Data That Drives Decisions
Your Salesforce org contains valuable data—but without proper architecture, reporting, and analytics, that data stays locked away. We design data strategies that surface insights when you need them.
From Data Cloud implementations to custom dashboards and complex data models, we build analytics solutions that scale with your business.
Salesforce Data Cloud
Unify data from Salesforce, external systems, and third-party sources into a single, real-time customer profile. Data Cloud powers personalization, AI, and analytics across your entire technology stack.
Data Ingestion & Integration
- Connect CRM, ERP, marketing platforms, and external databases
- Real-time and batch data ingestion
- Data harmonization and identity resolution
- API-based and file-based data loading
- Cloud storage integration (S3, Azure, Google Cloud)
Data Modeling & Governance
- Unified customer data model design
- Data quality rules and validation
- Master data management strategies
- GDPR and compliance frameworks
- Data retention and archival policies
Activation & Analytics
- Calculated insights and predictive scores
- Segmentation and audience building
- Real-time personalization
- AI model training data preparation
- Cross-cloud activation (Marketing, Service, Sales)
Use Cases We Deliver
- 360-degree customer views
- Next-best-action recommendations
- Customer lifetime value analytics
- Churn prediction and prevention
- Campaign performance measurement
Tableau CRM (Einstein Analytics)
Build interactive dashboards and predictive analytics directly in Salesforce. Tableau CRM combines the power of analytics with the simplicity of Salesforce, putting insights in the hands of every user.
Dashboard Development
- Executive dashboards with KPIs
- Sales performance analytics
- Service metrics and SLA tracking
- Marketing ROI and campaign analysis
- Custom industry-specific dashboards
Data Preparation & Modeling
- Data flow creation and optimization
- Multi-source data blending
- Historical trending and snapshots
- Calculated fields and transformations
- Performance tuning for large datasets
Predictive Analytics
- Einstein Discovery model building
- Forecasting and trend analysis
- Anomaly detection
- What-if scenario planning
- Automated insight generation
Embedded Analytics
- Dashboards embedded in record pages
- Component-level analytics
- Mobile-optimized views
- Role-based access and security
- Drill-down and filtering capabilities
Custom Reports & Dashboards
Not every analytics need requires Data Cloud or Tableau CRM. Sometimes you need well-designed Salesforce reports and dashboards that deliver the right information at the right time.
Report Design
- Tabular, summary, matrix, and joined reports
- Cross-object reporting with filters
- Conditional formatting and bucketing
- Custom report types for complex queries
- Scheduled reports with email distribution
Dashboard Development
- Lightning dashboard components
- Dynamic dashboards with running user context
- Chart types optimized for data visualization
- Dashboard filters and interactivity
- Mobile-responsive layouts
Reporting Best Practices
- Report folder organization and governance
- Performance optimization for large data volumes
- Standardized naming conventions
- User training and documentation
- Report subscription management
Use Cases
- Sales pipeline and forecasting reports
- Service case analytics and SLA compliance
- Opportunity conversion funnels
- Activity tracking and rep productivity
- Customer engagement metrics
Data Modeling & Object Architecture
A well-designed data model is the foundation of scalable analytics. We architect Salesforce objects, relationships, and data structures that support both operational efficiency and analytical flexibility.
Object Design
- Custom object design for complex requirements
- Master-detail and lookup relationship strategies
- Junction objects for many-to-many relationships
- External objects for real-time external data
- Big objects for high-volume historical data
Data Quality & Governance
- Validation rules and data integrity controls
- Duplicate management strategies
- Data normalization and denormalization
- Field-level security and sharing rules
- Audit trails and field history tracking
Performance Optimization
- Index strategy for query performance
- Roll-up summary field optimization
- Data skew detection and remediation
- Archival strategies for aging data
- Query optimization and SOQL tuning
Migration & Transformation
- Data migration planning and execution
- Legacy system data mapping
- ETL process design
- Data cleansing and enrichment
- Post-migration validation and reconciliation