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Marketing

What Is Salesforce Customer 360 Data Manager?

Today’s customer expects your business to deliver connected experiences across channels and departments — and you want to meet their expectations. Learn how.

At Connections ’19, Salesforce added to its offerings for building a single source of truth to include an enterprise-grade customer data management and activation platform to build a unified profile of each customer and deliver hyper-personalized engagement across marketing, commerce, service, and beyond. To read about those capabilities, read this blog post.

Today’s customer expects your business to deliver connected experiences across channels and departments — and you want to meet their expectations. On the back end, these experiences span siloed organizations, processes and infrastructure across a number of teams, from marketing and commerce to sales and service. Easier said than done, right? To help you keep up with customer demands, we created Salesforce Customer 360 Data Manager.

Customers of Salesforce B2B products have all their information in one place — a single data model for marketing, sales, B2B commerce, and service. This enables marketing teams to see how their campaigns turn into leads, opportunities, pipeline, and sales. Sales reps can view support cases before they go into a meeting, and support reps can see open sales opportunities. Additionally, customer account hierarchies and detailed contact information provide even deeper visibility.

Sales Cloud, Service Cloud, Pardot, B2B Commerce, CPQ, Community Cloud, Health Cloud, Financial Services, and Lightning Platform all use the same data model, called Standard and Custom Objects. Not only do they work together, but the data is also available in Einstein Analytics and the Salesforce Mobile app — which means you have a unified view of your customer to help you deliver the connected experience they expect.

Illustration of the Lightning Platform Standard and Custom Objects

Business to consumer

In the B2C world, Amazon has mastered the connected customer experience. After you order, you receive emails and SMS messages that confirm your order and provide delivery updates. And based on your purchase history, you get relevant product recommendations on the website and mobile app. If you have a support issue, you can create a case and an agent will have the context they need to quickly resolve your issue.

Amazon created a connected customer experience with an army of engineers. Traditional retail, CPG, banking, government agency, and pharmaceutical companies struggle to deliver this type of experience because they haven’t invested in engineering in this way. To address this issue, we looked at areas where we could combine our products and services to serve as that army of engineers for our customers.

Salesforce apps for B2C

We have leading apps for B2C engagement across Marketing, Commerce, and Service:

By themselves, they serve their purpose. But, it can be challenging to connect each cloud.

Illustration of connecting each cloud

For example, in Sales and Service Cloud, B2C customer records are represented as Person Accounts Objects. In Marketing Cloud Email and Mobile Studio (f.k.a. ExactTarget) subscriber tables are called Data Extensions. In Commerce Cloud (f.k.a. Demandware) customer tables are called Customer Records. It’s up to the system architect to tie them together, resolve multiple records of the same customer across systems, and then roll out connected experiences. But — there’s hope. Read on.

Salesforce Customer 360 Data Manager

Salesforce Customer 360 Data Manager is a new cross-cloud technology initiative that makes our B2C Marketing, Commerce, and Service products work better together.

With Customer 360 Data Manager, administrators register their various instances of Marketing Cloud, Commerce Cloud, and Service Cloud and then map customer records from Service Cloud Person Accounts*, Marketing Cloud subscribers (Data Extension), and Commerce Cloud Customer Profiles into one, unified view of the customer.

Image of the data manager home

That unified view is what will enable you to offer the customer experience your customers expect.

Screenshot of c360 data mapping

And Customer 360 Data Manager does customer resolution – it assigns a unique ID to each person so it can stitch together multiple records of that person across different systems. For example, if John Doe is a customer record in Marketing Cloud, another record in Commerce Cloud, and another record in Service Cloud, the system knows that John Doe is one person, not three people, so we can engage him accordingly.

Screenshot of c360 profile rules

Rather than replicating all of the related data (like cases and order history) into a central place, which it does not do, Customer 360 Data Manager creates and stores a customer profile and acts as a hub that exchanges data and events across the systems at the time of need.

Connected customer experiences powered by Customer 360 Data Manager

To ensure you can deliver connected experiences to all of your customers, we’re building out-of-the-box, cross-cloud features, and experiences that use Customer 360 Data Manager.

For example, Service Cloud Agent Console will include a set of pre-built Lightning components that will surface a unified customer profile, Commerce Cloud order, and shopping cart data. And Marketing Cloud will generate abandoned shopping cart journeys, triggered by the Commerce Cloud.

Image of the c360 customer profile

Next steps

Our immediate goal is to help you deliver “Amazon-like” experiences to your customers by giving you the tools to build a single, unified view of your customer. However, it’s important to state this isn’t our entire goal for Salesforce Customer 360 Data Manager. In the future, we’ll roll out solutions to address how data is kept clean across multiple environments — along with how this affects partners and systems integrators. We’ll also focus on how we can improve Salesforce integrations on the B2B side, especially those with multi-org deployments, to optimize efficiency and ease of use.

Here’s to a future of living up to customer expectations.

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