A governed customer-data foundation on Salesforce Data 360 that resolves records from multiple enterprise systems into one unified customer profile. It is the trusted base for CRM experiences, analytics and AI.
Customer information was spread across systems, so no team had a consistent, contextual view of the customer. The organisation needed better data quality, governance, and a foundation that downstream AI could rely on.
Ingestion: enterprise sources brought into Data 360 through data streams.
Mapping and transformation: source data standardised and mapped to a common customer data model.
Identity resolution: rulesets (match and reconciliation rules) that merge duplicate records into a single customer identity.
Unified profiles: one profile per customer.
Governance: built in from the start.
AI-ready context: unified customer context available to Salesforce CRM, analytics and AI.
Foundation before features. The goal was a reliable data foundation, not just moving records into Salesforce, so quality is solved once, upstream of every consumer.
Sources chosen by use case. Each candidate source was assessed on relevance, ownership and the use cases it had to support before ingestion.
One profile per customer. Mapping, transformation and identity resolution work together to produce a single, consistent identity.
Governance from day one. AI use cases depend on trusted data, so governance was designed in rather than retrofitted.
Unified customer profiles
Consistent customer context across Salesforce experiences
A governed base for analytics and AI
Enterprise customer service
A governed AI service architecture in which Agentforce works inside Service Cloud. It is grounded in Data 360 context and Knowledge, scoped by topics and instructions, and always able to hand off to a human agent.
Enterprise integration
A secure, reliable integration layer connecting Salesforce with the enterprise's other platforms through MuleSoft, REST APIs and Apex callouts. It is designed for dependable data exchange, clear data ownership, and error handling that keeps operations running.
Retail and ecommerce
A Salesforce-centred order management platform connecting B2C Commerce, inventory, warehouse operations and external systems. It gives the business one automated order lifecycle, from checkout through fulfilment.
We can scope and build a system with comparable capabilities, shaped around your own workflows, data and integrations.
