

Collaborate with partners on shared audience insights without exposing raw customer data — enabling co-marketing and data partnerships with full privacy controls.

AI & Agentforce Grounding

Data 360 is the foundation that makes Agentforce intelligent — giving AI agents access to the full, unified customer context they need to take the right actions.

Data 360 + Agentforce

Your AI is only as smart as your data

Without Data 360, Agentforce agents only see the record currently open in Salesforce. With Data 360, agents reason over a complete, real-time customer profile — full interaction history, behavioral signals, multi-cloud data — enabling dramatically more accurate and contextual decisions.

Data 360 is also the foundation for Marketing Cloud Next, Einstein personalization, and virtually every new Salesforce AI capability. Organizations building on Data 360 now are building the platform for everything Salesforce ships next.

Agentforce without Data 360

Sees only the current CRM record

Agentforce with Data 360

Sees full unified profile: every interaction, purchase, support case, and behavioral signal across every system

Our Services

How We Help With Data 360

Data 360 Readiness Assessment

Before writing a single data stream, we evaluate your current data sources, CRM quality, and business goals to design an architecture that fits your actual use case and budget.

Data Ingestion Architecture

We design ingestion pipelines across Salesforce clouds, external systems, and streaming sources — choosing the right mode (real-time, batch, zero-copy) for each.

Identity Resolution Design

We configure match rules and reconciliation logic to build unified profiles that are accurate without over-merging — the most technically nuanced part of any Data 360 project.

Segmentation & Activation

We build calculated insights, segments, and activation flows that push unified data to Marketing Cloud, Sales Cloud, Agentforce, and external platforms.

Agentforce Data Grounding

We connect Data 360 to Agentforce so your AI agents reason over complete, real-time customer profiles — not just the record that’s open on the screen.

Ongoing Optimization & Governance

We monitor usage, tune ingestion schedules, archive stale data objects, and build governance processes to keep your Data 360 org healthy and cost-efficient.

Meet the Expert

Certified Data 360 Expertise on Your Team

Our team includes Gaurish Goel, a Salesforce Certified Application Architect, Data Cloud Accredited Professional, and Agentforce Specialist who has built production Data 360 implementations across multiple orgs — including identity resolution, multi-source ingestion, and Agentforce grounding architectures.

FAQ

Common Questions About Data 360

Agentforce is Salesforce's platform for building and deploying autonomous AI agents directly within your Salesforce environment. Unlike Einstein Copilot (which assists users), Agentforce agents take independent action — they can query data, execute flows, update records, send messages, and escalate to humans — all based on instructions and guardrails you define.

Einstein Copilot is an AI assistant embedded in Salesforce that helps users do their work. Agentforce agents are autonomous — they operate without a human initiating each step. Unlike generic LLMs like ChatGPT, Agentforce agents are grounded in your actual CRM data, governed by your Salesforce security model, and capable of taking real actions inside your org.

A clean, well-structured org matters a lot. Agentforce agents reason over your data — if records are incomplete, processes are inconsistent, or your knowledge articles are outdated, agents will underperform. We recommend a readiness assessment to baseline your org health before committing to an agent build.
 
Not always — basic agents can work with standard CRM data. But to unlock the full power of Agentforce (especially for complex, multi-source use cases), Data Cloud enables agents to reason across structured and unstructured data from any source. We help you determine the right architecture for your needs.
Yes, when built correctly. Salesforce’s Einstein Trust Layer provides data masking, prompt injection protection, toxicity filtering, and zero data retention with external LLMs. Agentforce also supports human escalation, confidence thresholds, and full audit logging. Governance design is a core part of every engagement we run.
 
A focused single-agent implementation (e.g., a customer service deflection agent for one product line) typically takes 4–8 weeks from kickoff to go-live. More complex deployments with multiple agents, Data Cloud grounding, and external integrations take longer. We always start with a scoped readiness assessment.
 

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Ready to Unify Your Customer Data?

Whether you're starting from scratch or untangling a messy implementation, we'll build a Data 360 foundation that actually scales.