Connected data sources
Connect Salesforce, ecommerce, business applications and data warehouses through connectors and APIs. Set up batch imports, streaming events or web and mobile tracking, with zero-copy access for supported sources.
Customer data unification
Customer data unification with Salesforce Data 360.
Connect customer records, purchases and interactions with Salesforce Data 360. Recognise the same customer across your systems and give marketing, sales, service and AI agents the context they need.
Discuss your project
Browse servicesCurrent page: Customer data unification
What we can deliver
Customer data unification
Data preparation & modelling
Standardise identifiers, timestamps, currencies and field formats, then map people, business accounts, orders and interactions into a shared model. Define keys and relationships, check missing or inconsistent records, and validate history and incremental updates before using the data in profiles or audiences.
Customer identity matching
Configure identity resolution and reconciliation rules to link records for the same person or business. Test incorrect and missed matches. Unified profiles preserve links to source records without automatically merging CRM records.
Customer metrics & audiences
Use calculated insights for purchase frequency, customer value and engagement. Build consumer or business audiences with inclusion, exclusion and refresh rules. Validate segment counts against source records, and assess predictive scores for defined decisions rather than treating a score as proof of customer intent.
Personalisation & connected actions
Activate audiences in supported marketing and advertising tools, personalise web or app experiences, and show customer context in Salesforce. Connect Flow and other actions using agreed fields, permissions and update timing.
Data & knowledge for AI agents
Prepare customer context and approved documents for Agentforce. Configure search indexes, retrieval and access filters, with source references where supported. Test whether agents find the right information for their assigned tasks.
Consent, access & data governance
Apply contact preferences and consent filters before activating audiences. Configure data spaces and access policies for brands, regions or teams. Define classification, masking, retention and deletion rules with the people responsible for the data.
Reliable updates & usage monitoring
Set refresh schedules and supported real-time data graphs for time-sensitive journeys. Monitor failed loads, identity matching, audience delivery and consumption. Give your team operating guides for routine checks and recovery.
How we approach it
How we work
We review your use case, source data, identifiers, consent and licences, then test a focused setup from source to action. We validate profile matching, access, delivery time and running costs before planning rollout and training.
How we workQuestions worth asking
Can we start with one use case?
Yes. Start by excluding existing customers from acquisition offers or showing recent orders to service staff. We identify the sources, matching rules and destination needed for that outcome, then expand when it works.
Does it replace our integrations or data warehouse?
Your integrations and warehouse can remain in place. Data 360 adds unified customer profiles and ways to act on them. We assess which sources to ingest or access through supported zero-copy connections.
Will every customer update appear in real time?
Update times depend on ingestion, identity matching, calculations, segment refreshes and destination systems. Real-time journeys need supported ingestion and data graphs. We agree the required response time and test the complete path.
What determines the licences and running cost?
Connected sources, profile volumes, processing, storage and refresh frequency affect cost. We review your contract and feature entitlements, estimate usage and configure monitoring. Marketing tools, AI products and connected platforms may have separate charges.
Does unifying profiles merge our Salesforce records?
No. Identity resolution links records that represent the same customer so they can be used together. It does not automatically merge contacts or overwrite source systems. CRM deduplication, conflicting values and correction of source data need their own agreed process.
