How Salesforce Data Cloud Works: Unlocking Customer Insights

View profile for Nishant Gupta

Salesforce (AI + Data) Solution Lead | Salesforce Solution Consulting/Architecture/Delivery | Strategic Leadership | Agentforce,Data,Sales,Service,CPQ,OM,RLM | 17x SF Certified | Oracle (Siebel & CPQ) | Informatica |

✨ How Salesforce Data Cloud Works – Simple, Smart & Seamless ✨ Unlock the power of connected, intelligent customer data with Salesforce Data Cloud. This innovative platform empowers organizations to break down data silos, enrich business processes, and unlock rich insights with minimal friction. Here's how it works: 1. Access Diverse Data Sources: - Ingest structured and unstructured data through various methods like connectors, streams, scheduled loads, or zero-copy techniques that access data without moving it. 2. Harmonize and Model Data: - Transform diverse data into a unified structure: - Data Source Objects (DSOs) hold raw ingested data. - Data Lake Objects (DLOs) manage structured sources, while Unstructured DLOs (UDLOs) make transcripts, PDFs, and media files searchable. - Map everything into consistent schemas with Data Model Objects (DMOs) and Unstructured DMOs (UDMOs) for AI-ready insights. 3. Build Unified Customer Profiles: - Leverage powerful identity resolution with fuzzy, exact, and normalized matching, along with reconciliation logic to merge overlapping records into high-quality customer profiles. 4. Enrich with AI, Insights & Segmentation: - Power vector search from unstructured data for AI and retrieval-augmented generation use cases. - Utilize Data Graphs for near real-time querying. - Define Segments, generate Insights (historical, streaming, real-time), and deploy models with the Model Builder, including Bring-Your-Own-Model options. - Maintain trust with full Einstein AI audit trails and dashboards. 5. Activate and Operationalize Insights: - Share insights with partners using zero-copy access. - Access data via APIs, including advanced Models API for LLM interactions. - Trigger workflows through Data Actions such as events, marketing, MuleSoft, webhooks, or serverless functions. - Publish Segments to ads, marketing, file stores, or commerce platforms. - Embed Enrichments into Salesforce #salesforceohana #salesforce

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