Salesforce Data 360, formerly Data Cloud, brings customer data from many systems into one data model inside Salesforce.
Salesforce Select Partner · 30+ Salesforce certifications · Architect-led
A Data 360 readiness review so the first use case works on real data.
We review your data sources, identity rules, consent, data model mapping and use cases for Salesforce Data 360, and show which activities will draw on your credits, before anything is built.
See what we review
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT
New to Salesforce Data 360?
What is Salesforce Data 360?
Identity resolution joins records from each source into unified profiles, using match and reconciliation rules you set.
It is billed on consumption: ingesting, unifying and querying data draws on credits, so design choices affect cost.
Where you are starting from
Where are you with Data 360?
Evaluating Data 360
You are deciding whether Data 360 is worth adopting.
First stepUse cases ranked and your data checked against them.
Licensed but idle
Data 360 is in your contract but nothing runs on it.
First stepOne use case chosen and the data it needs mapped.
Preparing for Agentforce
Agents need grounded, unified data to answer well.
First stepThe data each agent needs, traced to its source.
What we review
What does a Data 360 readiness review cover?
Seven pieces of work, each ending in a finding your team can act on.
Data source inventory
01Every system with customer data, its owner and its keys.
Data model mapping
02Source fields mapped to Data 360 data model objects.
Identity resolution rules
03Match and reconciliation rules drafted and tested.
Consent review
04How consent is captured and synced, per channel.
Use case selection
05The first use cases ranked by value and readiness.
Consumption awareness
06Which activities draw on credits, and how to use fewer.
Readiness report and plan
07Gaps, fixes and a build plan for the first use case.
Data sources
Which data sources can feed Data 360?
We list the sources your first use case needs and check how each one connects.
- 01
Salesforce clouds
Sales, Service and Marketing Cloud data through native connectors.
- 02
Snowflake
Zero-copy access, so warehouse data is used without copying it.
- 03
Databricks
Zero-copy access to lakehouse tables.
- 04
Google BigQuery
Zero-copy access to BigQuery datasets.
- 05
Amazon S3 and Redshift
Files from S3 and zero-copy access to Redshift.
- 06
MuleSoft
Data from ERP and other systems through MuleSoft.
- 07
Ingestion API
Streaming or batch data from your own applications.
- 08
SFTP
Scheduled file loads from systems with no API.
Data model mapping
How does your data map to the Data 360 data model?
Source fields are mapped to standard data model objects, which identity resolution then joins into one profile.
Unified Individual
Individual
Contact Point Email
Contact Point Phone
Party Identification
Consent
Account
Sales Order
Engagement
Unified profile
The result of identity resolution: one record per real person.
Identity and contact
Individuals, contact points and identifiers used to match people.
Consent
What each person agreed to, kept with the profile.
Activity
Accounts, orders and engagement that give the profile context.
Identity and consent
What makes a unified profile trustworthy?
Six rules we check before any segment or agent relies on the profile.
Unified IndividualOne customer, four sources
- Source coverage
- Source records
- CRM contactMarketing subscriberWeb visitorOrder
- Consent
- Email opted in, SMS opted out
- Status
- PlanPhase inActivePhase outEnd of life
- Processing
- Rules run on a planned schedule
- Used by
- SegmentsAgentforceService console
Sources mapped
Each data stream mapped to standard data model objects with a known key.
Records can be matched at all.
Match rules
Exact and fuzzy rules on email, phone, name and party identifiers.
Records from each source join one person, and only that person.
Consent per channel
Opt-ins and opt-outs kept per channel and synced from their source.
Nobody is contacted on a channel they declined.
Reconciliation rules
Most recent, most frequent or source priority chosen per field.
The profile shows the value people trust.
Consumption planned
Refresh schedules and ruleset changes planned with credit use in mind.
Processing draws on your Data 360 credits.
Use case first
Only the data a named use case needs is brought in.
Less data to process and a faster first result.
How it runs
How does a Data 360 readiness review run?
Four stages. Your proposal states the dates.
- 01
Discover
Goals and sources.
- Use case ideas collected
- Data sources and owners listed
- Contract entitlements read
- 02
Assess
Data checked against the use cases.
- Keys and quality sampled
- Consent sources traced
- Gaps recorded
- 03
Design
The first use case on paper.
- Data model mapping
- Identity rules drafted
- Credit-heavy steps flagged
- 04
Plan
Ready to build.
- Fixes ranked by effort
- Build plan for the first use case
- Read-out with your team
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Salesforce data setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
NonprofitContribution Reporting the Board Can Trust for an Environmental NonprofitSalesforce for an Australian environmental nonprofit: 14 reports and KPI dashboards for financial, in-kind and volunteer contributions, and 553 historical records corrected and reimported.Salesforce Platform · Reports and Dashboards · Data Loader · FlowRead the story 
Financial ServicesSelf-Hosted AI Research Infrastructure Behind a Salesforce Deal EngineSelf-hosted AI agent infrastructure for a US private equity advisory firm: n8n workflows, PostgreSQL, web research and Google Drive mandate documents, deployed with Coolify and writing results back to Salesforce.n8n · PostgreSQL · Coolify · FirecrawlRead the story 
Financial ServicesAI Deal Matching That Screens Companies Against Every Investor MandateSales Cloud, Agentforce, Data 360 and Prompt Builder for a US private equity advisory firm: mandates, AI first-pass ranking, deep scoring with rationale, and deals created from approved matches.Sales Cloud · Agentforce · Data 360 · Prompt BuilderRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
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Salesforce ImplementationSalesforce Verified
Frequently asked questions
Data 360 readiness reviews, answered.
Straight answers about sources, identity resolution, consent, credits and Agentforce.
An assessment of your data sources, data model mapping, identity rules, consent and use cases for Salesforce Data 360, with the activities that will consume credits and a plan for the first use case.
Yes. Salesforce renamed Data Cloud to Data 360. The product, its data model and identity resolution carry over under the new name.
The Data 360 process that joins records from different sources into one unified profile, using match rules to find the same person and reconciliation rules to choose which values to keep.
Salesforce sets Data 360 pricing and credit rates in your contract. We show which activities draw on credits and how design choices change that, so you can discuss it with Salesforce.
Agentforce uses Data 360 to ground agents in your data, and unified profiles let agents use data from systems outside Salesforce. The review shows what data each agent needs and where it lives.
No. Zero-copy access lets Data 360 use data in Snowflake, Databricks, Google BigQuery and Amazon Redshift where it already sits.
Yes. The plan can run as a fixed-scope project or a monthly plan, agreed in a written proposal. See our Data 360 services page for implementation.
Salesforce, Data 360, Data Cloud, Agentforce and MuleSoft are trademarks of Salesforce, Inc. Snowflake, Databricks, Google BigQuery and Amazon Web Services are trademarks of their owners. SynconAI is an independent consulting firm and is not affiliated with or endorsed by Salesforce, Inc.
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