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Best Salesforce Data Cloud Implementation Services | Teqfocus

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Introduction

Salesforce Data Cloud has captured significant attention since its announcement, not just among tech enthusiasts but also business users. This surge in interest stems from its powerful AI capabilities.

Data Cloud’s ability to extract valuable insights from both structured and unstructured data makes it highly desirable for businesses, especially those generating massive amounts of data and managing a vast customer base.

The lingering question “Is Salesforce Data Cloud Free?” continues to be a popular search query. While the platform does offer a free tier, it’s crucial to understand the limitations and explore the paid options for businesses seeking more advanced features.

What is Salesforce Data Cloud?

Salesforce Data Cloud is a platform for businesses seeking to unlock the true potential of their customer data. Built on the robust Einstein 1 Platform, this integrated platform acts as a central hub, unifying and activating customer data across various Salesforce applications.

 Imagine having a single source of truth for all your customer information. Data Cloud allows you to achieve this by connecting, federating, and harmonizing data from disparate systems. This eliminates data silos and provides a comprehensive 360-degree view of each customer. This unified data foundation enables the creation of detailed customer profiles, segmentation, real-time insights, and data-driven automation, enhancing the decision-making process and customer engagement strategies.

Additionally, the platform supports integration with external data lakes, warehouses, and AI models, providing a flexible and scalable solution for data management and analytics​.

Jas Kaur, CTO Teqfocus explains more on Salesforce Data Cloud in the above video.

Is Salesforce Data Cloud Free?

Salesforce Data Cloud is available for free to customers using the Sales and Service Cloud with Enterprise or Unlimited licenses. This free package includes two Tableau creator licenses and Data Cloud licenses for up to 10,000 profiles.

However, there are some prerequisites and steps to enable and use the free Data Cloud service effectively.

It’s essential to be aware of the platform’s capabilities and limitations in its free version and understand the use cases you’re aiming to achieve with it. The free version is designed to introduce users to Data Cloud’s features, with a focus on combining various data points from different sources to create unified profiles and segments that can be utilized across Salesforce product.

What are the Benefits of
Salesforce Data Cloud?

Salesforce Data Cloud offers a multitude of benefits, providing businesses with the ability to consolidate and utilize their data effectively.

It integrates disconnected enterprise data into Salesforce, offering a 360-degree view of the customer. This integration facilitates real-time data access and insights, enabling personalized customer experiences at various touchpoints.

Data Cloud operates on a hyperscale, capable of processing trillions of records and petabytes of data, supporting large-scale data handling and analysis. This robust capacity is instrumental for businesses to understand their customers better, leveraging web/mobile interactions, commerce activities, and third-party systems data​​.

For developers, Data Cloud presents a new realm of possibilities, allowing the integration of extensive data volumes and various customer touchpoints into Salesforce’s ecosystem. It supports high-scale data ingestion, transformation, and unification, enabling complex use cases to be more easily managed and implemented

How to Set Up Salesforce
Data Cloud?

To effectively implement Salesforce’s Data Cloud and leverage its full potential for personalized audience segmentation, the below steps can be followed.

1. Preparation

  • Identify key project stakeholders and Data Cloud users.
  • Clearly document your business requirements.
  • Determine your data sources and how they will integrate with Data Cloud.
  • Ensure access to these data sources is secured.
  • Decide on your data model—standard, custom, or a hybrid approach.
  • Establish identity resolution rules to create unified profiles.
  • Define the audience segments you aim to create and identify the necessary data to build them.

2. Pre-requisites

  • Assign Marketing Cloud admin and admin roles within a Marketing Cloud Enterprise parent account. Secure admin or owner permissions for AWS directory modifications, essential for data ingestion and management.

3. Getting Started with Data Cloud

  • Familiarize your team with Data Cloud’s guidelines, limitations, billing impacts, and brand management.
  • Decide on a data strategy, considering the data model concepts.
  • Review and analyze your existing data sources.
  • Plan for the creation and use of unified profiles.
  • Designate an admin for Data Cloud setup.
  • List all users and define their required permissions. Identify your segmentation goals.

4. Data Cloud Configuration and Navigation

  • Access Data Cloud through the App Launcher once enabled.
  • Utilize tabs like Data Streams, Data Lake Objects, Data Model, Data Explorer, Profile Explorer, and Identity Resolutions for various functionalities.
  • Set up Calculated Insights for enhanced data analysis and segment creation.

5. Implementation Steps

  • Configure and Connect: Update permission sets, provision the Data Cloud account, create users, and establish data source connections.
  • Ingest, Map, and Model Data: Import datasets, extend schema via formula fields, define your data lake objects, and map these to your data model objects ensuring cohesive, source-agnostic views.
  • Create Identity Resolution Rulesets: Key to developing unified customer profiles, configure matching and reconciliation rules.
  • Segment and Activate: Define activation targets, segment your data using drag-and-drop functionality, publish and activate segments, and utilize these in marketing campaigns, e.g., through Journey Builder.

6. Leveraging Data Cloud for Success

  • After setting up, continuously monitor and optimize your data model and segmentation strategies. Engage with the community and Salesforce support for insights and assistance.
  • For a deeper understanding and to explore more about setting up and maximizing the benefits of Salesforce Data Cloud, refer to the full implementation guide

What is Einstein 1 Studio?

Einstein 1 Studio is a set of low-code and no-code tools offered by Salesforce to customize and extend the capabilities of the Einstein AI platform. It empowers users, particularly those without extensive coding experience, to

What can it do?

  • Personalize the Einstein Copilot

    This AI assistant, embedded within Salesforce, can be tailored to your specific workflows. Think of it as a virtual assistant that understands your business terminology and can answer questions, automate tasks, and surface relevant information directly within the Salesforce interface.
  • Build Custom AI Actions

    Einstein 1 Studio empowers you to create functionalities that automate repetitive tasks or processes. This could involve generating reports, updating data fields, or triggering specific actions based on pre-defined conditions.
  • Develop or Import AI Models

    The platform allows you to leverage the power of pre-built AI models or even create your own. These models can analyze data, identify patterns, and generate predictions, providing valuable insights to inform decision-making.

Key Features

  • Copilot Builder

    This tool enables the creation of custom actions for the Einstein Copilot, allowing users to automate specific tasks or access information directly within the Salesforce interface. Imagine setting up an action to automatically send personalized birthday greetings to customers or schedule follow-up meetings based on specific triggers.

Image source: Salesforce

  • Prompt Builder

    Users can design and activate prompts within workflows, guiding users towards specific actions or decisions based on the context. For example, a prompt might suggest relevant knowledge base articles or next steps when a customer service representative is dealing with a specific issue.

Image source: Salesforce

  • Model Builderd
    This feature empowers users to build or import various AI models, extending the analytical capabilities of the Einstein platform. This opens doors to advanced tasks like lead scoring, churn prediction, or even product recommendation engines.

Image source: Salesforce

Does Teqfocus Help with
Salesforce Data Cloud
Implementation and Consulting?

Teqfocus helps businesses to harness the true potential of their data with expert guidance on Salesforce Data Cloud implementation and consulting.

  • Data Cloud Certified Expertise: Our team boasts our Chief Technology Officer (CTO) with a proven Data Cloud certification, demonstrating a deep understanding of the platform’s capabilities.
  • Experienced Team of 20+ Data Cloud Certified Professionals: We house a team of over 20 certified Data Cloud experts who possess the experience and knowledge to guide you through every step of the process.

We encourage you to connect with Teqfocus directly for 1:1 interaction. Our team is happy to discuss your specific requirements and introduce you to the data cloud experts best suited to address your needs.

What are the Use Cases of
Salesforce Data Cloud?

Pharma

In the pharma industry, Salesforce Data Cloud can help sales, marketing, and commercial insights teams optimize their efficiency by automating redundant, repetitive tasks. The integration of AI into pharma commercial addresses the critical challenge of optimizing the vast array of manual tasks that have long burdened sales reps, marketing teams, and analytics departments.
From research and pre-call planning to the creation of tailored content and understanding market nuances, AI automates these processes, freeing professionals to focus on their core competencies. Salesforce Data Cloud offers a suite of tools designed to automate traditional manual tasks, thereby reducing the probability of human error, enhancing the management of workloads, and, importantly, reducing the stress that has been an all-too-common part of life for pharma commercial teams. Some of the ways in which Salesforce Data Cloud can help pharma commercial teams are,

1. Personalized Marketing Content Generator
2. Sales Script Generation
3. Customer Engagement Strategies
4. Market Analysis and Trend Prediction

The Path forward

  • Salesforce Data Cloud marks a significant leap towards productivity optimization and deeper customer engagement in the pharma sector. These technologies promise not just incremental improvements but a fundamental enhancement of how pharma companies operate and thrive in an increasingly complex landscape.
  • For pharmaceutical companies looking to explore the potential of AI and Salesforce Data Cloud in transforming their commercial strategies, the journey begins with understanding and integrating these technologies into their core requirements.

Teqfocus CTO Jas Kaur and seasoned healthcare leader Rahul Chatterjee discuss data and AI in pharma.

Home Health

In the home health sector, the need for a personalized, data-driven approach to patient care has never been more critical. Salesforce Data Cloud is an apt solution, enabling home health providers to leverage comprehensive data insights to deliver tailored care plans, improve patient outcomes, and optimize operational efficiency.

Key features

  • Unified Patient Profiles
    Aggregate data from multiple sources into a single, comprehensive view of each patient. This holistic approach ensures caregivers have access to the full spectrum of patient information, from medical history and treatment plans to preferences and social determinants of health.
  • Enhanced Data Security
    With robust data protection measures in place, Salesforce Data Cloud ensures sensitive patient information is securely managed, maintaining privacy and compliance with healthcare regulations.
  • Streamlined operations
    Automate administrative tasks and streamline workflows to reduce overhead and allow caregivers to focus on what matters most—patient care. Real-time data analytics provide insights into operational efficiencies, resource allocation, and care delivery optimization
  • Predictive Analytics
    Predictive Analytics for Proactive Care
Utilize advanced AI and machine learning algorithms to analyze patient data, predict health trends, and identify at-risk individuals. This proactive approach enables early intervention, customized care plans, and improved health outcomes.

Benefits for Home Health Providers

  • Personalized Patient Engagement

    Engage patients with customized care experiences that address their unique needs, enhancing satisfaction and loyalty.
  • Improved Care Coordination
    Facilitate seamless collaboration among care teams, specialists, and family members through integrated communication tools and shared access to patient profiles.
  • Data-Driven Decision Making
    Make informed decisions based on comprehensive analytics, from patient care strategies to business operations, driving effectiveness and growth.
  • Scalability
    Whether you’re a startup or a large enterprise, Salesforce Data Cloud adapts to your organization’s size and needs, ensuring you have the tools to grow and evolve in the home health landscape.

Transforming Home Health with Salesforce Data Cloud

  • Salesforce Data Cloud

    helps organizations embrace a data-centric approach, offering them an opportunity to unlock new levels of personalized care, operational excellence, and patient satisfaction.
    Discover how Salesforce Data Cloud can revolutionize your home health services. Explore the possibilities, and join us in leading the charge towards a healthier, more connected future.

Teqfocus CTO Jas Kaur and seasoned healthcare leader Rahul Chatterjee discuss Salesforce Data Cloud in Home Health

Insurance Industry

The insurance industry thrives on a foundation of accurate risk assessment and efficient claims processing. Salesforce Data Cloud emerges as a transformative force, empowering insurers to leverage a unified data platform for smarter decision-making, streamlined operations, and a superior customer experience.

Key features

  • 360-Degree Customer View for Personalized Services
    Provides a holistic view of each customer to offer personalized insurance products and services.
  • Risk Management & Compliance
    Analyzes data to identify unusual patterns and potential fraudulent activity.
  • Drives data-driven underwriting
    Analyzes vast datasets to develop accurate risk assessment models and personalized insurance premiums

Does Teqfocus Help with
Salesforce Data Cloud
Implementation and Consulting?

Teqfocus helps businesses to harness the true potential of their data with expert guidance on Salesforce Data Cloud implementation and consulting.

  • Data Cloud Certified Expertise: Our team boasts our Chief Technology Officer (CTO) with a proven Data Cloud certification, demonstrating a deep understanding of the platform’s capabilities.
  • Experienced Team of 20+ Data Cloud Certified Professionals: We house a team of over 20 certified Data Cloud experts who possess the experience and knowledge to guide you through every step of the process.

We encourage you to connect with Teqfocus directly for 1:1 interaction. Our team is happy to discuss your specific requirements and introduce you to the data cloud experts best suited to address your needs.

FAQ

What is Salesforce Data Cloud?
Salesforce Data Cloud is a comprehensive data management system developed by Salesforce. It effectively consolidates all external and internal data sources within an organization, creating a unified and reliable source of truth. This integration encompasses data from various systems, including Salesforce applications, legacy systems, connected devices, and web and mobile platforms. By harmonizing and storing diverse data, Salesforce Data Cloud forms a dynamic, real-time customer graph. This graph is then integrated across Salesforce Customer 360, enabling organizations to deliver personalized experiences through actionable insights and tailored solutions.
How is Salesforce Data Cloud different from the Customer Data Platform?
Salesforce Data Cloud is an evolution of the Customer Data Platform, focusing on intelligent customer engagement. It offers various features like data mapping, identity resolution, segmentation, Gen AI, and advanced analytics. It's designed for broader applications beyond marketing​​.
What are the benefits of Salesforce Data Cloud?
Salesforce Data Cloud offers benefits such as cost reduction through AI-powered predictions, increased productivity with real-time data automation, reduced time to market for app development, and secure customer data management on the Hyperforce infrastructure​​​​.
How does Data Cloud integrate with the Salesforce ecosystem?
Data Cloud serves as the central hub in the Salesforce ecosystem, providing a comprehensive view of the customer journey. It integrates with various Salesforce and external data sources and harmonizes data to a standard model​​​​.
Why Should I choose Teqfocus for Salesforce Data Cloud implementation?
Teqfocus is a proud Salesforce Silver Partner, with a number of data cloud certified experts. We have a proven track record of successful Salesforce implementations and have helped hundreds of businesses in N. America with their specific Salesforce consulting and implementation requirements. We will be more than happy to showcase our expertize to you over a no-obligation call.

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