What is Salesforce Data Cloud?
Salesforce Data Cloud, formerly known as Salesforce Customer Data Platform (CDP), is a set of tools to process and unify large sets of data from different sources and make that data more useful on other platforms. In short, Data Cloud makes every Salesforce Cloud—and other platforms you are already using—better.
Whether it’s connecting and harmonizing data from Salesforce Sales Cloud and Netsuite, analyzing and predicting the next steps of your prospects and customers, or simply unifying customer profiles, Data Cloud allows you to make sense of your data so you can automate complicated processes and take appropriate action. Use it to combine consumer, business, and geographic information with the main Salesforce platform to improve customer service, make operations more efficient, and help with smart decision-making to drive growth.
The strength of Data Cloud lies in its ability to unify data in a standardized data model, ensuring that every department can take advantage of its capabilities without the traditional constraints and complexities that data integration often implies. When Data Cloud and other modern data consolidation tools are used, organizations see 67% of their tech resources’ time freed up, allowing them to focus on more strategic initiatives.
Whether you’re a Salesforce user, dabble in NetSuite, or tap into a tech stack as deep and diverse as your business needs, with Data Cloud you can:
- Automate processes in real time when a customer takes an action on your website
- Calculate insights from data across the organization
- Visualize data in your CRM, Tableau, or other platforms without the need for expensive ETL tools
- Predict and address churn issues
- Identify potential fraud
- View consolidated data in Sales Cloud and Service Cloud

The Role of AI in Data Cloud
Data Cloud is the AI backbone of Salesforce’s Einstein 1 platform. While you can use many Einstein AI tools within the Salesforce ecosystem with little to no configuration, Data Cloud lets you go further: ground AI responses with your own data, set your own security parameters around what data is used, and tailor predictive and generative AI for your business needs. Data Cloud employs a range of advanced analytics tools, such as AI-powered predictive models and machine learning algorithms, to surface the information that matters most for a given business use case.
Data Cloud can automate data analysis, empowering businesses to anticipate customer needs and make strategic decisions swiftly. This level of automation ensures that businesses are not only reacting to the current market dynamics but are also proactively preparing for future developments. You are provided with a Data Cloud-powered, holistic view of each client and every touchpoint.
Results can be outstanding. Plative can show you how Data Cloud has driven a 20% increase in booking conversions for a business, a 27% reduction in call handling time for an organization, and how marketing campaigns can see a 20x increase in ROI. Data Cloud can be used for hundreds of use cases, and each one can result in a stunning improvement for a business or organization.
Implementing Data Cloud
Plative’s Salesforce experts are here to help, ensuring you get the most out of your data. That’s why Plative’s roadmap is dedicated to evolving with Data Cloud. For users, this translates into continuous innovation, staying close to cutting-edge developments, and leveraging evolving capabilities to reduce development time, expose more useful data, and automate processes. With Data Cloud, you get instant insights to make smart decisions, improve your operations, and grow your business.
