Salesforce Data Cloud Consulting and Implementation Services

• Identify key project stakeholders and Data Cloud users.
• Clearly document your business requirements.
• Determine your data sources and how they will integrate with Data Cloud.
• Ensure access to these data sources is secured.
• Decide on your data model—standard, custom, or a hybrid approach.
• Establish identity resolution rules to create unified profiles.
• Define the audience segments you aim to create and identify the necessary data to build them.

• Assign Marketing Cloud admin and admin roles within a Marketing Cloud Enterprise parent account. Secure admin or owner permissions for AWS directory modifications, essential for data ingestion and management.

• Familiarize your team with Data Cloud’s guidelines, limitations, billing impacts, and brand management.
• Decide on a data strategy, considering the data model concepts.
• Review and analyze your existing data sources.
• Plan for the creation and use of unified profiles.
• Designate an admin for Data Cloud setup.
• List all users and define their required permissions. Identify your segmentation goals.

• Access Data Cloud through the App Launcher once enabled.
• Utilize tabs like Data Streams, Data Lake Objects, Data Model, Data Explorer, Profile Explorer, and Identity Resolutions for various functionalities.
• Set up Calculated Insights for enhanced data analysis and segment creation.

• Configure and Connect: Update permission sets, provision the Data Cloud account, create users, and establish data source connections.
• Ingest, Map, and Model Data: Import datasets, extend schema via formula fields, define your data lake objects, and map these to your data model objects ensuring cohesive, source-agnostic views.
• Create Identity Resolution Rulesets: Key to developing unified customer profiles, configure matching and reconciliation rules.
• Segment and Activate: Define activation targets, segment your data using drag-and-drop functionality, publish and activate segments, and utilize these in marketing campaigns, e.g., through Journey Builder.

• After setting up, continuously monitor and optimize your data model and segmentation strategies. Engage with the community and Salesforce support for insights and assistance.
• For a deeper understanding and to explore more about setting up and maximizing the benefits of Salesforce Data Cloud, refer to the full implementation guide

Einstein 1 Studio is a set of low-code and no-code tools offered by Salesforce to customize and extend the capabilities of the Einstein AI platform. It empowers users, particularly those without extensive coding experience, to

• Personalize the Einstein Copilot

  This AI assistant, embedded within Salesforce, can be tailored to your specific workflows. Think of it as a virtual assistant that understands your business terminology and can answer questions, automate tasks, and surface relevant information directly within the Salesforce interface.
• Build Custom AI Actions

  Einstein 1 Studio empowers you to create functionalities that automate repetitive tasks or processes. This could involve generating reports, updating data fields, or triggering specific actions based on pre-defined conditions.
• Develop or Import AI Models

  The platform allows you to leverage the power of pre-built AI models or even create your own. These models can analyze data, identify patterns, and generate predictions, providing valuable insights to inform decision-making.

• Copilot Builder

  This tool enables the creation of custom actions for the Einstein Copilot, allowing users to automate specific tasks or access information directly within the Salesforce interface. Imagine setting up an action to automatically send personalized birthday greetings to customers or schedule follow-up meetings based on specific triggers.

Image source: Salesforce

• Prompt Builder

  Users can design and activate prompts within workflows, guiding users towards specific actions or decisions based on the context. For example, a prompt might suggest relevant knowledge base articles or next steps when a customer service representative is dealing with a specific issue.

Image source: Salesforce

• Model Builderd
  This feature empowers users to build or import various AI models, extending the analytical capabilities of the Einstein platform. This opens doors to advanced tasks like lead scoring, churn prediction, or even product recommendation engines.

Image source: Salesforce

• Salesforce Data Cloud marks a significant leap towards productivity optimization and deeper customer engagement in the pharma sector. These technologies promise not just incremental improvements but a fundamental enhancement of how pharma companies operate and thrive in an increasingly complex landscape.
• For pharmaceutical companies looking to explore the potential of AI and Salesforce Data Cloud in transforming their commercial strategies, the journey begins with understanding and integrating these technologies into their core requirements.

Teqfocus CTO Jas Kaur and seasoned healthcare leader Rahul Chatterjee discuss data and AI in pharma.

• Unified Patient Profiles
  Aggregate data from multiple sources into a single, comprehensive view of each patient. This holistic approach ensures caregivers have access to the full spectrum of patient information, from medical history and treatment plans to preferences and social determinants of health.
• Enhanced Data Security
  With robust data protection measures in place, Salesforce Data Cloud ensures sensitive patient information is securely managed, maintaining privacy and compliance with healthcare regulations.
• Streamlined operations
  Automate administrative tasks and streamline workflows to reduce overhead and allow caregivers to focus on what matters most—patient care. Real-time data analytics provide insights into operational efficiencies, resource allocation, and care delivery optimization
• Predictive Analytics
  Predictive Analytics for Proactive Care
Utilize advanced AI and machine learning algorithms to analyze patient data, predict health trends, and identify at-risk individuals. This proactive approach enables early intervention, customized care plans, and improved health outcomes.

• Personalized Patient Engagement

  Engage patients with customized care experiences that address their unique needs, enhancing satisfaction and loyalty.
• Improved Care Coordination
  Facilitate seamless collaboration among care teams, specialists, and family members through integrated communication tools and shared access to patient profiles.
• Data-Driven Decision Making
  Make informed decisions based on comprehensive analytics, from patient care strategies to business operations, driving effectiveness and growth.
• Scalability
  Whether you’re a startup or a large enterprise, Salesforce Data Cloud adapts to your organization’s size and needs, ensuring you have the tools to grow and evolve in the home health landscape.

• Salesforce Data Cloud

  helps organizations embrace a data-centric approach, offering them an opportunity to unlock new levels of personalized care, operational excellence, and patient satisfaction.
  Discover how Salesforce Data Cloud can revolutionize your home health services. Explore the possibilities, and join us in leading the charge towards a healthier, more connected future.

Teqfocus CTO Jas Kaur and seasoned healthcare leader Rahul Chatterjee discuss Salesforce Data Cloud in Home Health

• 360-Degree Customer View for Personalized Services
  Provides a holistic view of each customer to offer personalized insurance products and services.
• Risk Management & Compliance
  Analyzes data to identify unusual patterns and potential fraudulent activity.
• Drives data-driven underwriting
  Analyzes vast datasets to develop accurate risk assessment models and personalized insurance premiums

• Data Cloud Certified Expertise: Our team boasts our Chief Technology Officer (CTO) with a proven Data Cloud certification, demonstrating a deep understanding of the platform’s capabilities.
• Experienced Team of 20+ Data Cloud Certified Professionals: We house a team of over 20 certified Data Cloud experts who possess the experience and knowledge to guide you through every step of the process.