Salesforce Services · Data Cloud / Data 360

Salesforce Data Cloud consulting: the grounding layer for everything

Every AI ambition on this site stands on one thing: trusted, unified, governed data. Data 360 (Data Cloud) is how Salesforce delivers it — unified profiles, zero-copy lakehouse access, and the grounding that keeps Agentforce answering from truth. Salesforce Data Cloud consulting here is certified and architecture-first.

What we deliver

The Practice

Unified customer profiles

Identity resolution across CRM, web, commerce, and service touchpoints — one profile per human, with match rules you can explain to an auditor.

Zero-copy architecture

Federated access to Snowflake, Databricks, BigQuery, and Redshift — your lakehouse stays the system of record while Salesforce reads it live.

AI grounding & retrieval

Search indexes, retrievers, and grounding design for Agentforce — so agents cite governed data instead of improvising. The difference between a demo and production.

Activation & insights

Calculated insights, segments, and real-time activation into marketing, service, and sales — data that moves, not data that sits.

Salesforce Data 360 zero-copy architecture diagram with lakehouse partners
Zero-copy: the lakehouse stays put, Salesforce queries it live — image © Salesforce, branding unaltered. Source: salesforce.com.

Deeper reading: Data Cloud & AI readiness and breaking down data barriers — both from this practice's field notes.

Data work, scoped honestly

The fastest way to kill an AI program is a two-year data project before the first win. We scope data readiness to the use case: the deflection agent needs knowledge and case data, not your entire warehouse. The Health Assessment maps exactly which data debt blocks which ambition — then KITE™ sequences it so value ships while the foundation deepens. The same bench handles the integration layer feeding it.

Frequently asked questions

FAQ
Do we need Data Cloud before deploying AI agents?

Not always — first agents often ground on CRM data and knowledge articles. But at production scale, Data 360 is usually the cleanest path to trusted grounding: unified profiles, zero-copy access to your lakehouse, and governed consent. We scope only the data work your use case needs.

What is zero-copy in Data 360?

Instead of duplicating your warehouse into Salesforce, zero-copy federates it — Snowflake, Databricks, BigQuery, and Redshift data stays where it lives while Salesforce and Agentforce query it as if native. Less pipeline, less drift, one source of truth.

Further reading

From the Blogs

How does data become agent-grade?

Sources (CRM, ERP, web)Ingest / zero-copyIdentity resolutionUnified profileActivationAI grounding

The pipeline every trustworthy agent stands on. Identity resolution is the step organizations underestimate: five near-duplicate customers become one confident answer — or five confident wrong ones.

Data Cloud vs. a data warehouse — do we need both?

They're complements, not competitors. Your warehouse (Snowflake, BigQuery, Redshift) remains the analytical system of record; Data 360 activates that data where work happens — segments for marketing, signals for sales, grounding for agents — increasingly via zero-copy, so the data participates without migration projects. The question isn't which to own; it's whether your customer-facing systems can act on what your warehouse knows. Usually the answer today is no — that's the gap Data 360 closes.

Horus, the Kemisoft falcon mascot

Data a falcon can hunt with

Unified profiles, zero copy, and dashboards sharp enough for falcon eyes — Data Cloud is the grounding every agent stands on, and Horus checks the foundations first.

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Horus™ is the Kemisoft falcon — named for the sky-eyed guardian of ancient Kemet.

Ground your AI in truth

A working session on profiles, zero-copy, and the data debt that actually matters.

Book an AI Strategy Workshop