Enterprise Real-Time CDP & AI Platform

Salesforce Data Cloud

Salesforce Data Cloud is Salesforce’s enterprise-grade, real-time Customer Data Platform (CDP), designed to address common enterprise challenges such as fragmented data, lack of real-time integration, and difficulty activating data across the business.
With Data Cloud, organizations can unify first-party data from CRM, websites, mobile apps, e-commerce platforms, POS systems, customer service, and third-party systems in real time. This creates a single, trusted Unified Customer Profile that can be directly activated across Salesforce clouds and AI applications.

Salesforce Data Cloud

Core Value: Unify → Understand → Activate

Unify (Data Unification)

Unify (Data Unification)

  • Integrate data from CRM, marketing systems, websites, apps, e-commerce, POS, and customer service
  • Build a cross-system Unified Customer ID
  • Support both structured and unstructured first-party data

Understand (Real-Time Insights)

Understand (Real-Time Insights)

  • Real-time Segmentation
  • Unified analysis of customer behaviors, attributes, and events
  • AI-powered predictions, propensity scoring, and next-best-action insights

Activate (Cross-Channel Activation)

Activate (Cross-Channel Activation)

  • Direct activation to Marketing Cloud, Sales Cloud, and Service Cloud
  • Enable personalized content, journeys, sales actions, and service experiences
  • No additional ETL or data duplication, reducing latency and risk

Why Enterprises Choose
Salesforce Data Cloud?

True Real-Time Enterprise CDP

Customer data is updated in real time, not limited to daily or hourly batch processing.

Native Integration with the Salesforce Ecosystem

Deep, native integration with Sales, Service, Marketing, and AI without complex custom connections.

First-Party Data at the Core

Designed for privacy-first and compliance-driven strategies, reducing reliance on third-party cookies.

Foundation for AI and Personalization

Data Cloud is the core data layer for Salesforce AI, including Einstein and Agentforce.

Scalable and Governed Enterprise Architecture

Supports access control, data model management, and cross-team data sharing.

Faster Cross-Functional Execution and Decision-Making

Marketing, sales, and service teams operate on the same real-time customer data to deliver consistent experiences.

Key Modules & Capabilities

Key Modules & Capabilities

Enterprise Customer Data Hub (CDP Core) 01

Centralizes first-party data from CRM, websites, apps, e-commerce, and service systems.

Data Foundation for Customer 360 02

Establishes a unified customer ID across systems for consistent customer understanding.

Real-Time Data Processing & Segmentation Engine 03

Supports real-time events, behaviors, and attribute updates for precise segmentation.

Cross-Channel Activation & Personalization Engine 04

Instantly activates insights across marketing, sales, and service use cases.

Data Layer for AI & Predictive Analytics 05

Serves as the core data source for AI personalization, predictive models, and Next Best Action.

First-Party Data & Compliance Governance Platform 06

Helps enterprises build sustainable, privacy-compliant data architectures.

Salesforce was named a Leader in the 2025 Gartner® Magic Quadrant™ for Customer Data Platforms (CDP), earning this recognition for the second consecutive year.

Frequently Asked Questions (FAQ)

Q1: What is Salesforce Data Cloud?

Salesforce Data Cloud is an enterprise real-time CDP that unifies first-party data into a single customer view.

Q2: How is Salesforce Data Cloud different from traditional CDPs?

Data Cloud is natively integrated with Salesforce, enabling real-time activation across marketing, sales, and service—not just analytics.

Q3: Is Marketing Cloud required to use Data Cloud?

No. Data Cloud can operate independently as a data hub or activate data across marketing, sales, or service use cases as needed.

Q4: Can it integrate with existing systems and data sources?

Yes. Data Cloud integrates with CRM, websites, apps, e-commerce, POS, service systems, and third-party platforms.

Q5: What types of enterprises are best suited for Salesforce Data Cloud?

Mid-to-large enterprises with multiple systems and channels looking to enable Customer 360 and AI-driven personalization.

Q6: Is implementation complex?

Complexity depends on data volume and integration scope. LeadsTech delivers phased implementations to reduce risk and ensure adoption.

Our Services

Data Assessment & Implementation Planning

Data Assessment & Implementation Planning

Evaluate existing data sources, quality, and use cases to define a phased Data Cloud roadmap.

Data Model & Identity Resolution Design

Data Model & Identity Resolution Design

Design customer data models and matching rules to create a unified customer ID.

Data Integration & System Connectivity

Data Integration & System Connectivity

Integrate CRM, websites, apps, e-commerce, POS, service systems, and third-party platforms.

Real-Time Segmentation & Activation Design

Real-Time Segmentation & Activation Design

Define real-time segmentation logic and activation scenarios for marketing, sales, and service.

AI & Analytics Enablement

AI & Analytics Enablement

Enable Data Cloud as the foundation for AI personalization, predictive analytics, and Next Best Action.

Governance, Access Control & Continuous Optimization

Governance, Access Control & Continuous Optimization

Establish governance frameworks and continuously optimize data quality and performance.

Why Choose LeadsTech for Salesforce Data Cloud

End-to-End Expertise Across CDP, CRM, and Experience Platforms

Hands-on experience with both Salesforce and Adobe Experience Cloud.

Deep Understanding of Taiwan, Hong Kong, and Mainland China Markets

Practical knowledge of local data integration, cross-border operations, and compliance requirements.

Focused on Adoption, Not Just Implementation

We define activation scenarios, KPIs, and real-world use cases—not just technical deployment.

One-Stop Service

From data assessment and modeling to integration, activation strategy, and long-term optimization.

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