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How does Data Cloud work? | Salesforce US

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Use Data Cloud’s visual builder to easily see all the relationships between selected Data Model objects before deploying.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1714453188733_124i-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/visualize-relationships-with-data-graphs_483edf.png?w=1021" class="image__asset" alt="Light purple background with a number of account details in bubbles surrounding a young woman smiling and looking at her phone." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/visualize-relationships-with-data-graphs_483edf.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/visualize-relationships-with-data-graphs_483edf.png?resize=300,300 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300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/harmonize-with-salesforce-metadata-min.png?resize=768,768 768w" height="1020" width="1020"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1714453188733_124i-22__media--desktop" style="grid-row: 1 / span 4"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/visualize-relationships-with-data-graphs_483edf.png?w=1021" class="image__asset" alt="Light purple background with a number of account details in bubbles surrounding a young woman smiling and looking at her phone." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/visualize-relationships-with-data-graphs_483edf.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/visualize-relationships-with-data-graphs_483edf.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/visualize-relationships-with-data-graphs_483edf.png?resize=768,767 768w" height="1020" width="1021"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1714453200726_51t" data-blade-position="5" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1714453200726_51t" class="relative productfeature--blade blade_layout--right" > <div class="container"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> A single, comprehensive view of every customer. </h2> <div class="blade__description"> <p>Unlock a 360-degree view of every customer that all your customer-facing teams can access and understand.</p> </div> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Matching Rules" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1714453200670_5d1-11" class="accordion__trigger" id="show-hide1714453200670_5d1-11" aria-label="Matching Rules"> <span class="accordion__title relative"> Matching Rules <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1714453200670_5d1-11" id="rel1714453200670_5d1-11"> <div class="accordion__description"> <p>Choose which profiles to unify across all your different data sources during the identity resolution process. Build rule sets to match profiles by applying one or more criteria at the Individual or Account level. Determine the right level of precision by choosing from Exact or Fuzzy Matching rules.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1714453200670_5d1-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?w=1020" class="image__asset" alt="Screen showing a comprehensive view of a customer." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=768,768 768w" height="1020" width="1020"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Reconciliation Rules" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1714453200676_1bpn-22" class="accordion__trigger" id="show-hide1714453200676_1bpn-22" aria-label="Reconciliation Rules"> <span class="accordion__title relative"> Reconciliation Rules <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1714453200676_1bpn-22" id="rel1714453200676_1bpn-22"> <div class="accordion__description"> <p>Determine which value you’ll use for a field on a unified profile when conflicts arise between different data sources. Choose to select values based on rules like Last Updated or Most Frequent.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1714453200676_1bpn-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?w=1020" class="image__asset" alt="Screen showing a comprehensive view of a customer." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=768,768 768w" height="1020" width="1020"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Build and Manage Multiple Rulesets" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1714661263365_9ox-33" class="accordion__trigger" id="show-hide1714661263365_9ox-33" aria-label="Build and Manage Multiple Rulesets"> <span class="accordion__title relative"> Build and Manage Multiple Rulesets <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1714661263365_9ox-33" id="rel1714661263365_9ox-33"> <div class="accordion__description"> <p>Combine match and reconciliation rules to deliver rulesets that you can use to resolve identities into unified profiles. Mix and match different combinations depending on your specific business needs.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1714661263365_9ox-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?w=1020" class="image__asset" alt="Screen showing a comprehensive view of a customer." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/a-single-comprehesive-view-of-every-customer-min.png?resize=768,768 768w" height="1020" width="1020"/> </div> </div> </section> 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data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1714661491863_5fy" class="relative productfeature--blade blade_layout--left" > <div class="container"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Enhance your understanding of the customer. </h2> <div class="blade__description"> <p>Turn all your data into a rich source of information and insights through an array of low-code tools that help analyze your data and predict customer behavior.</p> </div> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Calculated Insights" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1714661538249_11zj-11" class="accordion__trigger" id="show-hide1714661538249_11zj-11" aria-label="Calculated Insights"> <span class="accordion__title relative"> Calculated Insights <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1714661538249_11zj-11" id="rel1714661538249_11zj-11"> <div class="accordion__description"> <p>Use our low-code builder to easily create useful metrics from your data like Customer Lifetime Value, Propensity to Buy, Engagement Scores, and more.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1714661538249_11zj-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/calculate-insights-upd.png?w=1020" class="image__asset" alt="Light purple background featuring multiple bubbles showing account information and analysis for a customer." sizes="100vw" 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class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Ground AI agents in your data and metadata. </h2> <div class="blade__description"> <p>Leverage the Einstein Trust Layer to use all your structured and unstructured data to power AI agents without sacrificing data governance and security.</p> </div> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Grounded AI Prompts for Agents" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1714454359641_1ayz-11" class="accordion__trigger" id="show-hide1714454359641_1ayz-11" aria-label="Grounded AI Prompts for Agents"> <span 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</h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1714454359641_1ayz-11" id="rel1714454359641_1ayz-11"> <div class="accordion__description"> <p>Give every AI prompt the proper context based on your structured and unstructured data, along with its metadata, from Data Cloud.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1714454359641_1ayz-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/einstein-service-agent.png?w=1020" class="image__asset" alt="Salesforce UI showing Prompt Builder, Data Cloud, and CRM Data." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/einstein-service-agent.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/einstein-service-agent.png?resize=300,300 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