Salesforce Data 360 (formerly Data Cloud)

Salesforce Data 360 Implementation & Integration Services

Connect multiple Salesforce orgs, ERP platforms, CRM systems, and customer data sources. Enable Customer 360 inside Salesforce, build targeted audiences, and activate trusted data across sales, service, marketing, analytics, and AI.

We design and implement Data 360 around your business use case, source systems and data ownership.

Explore starter packs
Multiple Salesforce orgs, ERP and CRM systems connected through Salesforce Data 360

Enterprise Data Challenges We Help Solve

Enterprise data rarely lives in one system. Different regions, departments, and business units use their own applications, data models, and integration processes. Salesforce Data 360 can help establish a shared data foundation while allowing those applications to continue serving their operational purposes.

Multiple Salesforce Orgs, No Shared Customer View

Problem

Your European, US, and regional teams operate separate Salesforce orgs. Customer accounts, contacts, and related information are distributed across them, making it difficult to understand the full customer relationship.

Our approach

Connect selected data from multiple Salesforce orgs, harmonize customer information, establish identity and relationship rules where appropriate, and make unified context available through supported consumption mechanisms.

Business outcome

A more consistent view of customers across business units without forcing an immediate CRM consolidation.

ERP Data Is Not Available Where Sales and Service Need It

Problem

Orders, products, materials, invoices, inventory, and fulfillment information remain in ERP systems such as SAP or JD Edwards.

Our approach

Identify the required ERP datasets and select an appropriate integration architecture using supported Data 360 connectors, APIs, middleware, or an existing data platform.

Keep ERP authoritative for the data it owns.

Business outcome

Sales and service teams can work with relevant operational context instead of switching between disconnected systems.

Business Data Is Delayed, Duplicated, or Manually Exchanged

Problem

Teams rely on scheduled exports, spreadsheets, manual updates, and disconnected integration processes. Data may be stale or inconsistent when it reaches Salesforce.

Our approach

Evaluate data ingestion, federation, refresh scheduling, event-driven mechanisms, and operational integration requirements.

Select a suitable approach based on supported platform capabilities, required freshness, cost, and reliability.

Business outcome

Less manual data movement and more predictable access to updated information.

Fragmented Customer Data Prevents Effective Segmentation

Problem

Customer information is distributed across Salesforce, Dynamics 365, HubSpot, marketing platforms, websites, and transactional systems.

Marketing teams struggle to create accurate customer audiences because customer profiles, engagement activities, purchase histories, and preferences are disconnected.

Our approach

Connect and harmonize customer data from relevant sources, establish identity relationships where appropriate, and create segments using customer attributes, engagement signals, and calculated business metrics.

Business outcome

Marketing teams can identify meaningful audiences and use them for more relevant campaigns, customer engagement, and cross-selling activities.

Agentforce and Analytics Lack Reliable Business Context

Problem

AI agents and analytics applications cannot reliably use information scattered across customer records, ERP transactions, service histories, and documents.

Our approach

Prepare, govern, and expose relevant structured or unstructured data through supported Data 360 and Salesforce capabilities.

Business outcome

A stronger foundation for context-aware Agentforce use cases, analytical insights, and automation.

No Customer 360 View Inside Salesforce

Problem

An account manager opens Salesforce but still needs SAP, another CRM, service tools and spreadsheets to understand the customer’s orders, installed products, relationships and service history.

Our approach

Connect and relate selected datasets through Data 360, then surface relevant customer context on supported Salesforce Account, Contact and other record pages using configured enrichments or appropriately designed interfaces.

Business outcome

Sales and service teams can work from a clearer Customer 360 view inside Salesforce, with fewer application switches. Available information depends on data relationships, permissions and supported configuration.

Our Salesforce Data 360 Services

Multi-Org Salesforce Data Integration

Connect selected data across Salesforce orgs while regional teams retain their operational CRM.

Capabilities

  • Connect customer and account datasets across orgs
  • Map shared fields and cross-org relationships
  • Configure matching rules where appropriate
  • Make shared context available to approved Salesforce users

Business outcome

Give teams a more consistent customer view across business units without forcing an immediate org consolidation.

Connect your enterprise systems to get a Customer 360 view

Connect selected data across your Salesforce orgs, ERP and CRM platforms. Use ingestion or supported federation, then harmonize and govern the data for agreed business use cases.

Source systems

  • Salesforce orgs
    Salesforce Org — Europe · Salesforce Org — United States
  • Other CRM platforms
    Microsoft Dynamics / HubSpot
  • SAP / ERP
    Operational customer, order and product data
  • Service Systems
    Service history, cases and installed-base records
  • Enterprise data platforms
    Data Warehouse / Lakehouse · Custom Applications
  • Marketing Cloud
    Selected marketing datasets
  • Digital engagement
    Website and digital engagement data · Marketing engagement events
  • Customer preferences and consent
    Available source records and permitted uses

Ingestion or supported federation

Shared data foundation

Salesforce Data 360

  • Connect
  • Harmonize
  • Relate & Unify
  • Govern
  • Insights

Customer profiles and configured identity rules support calculated insights, segmentation and audience activation.

Approved consumption & activation

Business consumers

  • Salesforce Sales & Service — Customer 360Customer context in Salesforce CRM
    • Account & Contact 360
    • Orders & Transactions
    • Installed Base
    • Service History
    • Customer Insights
  • Analytics
  • AgentforceSupported, governed use cases
  • Marketing CloudConfigured audience activation
  • Advertising PlatformsSupported, authorized destinations
  • Marketing AnalyticsApproved data and measures
  • Supported External Activation Targets
Operational systems retain ownership of their records. We select connectivity, refresh frequency and supported activation around your systems, licensing and security requirements. Customer 360 brings context into Salesforce CRM; displaying data does not write transactions back to source systems. Unified identities require matching rules. Audience activation requires supported destinations, identity mapping, authorization and appropriate data-use permissions; connecting data does not grant consent to contact customers.

Salesforce Data 360 Implementation Packages

Choose one starting track: enterprise integration, Customer 360 inside Salesforce or marketing audiences. Scope and deliverables are agreed for the selected use case.

Swipe or scroll to compare all three packages.

Compare Data 360 implementation scope, delivery and outcomes
Choose your starting point

Data 360 Starter

Validate one selected integration, Customer 360 or audience use case.

Data 360 Business Implementation

Deliver one defined integration, Customer 360 or audience activation use case.

Data 360 Enterprise Program

Build a governed enterprise foundation through agreed delivery phases.

Timeframe2 weeks

when access, connectivity and data are ready.

Approximately 4 weeks

for a qualified, bounded use case.

Phased delivery

initial implementation may take several months.

Best fit

Teams evaluating one focused Data 360 use case.

Teams with Data 360 prerequisites in place and one priority business process.

Multiple Salesforce orgs, ERP platforms, business units or regional governance requirements.

What we deliver
  • Review one source and up to two related entities.
  • Data mapping and architecture recommendation.
  • Bounded proof of value or configured demonstration when technically ready.
  • Sample validation, findings and next-step roadmap.
  • One primary source and selected data mappings.
  • One agreed CRM view, consumption or supported activation scenario.
  • Data reconciliation and functional testing.
  • UAT, documentation and handover.
  • Source inventory and integration priorities.
  • Customer model, identity, residency and access strategy.
  • Selected ERP and CRM integrations and workspace or activation use cases.
  • Monitoring, phased rollout and team adoption.
Customer outcome

A clear implementation decision, supported by a demonstration when prerequisites allow.

One demonstrated operational use case for an agreed user group or audience.

A scalable customer data foundation supporting customer-facing teams across business units.

Delivery stages
  • Week 1: Discover, review the source and map data.
  • Week 2: Demonstrate the bounded use case and agree next steps.
  • Week 1: Validate and design.
  • Week 2: Connect and map.
  • Week 3: Reconcile and test.
  • Week 4: UAT and handover.
  • Discover and prioritize.
  • Build the foundation and first use cases.
  • Extend, govern and optimize.
Available tracks
  • Integration Proof of Value
  • Customer 360 Proof of Value
  • Audience Segmentation Proof of Value
  • Business Integration
  • Customer 360 Operational Use Case
  • Marketing Audience Activation
  • Enterprise Integration Architecture
  • Enterprise Customer 360 Architecture
  • Enterprise Segmentation & Marketing Activation
Before we start

Choose one track and agree a bounded scope. Environment, data and source access must be ready. Complete identity resolution, production rollout and external campaign activation are excluded.

Choose one track; confirm access, licensing and security requirements. Marketing scope covers one or two audiences and one supported destination when ready. Production rollout requires operational and customer approval; additional hardening, integrations or campaign orchestration are separately scoped.

Discovery defines phased deliverables, responsibilities and acceptance criteria. Workstreams can cover cross-channel audiences, consent governance and refresh monitoring. Agentforce development and additional capabilities are separately scoped.

Plan your next step

Timelines depend on agreed scope, source readiness and approvals. Salesforce consumption, software and connector licenses are separate. Operational systems retain ownership of their data; custom integration and rollout requirements are agreed before delivery.

What Can You Build with Salesforce Data 360?

Examples of how connected enterprise data can support everyday business decisions.

ERP Order Visibility

A manufacturer manages customer relationships in Salesforce and orders, inventory and fulfillment in SAP or another ERP.

Connect selected operational data so account teams can access relevant order and delivery context without manually collecting reports.

Shared Customer Context

Regional teams use separate Salesforce orgs with overlapping accounts and contacts.

Harmonize selected records and relationships so teams can understand the customer across business units while retaining their regional CRM systems.

Cross-CRM Customer Data

Different departments use Salesforce, Dynamics 365, HubSpot or custom CRM applications.

Bring relevant customer datasets together with consistent definitions for more reliable reporting and cross-system analysis.

Context for Service & AI

Customer records, service history, documents and product information are spread across business systems.

Prepare governed data context so authorized service workflows and supported Agentforce use cases can access more relevant information.

Customer Segmentation & Targeted Marketing

Combine Salesforce customer records, ERP purchase history and marketing engagement to build relevant customer audiences.

Example audiences

  • Existing customers who have not purchased within the last 12 months.
  • High-value customers eligible for cross-selling campaigns.
  • Customers interested in particular product categories.
  • Customers with high marketing engagement but no recent purchase.
  • Customers approaching a contract renewal period.

Customer 360 for Manufacturing & B2B Account Management

Bring orders, installed equipment, service history and regional relationships into a connected customer view inside Salesforce.

The account manager can see

  • What the customer has purchased.
  • Which orders are in progress.
  • Which products or equipment the customer owns.
  • Whether there are outstanding service issues.
  • Which regional teams have relationships with the customer.
  • Whether there are potential cross-selling or renewal opportunities.

How We Implement Salesforce Data 360

From the first use case to an approved rollout, each phase has a clear scope and validation step.

  1. Assess

    Identify business use cases, source systems, data requirements, licensing, and constraints.

  2. Design

    Define architecture, data ownership, ingestion or federation approach, security, and acceptance criteria.

  3. Connect & Harmonize

    Configure the agreed integrations, mappings, transformations, and optional identity rules.

  4. Validate & Activate

    Reconcile data, test the intended business scenarios, and verify the required consumption or activation mechanisms.

  5. Deploy & Optimize

    Complete approved rollout activities, monitoring, knowledge transfer, and further improvements.

Our Experience with Data 360

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