Salesforce Data Cloud:
Unify your data.
Unlock your AI.
Bring together your customer data in real-time, from every source, and power a new level of personalisation, decision-making and automation — all within Salesforce.
“Data Cloud is the foundation of your digital strategy. Without clean, connected data, AI simply can’t deliver on its promise.”
— Ben Coleman, CEO, Performa IT
What is Salesforce Data Cloud?
Salesforce Data Cloud (formerly Customer Data Platform/CDP) is the real-time engine behind the magic of AI and automation.
It connects and harmonises data across your systems — whether it’s from CRM, email platforms, e-commerce, legacy tools, or third-party sources — and builds unified customer profiles that are always up to date.
With this foundation in place, you can deliver real-time insights, hyper-personalised journeys, and intelligent automation across your business.
What can you do with Data Cloud?
Connect Data From Anywhere
Ingest structured and unstructured data from Salesforce, AWS, Slack, on-prem tools and beyond — all into one intelligent layer.
Create Unified Customer Profiles
Resolve identities across platforms and build 360° views of your customers for smarter targeting, support, and sales.
Power AI and Automation
Activate your Einstein Agents, Automations, and Analytics with real-time, contextual data — not stale spreadsheets.
Real-Time Segmentation & Insights
Respond to user behaviour as it happens. Trigger journeys, adapt messaging, and make instant decisions.
How Performa IT Can Help
Whether you’re starting your Data Cloud journey or looking to optimise an existing setup, we’re here to help you make the most of your investment.
Our services include:
- Data readiness & governance strategy
- Source system integration & ingestion
- Identity resolution setup
- Segment creation & activation
- Dashboarding & reporting
- AI + Agentforce readiness & enablement
45% case deflection with Salesforce AI
“We want to ensure that our human agents are used in exactly the right places, as travel is a uniquely human experience”
Kate Donaghy, Head of Business, Secret Escapes
Dive into our knowledge hub
Frequently asked questions
Is Data Cloud only for large enterprises?
Not at all. While it’s incredibly powerful, we’ve helped businesses of all sizes unlock its benefits, even with a small number of data sources.
How is Data Cloud different from a data warehouse?
Data Cloud is real-time, unified, and built specifically to activate customer data — not just store it.
Do I need to use Einstein or Marketing Cloud to benefit?
No — Data Cloud enhances any Salesforce experience, but when paired with Einstein or Agentforce, it unlocks powerful automation and insights.
What kind of systems can I integrate with Data Cloud?
Salesforce, AWS, Slack, ERPs, POS systems, databases, marketing platforms — nearly anything.
How long does a Data Cloud implementation take?
Depending on complexity, typical projects range from 4–12 weeks.
What if I don’t have a data strategy in place?
No problem — our team will help define your strategy during the readiness workshop.
How secure is my data?
Salesforce Data Cloud meets the highest enterprise-grade security and compliance standards. We’ll also help you implement strong governance and access controls.
Quick Start Package – Built for Business Value
Data Cloud is the fuel for intelligent automation.
We’ll unify your data, resolve identities, and surface insights to power your agents and automations.
Data Cloud is the fuel for intelligent automation.
We’ll unify your data, resolve identities, and surface insights to power your agents and automations.
From £15,000 + VAT
Includes 2–3 source connections, segment creation, dashboards, security, and governance
Why work with Performa?
We don’t just manage Salesforce, we make it work harder so you can grow smarter.
