Build · 4 weeks
Salesforce Data Cloud Foundation
Azure-Salesforce Data Cloud integration deployed in 4 weeks. Bidirectional data sync, customer 360 profiles, AI-powered lead scoring, and governed pipelines connecting Databricks, Snowflake, and AWS S3 to Salesforce CRM.
View foundation on GitHubWeek 1 — Design
- Integration pattern selection (MuleSoft vs Data Factory)
- Customer 360 data model design
- Salesforce Data Cloud connected app and OAuth configuration
- Data mapping — source systems to unified customer profile
- Security model — Key Vault, private endpoints, consent management
Weeks 2-3 — Build
- Azure infrastructure via Terraform (ADLS Gen2, Data Factory, OpenAI)
- Salesforce-to-Azure ingestion pipelines (CDC or Bulk API)
- dbt models — staging, customer 360, lead scoring marts
- Azure OpenAI enrichment — lead scoring and next-best-action
- Azure-to-Salesforce writeback for enriched data
Week 4 — Operationalize
- Pipeline monitoring and failure alerting
- Data quality checks on customer profiles
- Cost management — compute policies, API call budgets
- Runbook and knowledge transfer
- Roadmap for additional Salesforce objects and data sources
Deliverables
What you walk away with
Bidirectional Data Sync
Salesforce ↔ Azure pipelines running in production — CDC or batch, your choice.
Customer 360 Profiles
Unified customer view in your data lake combining Salesforce, ERP, and behavioral data.
AI Enrichment
Azure OpenAI lead scoring and next-best-action models integrated into Salesforce workflows.
dbt Transformation Layer
Governed dbt models from staging through marts — compatible with Databricks, Snowflake, or Fabric.
Integration Framework
MuleSoft or Data Factory patterns — reusable for additional Salesforce objects and sources.
IaC Codebase
Terraform — version-controlled, documented, and owned by your team.
Ready to unify your customer data?
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