Improving Customer Relationships through Salesforce’s Customer Data Platform
The era of the Customer Data Platform (CDP) is upon us. Marketers finally have a purpose-built database to centralize all of their marketing needs.
CDPs bring a wealth of opportunities to marketers. A CDP combines customer data from different sources in one place. You can get a much more comprehensive view of your customers’ wants and needs.
The relationships you form with your customers are built on a series of touchpoints. Specifically, the Salesforce CDP lets you collect and unify all your customer data so you can humanize every moment of the customer journey with the trust and consent of your customers. Start by connecting data from all your systems (marketing, sales, service, or e-commerce). You can also add external sources through MuleSoft, Google Cloud Platform, AWS, or AppExchange. Consider that each system might have a different way of identifying the same customer.
Implementing a CDP
First, you must map your data to the industry standard Cloud Information Model, so it can be harmonised no matter what format it comes in. Then Salesforce CDP matches and merges billions of identities to form unified profiles, creating a single source of truth for each customer. You can enrich your customer profiles with partner data or by adding metrics like lifetime value score so you can make the most of each segment. Then, you can build audiences, letting AI suggest the most powerful segments to target. You can also run segment analytics to understand your reach.
Now that you know your customers better, you can easily take action. You can reach them on any advertising, messaging, or engagement platform with the most relevant content at that moment, based on their engagement with your brand. You can even connect your audiences to thousands of apps in the Salesforce AppExchange to create meaningful moments across web, mobile, connected TV ads, and more.
Finally, get actionable insights from across your organization in any business intelligence tool like Datorama or Tableau. In this way, your marketing actions perform at their best: building trusted customer relationships and growing revenue.
Create a single source of truth to humanize every moment with Salesforce CDP.
Get started today!
If you have doubts about bringing all your data together, let us help. Our Salesforce experts are standing by to add value to your strategies. Click here to get in touch.

The BigQuery Intelligence tool was built to help the data warehouse/lake architects/administrators/custodians manage house-keeping activities regarding datasets, tables and views and optimize these same objects. Many of our larger and very large customers have 100’s of datasets and 100’s of tables and 100’s of views within each dataset making it very challenging to keep on-top of house-keeping activities. BigQuery offers data lake administrators a simple visual interface to list datasets, tables and views. The BigQuery explorer panel interface allows you to collapse tables and views under their given dataset simplifying the visualization.
But the BigQuery Explorer does not offer data lake administrators a simple visual interface to understand usage statistics regarding datasets, tables and views; this is where BigQuery intelligence collects underlying data previously collected by the GCP + BigQuery environment and offers visualizations to understand the usage patterns across the nodes in the data warehouse. The Data Scientists and Data Engineers at Making Science had a look and determined that a tremendous amount of data lake usage statistics are available in GCP but missing an easy means to retrieve the data and visualize the usage patterns in the data lake. The team decided to apply Sankey visualizations built using Python and D3 to the problem to facilitate understanding the usage patterns between the nodes (datasets, tables, views and jobs/queries) in the data warehouse.
As the team worked with some very large data lakes they quickly found it necessary to allow data custodians to apply filters to limit views of the data lake to make the Sankey diagram more readable. Most typically they would select logical groupings of datasets to give a complete view but without making the visualization undecipherable. BigQuery Intelligence actually allows filtering both on datasets and tables.
The team also found that by including the possibility to define color based on criteria; by default, the color criteria is “dataset” so that each dataset is distinguished by a specific color in the Sankey visualization.
The team decided to include a “change color criteria” filter, where we can choose between additional criteria including: bytes, jobs, inherited jobs, recency and inherited recency. With this kind of plot, we can check if there exist inefficient nodes in the data lake.



Tracking via App / Browser APIs Facebook and other platforms will now have to use a new framework that imposes restrictions and could delay the notification of events. Previously instant reporting for app conversion campaigns could now be delayed up to three days with the newly adopted SKAdNetwork API (SKAN API).
The hyperdigitalization of the population comes at a time of changes in the digital sector. Surely you have heard of a world without cookies. Well, it’s not exactly how you imagined them. Of course, any company that intends to continue growing digitally needs to prepare today if it wants to continue working as they have done so far with their campaigns, getting this type of insights to develop strategies seeking the highest profitability thanks to personalization. Within a year Google will disable third-party cookies in your Chrome browser. In this way, it will join what Apple is already doing today with Safari, Mozilla with Firefox and Microsoft with Internet Explorer, or Facebook. The final countdown begins. Blocking these cookies alters the landscape of digital advertising, which currently relies on third-party cookie data for personalization. But do not spread panic. There are
The fuchsia dot represents the number of unique visitors on the day that, for example, a certain marketing campaign started, which we will refer to as an impact event. Suppose we have our same website in other countries such as Italy and Portugal (control groups), where the impact event has not occurred:
With the Causal Impact algorithm we could create a model based on the data of unique visitors from these countries to project the expected values in the same period of time in Spain. Acting as a base series and indicating the number of unique visitors that we would have expected in Spain, in case the campaign had not been carried out. Shown as the purple line below:
Once we obtain this base series, we can calculate the differences between the two time series, the real values for Spain and the estimated values if the impact event had not occurred. And so, consider the difference as the real impact of the event, as represented by the purple line in the following figure:
Or on the other hand, accumulate the series to be able to see the total impact up to any given date. The fuchsia line below represents this:
In this way, we can measure the ROI (return on investment) of said campaign in a much more fair way, even when we are not sure if the event was the only source of impact. The Causal Impact algorithm helps to obtain this information quickly so that you can adjust any action in a timely manner with confidence.
The two previous series do not have the modes positioned at the same moment, but just by observing them you can see that there is a high “correlation” between them. The highs and lows of the purple line come a little later than those of the fuchsia line. Therefore, calculating the distances one by one along the time axis would ignore the offset and could label these two series as different rather than similar. The DTW technique allows one-to-many mapping to be carried out, calculating the distances of one time series with respect to another, taking into account the possible temporal displacements that could exist between the two (cross correlation). As shown in the following figure:
By using this algorithm we can calculate the distance between these two lines even if there is a time shift, and therefore we can consider that they are more similar or “correlated” than they could have been without it. Other cases that DTW corrects is to determine that there is a correlation between two series, even if one is contracted or dilated with respect to the other. We can basically use the DTW algorithm to find the control groups most similar to the test group and pass them to the Causal Impact algorithm as predictors, and then let the algorithm do its work!