Unleashing The Power of Real-Time Customer Engagement With Salesforce Data Cloud

Nowadays, customers' expectations are for companies and organisations to be available and updated in real-time, and if is not the case; the customer is disappointed. You might even lose the customer through a bad experience. Salesforce has come up with a platform that powers all the apps in Customer 360. Let's dive into Salesforce Data Cloud.
Unleashing The Power of Real-Time Customer Engagement With Salesforce Data Cloud
Gravitai, Andrea Gomez
12 June 2023 Salesforce

Salesforce Salesforce Data CloudCustomer Engagement

What value can you get out of the Salesforce Data Cloud Platform? Let's assess and answer the question.

Declared as one of the 'greatest' Salesforce innovations in the history of the organisation, we welcome you to Salesforce Data Cloud. Paving the way for personalised experiences.

According to Salesforce, customer Data for companies doubles up every 12 hours globally. Salesforce Data Cloud allows your teams to meet all your clients exactly where they are by then harmonising updated Data every millisecond.

Your team will be able to further act immediately and instantaneously, gathering and integrating Data.

Effectively, Salesforce Data Cloud is:

  • Collecting and integrating all customer data
  • Taking data from any platform or device
  • Collaborating with all customer data
  • Pushing your various departments further
  • Building a single unified customer profile
  • Creating bespoke customer experiences

Salesforce Data Cloud is a real-time platform that looks to harmonise all the real-time information and data you collect to further enable you to meet customer demands and needs.

Salesforce Data Cloud Genie

Source - Behind The Creation, Genie The Rabbit - Salesforce]

It can support engagement for an issue that your client is currently experiencing or a product offer for something the customer is looking at right now as opposed to something they already purchased last week.

Data Cloud makes it feasible for all brands to communicate with customers on a new level that was not previously conceivable.

Imagine all the customer data that you have and how you would use it appropriately. And then imagine being able to make sense of all your customer data from any System, Channel, or Data Stream, thanks to Salesforce Data Cloud. 

In other words, Data Cloud combines information from each stage of your customer experience into a single record of your consumer. The ability to instantaneously build an unmatched level of personalisation using that real-time customer profile seems magical.

How Salesforce Genie Works

[Source - Behind The Creation, Genie The Rabbit - Salesforce]

What Can You Do With Data Cloud?

Well, what every company would really want, is to always create a magical customer experience. 

You can do just that. 

You could be asking yourself at this point, however, what is in it for me?

Salesforce Data Cloud could be compared to something similar to a data lake. For example, harvesting & collecting all the data from a Salesforce platform. It can, however, also intake data from all other external sources, including data lakes.

We know, a whole load of data, data, and, you guessed it, more data.

Create Magical Experiences

Data helps a lot, but how can you use it if you need possible help understanding it? Maybe not efficiently, as you would expect.

Create a scenario where your customer is trying to connect with an app using their mobile phone and then their smart tv. 

You will be able to follow their journey and now treat them like a person rather than just a transaction or a number. Thus, when your customer then contacts your team, they will be able to see what is happening with your customer and the product right there and tackle the problem directly  and proactively. 

[Source - Salesforce - YouTube]

Connect All Your Data

Make Your data work for YOU.

If you are a bank with a Transactional Data System, you can link in real-time to any external source of Data, any Legacy Data, and any Streaming Data that you desire. 

So, for instance, if your mobile app is open, Salesforce Data Cloud can be connected to it. 

Salesforce Data Cloud makes it a lot easier for you to organise and further categorise the variety of all unstructured data that organisations rely on, like medical records, which have historically been more challenging to manage. 

As a result, Salesforce Data Cloud can access all of this data more rapidly and use it to your advantage. When you leverage Data Cloud, you can further resolve identities and a customers' whole history of interactions within your business. 

With Salesforce Data Cloud being then said built on the Salesforce metadata model, it gathers all the real-time data inputs, which are then fed into the flow component. To reduce downtime and effort, this means that it further completely eliminates the manual updating of Salesforce records.

100s of hours of time, saved just like that.

This is, after all, the hyper-scalable platform which allows you to store real-time data streams and then connect them to your Salesforce platform.

Salesforce Data Cloud Features

With Salesforce Data Cloud being the extensive platform it is, it comes with some great features to get your teeth stuck into.

Customer Graphs / Data Models

The customer graph is what typically we call a 'set of data models'. These in question, are all to sync all the customer data streams into one unified customer profile. 

With the 'Customer Graph' feature, organisations and businesses will never have to worry again about the true source from which their data is coming from.

The Tableau Connector

Salesforce Data Cloud and integrations go hand in hand. Let's first start with the 'Tableau Data Connector', which is going to give you some massive benefits as a customer. 

With this connection, organisations will be able to integrate all their real-time data from Salesforce Data Cloud right into the Salesforce Tableau platform, which is brilliant for any company that is a dual customer of both platforms.

Advertising Integration

Advertising in this day and age for any business is a critical factor. Using viable integrations with various online advertising platforms, Salesforce Data Cloud hereby enables all the improved ad insights and activations. 

The result of this means that as a business, you can easily deliver those beautiful personalised marketing campaigns directed to all your key customers.

Currently integrating with both Amazon Ads and the Meta platform.

Data Cloud On The #1 CRM Platform

It's important to remember that Salesforce Data Cloud aims to span across the whole of the Salesforce Platform. Also known as 'Customer 360' to many.

Data is then collected from all different types of sources that your organisation may have and can be used to drive further interactions, sales insights and service or marketing and more.

"Over time, Data Cloud will be further integrated into other Salesforce's key products. It's clouds for Sales, Service and also Commerce. Companies can add possible Data Cloud to their capabilities to enhance existing their Salesforce installations. It's a typical technological breakthrough"

Brett Taylor - Ex Co-CEO at Salesforce​

Salesforce Data Cloud takes it to the next level by enabling businesses to be connected to a whole range of Salesforce applications through pure convenience.

Not bad if you ask us for all you existing Salesforce customers.

Salesforce Genie Real-Time Customer 360

Let's dive into how Salesforce Data Cloud can assist you with your current Salesforce tech stack.

Salesforce Data Cloud And Marketing Cloud

Our customers interact with the brand in many different ways, and every organisation needs the Journey and the Touchpoint from our customers to truly understand them and satisfy their wants and needs. 

With Data Cloud powering
Salesforce Marketing Cloud, you can have a Single View of each customer, and that will enable you to create better and seamless experiences for your customer, which means you can now enable your marketers to create intelligent and automated campaigns. 

With the Marketing Cloud Customer Data Platform, you can unify a single view from your customers and have a personal profile for them, which will unify all their interactions across all the touchpoints. In this way, you create high-value segments.

According to Salesforce, 84% of all customers believe that the experience a company offers to its customer base is equally important as the product or service they provide.

Once a segment is activated in the Marketing Cloud Instance, you can then move to Automation Studio, which will process the Data for an Email Journey​. This studio contains all our Customer Data Platforms with folders where all the segments are slammed.  

Here your email team can make use of all the Data and make any additional adjustments to it; all this Data will then go straight to the Journey Builder application, where you will then be able to see the Customer Journey in a simple canvas. You can then simply drag and add new steps to the flow of the customer. 


Achieve your first steps with Salesforce and Gravitai to establish the ROI & benefits that can be obtained with SF.


Salesforce Data Cloud And Financial Services Cloud

Salesforce Financial Services Cloud will then allow you to build trust, deepen customer relationships while unifying all round customer experience. All bankers, insurers and also advisers can also accelerate customer expectations regarding services with FSC.  

Everyone across your Financial Team can visualise customer Data that provides interactions and the history of your customer.  

In this way, you can drive the trusted customer interaction as well as provide a consistent customer experience across all channels. 

You can view your customer’s financial goals manage policies as well as identify current life events and areas of opportunity for investment, lending, mortgage and insurance.   

With Data Cloud powering said SF Financial Services, every service representative, from those in the contact centre to those in the field, can now offer further critical super proactive assistance with real-time notifications, allowing them to step in, interact with clients, and address problems right when the customer needs it.

Now, that is pretty cool, if you ask us.

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Salesforce Data Cloud And Sales Cloud

Sales reps will be able to see the full context when it comes to each and every customer.

Enabled with seeing their next best actions, content and engagement feed, that's the real beauty of having a platform such as Salesforce Data Cloud connected up to a Sales Console.

Salesforce Genie Download

Sales representatives need real-time insights into every customer, based on both current and historical Data, to respond to the most essential facts in real-time, every time, rather than relying solely on in-person contact to clinch a big transaction. 

Every single service agent requires a source of real-time customer truth because they will risk losing a valuable customer if they don't have a complete, real-time perspective across all touch points. 

Sales Cloud allows your business to build resilience and create growth. It will let you then build insights, visualise them and distribute your customer segmentation in order to update sell processes enabling you to adapt to change quickly. 

You will be empowering your team with all the data available and proven best practices. Your sales representatives will be able to then manage deals from a single board powered by AI Einstein and Data Cloud, providing real-time insights.

Automotive & Salesforce Data Cloud

Take it from one of the most reputable companies on the planet. Ford.

Ford has taken Salesforce Data Cloud under their wing by actioning all insights from vehicle telematics data in, you guessed it, real-time. 

Data Cloud has applied bespoke rules to further identify signals and propose the best actions when it comes to other Salesforce platforms like Marketing Cloud and Journey Builder.

Ford's objective is to drive great personalisation and apply intelligence to automation.

Pretty neat.

Data Cloud Vs Salesforce CDP

It's a great question, people ask us. How do they differ?

Based on history, a CDP or 'Customer Data Platform' integrates siloed data into a single unified view. Salesforce Data Cloud, however, takes this to another level.

We have to remember the CDP market is very saturated. As of January 2023, there were 160+ different CDPs on the market, meaning that to stand out, you have to do something special.

You even often get, organisations using CDPs in different ways.

By extending your typical CDP capabilities, it funnels extremely large amounts of data to provide a holistic 360-degree view of the customer. Data Cloud typically taps into Salesforce CDP to find the ideal target customer or also target group using AI (Artificial Intelligence) and ML (Machine Learning).

Remember that 'Flow' we talked about?

It connects your customer data to your Flow automation, which then pushes the next action.

Typically as well, based on experience, Salesforce Data Cloud is also much faster than Salesforce CDP with its so-called zero 'Data Copy' architecture which is adopted. In theory, this means that Data Cloud can 'read' data sources without having to migrate or even duplicate the data into Salesforce. That means with this level of integration which is formed, Salesforce Data Cloud can perform tasks in a matter of milliseconds.

Pretty impressive right?

Cloud Data Implementation

We get it; you're now hooked to Salesforce Data Cloud. It is easily done.

So, what should you be considering when it comes to Salesforce Data Cloud and the implementation side?

With Salesforce Data Cloud being such an in-demand product and platform, there are some key implementation points, that we suggest thinking about when it comes to you wanting to push on further with the platform and your organisation. It's important to take stock and consider all possibilities before you further decide to then push the implementation button.

With Salesforce setting its sites on being a $50B company by the stated FY26, Salesforce Data Cloud plays a huge part in achieving that goal and striving organisations forward. That comes down to us as a Salesforce partner as well, ensuring that we are covering all aspects of Data Cloud.

Implementation Preparation

When it comes to Salesforce Data Cloud or even a CDP, it can be a big investment for any company. 

It's first important that you choose a dedicated Salesforce Partner like Gravitai to establish your current tech stack when it comes to all Salesforce platforms so you can discover your needs and therefore build momentum when it comes to the first initial phases to prove the success and build momentum prior to the essential Salesforce Data Cloud implementation.

Salesforce Data Cloud

Getting your data into the right format, ensuring it is then secure and making sure that it is relevant plays a massive part in getting your customers up and ready at a much faster rate.

New to Salesforce implementation? Don't ever leave any stone unturned. We have seen various customers before coming to Gravitai seeking help due to not then consulting a Salesforce Partner prior or seeing a poor ROI from a Salesforce Platform product. Make the right steps!

You should be spending time:

  • Organising data
  • Sorting governance and security
  • Establishing desired outcomes
  • Evaluating use cases
  • Exploring business intelligence

For any serious Salesforce Partner, this should be the very minimum. The projections for Salesforce Data Cloud are huge. Even for both customers and organisations, implementing the huge platform. Data Cloud will provide that super competitive edge that will pay off when trying to get ahead of their competition.

Contact us today to learn more. 


Unleash the full power of your organisation by providing vital customer service across the Salesforce tech stack.


Salesforce Data Cloud FAQ

Salesforce Data Cloud is a comprehensive data platform that enables real-time customer engagement by providing access to high-quality, up-to-date customer data.

Real-time customer data is essential in today's landscape because it enables organisations to respond promptly to the customers needs and preferences efficiently.

Salesforce Data Cloud empowers businesses by providing immediate access to a wealth of customer data. It enables real-time insights allowing businesses to create personalised interactions & campaigns.

Salesforce Data Cloud offers a complete range of customer data, encompassing demographic information, behavioural data, and also transactional history. This aids in creating further highly targeted and personalised campaigns.

Salesforce Data Cloud is a robust, flexible & scalable solution that can be customised to meet the unique needs of businesses of all sizes.

Best practices include maintaining data hygiene, ensuring accurate customer targeting, and continuously monitoring essential customer engagement metrics. These practices help ensure that interactions remain effective.

Yes, Salesforce Data Cloud seamlessly integrates further with other Salesforce products. Integration can enhance customer engagement capabilities, allowing for a more comprehensive and synchronised approach.

You should begin by assessing all your specific data needs and key objectives. Collaborating with experts to create a customised strategy for real-time customer engagement is always absolutely essential for successful implementation.

You can anticipate all improved customer satisfaction, an increase in sales and revenue, and a higher return on your investment (ROI). Personalised and timely interactions contribute to all these positive outcomes.

Resources and support can be located through Salesforce's official documentation and training programs. Partnering with experts like Gravitai can provide valuable guidance and support.

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