Salesforce

What Is Salesforce Customer 360 Data Manager?

August 5, 2022 · 6 min read

What Is Salesforce Customer 360 Data Manager?

Customers expect seamless service across every channel. Salesforce Customer 360 Data Manager delivers a single, unified view to make that possible.

Modern customers expect businesses to deliver seamless service across every channel and department. Salesforce built Customer 360 Data Manager to meet that expectation by providing a unified view of each customer so companies can deliver the connected experience buyers now demand.

How Customer 360 Data Manager Works

The tool assigns a global profile to every unique customer using a hub-and-spoke design. Rather than replicating all data centrally, it creates customer profiles and exchanges data across systems only as needed, keeping information current without heavy duplication.

  • Map data from various cloud schemas to the Cloud Information Model
  • Translate data between clouds using configured mappings
  • Create consolidated customer views based on custom rules

Learning From B2C Leaders

Amazon is a strong example of mastering connected customer experiences, investing in engineering that delivers order confirmations, delivery updates, and personalized recommendations. Salesforce apps help other B2C businesses reach a similar standard, with Marketing Cloud, Commerce Cloud, and Service Cloud each recognized as leaders by Gartner and Forrester research in their respective categories.

Benefits of Implementing It

  • Reduced maintenance costs by eliminating point-to-point integration projects
  • Faster innovation and quicker time-to-value
  • Improved customer experiences across the B2C journey
  • Better service agent productivity and confidence in data
  • Stronger compliance management processes

Implementation Steps

  • Learn, plan, and prepare stakeholders
  • Register clouds and organizations with the system
  • Map, load, and resolve data with matching rules
  • Configure rules for responding to changing events
  • Enable cloud applications for your desired use cases

Conclusion

Customer 360 Data Manager delivers shared customer data across departments, a centralized hub for multiple sources, global identity management, and point-and-click configuration that reduces implementation time. For any organization chasing a truly connected customer experience, it provides the unified data foundation to make it real.

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