What Is Salesforce Data Cloud & How It Works?
Many organizations today suffer from data trapped in silos—CRM records, marketing systems, analytics platforms—that prevent a unified view of customers and operations. Data is undeniably the lifeblood of any modern enterprise, but unleveraged data is worthless. Salesforce Data Cloud (formerly known as Customer Data Platform) unifies all your data—Sales, Service, Marketing, e-commerce, IoT—into a single, hyper-scalable platform built on Salesforce’s trusted infrastructure. Join our on-demand Cyntexa webinar, led by Shrey Sharma and Vishwajeet “VJ” Srivastava, to uncover: Data Cloud Fundamentals What it is: A real-time, serverless architecture that ingests, harmonizes, and activates any data type at massive scale. Core components: Data Streams, Data Pipelines, Hyperforce storage, and CDP Data Model. Unified Data Model & Identity Resolution Challenge: Duplicate or fragmented customer records lead to inconsistent experiences. Solution: Automated identity resolution merges multiple records into a golden profile using deterministic and probabilistic matching—ensuring every interaction reflects a single, accurate customer view. Real-Time Ingestion & Einstein AI Activation Challenge: Business-critical decisions stall on stale data. Solution: Stream data via APIs or connectors (Sales Cloud, Marketing Cloud, MuleSoft), then apply Einstein Discovery and Tableau CRM directly on the unified snapshot—delivering instant insights and predictions. Cross-Cloud Activation & Personalization Challenge: Orchestrating personalized journeys across channels is complex and error-prone. Solution: Use Data Cloud audiences to feed Marketing Cloud, Interaction Studio, and third-party systems—triggering hyper-targeted campaigns, next-best-offers, and frictionless experiences. Governance, Privacy & Security Challenge: Centralizing data can raise compliance risks (GDPR, CCPA). Solution: Built-in Data Classification, Field-Level Encryption, and granular access controls ensure data privacy and audit readiness across global regulations. Compelling Use Cases Retail: Single view of shopper loyalty, website behavior, and in-store visits to drive omnichannel personalization. Financial Services: Consolidated KYC, transaction, and advisory data to power trust and compliance. Healthcare: Unified patient profiles across EMR, device streams, and support cases for better care coordination. Live Demo & Integration Highlights Watch VJ and Shrey configure a Data Cloud pipeline from a CSV upload, define identity rules, build an Audience, and trigger a real-time email via Marketing Cloud—all within minutes. See how Data Cloud connects to Tableau for cross-enterprise analytics in a single pane of glass. 🔗 Watch the full webinar or download the deck now to get architecture diagrams, implementation best practices, and pro tips from Cyntexa’s experts. Turn data into your superpower—decode the possibilities with Salesforce Data Cloud today!
What Is Salesforce Data Cloud & How It Works?
- 1. What Is Salesforce Data Cloud And How It Works? WEBINAR
- 2. This presentation contains copyrighted material, proprietary information, and data. All content included in this presentation, including text, images, graphics, and other materials, is protected by applicable copyright laws. The information provided is based on the best available knowledge at the time of creation, but we make no guarantees regarding its accuracy, completeness, or reliability. Any unauthorized use and reproduction of the content within this presentation is strictly prohibited. The content is intended for informational purposes only and should not be considered as legal advice. Please note that the content may be subject to change without notice. We do not warrant the accuracy, adequacy, or completeness of the information presented. Any decisions or actions taken based on the content of this presentation are at your own risk. By accessing and viewing this presentation, you agree to hold us harmless from any claims, damages, or liabilities arising from the use of the information contained herein. Forward Looking Statement
- 3. 3 2 0 2 0 S i g n a t u r e About Cyntexa • Cyntexa is a Salesforce Crest (Gold) Consulting Partner with 300+ Salesforce experts. • Catering to 14 different industries with clients spread across 20 countries. • Specializes in Multi-Cloud and Cross-Cloud Implementations. • Approved ISV Partner, Cloud Reseller Partner & Link Partner. 710+ Projects 560+ Clients 4.99 CSAT Score
- 4. SPEAKERS Meet Our Speakers SHREY SHARMA CEO, Cyntexa| S2 Labs Creatorat Salesforce Hulk VISHWAJEET SRIVASTAVA CTO,Cyntexa
- 6. Understanding The Salesforce Data Cloud
- 7. 7 2 0 2 0 S i g n a t u r e • Salesforce Data Cloud is a real-time data platform that centralizes customer data from various sources, both internal and external, creating a unified and single source of truth for businesses. • Salesforce Data Cloud leverages AI and automation to provide actionable insights in real-time, enhancing customer experiences across sales, service, marketing, and commerce. • It is an integral part of the Salesforce Platform, strengthening the functionality of all Salesforce clouds and facilitating data- driven decision-making and personalized experiences across different business functions. What Is Salesforce Data Cloud?
- 8. 8 2 0 2 0 S i g n a t u r e TRANSFORM Transform Customer Experience With
- 9. 9 2 0 2 0 S i g n a t u r e Evolution Of Salesforce Data Cloud
- 10. 10 2 0 2 0 S i g n a t u r e
- 11. 11 2 0 2 0 S i g n a t u r e
- 12. Why Is There A Need For Robust Data?
- 14. Why Should Your Business Use Salesforce Data Cloud?
- 16. How Salesforce Data Cloud Is Transforming Businesses?
- 17. Architecture Of Salesforce Data Cloud
- 19. Segments Of Salesforce Data Cloud
- 24. Out-Of-The-Box Connectors In Salesforce Data Cloud
- 26. Can Integrating Salesforce Data Cloud With Other Clouds Drive Business Benefits?
- 33. Use Cases Of Salesforce Data Cloud Across Sectors
- 35. Understanding Data Cloud With Real Life Example
- 36. 36 2 0 2 0 S i g n a t u r e Overview Overview Business They want to utilize the power of Data Cloud, and aims to elevate customer satisfaction and drive business growth. They offer a diverse range of products from fashionable apparel to electronics, TrendInstaShop endeavors to provide a seamless shopping experience. TrendInstaShop is a leading global e-commerce platform with a digital and physical retail experiences, they are based out of United States. Disclaimer: The customer’s information has been changed to maintain privacy.
- 37. MAJOR Challenges
- 38. Implementation Process For Each Challenge
- 42. 42 2 0 2 0 S i g n a t u r e Overview Overview Business They want to enhance patient experiences and outcomes, OptVision seeks to transform traditional healthcare delivery through data-driven insights. OptVision is a burgeoning network of healthcare providers and facilities committed to delivering personalized and convenient care to patients across the country. OptVision is one of the top Health care provider and they are based out of New York. Disclaimer: The customer’s information has been changed to maintain privacy.
- 43. MAJOR Challenges
- 44. Implementation Process For Each Challenge
- 47. How Secure Is The Salesforce Data Cloud?
- 49. Is Salesforce Data Cloud The Right Choice For Your Business? EXPLORE THE MYTHS!
- 50. 50 2 0 2 0 S i g n a t u r e 01 Salesforce Data Cloud Is Only For Large Enterprises MYTH The Salesforce Data Cloud is designed to be scalable and flexible, so it can be used by businesses of all sizes. Whether you have a small team of 10 or a large enterprise with thousands of employees, the Data Cloud can help you manage your data more efficiently. Reality
- 51. 51 2 0 2 0 S i g n a t u r e 02 Salesforce Data Cloud Is Too Complex To Use MYTH The Salesforce Data Cloud is designed to be user-friendly, even for users with no prior experience with data management. The platform offers a variety of tools and resources to help you get started, and there is a large community of users and experts who can provide support. Reality
- 52. 52 2 0 2 0 S i g n a t u r e 03 Salesforce Data Cloud Is Only For Sales Teams MYTH While Salesforce Data Cloud has a strong focus on sales and marketing, it can be valuable for various departments and use cases. Customer support, customer success, and other teams can also benefit from the data insights it provides. Reality
- 53. 53 2 0 2 0 S i g n a t u r e 04 Salesforce Data Cloud Is Not Secure MYTH The Salesforce Data Cloud is built on a secure platform that meets the highest industry standards. Salesforce offers a variety of security features to protect your data, including encryption, role-based access control, and audit logging. Reality
- 54. 54 2 0 2 0 S i g n a t u r e 05 Salesforce Data Cloud Is Only For CRM MYTH The Salesforce Data Cloud can be used to manage a wide variety of data, including customer data, product data, financial data, and more. The platform offers a variety of features and tools to help you customize the Data Cloud to meet your specific needs. Reality
- 55. Some Statistics Around Salesforce Data Cloud
- 57. Key Implementation Approaches For Leveraging Data Cloud In Business
- 59. How To Choose The Right Implementation Partner?
- 61. Question & Answer Time Got any queries? We are here to answer all of them!
- 62. 62 2 0 2 0 S i g n a t u r e References • https://www.salesforce.com/products/data/ • https://www.salesforce.com/blog/what-is-salesforce-genie/ • https://cyntexa.com/blog/salesforce-data-cloud/ • https://help.salesforce.com/s/articleView?id=sf.c360_a_data_cloud.htm • https://www.salesforce.com/news/stories/how-salesforce-uses-data-cloud/ • https://help.salesforce.com/s/articleView?id=sf.mc_pers_salesforce_cdp_about.htm • https://help.salesforce.com/s/articleView?id=sf.c360_a_consumer_rights.htm
- 63. Thank You! See You At The Next Webinar Get In Touch With Us!