The document outlines Salesforce Customer 360, an integration solution that centralizes customer data to enhance personalization and streamline business operations. It details features like data unification, advanced audience segmentation, and personalized engagement, as well as the role of the Customer 360 Data Manager in creating unified customer profiles. The implementation steps and benefits include reductions in costs, improved innovation speed, and enhanced customer relationships through better data management.

1. Overview of Salesforce customer 360 through a
Comprehensive Guide
Some common quotes are prevailing among the business word:
“Customer is Boss”
“Every Business Empire is Indebted to Customers”
We have to frequently hear such quotes from every businessman present across the globe.
Why?
It is because we are living in a world where everything functions as per the demand of the
customers. They require companies to offer them a personalized experience that too in a digital
format. Previously, enterprises found it difficult to cope up with the desire of their customers. It
happened because of the presence of the traditional software systems that although were
more familiar, yet severely affect the sales procedure that in turn, presented an incomplete
customer profile.
Though they were accepted at some point in history, they have now become obsolete with
changing global scenarios. Therefore, any business accepting it will drive towards inefficient
systems, furious customers, and losses in business.
But now, it is not the case; all thanks to Salesforce customer 360. It is one of the innovative
Salesforce solutions that are helping the companies to meet the aspirations of their customers
in the most successful way. Therefore the given article will cover the following crucial aspects:
➢ What is Salesforce customer 360?
➢ Features of Salesforce customer 360
➢ What is the Data Manager of Salesforce customer 360?
➢ Implementation of customer 360 data manager
➢ How implementing Salesforce customer 360 data manager is beneficial?

2. Let’s venture more into the exciting world of Salesforce 360!
What is Salesforce 360?
Salesforce 360 is an integration tool that has the responsibility to collect crucial data from the
customers through 3rd party or Salesforce and present them in a unified single view format. It
has a full suite of software services that are customized into a single and central platform called
Salesforce Sales Cloud CRM efficiently. So, it is an all-in-one platform that helps an organization
to get access to new clients, discover and manage the opportunities, focus on streamlining the
procedures to provide a delightful experience to their clients.
Now there is a question: How does Salesforce 360 work? To define it, we have to move through
various use cases that determine the importance of Salesforce rather than merely serving as an
effective CRM system. There are certain solutions provided by Salesforce Customer 360 and
convert it into an all-round functioning platform:
➢ Sales Cloud: Support sales and marketing and customer support
➢ Service Cloud: Offers customer service and support
➢ Marketing Cloud: Coordinate marketing relationships by interacting with customers
➢ Community Cloud: Act as a communication medium between customers and employees
➢ App Cloud: Contains development tools for the creation of custom apps for Salesforce
➢ IoT Cloud: Store and processes IoT type data
Features of Salesforce Customer 360
Numerous features define the functioning of the Salesforce Customer 360:
I. Data Unification & Consent Management
Why companies unify their customers’ data? The answer is to create comprehensive and rich
customer profiles that include known and unknown data. Notable examples are IDs and
cookies. Now with Salesforce consent management, it has become easier to access the
customer's data by gaining their consent through digital advertising and email marketing.

3. II. Advanced Audience Segmentation
With segmentation capabilities, companies can recognize some specific groups to get engaged
with their customers effectively. It can be done in numerous ways such as demography,
engagement history, and other information. One example is that a company can gather data
from web browsing activities for sports enthusiasts who like to purchase sports gear frequently
through online and digital channels. They can even take the help of Salesforce consultants and
devise a strategy to segment them from rest and create a perfect base for their booking
business.
III. Personalized Customer Engagement
Every company wants to have a cordial relationship with its customers. It is possible by active
engagement with them through the marketing of the products and services. After striking
perfect coordination with their customers, companies can deliver a successful and continuous
experience to their customers and brighten their business prospects manifold.
IV. Great Optimization with Einstein Insights
Salesforce is renowned for using Artificial Intelligence (AI) that assists enterprises in analyzing
and understanding ways to have a good engagement with customers to win their loyalty and
enhance their business performance. With the help of given technology, it is easy to
continuously update customer profiles based on their purchasing patterns. In this way, AI can
assist companies in driving towards better customer engagement and utmost satisfaction from
their products.
What is the Data Manager of Salesforce customer 360?
Salesforce Customer 360 Data Manager is a new cross-cloud tool that works for:
➢ Creation of a common profile for multiple systems
➢ Enabling data federation services to access source system data

4. ➢ Eliminating swivel-chair use cases through the inclusion of Salesforce lightning
components
Now a question arises: What Customer Data Manager brings in its kitty? It comes with notable
aspects that include:
a. Vision
The single focus of the Data Manager of Customer 360 is to create a single customer profile as
they start interacting with the brand. It will then offer enterprise real-time customer insight and
allows them to take immediate action to meet their requirements and allow Salesforce to move
towards the goals.
b. Goal
The end goal of customer 360 through Data Manager is to:
➢ Identify and enrich customer profile into a single one
➢ Simplify finding of customer contacts
➢ Creation of easy insight of customer info and take decisive step according to it
c. Common Identifier
A common data model (or identifier) comes with Data Manager to match the different data sets
as per the defined rules. In this way, there is a creation of a common profile that helps in the
conversion of aggregate data into a common identifier called 360 ID.
d. Cloud Information Model (CIM)
It is a modern and open specification present in Data Manager that assists Salesforce 360 to
create a standard platform for effective communication between different data formats. It not
only accelerates digital transformation but also makes integration look easier.

5. Implementation of Customer 360 Data Manager
Now, let us talk about how to implement a customer 360 Data Manager that is essential for the
seamless flowing of data to and from numerous services in a single infrastructure. With the
help of data administrators, they work in tandem with departments to get its smooth
implementation. Here, five crucial steps will be needed for the successful implementation of
Salesforce customer 360 Data Manager:
i. Learn, Play & Get Started
Allow all the stakeholders to be ready to get a better understanding of the customer 360 Data
Manager by taking the help of a reputed Salesforce consulting services and develop a plan to
proceed successfully onto the next step.
ii. Registration
After getting started, the customer must register them in the cloud to avail services of Data
Manager. After registration, each customer is given a unique ID that houses metadata to work
on any cloud or org with ease.
iii. Data Load
The next step is mapping, loading, and moving towards complete resolution of data. The
responsibility of the data load is in the hand of the admin who configures data objects into Data
Manager and generates one customer identity that is known as data load.
iv. Data Sync
The given step focuses on the configuration of data as per the updated rules through admin to
respond well to the continuously changing environment. It is called data sync.

6. v. Enable Use-Cases
In the given step, the admin uses a cloud application to enable certain services as per the
present use-cases. One example is the admin using service cloud to enable lightning web
components in the application.
How implementing Salesforce customer 360 data manager is beneficial?
Numerous benefits arrive with the implementation of Salesforce 360 Data Manager and end in
making an enterprise on a positive note. Notable of them are given in the below section:
1) Not just data, it understands customers in a better way
Whether a customer is changing their email, workplace place, and even city, Data manager
helps to address their physical needs through the use of configuration matching criteria and
offer a single platform where each member of a family or enterprise can find out their needy
items in the most affordable manner.
2) Focus on reduction in overall costs
The most outstanding aspect of Data Manager is that it helps in reducing the maintenance and
implementation costs and how it is done? Through the use of external technology that connects
Salesforce apps and orgs, there is the complete elimination of the point-to-point integration
projects and thus overall costs.
3) Leverage Information in All Systems
Salesforce 360 provides all data in a single system that will benefits other services also.
Moreover, the provision of a unified ID helps in building a cordial relationship with the
customers and leverages their data to improve the functioning of a business. Furthermore, the
provision of a toolkit also helps to strike for a customer to ship from Service Cloud on behalf of
Commerce Cloud efficiently.

7. 4) Great Focus on Speedy Innovation
Data Managers focus more on innovation and make it possible by enhancing its speed and
reduction in the time to value implementing of the management of customers' data. So,
individual customer records are maintained most creatively.
There are some other benefits of Data Manager also and include:
➢ Simple management and creation of a unique profile of customers to serve across the
whole Salesforce ecosystem
➢ Provision of a centralized hub that users can utilize for connecting with multiple data
sources
➢ Provision of high-quality data within and across the connected system
➢ Improvement in the exception handling and compliance management
➢ Improvement in the productivity of service agent
➢ Anticipate B2C customers to have good interactions with companies having multiple
service systems
➢ The setting is done only once as everything is automated
➢ Point-and-Click feature for decreasing implementation time in weeks
Key Takeaways
Thus, customer Salesforce 360 and Data Manager are increasingly getting accepted across
various platforms due to their integration of numerous cloud platforms on a single
infrastructure and offer the customer a seamless integration of Salesforce apps and other data
sources efficiently.