Salesforce · Retail & CPG

Salesforce Data Cloud + Agentforce for a specialty retailer

18% conversion lift · 27% of service contacts resolved by Agentforce

ClientNorth American specialty retailer
Duration9 months
Industry Retail & CPG →

At a glance

Key metrics

18%
conversion lift
27%
of contacts resolved by Agentforce
3x
campaign velocity

Challenge

The situation

Fragmented customer data across marketing, commerce, and service clouds. Agentforce had no trustworthy profile to ground on.

Approach

How we delivered

  1. 01 Built a unified customer graph on Salesforce Data Cloud.
  2. 02 Activated personalization through Marketing Cloud, Commerce Cloud, and Agentforce on a single profile.
  3. 03 Embedded consent and purpose-of-use governance.

Architecture

Solution architecture

Data Cloud as profile backbone. Segments published as Data Actions. Agentforce grounded on customer profile + knowledge articles. Real-time events via Streaming APIs.

Architecture diagram placeholder Data flow across source systems, platform, governance, and activation layers.

Outcomes

Measured results

  • 18% conversion lift on priority personalized journeys.
  • 27% of service contacts resolved by Agentforce.
  • 3x campaign velocity.

Technology

Tech stack

Platform

  • Salesforce Data Cloud
  • Marketing Cloud
  • Commerce Cloud
  • Service Cloud
  • Agentforce

Integration

  • MuleSoft
  • Data Cloud Streaming

“Agentforce finally had a customer to talk to.”

— VP Customer Experience

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