Build a trusted data foundation across Salesforce

WebSolo helps organizations implement, integrate and improve Salesforce Data 360, formerly Data Cloud, to connect business information, unify customer profiles, calculate insights, create useful segments and activate trusted data across Salesforce.

We focus on practical data architecture, reliable identity resolution, responsible governance and clear business use cases that support sales, customer service, marketing, analytics, automation and Agentforce.

Connected data for Customer 360 and AI

Data Ingestion

Connect Salesforce applications, databases, data platforms, websites, files, APIs and external systems to make relevant information available in Data 360.

Data Mapping and Harmonization

Map information from different source structures into a consistent Salesforce data model that can be understood and used across business processes.

Identity Resolution

Define matching and reconciliation rules that connect records belonging to the same customer, account, household or business entity.

Unified Customer Profiles

Bring together customer attributes, relationships, interactions, transactions and engagement information into connected profile views.

Calculated Insights

Calculate useful measures, scores and aggregated information such as engagement, activity, value, frequency, risk and lifecycle status.

Audience Segmentation

Create useful customer and business segments using unified attributes, calculated insights, activity, relationships and behavioural information.

Data Activation

Make unified data and segments available to Salesforce applications, marketing journeys, analytics, automation and supported external destinations.

Data Governance

Control access, organize data spaces, document ownership and establish responsible processes for sensitive customer and business information.

Start with the business use case, not the technology

A successful Data 360 implementation begins with clear questions about which information is needed, where it comes from and how the unified data will be used.

WebSolo helps define a focused architecture that connects the right data without introducing unnecessary complexity or consumption.

Connect

Connect relevant Salesforce and external data sources.

Harmonize

Map different source structures into a consistent model.

Unify

Resolve identities and create trusted customer profiles.

Understand

Calculate insights and create useful audience segments.

Activate

Use trusted data across Salesforce and business processes.

Connect data using the right integration approach

Not every source system should be connected in the same way. Some use cases require data ingestion, while others may benefit from supported federation or Zero Copy patterns.

WebSolo can assess data volume, ownership, latency, security, transformation and activation requirements before selecting the appropriate connection method.

Integration considerations

Prepare trusted business data for AI

Agentforce and Salesforce AI depend on reliable information, appropriate access controls and clearly defined business processes. Data 360 can provide a connected data foundation for those capabilities.

Data 360 Assessment

Assess business use cases, source systems, data quality, identity requirements, licensing, consumption and implementation priorities.

Implementation and Configuration

Configure users, permissions, data streams, mappings, identity rules, insights, segments and activation targets.

Data Integration

Connect Salesforce applications, databases, websites, files, APIs, external applications and supported data platforms.

Identity and Data Quality

Design matching, reconciliation, validation, monitoring and data-quality processes for trustworthy unified profiles.

Agentforce Data Readiness

Prepare trusted customer context, security, governance and connected information for Agentforce and Salesforce AI.

Support and Optimization

Resolve issues, improve data processing, review consumption, add use cases and support ongoing platform administration.

What is Salesforce Data 360?

Data 360 is Salesforce technology for connecting and harmonizing data, resolving identities, creating unified profiles, calculating insights, building segments and activating trusted information across Salesforce.

Is Data 360 the same as Data Cloud?

Yes. Data 360 is the current Salesforce name for the product previously known as Data Cloud and Salesforce Customer Data Platform.

Does Data 360 replace our existing databases or data warehouse?

Not necessarily. Data 360 can complement existing source systems and data platforms by making selected information available for Salesforce profiles, insights, segmentation, activation and AI use cases.

Does all source data need to be copied into Salesforce?

No. The correct approach depends on the data source and business requirement. Supported use cases may use ingestion, federation or Zero Copy integration patterns.

Can Data 360 connect Sales, Service and Marketing Cloud?

Yes. Data 360 can connect information from Salesforce clouds and external sources so unified data and insights can support sales, service, marketing, automation and analytics.

Can WebSolo prepare Data 360 for Agentforce?

Yes. We can assess data sources, quality, identity, permissions, governance and business processes before connecting trusted information to Agentforce and Salesforce AI.