Salesforce Data Cloud

Data Cloud is the profile the agent grounds on.

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.

Founded 2022 · Founder in the Salesforce MVP Hall of Fame · Dubai HQ · Kochi studio

In the org

Four pieces that matter to an agent.

Data Cloud is also sold as Data 360. Same platform, same four pieces we care about when an agent has to be right.

  1. 01

    Data model objects

    Canonical shapes for customer, account, case, product

  2. 02

    Identity resolution

    One profile · Match rules · Survivorship

  3. 03

    Data spaces

    Tenant isolation · Team scoping · Row-level governance

  4. 04

    Hybrid retrieval

    Structured fields · Vector search on unstructured text

  5. 05

    Consumers

    Agentforce · Marketing journeys · Analytics

Data Cloud for agents. Sources land in data model objects, identity resolution produces the profile, data spaces keep tenants and teams apart, and retrieval serves both structured fields and semantic search.
Mermaid source
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

An agent without a profile guesses.

These are the four failures we find when an agent pilot is “almost right”.

Four records

One resolved profile

The agent answers about whichever record it found first
One customer, with match rules someone can review
Grounding ignores who may see what
Data spaces keep each desk inside its walls
Documents sit outside the profile, so nothing is cited
Fields and document text retrieved together, with citations
Limits are discovered in production
Ingestion and usage limits designed for up front

In an org (example)

A bank, and one customer with four records.

  1. Step 1

    Bring the sources

    Core banking, the CRM, the servicing portal and the complaints inbox land as data model objects, not four bespoke syncs.

  2. Step 2

    Resolve the person

    One profile, with match rules written down and reviewable.

  3. Step 3

    Keep the walls

    Data spaces separate business units, so one desk's agent cannot browse another's.

  4. Step 4

    Serve the agent

    Agentforce grounds on the profile. A code agent reaches the same context through the gateway.

Who this is for

Three desks with one customer, many records.

Sometimes clean Knowledge and a working sharing model are enough. We check first.

  • Example

    Head of customer experience at a Riyadh telecom

    Today: Billing, the app and the call centre each hold their own version of the subscriber.

    After: The call-centre agent and the app both read one profile, with the match rules on file.

  • Example

    Data lead at a Dubai real estate developer

    Today: A buyer, a tenant and a lead are three records for one person.

    After: One profile across sales, leasing and service, so marketing stops pitching units the person already owns.

  • Example

    Agent programme owner at a Boston insurer

    Today: A service agent pilot cites the wrong policy because it found the stale record first.

    After: The agent grounds on the resolved profile and cites the live policy.

Examples of the work, not case studies. Roles and cities are typical of the desks we see.

Questions

What we actually say.

Is Data Cloud the same as Data 360?
Same platform, newer name. If a proposal treats them as two products, ask why.
Do we need it before Agentforce?
You need grounded, permissioned context. Sometimes that is Data Cloud. Sometimes it is clean Knowledge and a sharing model that already works. We check the org before quoting.
Does it replace the warehouse?
No. It resolves and serves the profile. The warehouse stays the analytical store, and we front it rather than move it.
Can it be the only memory layer?
For profile and similarity, often yes. For multi-hop relationships and decision history, put a graph next to it.

The brief · one email

Name the systems that disagree about a customer.

We will tell you whether Data Cloud is the fix or a bigger bill. The assessment is free: a short read of the org and a written note. If you go ahead, the first build week is a fixed AED/SAR 14,900 (about USD 4,050), credited in full when you sign the build within 60 days. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.