One profile per customer
Every interaction, order and conversation in a single, real-time record.
What is Salesforce Data Cloud?
Data Cloud is Salesforce's customer data platform. Its job is to take the customer information scattered across your systems - CRM, e-commerce, support, finance, marketing, even spreadsheets - and unify it into a single, real-time profile of each customer. Instead of five partial pictures of the same person, you get one complete, continuously updated record that every Salesforce Cloud can use.
For SMEs the relevance is growing fast, and the reason is AI. AI tools - including Salesforce's own Agentforce and Einstein - are only as good as the data they sit on. An AI agent that cannot see a customer's full history gives generic, sometimes wrong, answers. Personalisation that runs on stale or partial data misfires. Data Cloud is the layer that makes everything downstream smarter, because it gives every tool the same complete, current view.
This is not just an enterprise concern. Even a modest SME typically has customer data in three or four disconnected places. Hoshi implements Data Cloud at a scale that makes sense for you - unifying the sources that actually matter - so your marketing is better targeted, your service is better informed, and any AI you adopt is grounded in reality rather than guesswork.
Skip the six-month rollout. Go live in weeks with a Jumpstart.
Jumpstarts are fixed-scope, fixed-price Salesforce packages we have pre-built for SMEs. We bring the configuration, automations, dashboards and training that usually take months of discovery, and tune the last mile to your business. You get a working org, your team trained, and a clear roadmap — without the open-ended day-rate bill.
See the packagesWhat Data Cloud does for your business
AI you can trust
Agentforce and Einstein work from complete data, so their output is accurate and useful.
Sharper personalisation
Marketing and service act on the full picture, not a fragment.
No more reconciling systems by hand
Data unifies automatically instead of being stitched together in spreadsheets.
A foundation that compounds
Every Cloud you add plugs into the same clean data layer.
Capabilities
Key Data Cloud capabilities
Data ingestion
Connect data from Salesforce Clouds and external systems (e-commerce, ERP, support, finance) through connectors and APIs.
Identity resolution
Match records that refer to the same person or company across systems into one unified profile.
Real-time profiles
Profiles update as events happen, so the latest behaviour is available immediately.
Segmentation
Build precise, data-rich audiences that any connected Cloud can act on.
Calculated insights
Derive metrics like lifetime value or engagement score from unified data.
Activation
Push segments and insights into Marketing Cloud, Sales Cloud, Service Cloud and Agentforce.
AI grounding
Provide the trusted data foundation that grounds Agentforce agents and Einstein predictions.
How Hoshi implements Data Cloud
We start by identifying the handful of data sources that actually matter for your goals - there is no value in unifying everything for its own sake. We connect those sources, set up identity resolution so duplicate records collapse into single profiles, and define the segments and insights you will use day to day.
We then activate that unified data where it counts - into Marketing Cloud for targeting, Service Cloud for context, or Agentforce for grounding. Because we scope tightly, Data Cloud projects for SMEs stay proportionate and fixed-scope rather than turning into a sprawling data programme.
Why Hoshi for Data Cloud
Scoped to what matters
We unify the sources that drive value, not everything for the sake of it.
AI-ready by design
We set Data Cloud up specifically so your Agentforce and Einstein investments pay off.
Proportionate for SMEs
A data platform sized and priced for a smaller business.
Connected across Clouds
Activation into the Clouds you already run, planned by one partner.
Data Cloud - frequently asked questions
What is a customer data platform (CDP)?
A CDP unifies customer data from many systems into a single profile per customer that other tools can use. Salesforce Data Cloud is Salesforce's CDP, built natively into the platform.
Do SMEs really need Data Cloud?
If your customer data lives in several disconnected systems - and especially if you are adopting AI - then yes, a right-sized Data Cloud makes everything downstream more accurate. If you run a single tidy system, you may not need it yet. We will tell you honestly.
How does Data Cloud relate to AI and Agentforce?
AI is only as good as its data. Data Cloud provides the unified, real-time profile that grounds Agentforce agents and Einstein, so their answers and predictions are accurate.
What is identity resolution?
The process of recognising that records in different systems (e.g. an email subscriber and a CRM contact) are the same person, and merging them into one profile.
Can Data Cloud connect to systems outside Salesforce?
Yes. It ingests data from external sources - e-commerce, ERP, finance, support tools - through connectors and APIs, not just Salesforce Clouds.
Give your AI something true to work with
Book a discovery call and we will map which of your data sources to unify first for the biggest, fastest payoff.
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