Data Cloud and AI work together to drive real results, in real time

Salesforce Data Cloud is the real-time engine at the core of the Salesforce platform. It combines and harmonises all unstructured and structured data and metadata from any source—Salesforce apps, CRMs, Snowflake, Google Cloud, AWS, commerce platforms, and offline systems like stores or call centers. That means no more scattered data across multiple tools.

Once unified, this data becomes instantly available across sales, marketing, service, and commerce—and, critically, fuels the power of AI like Einstein and Agentforce to analyse patterns, make predictions, write content, or even automate decisions with real-time insights to provide a personalised experience and customer satisfaction.

Agentforce is Salesforce’s native AI agent framework, designed to work directly with the Data Cloud and Einstein AI to act on your behalf automatically. It continuously monitors live data and turns real-time data into real-time action.

  • Data Cloud creates a real-time, unified view of every customer by harmonizing data from multiple systems – CRM, web, mobile, and more. This becomes the digital business ecosystem, the foundation for AI to deliver intelligent, data-driven experiences.
  • Salesforce AI turns that real-time data into action. Einstein AI (predictive AI) surfaces insights like lead scores, churn risk, and sales forecasts. Agentforce (generative AI) creates content, summaries, and recommendations using that same real-time data. Acting as a conversational assistant, it helps teams take action using natural language commands like “Show me customers likely to churn” or “Build a segment of high-value shoppers”.
  • AI agents monitor Data Cloud in the background and take proactive action, like sending follow-ups, adjusting campaigns, or escalating service cases—all without human input for fully automated execution.
You already have the data. Data Cloud and AI helps you actually use it
Why companies choose Salesforce Data Cloud
  • Unified customer profiles across multiple touchpoints

    A single, 360° view combining sales, marketing, service, and commerce data—natively across the full Salesforce ecosystem.

  • Real-time data activation

    Unlike batch-based platforms, Data Cloud enables instant responses to customer behavior (e.g., cart abandonment, store visits), triggering personalised engagement immediately.

  • Integrated AI and automation

    Salesforce AI, GPT, and Agentforce tap directly into the Data Cloud to score leads, predict trends, segment, and deliver insights and personalised experiences.

  • Native integration with the Salesforce ecosystem

    Seamless alignment with Sales Cloud, Marketing Cloud, Service Cloud, Commerce Cloud, and Tableau, plus real-time API integrations with external systems.

  • Scalability and enterprise-grade capabilities

    Built to scale with complex, high-volume environments across industries and geographies, supporting massive datasets and advanced modeling.

  • Low-Code / No-Code tools

    Empower business users with tools to create audiences, personalise journeys, and activate AI without extensive technical expertise.

Core features of Salesforce Data Cloud
Data Cloud Vector Database to power AI, automation, and analytics across business

Salesforce Data Cloud Vector Database seamlessly integrates unstructured data, such as emails, text documents, social and web content, interactions, PDFs, call transcripts, and support tickets into unified customer profiles. Organising this information as metadata within Data Cloud enables rapid retrieval and activation across various applications. This integration empowers Agentforce to deliver more accurate and personalised responses, eliminating the need to fine-tune LLMs (large language models) to “learn” your business, which consumes resources, time, and technical expertise.

Bring your data to life
Discover how Data Cloud + AI can transform the strategy from reactive to proactive
Industries that benefit the most from Data Cloud

Salesforce Data Cloud is built for flexibility and scale across industries. With out-of-the-box accelerators and data models, it helps organisations unify, activate, and govern data faster.

  • Retail & Consumer Goods to unify online and offline behavior, trigger real-time marketing, and personalise every shopping moment.
  • Financial Services to build holistic client profiles across banking and insurance, drive next-best offers, and ensure compliance.
  • Healthcare & Life Sciences to unify patient data (HIPAA-ready), personalise care journeys, and understand provider-patient relationships.
  • B2B and High-Tech to fuel Account-Based Marketing (ABM) with unified contact and account data, intent signals, and AI-powered sales orchestration.
  • Manufacturing and Automotive to track customers across dealers and service centres, personalise post-sale service, and predict maintenance needs or sales opportunities.
  • The Public Sector to unify citizen data across departments, deliver tailored digital services, and build trust with secure, transparent data use.
Cezary Osowski

Reach me at cosowski@craftware.com or schedule a call

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