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Salesforce Clouds

Data Cloud

AQBEE implements Data Cloud to break down data silos and create a unified, real-time customer profile. By ingesting data from CRM, web, mobile, IoT, data warehouses, and third-party sources, Data Cloud enables identity resolution, dynamic segmentation, and AI model activation — powering personalised experiences across Sales, Service, Marketing, and Commerce Cloud.

Capabilities

What We Deliver

Data Ingestion & Harmonisation

Connect and ingest data from any source — Salesforce orgs, databases, data lakes, streaming APIs, and third-party platforms — with automated schema mapping and transformation.

Identity Resolution

Resolve customer identities across disparate systems using deterministic and probabilistic matching rules, creating a single unified profile from fragmented records.

Real-Time Segmentation & Activation

Build dynamic audience segments that update in real time and activate them across Marketing Cloud journeys, Commerce Cloud personalisation, and advertising platforms.

Calculated Insights & AI Features

Create calculated insights (lifetime value, engagement scores, churn propensity) and use them as features in Einstein AI models across all Salesforce clouds.

Data Sharing & Lakehouse Integration

Share unified profiles with Snowflake, Databricks, or BigQuery via zero-copy data sharing, and bring external model predictions back into Salesforce workflows.

Real-World Applications

How We Apply It

1

Real-Time Personalisation for Financial Services

A bank ingests transaction feeds, web clickstream, and branch visit data into Data Cloud to create real-time customer profiles that power personalised product recommendations in the mobile banking app.

Key Highlight

Data Cloud calculated insights feed Einstein AI models that predict next-best-product, while real-time segments trigger personalised in-app messages via Marketing Cloud.

2

Unified Patient Profile for Healthcare

A health system unifies EHR, claims, wearable, and social determinants data in Data Cloud, giving care teams a complete patient view that improves care coordination and reduces readmissions.

Key Highlight

Identity resolution merges patient records across 15 facilities, while Einstein Discovery models trained on unified data predict readmission risk.

3

Customer Data Platform for Retail

A multi-brand retailer consolidates POS, e-commerce, loyalty, and social data in Data Cloud, enabling cross-brand audience activation and reducing customer acquisition costs by 35%.

Key Highlight

Data Cloud real-time segments activate across Marketing Cloud, Commerce Cloud, and Google/Meta advertising platforms simultaneously.

Case Studies

Data Cloud Success Stories

See how we've delivered measurable results with Data Cloud.

Digital Wealth Advisory Platform for Private Banking
72% reduction
Client Onboarding Time
Financial Services

Digital Wealth Advisory Platform for Private Banking

Pinnacle Wealth Partners

Pinnacle managed $14B in AUM across 200 relationship managers but relied on a 12-year-old CRM supplemented by Excel-based portfolio reviews and manual compliance workflows. Client onboarding took 11 days on average, advisors lacked real-time portfolio visibility, and the firm was losing high-net-worth clients to digitally native competitors offering superior client experiences.

Financial Services CloudData CloudEinstein DiscoveryExperience Cloud
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Legacy Data Warehouse to BigQuery: Real-Time Analytics for 200M+ Records
24 hrs → Real-time
Data Freshness
Logistics & Supply Chain

Legacy Data Warehouse to BigQuery: Real-Time Analytics for 200M+ Records

TransGlobal Logistics

TransGlobal's legacy on-premise data warehouse was hitting capacity limits with 200M+ shipment records, overnight ETL jobs running 14 hours, and analysts waiting until noon for yesterday's data. The BI team maintained 400+ reports in an ageing Cognos installation, with no self-service capability. Real-time visibility into shipment status, fleet utilisation, and supply chain disruptions was impossible, leaving operations teams reactive instead of proactive.

Google BigQueryDataflowLooker StudioVertex AI
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Building a Patient 360 Platform for a Multi-Hospital Network
31%
Readmission Rate Reduction
Healthcare

Building a Patient 360 Platform for a Multi-Hospital Network

CareVista Health Systems

CareVista operated 12 hospitals and 80+ outpatient clinics with patient data siloed across three separate EHR systems, a legacy CRM, and dozens of departmental spreadsheets. Care teams lacked a unified view of patient interactions, leading to duplicated tests, missed follow-ups, and a 14% readmission rate that was well above the national benchmark.

Health CloudData CloudMuleSoftEinstein AI
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