Salesforce Data Cloud: one source of truth about the customer to activate segmentation and AI
We implement Data Cloud to unify your customer data scattered across systems into an actionable 360° view — ingestion, harmonization, identity resolution and segmentation that feed your campaigns, Einstein and Agentforce from a single source of truth. Two-week sprints with live demos and a documented org your team maintains.
What is Data Cloud?
Data Cloud is Salesforce’s customer-data platform (formerly CDP): it ingests, harmonizes and unifies your customer data scattered across systems into a single 360° view you can activate in near real time.
See in detail
We implement it around your real sources: we connect your systems with Data Streams and ingestion through connectors and APIs, map everything to a harmonized data model, and with Identity Resolution we unify the duplicate profiles of the same person into a single trustworthy record. On that foundation we build Calculated Insights (derived metrics and attributes), Segmentation to assemble audiences with the full picture of the customer, and Activations to send those audiences to Marketing Cloud, to paid media and to the systems where they are used. That single source of truth feeds segmentation, Einstein/AI and Agentforce with consistent data, so the AI and the agents respond to the reality of the customer and not to partial data. We automate the repetitive work with Flow and integrate through APIs. We are a software factory founded in 2018, with 50+ resources and 200+ projects delivered (Monterrey, Guadalajara + Texas, 5.0★ verified on Clutch) and a partner within the Salesforce ecosystem: the code and configuration we deliver are 100% yours, in a documented org. Salesforce provides the licensing; we implement. We do Salesforce only.
Six operational reasons, zero adjectives
The code is yours from day one
Repos in your name, documented CI/CD and zero vendor lock-in. If you leave tomorrow, you take it all, running.
WhatsApp API with an official provider
We are a Meta Tech Provider: your WhatsApp Business API line with no middlemen, and chatbots wired to your ERP.
Sprint delivery you can click
A working demo every two weeks and measurable progress. No "it’s 80% done" without something you can click.
AI applied to your operation
LLM agents, RAG over your data and process automation — the same practice we use to run iTech itself.
Real nearshore: Texas + Monterrey
Legal entity in the U.S. (iTech Corp, Texas), contracts under U.S. law, same CST time zone and USMCA.
ERP with CFDI 4.0 invoicing
We implement Odoo with integrated SAT stamping (PAC), client portal and reconciliation — a full operation, not just software.
When you need it
What it includes
Data ingestion (Data Streams)
Connection of your sources —CRM, e-commerce, ERP, marketing— with Data Streams, connectors and APIs, to bring customer data into one place without duplicating the effort.
Data model and harmonization
Mapping of each source to a common, harmonized data model, so fields that mean the same thing talk to each other instead of living in isolation.
Identity resolution
Identity Resolution that unifies the duplicate profiles of the same person into a single trustworthy record, the foundation of the 360° view.
Insights and segmentation
Calculated Insights for derived metrics and attributes, and Segmentation to build audiences with the full picture of the customer, no spreadsheet exports.
Activation
Activations that send those unified audiences and data to Marketing Cloud, to paid media and to the systems where they are used, in near real time.
Foundation for AI (Einstein and Agentforce)
A single source of truth that feeds segmentation, Einstein/AI and Agentforce with consistent data, plus Flow automation and API integration.
How we work
1Discovery
We map your data sources, their quality and their duplicates, and define the harmonized data model and the Data Cloud scope in phases.
2Ingestion and modeling
We connect the sources with Data Streams and connectors, map everything to the common data model and document it, favoring configuration over code.
3Identity, insights and segments
We configure Identity Resolution to unify profiles, build Calculated Insights and assemble the segments your operation needs.
4Activation and integration
We connect the activations to Marketing Cloud, to paid media and to your systems, and lay the foundation for Einstein/AI and Agentforce, automating with Flow and APIs.
5Go-live and stabilization
A controlled launch with two-week sprints and live demos, close post go-live support, fine-tuning and handoff of a documented org to your team.
Tech stack
The tools and platforms we build it with — chosen for your problem, not for hype.
Frequently asked questions
Can't find your question? Talk to an engineer — no sales script.
Contact us →Is Data Cloud the same as a CDP?
Yes, Data Cloud is Salesforce’s CDP (it used to be called Customer Data Platform / Salesforce CDP). It ingests and unifies customer data from multiple sources into a single 360° view you can segment and activate, with the advantage of living inside the Salesforce platform and connecting natively with Sales Cloud, Service Cloud, Marketing Cloud, Einstein and Agentforce.
How long does it take to implement Data Cloud?
It depends on scope —how many sources we connect, the quality of the data and how many duplicates need resolving—. A start with a couple of sources and one key segmentation is considerably faster than unifying your whole ecosystem with many activations. We work in phases and in two-week sprints with live demos, so you see real progress every two weeks and we release value in stages instead of waiting months for a single go-live.
Which data sources can we connect?
Your Salesforce systems (Sales Cloud, Service Cloud, Marketing Cloud) natively, and external systems —e-commerce, ERP, databases, marketing tools— with Data Streams, connectors and APIs. In Discovery we map your real sources and their quality to define which ones come in first and how they are harmonized into a single data model.
How does Data Cloud feed AI and Agentforce?
Data Cloud is the source of truth. By unifying profiles with Identity Resolution and harmonizing the data, Einstein, AI and the Agentforce agents respond to the full reality of the customer instead of to partial data. A good unified data foundation is what makes AI give useful answers; without it, AI just amplifies the mess.
Do the code and configuration stay ours?
Yes: the code and configuration we deliver are 100% yours, in a documented org. We favor configuration over code so your team can maintain the data streams, segments and activations without depending on anyone, and when something needs development —a custom API integration— we do it documented and inside your org. We work Salesforce only within this mini-site.
Request your Salesforce assessment
Three fields and we schedule a session. We tell you honestly what fits and what does not — no invented metrics or inflated partner tier.
More from Salesforce
Get your AI assessment in 3 minutes
No sales meetings. Answer a few questions and get an actionable plan — with the option to book directly with an expert.
Free · 3 minutes · no commitment