Transform Every Customer Interaction with AI.
Salesforce Data 360 (formerly Data Cloud) connects and harmonizes data from every system in your stack into a single, actionable customer profile, turning fragmented information into the intelligence layer that powers Agentforce, Einstein, Marketing Cloud, and every Salesforce experience.
20%
Increase in Booking Conversions
30
Days to
Go-Live
27%
Reduction in Call Handling Time
20x
Increase in Marketing Campaign ROI
What Data 360 Does for Your Business
Data 360 brings all your data together so your business and AI can operate on a single source of truth. It connects data across CRM, ERP, marketing, ecommerce, and more, giving every team a complete, real-time view.
Most organizations struggle with fragmented data, where each department sees only part of the picture. This limits decision-making and prevents AI from delivering accurate, meaningful insights.
Data 360 unifies and standardizes your data into a shared model, creating a complete customer profile that powers AI, automation, analytics, and personalization across Salesforce.
“If we would have tried to implement Agentforce without first getting a full view of our data, we would not have been successful.”
-Jeffrey Burt, Director of Technical Support, Rectangle Health
Our Data 360 Services
We are uniquely capable to help you maximize Data 360’s value. As a cross-cloud advisory with AI, BI, analytics, and data consulting in-house, we bring perspectives that extend well beyond the Salesforce ecosystem.
COMPANIES WE’VE HELPED WITH DATA STRATEGY
Data 360 in Action
Customer Story
The Real Estate Board of NY: 130 Years of Excellence, Modernizing with Salesforce, Agentforce and Data 360
Customer Story
Better than Bots: How Rectangle Health Handles Thousands of Support Interactions Per Month With Agentforce
Customer Story
Scaling Impact for Veterans: How Candorful is Revolutionizing Military Transitions with Plative
What You Can Do with Data 360
COMPLETE CUSTOMER VIEW
Unify Customer Profiles
Combine data from across systems into a single, shared customer view for every team.
CREATE A SINGLE SOURCE OF TRUTH
Identity Resolution
Match and merge records across systems to unify duplicate or fragmented data.
TARGET WITH PRECISION
Segmentation & Audience Building
Create dynamic customer segments and activate them across channels without code.
TURN DATA INTO METRICS
Calculated Insights
Generate key metrics like lifetime value, engagement scores, and churn risk.
ACTIVATE DATA EVERYWHERE
Data Activation Across Salesforce
Deliver unified data into Sales, Service, Marketing, AI, and analytics workflows.
REAL-TIME DATA ACCESS
Zero-Copy Integration
Access external data platforms in real time without duplication or data movement.
TRUSTED AI OUTPUTS
AI Grounding for Agentforce & Einstein
Ensure AI operates on accurate, secure, and business-specific data.
CONTROL & GOVERN DATA
Data Spaces & Governance
Manage access, structure, and control of data across teams and regions.
Data 360 for Your Industry
Technology and SaaS
Real Estate
Manufacturing
Financial Services
Business Services
Nonprofit
AI That Works Because the Data Works
Every AI solution we build depends on the data foundation underneath it. Data 360 is that foundation for Salesforce-native AI. Here are the solutions we build on top of it.
SMART FORECASTING
Einstein Predictive AI
Use AI-driven scoring and forecasting to improve pipeline, service, and decision-making.
STAY AHEAD OF RISK
Contextual Alerts
Trigger proactive alerts when accounts or relationships require attention.
TARGETED ENGAGEMENT
Marketing Cloud Personalization
Deliver targeted campaigns and journeys powered by unified customer profiles.
ACCOUNT PRIORITIZATION
Prospecting Center
Identify and rank high-value prospects using AI-driven insights and segmentation.
Ready to put all your data to work?
Start with a free 90-minute Data 360 Readiness Workshop. We’ll assess your current data landscape, identify high-impact use cases, and build a plan to unify your data and power AI across your Salesforce environment. No commitment required.
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