Salesforce Data Cloud

Data Cloud works to unify and organize your data across Salesforce and other external sources. With this data being ingested in one place, your team can expect an increase in the number of data sources, a single source of truth, and a unified customer profile. Unlock Data Cloud for Marketing capabilities by segmenting and publishing data segments on the activation target like Marketing Cloud.

What Sets Us Apart

AppShark works diligently with your team to connect and harmonize your data into a single view that is ever-changing as your customers interact with your business. Our consultants take the time to understand which outlets your data is coming from, and how the data is segmented, and ensure everyone is on the same page before proceeding to implementation. In addition to weekly calls and demos, the AppShark team offers a comprehensive training program supplemented with a training package outlining step-by-step implementation activities. Our clients find that it is a great resource to reference after the implementation project has wrapped.

Our Data Cloud for Marketing Services:

Spend the first few meetings relaying how Data Cloud works, and its capabilities. This will be executed collaboratively between Client and AppShark so we can all establish project objectives, data sources, and use cases.
Create unified data sources to form a foundation for enterprise-wide AI and automation to empower businesses to create meaningful workflows and actions, such as automated sales prospecting, audience segmentation, and personalized self-service.
Determine the different data sources to connect in Data Cloud and map them into the Data Cloud model with data transformations if needed.
Execute the unification process by defining the matching rules from different data sources to achieve one view of the customer data.
Unlock the Insights feature within Data Cloud which lets you define and calculate multi-dimensional metrics from your entire digital data state. Once you create an insight, you can use it for segmentation.
Utilize the segmentation engine which lets business users:
- Query all the data in the system
- Create granular segments of customers
- Understand the data composition
Use the activation process to materialize and publish your segment to activation platforms like Marketing Cloud.
Determine common personalization and decisioning attributes used in Journey Builder. This will guide our use cases.
Take data foundation requirements and create a segment that represents your full audience.
Create 2 activations representing your audience that will then be used for Marketing activities, like Journey Builder.
Map Data Cloud segments into Marketing Cloud Attribute groups. These groups will house the client’s audience to be used for marketing campaigns.
Create a multi-channel (email and/or SMS) Journey Builder campaign using your new unified data sources. The data will be refreshed periodically to ensure you are using the most up-to-date customer information for personalization and decisioning splits.