Salesforce Data 360 (formerly Data Cloud) · implementation partner · Australia & the USA

Unify customer data for CRM, analytics, AI & journeys

One trusted profile for every customer, so sales, service, marketing and AI all work from the same facts. You approve the decisions; we do the build.

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23+ salesforce certifications · 5.0 from 5 client reviews

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Watch: the 2-minute overview

Your customer is one person. Your data should say so.

How we bring every system together on Data 360: the data model, identity resolution and one unified profile that service, sales, marketing and Agentforce all read, governed from the start.

New to Data 360?

What is Data 360?

Data 360 is Salesforce’s customer data platform. It used to be called Data Cloud.

It brings customer records from your CRM, billing, website and data warehouse together into one profile per person.

Sales, service, marketing and Agentforce then work from the same customer facts.

The problem, in your words

Data Challenges We Solve

If your reporting, segments or AI keep stalling, the cause is rarely a missing tool. It is the same customer, recorded differently, in every system you run. Each month it stays that way, campaigns reach the wrong people, reports get rebuilt by hand, and AI projects wait.

Most teams think they need more data. They need one profile they trust.

Two colleagues comparing figures on a printed report.
Sound familiar? Two reports, two answers, and a meeting spent deciding which one to believe.Photo: Pexels.
Fragmentation

The same customer in five systems, five versions

CRM, billing, marketing and support each hold a different address, a different owner and a different history. Nobody knows which one is right.

Identity

Duplicates in every segment

One person shows up three times, so they get three emails, and the person who just complained gets a promotion.

Trust

Teams go back to spreadsheets

The board pack and the dashboard disagree, so every meeting starts with an argument about whose number is correct.

Integration

Feeds that fail silently

A nightly job breaks, nobody gets an alert, and the data is a week stale before anyone notices.

Governance

Nobody is sure what consent allows

Marketing wants to use the data, risk wants to lock it down, and there is no written rule either side can point to.

AI

AI pilots stall on messy data

An Agentforce agent is only as good as the records it reads. Messy records give you a confident wrong answer.

Scope of delivery

What We Deliver for Data 360

Everything it takes to turn scattered records into one profile per customer, and to keep it that way after launch.

Connect your sources

Ingestion & connectivity

CRM, ERP, billing, web and warehouse data flowing into Data 360 through connectors, APIs or MuleSoft. Every feed has an owner and an alert, so nothing fails silently.

One profile per customer

Harmonisation & identity

Matching rules that decide when two records are the same person (identity resolution), signed off by the people who run the business. Duplicates stop leaking into segments.

Consent and access built in

Governance & trust

Who may use which data, for what, and for how long, set inside the platform. Your privacy and risk teams can sign off before anything is activated.

Data your teams can use

Activation & consumption

Segments and insights in Sales Cloud, Service Cloud, Marketing Cloud and CRM Analytics, built on the same facts, so marketing and service stop rebuilding the same lists.

Works with your warehouse

Snowflake, BigQuery & more

A clear line on what lives in the warehouse and what lives in Data 360, with sync, ownership and monitoring written down so the two never compete.

Ready for AI and Agentforce

AI-ready data foundation

Clean, governed customer records that Einstein and Agentforce can rely on, instead of one-off extracts built for a demo.

What changes after launch

  • Segmentation lead time drops. Marketing builds a segment in the platform in hours, not by rebuilding spreadsheets each campaign.
  • Exec forums trust the numbers. Finance, ops and CX argue about decisions, not about whose customer count is right.
  • AI pilots inherit clean entities. Agentforce answers from a customer, contract and asset your business recognizes.
A Salesforce Data 360 unified customer profile with lifetime value, propensity and a next best action.
The goal: one profile that every team and every AI agent reads from.Image © Salesforce, Inc., via salesforce.com.

Book a free Data 360 architecture review

The Trusted Profile method

How we deliver Data 360

Our Trusted Profile method: six steps, aligned with how Salesforce describes the product lifecycle. Each step ends with a decision you sign off, so there are no surprises in scope or cost.

You approve the decisions; we do the build. Your team gives us access and a few hours for sign-offs. We do the mapping, configuration, testing and handover.

  1. Discover

    Sources, volumes, compliance context, and use cases. Agree priorities and success measures.

  2. Connect

    Integration patterns per system: contracts, SLAs, error handling, and observability.

  3. Harmonise

    Data model, identity rules, and reconciliation, signed off by business and IT.

  4. Govern

    Policies for classification, consent, retention, and access; embedded in the platform.

  5. Activate

    Segments, insights, and consumption in Salesforce apps, automation, and analytics.

  6. Operate

    Runbooks, ownership, backlog for new sources, so quality does not drop after launch.

At the end you own runbooks, documented identity rules and a backlog for new sources, not a black box. Need help after go-live? Continue with managed services.

Start with a free 60-minute architecture review. An architect replies within one business day, and gives you a written plan you keep either way.

Book the free review

Cost and timing

What it costs and how long it takes

The review is free

A 60-minute architecture review of your Data 360 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.

See plans and pricing

Who we help

Wherever your customer data is today, we meet you there

Small teams, mid-size companies and enterprises. New to Data 360, untangling years of messy data, or needing just one fix. Tap the closest fit and the form at the foot of the page will be ready for you.

Client reviews

What clients say about working with our architects

Verbatim reviews from SynconAI Salesforce and Agentforce engagements across the United States, Australia and globally. Anonymised clients are labelled by sector.

5.0 average · 5 client reviews

 Salesforce Select Partner23+ Salesforce certificationsDelivery across USA, Sydney & India

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.”

SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified

Frequently asked questions

Frequently asked questions

Straight answers about Salesforce Data 360 / Data Cloud and how SynconAI engages.

Salesforce markets Data 360 (often still called Data Cloud in docs) as a unified data platform on the Salesforce Platform. Public materials describe how data is connected from many sources, harmonised into unified profiles and models, governed with policies and consent, then activated across Salesforce clouds for analytics, automation, and AI.

Salesforce’s public pages group the lifecycle into themes such as connect data from applications and warehouses, harmonise identity and reference models, govern usage and compliance, and activate segments and insights for customer experiences and AI. See Salesforce’s Data product home, guide, and how-it-works pages for the latest wording.

CRM holds day-to-day customer records and workflows. Data 360 brings together CRM, finance, marketing, operations, warehouses, and APIs so reporting, segments, and AI draw from one consistent, governed customer data layer.

Duration depends on the number of sources, data quality, and regulatory requirements. A focused pilot can deliver value in weeks; broader rollouts are planned after discovery. SynconAI provides timelines based on scope rather than generic promises.

Yes. Common patterns include APIs, integration platforms (such as MuleSoft), bulk loads, and supported connectors. Each connection should have clear ownership, monitoring, and error handling.

Data 360 harmonises customer profiles and signals for activation inside Salesforce. Governed segments and attributes commonly feed journeys and personalisation in Marketing Cloud (and related Salesforce apps) so campaigns use the same customer facts your analysts trust. What you can enable depends on editions, entitlements, and architecture, SynconAI validates this during discovery.

Yes. Many enterprises keep Snowflake, BigQuery, or similar warehouses while using Data 360 for unified profiles and activation inside Salesforce. Salesforce publishes evolving integration options and licensing guidance by release. SynconAI helps you decide what belongs in the warehouse versus Data 360, then designs sync, ownership, and observability so both stay coherent.

Not exactly. CDP is a broad industry category; Salesforce packages unified customer data as Data 360 (many documents still refer to Data Cloud). Naming and licensing evolve by release, SynconAI aligns vocabulary with your contracts and Salesforce documentation during discovery.

Trusted entities and identifiers, governed fields, consent-aware usage, and freshness or lineage SLAs so predictions and agents rely on facts your business recognises, not one-off extracts assembled for demos.

Typically the warehouse remains the analytical system of record while Data 360 owns unified profiles and Salesforce activation paths. SynconAI documents RACI for ingestion, reconciliation, and monitoring so both coexist without competing truths.

It depends on channels, latency requirements, and existing licences. Some organisations consolidate Salesforce-centric activation on Data 360 and retain specialist tools elsewhere, we map overlap instead of assuming rip-and-replace.

Salesforce, Data 360, Data Cloud, Marketing Cloud and Agentforce are trademarks of Salesforce, Inc. SynconAI is an independent certified Salesforce consulting partner and is not created by, affiliated with, or endorsed by Salesforce, Inc. Product images are reproduced for illustrative purposes; capabilities vary by edition and release.

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