Salesforce Agentforce
Design, build and govern AI agents that automate service, sales and operational work inside Salesforce.
Salesforce Data Cloud (Data 360)
Salesforce Data Cloud (Data 360) implementation
In short
M40Tech implements Salesforce Data Cloud, now called Data 360, to unify customer data from CRM, websites, marketing tools, ERP and data warehouses into trusted, real-time profiles. We design the data model, identity resolution, segments and activations that power Agentforce, Marketing Cloud personalisation and analytics.
What is Salesforce Data Cloud (Data 360)?
Salesforce Data 360 (formerly Data Cloud) is the real-time data platform native to Salesforce. It ingests and harmonises data from many sources, resolves duplicate identities into unified profiles and makes that data available to Salesforce apps, automations and AI agents.
Its zero-copy integrations with platforms such as Snowflake, Databricks and Google BigQuery let you use warehouse data in Salesforce without duplicating it, keeping storage and governance under control.
Our Data Cloud services
Readiness assessment & use-case roadmap
We identify the use cases with the clearest value (for example service context for agents, segmentation or churn signals) and the data sources needed to support them.
Data ingestion & modelling
Connectors and data streams from Salesforce clouds, web and mobile, ERP and external sources, mapped to the Customer 360 data model.
Identity resolution & unified profiles
Match and reconciliation rules that merge duplicate records across systems into one trusted profile per customer.
Zero-copy & warehouse integration
Federated access to Snowflake, Databricks or BigQuery so data can be used without moving it.
Segmentation, insights & activation
Calculated and streaming insights, segments and activations to Marketing Cloud, advertising platforms and Salesforce apps.
Data for Agentforce
Grounding Agentforce agents in governed, up-to-date customer data, including retrieval from unstructured content.
In practice
Customer data activation, step by step
An illustrative sequence showing how the pieces fit together once implemented. Your process is mapped in detail during discovery.
- 01
Connect sources
CRM, web, commerce and service data are brought together.
- 02
Resolve identities
Matching records are unified into a single customer profile.
- 03
Build segments
Calculated insights define the audiences that matter.
- 04
Activate
Segments flow to marketing journeys, service consoles and AI agents.
How we deliver Data Cloud projects
A structured approach from discovery to continuous optimisation.
Business discovery
We start by understanding your business model, industry challenges and growth objectives. Our consultants assess your current systems, data structure and Salesforce readiness to define clear success metrics.
Solution strategy
Based on discovery insights, we create a tailored Salesforce strategy: selecting the right Salesforce clouds, defining use cases, outlining automation opportunities and planning integrations aligned with your goals.
Architecture & experience design
We design a secure, scalable Salesforce architecture with optimised data models and intuitive user experiences, focusing on performance, compliance and long-term flexibility from day one.
Configuration & development
We configure Salesforce and build custom components, workflows and automations. Integrations with third-party tools, legacy systems and APIs are implemented to ensure seamless data flow.
Testing & validation
Every feature goes through functional, security and performance testing. We validate workflows, data accuracy and user journeys before launch.
Launch & continuous optimisation
After deployment we provide ongoing support, performance monitoring and enhancements, continuously optimising Salesforce to drive adoption, efficiency and ROI.
FAQs
Frequently asked questions about Salesforce Data Cloud (Data 360)
Is Data Cloud the same as Data 360?
Yes. Salesforce renamed Data Cloud to Data 360 in 2025. The capabilities are the same platform; many people still search for it as Data Cloud.
Do we need Data Cloud to use Agentforce?
Agentforce works best when agents are grounded in accurate, unified customer data, and Data 360 is Salesforce's foundation for that. The right scope depends on which agent use cases you plan to run.
What data sources can Data Cloud connect to?
Salesforce clouds, websites and mobile apps, marketing platforms, ERP and other business systems, files and cloud storage, and data warehouses through zero-copy integration.
How is Data Cloud priced?
Data 360 uses a consumption-based model based on credits, storage and optional add-ons. Because cost depends on volumes and processing, we help you estimate usage during discovery.
How do we keep customer data compliant under UK GDPR?
We design consent handling, data minimisation, retention and access controls into the data model and activation rules, and document data flows for your data protection officer.
Where should we start with Data Cloud?
Start with one or two high-value use cases and the minimum data needed for them, prove the value, then expand. This avoids a large data project with no visible outcome.
Related services
Salesforce Marketing Cloud
Personalised, automated journeys across email, mobile, web and advertising, connected to your CRM.
Salesforce Headless 360
Expose Salesforce data, workflows and logic to AI agents and any channel through APIs and MCP.
Let's talk about your Data Cloud project
Get tailored advice, a clear roadmap and the support you need to move forward with confidence.