Salesforce Data Cloud to Control Information

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: May 23rd, 2024

Did you know that Salesforce provides a data-as-a-service (DaaS) platform to customers called Data Cloud? It’s used by companies who need a large database to store business and contact details. Managing and searching for customer data is a dream with Salesforce Data Cloud. Here’s why…

Customers who integrate Data Cloud with their Salesforce ecosystem get to enjoy the benefits of combining their customer relationship management (CRM) and marketing cloud-based tools with their data.

How Salesforce Data Cloud works? If you want to know more, join us in the below article as we discuss topics related to Salesforce Data Cloud.

Discussing the Ultra-Popular Salesforce Data: What is Salesforce Data Cloud?

As we want to try and explore a little bit of everything, we will start with Salesforce data.

As you can imagine, Salesforce data includes customer information stored on your CRM platform related to customer relationship management activities. Customer cloud data typically includes details related to customers, leads, contacts, accounts, and opportunities.

With us, there is no need to miss out on the basics of Salesforce data. Take a look at a few key aspects provided below.

Objects in Salesforce

Salesforce data is categorized into database tables referred to as objects. Objects will represent different portions of information. Organizations can create custom objects for customer data, but here are some examples of standard objects that you could use immediately:

Accounts

Contacts

Leads

Opportunities

Cases

Records in Salesforce

Drilling down, a record is found within an object. To give you an idea, a standard object like “Account” can have many records to store information about various businesses that you conduct business with.

Fields in Salesforce

Objects also contain fields. If you think about a general database, your Salesforce fields act as columns and hold information. Fields are normally specific and contain data such as the following:

Name of a contact.

A contact’s email address.

The phone number of a contact.

You also have the option to create custom fields in Salesforce so that you can store information the way your business wants.

Adding Data to Cloud with Salesforce

So, let’s continue with what you can actually achieve with Data Cloud in Salesforce.

For starters, you get to understand your customers better by consolidating all of your data from different products and systems into a single location. This 360-degree view is essential for creating complete customer profiles that can direct your sales, marketing, and customer service ventures.

Next, you can use Data Cloud’s pre-built connectors to combine your integrations to any system you need. These Salesforce Data Cloud integrations scale well as your business grows and are quite secure so that you can transfer data, and connect your workflows. Not only does Data Cloud give you safe integrations, but it also protects your data!

Data Cloud from Salesforce also helps your business keep customer data well organized. Your employees can categorize data by brand, department, and region with Data Cloud to ensure that your business processes are streamlined.

Cloud Data Platform: Salesforce Features

As we read, Salesforce Data Cloud helps you manage your data well and be in complete control of your business operations. However, we want more details, so we have gathered a few features of the cloud data platform for you to take a look at:

You get to enhance your customer data. Since Data Cloud syncs well with Salesforce, your workforce will always have the most current customer details to work with. Employees can access information like company size, industry, location, and contact details 24/7 to understand customers better.

With Data Cloud, you can clean up your customer data. It has tools to eliminate duplicated information, ensuring that your records are accurate and ready for analyzing and reporting on.

A nifty feature of Data Cloud is its lead generation tool. Sales reps can use it to recognize leads who have a high chance of becoming customers. It works by using specific criteria or profiles and can help an organization grow its customers seamlessly.

Expert CRM Solutions from Salesforce Clouds

Data Cloud is not the only platform offered by Salesforce. Salesforce is the main CRM platform in the industry, so you know they will offer a variety of cloud-based solutions.

Each one of these Salesforce cloud services is created to tackle different business operations. Let’s take a look at a few of the Clouds on offer from Salesforce.

Grow Revenue with Salesforce Sales Cloud

The Sales Cloud is a great solution for automating sales processes so that sales reps can spend more time on closing deals with customers. For example, with Sales Cloud, businesses can manage their contacts and lead data better by storing all this information in a single database. Syncing data to one platform lets sales teams find and track lead opportunities, contact, and account data super fast.

But that’s not all. This Salesforce Cloud platform can also play a part in managing opportunities since it has tools to track sales opportunities throughout the sales lifecycle. Yes, this means you can manage tasks related to generating leads all the way to closing deals.

Since we are talking about Sales Cloud tools, we should also mention their data analysis and reporting features! Sales Cloud brings us dashboards, charts, and graphs that can all be customized.

Trustworthy Artificial Intelligence from Salesforce Service Cloud

This Salesforce Cloud helps customer service teams perform their jobs well with a range of exciting tools that include a case management system, a knowledge base, and an Omni-Channel customer support system.

Let’s dive deeper into these tools! Starting with a case management system, your customer service teams can use this tool to manage customer questions, problems, requests, or cases. A case management system makes logging and tracking cases simple with smart functions that assign cases automatically to teams based on priority.

The knowledge management system gives businesses a chance to create and share their articles, blogs, videos, and other content with employees and customers. With a knowledge base, individuals can find solutions to problems that arise with your products and fix them instantly without the need for a customer service agent.

Adding Service Cloud to your ecosystem gives your employees the chance to interact with customers across multiple communication channels. For example, agents can support customers via email, chat, social media, and web forms.

Use Every Minute with Salesforce Marketing Cloud

Providing your business with marketing automation tools and Salesforce Cloud Data platform to analyze data is Salesforce Marketing Cloud. With Salesforce Data Cloud for marketing, marketers can engage in marketing campaigns, automate work tasks, and measure their campaign performances.

Alright, we will give you one example before we conclude the article .

Marketers can design personal email campaigns from Salesforce data and then send them to customers or leads. These email marketing campaigns can be delivered automatically and tested using advanced A/B testing methods. At the end of marketing projects, managers can also track the email marketing efforts to make decisions for future initiatives.

We hope to see you soon! 

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.