Salesforce MVP Hall of Fame · Certified Partner since 2010
The first week is in the org, reading what already exists. Data Cloud resolves the customer across the systems that each think they own them, then serves that profile to journeys, analytics, and agents. It is context, not agency. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
In the org
Data Cloud is also sold as Data 360. Same platform, same four pieces we care about when an agent has to be right.
Data model objects
Canonical shapes for customer, account, case, product
Identity resolution
One profile · Match rules · Survivorship
Data spaces
Tenant isolation · Team scoping · Row-level governance
Hybrid retrieval
Structured fields · Vector search on unstructured text
Consumers
Agentforce · Marketing journeys · Analytics
flowchart TD
A["Sources: CRM, ERP, web, documents"] --> B["Data model objects: canonical shapes"]
B --> C["Identity resolution: one profile"]
C --> D["Data spaces: tenant and team isolation"]
D --> E["Retrieval: fields plus vector search"]
E --> F["Agentforce, journeys, analytics"]Why it matters
These are the four failures we find when an agent pilot is “almost right”.
In an org
How Mindcat helps
We will tell you when clean Knowledge and a working sharing model are enough, and Data Cloud is not the first cheque to write.
Questions
Next
The brief
We will tell you whether Data Cloud is the fix or a bigger bill.