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Unified data, Informatica & Tableau

Data 360 & Analytics

Unify and govern customer data with Data 360 (formerly Data Cloud) and Informatica, and turn it into insight with Tableau.

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Overview

How we approach Data 360 & Analytics.

Leaders need answers they can trust, and frontline teams and AI agents need accurate context. We design data foundations that unify customer information across Salesforce and other systems, including Zero Copy access to your data lake.

With Informatica now part of Salesforce, data quality, cataloging and master data management fit into the same foundation. We deliver the resulting insight in Tableau dashboards and in the flow of work.

Platforms

Data 360InformaticaTableauMuleSoft

What’s included

  • Data strategy and readiness assessment
  • Data 360 ingestion, identity resolution and segmentation
  • Zero Copy access to Snowflake, Databricks and other lakes
  • Data quality, catalog and governance with Informatica
  • Tableau dashboards for operational and executive teams
  • Data grounding for Agentforce agents
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Outcomes

What we design for.

OUTCOME 01

Trusted metrics

One definition of pipeline, case and program performance.

OUTCOME 02

Less data movement

Zero Copy access instead of fragile copies.

OUTCOME 03

AI-ready data

A clean foundation for automation and agents.

Delivery

Research. Design. Deliver. Support.

01

Research

Understand the business, users, data and constraints before proposing a solution.

Stakeholder interviewsCurrent-state reviewSuccess metrics
02

Design

Shape the architecture, data model and roadmap, including where automation and AI add value.

Solution architecturePrototypesRelease roadmap
03

Deliver

Build in short sprints with weekly demos, automated testing and a transparent backlog.

Agile sprintsCI/CD & testingData migration
04

Support

Launch with training and hypercare, then keep improving through managed services.

TrainingHypercareManaged support

Where this fits

Industries we apply this to.

Healthcare & Life Sciences

Connected patient, provider and program experiences, from intake and care coordination to patient support and AI-assisted access.

  • Patient intake and referral management
  • Care plans and care coordination
  • Patient support and hub services
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Manufacturing

Align sales agreements, forecasts, channel partners and after-sales service on one platform connected to ERP.

  • Sales agreements and account-based forecasting
  • Dealer and distributor partner portals
  • Quote-to-order with Revenue Cloud and ERP integration
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High Tech

Scale recurring revenue with connected sales, partner, subscription and customer success operations.

  • Quoting, subscriptions and renewals with Revenue Cloud
  • Partner relationship management
  • Customer success and health scoring
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Related

Explore other practices.

01

Salesforce Implementation

Greenfield builds and re-implementations of Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud and industry clouds, launched with adoption built in.

Learn more
02

Salesforce Managed Services

A dedicated pod of admins, developers and an architect that keeps your org healthy, your agents tuned and your backlog moving.

Learn more
03

Advisory & Org Health

Vision workshops, org health checks, AI readiness reviews and Center of Excellence design that keep Salesforce strategic and governed.

Learn more

Let’s talk

Let’s build what’s next, together.

Whether you need a Salesforce project delivered or a skilled professional on your team, a 30-minute conversation is the fastest way to find the right next step.

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