Speaking twice at Dreamforce · Sept 15-17 →

Salesforce MVP Hall of Fame · Certified Partner since 2010

Data Cloud is the profile the agent grounds on.

The first week is in the org, reading what already exists. Data Cloud resolves the customer across the systems that each think they own them, then serves that profile to journeys, analytics, and agents. It is context, not agency. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

Get the written assessment

Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks

Memory plane

In the org

Four pieces that matter to an agent.

Data Cloud is also sold as Data 360. Same platform, same four pieces we care about when an agent has to be right.

  1. 01

    Data model objects

    Canonical shapes for customer, account, case, product

  2. 02

    Identity resolution

    One profile · Match rules · Survivorship

  3. 03

    Data spaces

    Tenant isolation · Team scoping · Row-level governance

  4. 04

    Hybrid retrieval

    Structured fields · Vector search on unstructured text

  5. 05

    Consumers

    Agentforce · Marketing journeys · Analytics

Data Cloud for agents. Sources land in data model objects, identity resolution produces the profile, data spaces keep tenants and teams apart, and retrieval serves both structured fields and semantic search.
Mermaid source
flowchart TD
  A["Sources: CRM, ERP, web, documents"] --> B["Data model objects: canonical shapes"]
  B --> C["Identity resolution: one profile"]
  C --> D["Data spaces: tenant and team isolation"]
  D --> E["Retrieval: fields plus vector search"]
  E --> F["Agentforce, journeys, analytics"]

Why it matters

An agent without a profile guesses.

These are the four failures we find when an agent pilot is “almost right”.

In an org

A bank, and one customer with four records.

Questions

What we actually say.

Is Data Cloud the same as Data 360?
Same platform, newer name. If a proposal treats them as two products, ask why.
Do we need it before Agentforce?
You need grounded, permissioned context. Sometimes that is Data Cloud. Sometimes it is clean Knowledge and a sharing model that already works. We check the org before quoting.
Does it replace the warehouse?
No. It resolves and serves the profile. The warehouse stays the analytical store, and we front it rather than move it.
Can it be the only memory layer?
For profile and similarity, often yes. For multi-hop relationships and decision history, put a graph next to it.

The brief · one email

Name the systems that disagree about a customer.

We will tell you whether Data Cloud is the fix or a bigger bill.