Assess and connect
Inventory source systems, evaluate data quality, and define ingestion and access patterns that fit your architecture.
Data Cloud / Data 360
Better customer experiences start with connected data.
Bring customer data together, agree on what it means, and put it to work across Salesforce, analytics, and agents.
Your data is everywhere. Your teams need one usable picture.
Disconnected customer records make personalization difficult and give agents incomplete context. We start with a business use case, identify the data it requires, and design a governed foundation that can grow with you.
What we deliver
Unify and govern
Design data models, identity rules, consent handling, and access controls with clear ownership.
Activate and measure
Create audiences, calculated insights, and activation flows. Agree on adoption and business measures before rollout.
An illustrative use case
Give service teams context before the conversation begins.
Connect relevant account, purchase, and service history so teams can understand a customer’s situation without moving between systems. Define which information an agent may use and when a person should take over.
The final design depends on your systems, permissions, licensing, and agreed scope.
A practical starting point
Start with a data-readiness assessment.
What you can expect
A prioritized use-case roadmap, source-to-target design, configured data foundation, validation results, and an activation plan.
Architecture & implementation
From source records to usable agent context.
A data implementation needs explicit decisions about freshness, identity, semantics, access, and consumption—not just a list of connected sources.
Data 360, ACE & headless context
Data 360, formerly Data Cloud, now emphasizes Agent Context Engine (ACE), persistent memory, and headless access alongside customer profiles. We assess which context belongs in structured records, documents, or retained interaction history. Data 360 capabilities ↗
Ingestion and federation design
We map source entities, refresh requirements, ownership, and reconciliation rules. Assess supported Zero Copy options for Snowflake, Databricks, and BigQuery against ingestion. Our design records query performance, source availability, access boundaries, and consumption assumptions; Zero Copy is not a blanket promise of zero cost or zero processing.
Identity and activation contracts
Our implementation scope defines record keys, matching rules, conflict resolution, consent handling, and deletion propagation. We specify the exact attributes and business conditions needed by each segment, calculated insight, or downstream action before building.
Retrieval and semantic grounding
We design a representative question set, expected supporting evidence, access filters, and freshness checks for agent context. Retrieval quality is evaluated separately from the quality of the model’s answer. Business terms and metrics are reviewed with the teams that own them.
Production acceptance
We propose source-to-target reconciliation, duplicate-profile checks, freshness thresholds, negative permission tests, and consumption baselines. Handover includes source mappings, identity decisions, activation contracts, and a failure-recovery runbook.
Frequently asked questions
Clear answers before we begin.
What is Salesforce Data 360?
Data 360 is the current name for Salesforce Data Cloud. It unifies or federates enterprise data and supplies governed business context to Salesforce applications, analytics, workflows, people, and AI agents.
Does SilverSoft support Data 360 Zero Copy architecture?
SilverSoft can assess supported Zero Copy patterns for platforms such as Snowflake, Databricks, and BigQuery. The final design depends on source compatibility, freshness, performance, governance, licensing, and the intended workload.
How does SilverSoft validate a Data 360 implementation?
Validation can include source reconciliation, identity-resolution tests, duplicate-profile analysis, data freshness checks, consent and permission tests, calculated-insight comparisons, and activation acceptance criteria.