Unify all data sources
Integrate and harmonize data from CRM, social media, websites, and external systems into a single actionable customer profile, breaking down data silos for better collaboration.
Salesforce Data Cloud, originally launched as Customer 360 Audiences in 2020 and rebranded in 2023, is a dynamic platform designed to unlock the full potential of your customer data. By harmonizing data from diverse sources, it provides actionable insights that empower sales, service, and marketing teams to deliver exceptional customer experiences.
By leveraging Salesforce Data Cloud, businesses can:

Our team of experts evaluates your existing data infrastructure and identifies integration opportunities. We’ll guide your stakeholders through a set of questions to pinpoint weak points and propose the most suitable solution.
We develop a step-by-step strategy for seamless Salesforce Data Cloud adoption, making every stage of the implementation clear and transparent.
Our developers connect Salesforce Data Cloud with other applications like ERP or social media platforms, ensuring no data is lost in the process.
We efficiently migrate and consolidate your data from legacy systems to Salesforce Data Cloud with minimal disruption.
We identify and map data sources to ensure accurate integration, informing you of any potential challenges and how we plan to address them.
Our Salesforce experts remove inaccuracies and ensure data consistency, ensuring high-quality data for decision-making.
We align your data to support business processes and workflows, ensuring consistency across systems.
We integrate all relevant data from internal and external sources to create a unified data model, enabling seamless access across teams.
The RA developers configure Salesforce Data Cloud to ensure it aligns perfectly with your business processes.
We fine-tune system performance to ensure efficient data processing and quick access for your teams.
Our experts rigorously test all aspects of the Salesforce Data Cloud solution to ensure optimal performance and reliability, addressing any issues before final deployment.
Our experts provide in-depth training sessions, either via group video conference or a step-by-step guide, ensuring your employees are ready to use the platform.
If any issues arise, we provide quick and effective support to resolve them and keep your staff on track.
We track and optimize system performance in real-time, proactively identifying and preventing future issues.
Integrate and harmonize data from CRM, social media, websites, and external systems into a single actionable customer profile, breaking down data silos for better collaboration.
Access up-to-the-minute data updates for smarter decision-making across sales, marketing, and service teams. Resolve customer issues faster and surface cross-sell or upsell opportunities with a unified, real-time view.
Reduce time to lead by up to 98%, enabling sales teams to quickly identify and prioritize high-value opportunities for faster conversions.
Leverage AI to deliver personalized experiences and forecast customer behavior at scale. Optimize campaigns and improve operations, while empowering agent-driven decision-making by Agentforce.
Connect and utilize structured and unstructured data with enterprise-grade security, ensuring compliance and data integrity using the Einstein Trust Layer.
Target the right audiences with precision, reduce wasted ad spend, and enhance campaign performance using first-party data and built-in insights.
Minimize reliance on external analytics tools by using built-in Calculated Insights (e.g., lifetime value) and segment performance optimization with customer and revenue data.
With 293 successful projects and outstanding client feedback, Routine Automation is a trusted leader in Salesforce Data Cloud implementation. Our team holds more than 55 Salesforce certifications including Data Cloud Consultant, ensuring top-tier expertise and a deep understanding of your business needs. With a 4.9 engagement score, we’re proud to help our clients achieve their goals and drive real, measurable results through seamless, data-driven solutions. Let us guide you on your journey to success with Salesforce Data Cloud.
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
Watch this short video to discover how Salesforce Data Cloud helps businesses connect, harmonize, and maximize customer data. With AI-powered insights from Einstein and seamless automation, it personalizes every customer interaction. See how Data Cloud can transform your customer experiences today!
We gather business requirements and identify data assets to integrate and understand the specific needs of your organization.
Our experts create a customized solution, optimizing the architecture and data model to meet your goals.
RA engineers deploy Salesforce Data Cloud, integrating data from all sources and ensuring seamless functionality across sales, service, marketing, and other teams.
Our QA team conducts rigorous testing to ensure everything functions as expected. We collaborate during User Acceptance Testing (UAT) to confirm the solution meets your needs.
We launch the solution, provide training, and ensure your team can fully leverage the platform's capabilities.
After deployment, we continue to monitor system performance and implement improvements based on your evolving business needs.
Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.
We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.
They have excellent communication skills and are always well-organized.
Routine Automation’s work exceeded the client’s expectations, and the solutions they delivered were truly useful for the client. The team’s great skills and expertise were remarkable, and they managed the engagement effectively. Moreover, they were responsive and completed every task on time.
Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud.
Driven by what was best for us, not what would bring them the most revenue
They're true consultants that listen to requirements and provide productive feedback.
Straight forward and easy to work with, they have a team of highly skilled and competent professionals. Worked on a complex ERP and distribution project for us and delivered great results in a demanding time frame. Will definitely work with them again.
Thanks to Routine Automation's work, the client's ROI is great — they've saved the team more than $112,000 this year. Their excellent communication and adaptability to the client's processes have been key to the project's success.
The developer is the best we’ve had.Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style.
The project management was professional and followed the Agile methodology.
Routine Automation has adequately delivered the project to the client's expectations. The vendor ensures effective communication, daily calling and updating the client. The service provider's helpful attitude, responsiveness, and enthusiasm are hallmarks of their work.
If you still have questions, please open one of them. We’ve got answers:
Salesforce Data Cloud and Salesforce CDP share similar objectives, such as unifying and activating customer data. However, Data Cloud goes beyond the traditional CDP by extending its capabilities across the entire Salesforce ecosystem, including sales, service, and marketing tools, to offer a unified “Customer 360” experience.
Salesforce Data Cloud consolidates data from various sources into one unified platform, making it easier to process and analyze. It enhances marketing strategies by delivering more personalized and data-driven customer experiences.
For Unlimited Plus Edition customers, Salesforce Data Cloud includes 2.5 million Data Services credits. Additional licenses, such as Tableau Creator, are available separately.

