Harmonized customer identities across disparate online storefronts, in-store POS hardware, and CRM data using Salesforce Data Cloud identity resolution, real-time purchase APIs, and consolidated segmentation models.
How we bridged isolated store registers, web checkouts, and Salesforce CRM records into an automated customer data model.
Customer data was split across an e-commerce platform, physical POS registers, and Salesforce CRM, preventing teams from having a single customer view.
Marketing could not segment audiences using recent digital shopping cart interactions or historical purchase transactions from the e-commerce platform.
Pervasive duplicate records and mismatched profile keys distorted customer lifetime value metrics and made channel attribution reporting unreliable.
Configured Data Streams to ingest raw transactional data from online stores and brick-and-mortar POS units into the Cloud Information Model (CIM).
Implemented deterministic exact-match (email, normalized phone) and probabilistic fuzzy-match rules to unify duplicate records into a Unified Individual ID.
Embedded unified profile cards across Sales Cloud, Service Cloud, and Marketing Cloud, surfacing cross-channel order history and customer loyalty tier.
Built two-way REST event streams ingesting real-time cart checkouts, order item SKUs, shipment fulfillment, and refund updates.
Constructed automated deduplication schedules and multi-dimensional segment builders based on RFM (Recency, Frequency, Monetary) purchase indicators.
Deployed executive reporting comparing online vs in-store basket size, omnichannel shopper retention rates, and unified lifetime value (LTV).
Consolidated online buyers and offline store shoppers into a single source of truth, cutting duplicate records by 38% across the enterprise.
Marketing activated hyper-targeted segments using combined purchase history (e.g., in-store footwear buyers targeted with online accessory drops).
Delivered unified attribution and reliable executive dashboards showing actual omnichannel customer lifetime value without duplicate order counting.
Click through each stage to inspect ingestion streams, identity resolution matching, and unified profile activation.
API connectors ingest e-commerce carts and store POS receipt streams.
Maps source records to Data Cloud standard objects (Individual, Contact Point).
Exact email and phone matching creates Unified Individual Link pairs.
Activates RFM segments and Customer 360 layout panels in Salesforce.
Capturing online checkouts and POS store registers via streaming APIs
Salesforce Data Cloud connectors ingest real-time orders from headless e-commerce store endpoints alongside batch POS transactions from physical store servers.
{
"source_system": "Shopify_Plus_Store",
"external_customer_id": "CUST-98412",
"email": "alex.taylor@example.com",
"order_id": "ORD-2026-88192",
"total_amount": 249.50,
"currency": "USD",
"channel": "Online_Storefront",
"timestamp": "2026-09-21T18:42:10Z"
}Toggle customer channels to observe real-time identity consolidation and active marketing segments.
De-duplication efficiency across 6 consecutive operational months
Streaming Ingestion & CIM Harmonization
Deterministic & Fuzzy Match Rules
Sales, Service & Marketing Consoles
Bi-directional Orders & Cart Sync
This is an anonymized, illustrative scenario built from the kind of Salesforce work described in our services — client identity and project details are withheld under NDA.