What Is Salesforce Data Cloud & How It Works?

Many organizations today suffer from data trapped in silos—CRM records, marketing systems, analytics platforms—that prevent a unified view of customers and operations. Data is undeniably the lifeblood of any modern enterprise, but unleveraged data is worthless. Salesforce Data Cloud (formerly known as Customer Data Platform) unifies all your data—Sales, Service, Marketing, e-commerce, IoT—into a single, hyper-scalable platform built on Salesforce’s trusted infrastructure.

Join our on-demand Cyntexa webinar, led by Shrey Sharma and Vishwajeet “VJ” Srivastava, to uncover:

Data Cloud Fundamentals

What it is: A real-time, serverless architecture that ingests, harmonizes, and activates any data type at massive scale.

Core components: Data Streams, Data Pipelines, Hyperforce storage, and CDP Data Model.

Unified Data Model & Identity Resolution

Challenge: Duplicate or fragmented customer records lead to inconsistent experiences.

Solution: Automated identity resolution merges multiple records into a golden profile using deterministic and probabilistic matching—ensuring every interaction reflects a single, accurate customer view.

Real-Time Ingestion & Einstein AI Activation

Challenge: Business-critical decisions stall on stale data.

Solution: Stream data via APIs or connectors (Sales Cloud, Marketing Cloud, MuleSoft), then apply Einstein Discovery and Tableau CRM directly on the unified snapshot—delivering instant insights and predictions.

Cross-Cloud Activation & Personalization

Challenge: Orchestrating personalized journeys across channels is complex and error-prone.

Solution: Use Data Cloud audiences to feed Marketing Cloud, Interaction Studio, and third-party systems—triggering hyper-targeted campaigns, next-best-offers, and frictionless experiences.

Governance, Privacy & Security

Challenge: Centralizing data can raise compliance risks (GDPR, CCPA).

Solution: Built-in Data Classification, Field-Level Encryption, and granular access controls ensure data privacy and audit readiness across global regulations.

Compelling Use Cases

Retail: Single view of shopper loyalty, website behavior, and in-store visits to drive omnichannel personalization.

Financial Services: Consolidated KYC, transaction, and advisory data to power trust and compliance.

Healthcare: Unified patient profiles across EMR, device streams, and support cases for better care coordination.

Live Demo & Integration Highlights
Watch VJ and Shrey configure a Data Cloud pipeline from a CSV upload, define identity rules, build an Audience, and trigger a real-time email via Marketing Cloud—all within minutes. See how Data Cloud connects to Tableau for cross-enterprise analytics in a single pane of glass.

🔗 Watch the full webinar or download the deck now to get architecture diagrams, implementation best practices, and pro tips from Cyntexa’s experts.

Turn data into your superpower—decode the possibilities with Salesforce Data Cloud today!

1. What Is Salesforce Data Cloud
And How It Works?
WEBINAR

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Forward LookingStatement

3. 32020S i g n a t u r e
About Cyntexa
• Cyntexa is a Salesforce Crest (Gold) ConsultingPartner
with 300+ Salesforce experts.
• Catering to 14 different industries with clients spread
across 20 countries.
• Specializes in Multi-Cloud and Cross-Cloud
Implementations.
• Approved ISV Partner, Cloud Reseller Partner & Link
Partner.
710+
Projects
560+
Clients
4.99
CSAT Score

4. SPEAKERS Meet Our
Speakers
SHREY SHARMA
CEO, Cyntexa | S2 Labs
Creator at Salesforce Hulk
VISHWAJEET SRIVASTAVA
CTO, Cyntexa

5. Today'sAgenda

6. Understanding The Salesforce
Data Cloud

7. 72020S i g n a t u r e
•Salesforce Data Cloud is a real-time data platform that
centralizes customer data from various sources, both internal
and external, creating a unified and single source of truth for
businesses.
•Salesforce Data Cloud leverages AI and automation to provide
actionable insights in real-time, enhancing customer
experiences across sales, service, marketing, and commerce.
•It is an integral part of the Salesforce Platform, strengthening
the functionality of all Salesforce clouds and facilitating data-
driven decision-making and personalized experiences across
different business functions.
What Is Salesforce Data Cloud?

8. 82020S i g n a t u r e
TRANSFORM Transform
Customer
Experience
With

9. 92020S i g n a t u r e
Evolution OfSalesforce Data Cloud

10. 102020S i g n a t u r e

11. 112020S i g n a t u r e

12. Why Is There A Need For
Robust Data?

14. Why Should Your Business Use
Salesforce Data Cloud?

15. DATA CLOUD Benefits Of Using
Data Cloud

16. How Salesforce Data CloudIs
Transforming Businesses?

17. ArchitectureOf Salesforce Data Cloud

19. Segments Of
Salesforce Data Cloud

24. Out-Of-The-Box Connectors In
Salesforce Data Cloud

26. Can Integrating Salesforce Data
Cloud With Other Clouds Drive
Business Benefits?

33. Use Cases Of Salesforce Data
Cloud Across Sectors

35. Understanding Data Cloud
With Real Life Example

36. 362020S i g n a t u r e
Overview
Overview
Business
They want to utilize the power of
Data Cloud, and aims to elevate
customer satisfaction and drive
business growth.
They offer a diverse range of
products from fashionable apparel
to electronics, TrendInstaShop
endeavors to provide a seamless
shopping experience.
TrendInstaShop is a leading
global e-commerce platform
with a digital and physical retail
experiences, they are based out
of United States.
Disclaimer: The customer’s information has been changed to maintain privacy.

37. MAJOR

Challenges

38. Implementation Process For Each
Challenge

41. BusinessBusiness Impact

42. 422020S i g n a t u r e
Overview
Overview
Business
They want to enhance patient
experiencesandoutcomes,
OptVisionseeks to transform
traditional healthcare delivery
through data-driven insights.
OptVision is a burgeoning
network of healthcare providers
and facilities committed to
delivering personalized and
convenient care to patients
across the country.
OptVision is one of the top
Health care provider and they
are based out of New York.
Disclaimer: The customer’s information has been changed to maintain privacy.

43. MAJOR

Challenges

44. Implementation Process For Each
Challenge

46. BusinessBusiness Impact

47. How Secure Is The
Salesforce Data Cloud?

48. SECURITY
Security Measures

49. Is Salesforce Data Cloud The Right
Choice For Your Business?
EXPLORE THE MYTHS!

50. 502020S i g n a t u r e
01
Salesforce Data Cloud Is
Only For Large Enterprises
MYTH
The Salesforce Data Cloud is designed to be scalable and
flexible, so it can be used by businesses of all sizes.
Whether you have a small team of 10 or a large enterprise
with thousands of employees, the Data Cloud can help you
manage your data more efficiently.
Reality

51. 512020S i g n a t u r e
02
Salesforce Data Cloud Is
Too Complex To Use
MYTH
The Salesforce Data Cloud is designed to be user-friendly,
even for users with no prior experience with data
management. The platform offers a variety of tools and
resources to help you get started, and there is a large
community of users and experts who can provide support.
Reality

52. 522020S i g n a t u r e
03
Salesforce Data Cloud Is
Only For Sales Teams
MYTH
While Salesforce Data Cloud has a strong focus on sales
and marketing, it can be valuable for various departments
and use cases. Customer support, customer success, and
other teams can also benefit from the data insights it
provides.
Reality

53. 532020S i g n a t u r e
04
Salesforce Data Cloud
Is Not Secure
MYTH
The Salesforce Data Cloud is built on a secure platform
that meets the highest industry standards. Salesforce offers
a variety of security features to protect your data, including
encryption, role-based access control, and audit logging.
Reality

54. 542020S i g n a t u r e
05
Salesforce Data Cloud
Is Only For CRM
MYTH
The Salesforce Data Cloud can be used to manage a wide
variety of data, including customer data, product data,
financial data, and more. The platform offers a variety of
features and tools to help you customize the Data Cloud to
meet your specific needs.
Reality

55. Some Statistics Around
Salesforce Data Cloud

57. Key Implementation
Approaches For Leveraging
Data Cloud In Business

58. APPROACH
Implementation
Approach

59. How ToChoose The Right
ImplementationPartner?

61. Question & AnswerTime
Got any queries?
We are here to answer all of them!

62. 622020S i g n a t u r e
References
•https://www.salesforce.com/products/data/
•https://www.salesforce.com/blog/what-is-salesforce-genie/
•https://cyntexa.com/blog/salesforce-data-cloud/
•https://help.salesforce.com/s/articleView?id=sf.c360_a_data_cloud.htm
•https://www.salesforce.com/news/stories/how-salesforce-uses-data-cloud/
•https://help.salesforce.com/s/articleView?id=sf.mc_pers_salesforce_cdp_about.htm
•https://help.salesforce.com/s/articleView?id=sf.c360_a_consumer_rights.htm

63. Thank You!
See You At The Next Webinar
Get In Touch With Us!