Turn Every Interaction
Into Insight
Today’s customers expect personalized, seamless experiences—everywhere. Salesforce Data Cloud makes it possible by unifying data across every touchpoint.
Saltbox Mgmt helps you activate that data to trigger actions, boost productivity, and power AI with confidence—so your customer journey flows from browse to buy to reorder to support.
What your customers get:
Relevant product discovery, every time
Seamless handoffs across service, sales, and commerce
Personalized experiences that feel intuitive — because
they are
A single view that transforms
every touchpoint
They’re known from the first click.
Unified customer profiles deliver relevant content, pricing, and offers instantly.
They receive
proactive help.
Real-time signals trigger Agentforce actions to prevent issues and streamline resolution.
They get consistent support across channels.
From sales to service to self-service portals, customers never have to repeat themselves.
They stick around.
Because a cohesive experience builds
trust — and trust
builds loyalty.
From siloed data to a
connected customer engine
Identity resolution across Salesforce and external data sources
Zero-copy integrations from Snowflake, Databricks, and beyond
Native activation in Marketing Cloud, Commerce Cloud, and Service Cloud
AI-ready data structures for Agentforce and Flow Builder automations
Data Readiness Workshops to kickstart your Data Cloud journey
What unified data actually delivers
Saltbox Mgmt connected SAP and Snowflake to Salesforce CRM Analytics, giving Flexsteel real-time dashboards that track a $52M pipeline —empowering sales leaders with faster decisions and business-wide visibility.
Our team redesigned CRMA dashboards for a leading manufacturer, aligning insights to business priorities, improving data trust, and empowering teams with actionable analytics for sales, marketing, and customer service.
Food Service Supplier
We modernized CRM and analytics tools, eliminating system sprawl and arming teams with timely, actionable insights—turning scattered data into a strategic advantage for smarter, faster decision-making.
No clean data = No useful AI
Data Cloud is the foundation for AI that works. It gives Agentforce the governed, real-time context it needs to take action confidently—whether it’s resolving a case or recommending a product.
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Using Salesforce’s metadata model, Saltbox Mgmt helps you create structured, secure, accessible data that unlocks AI-ready workflows. From RAG-based retrieval to zero-copy access to external lakes, we ensure your data can fuel intelligent automation.
