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Salesforce Data Cloud + AI + Tableau

Easily connect, analyze, and visualize your data with AI-driven insights and Tableau’s interactive dashboards — turn insights into action and fuel business growth.

Harmonize your data to build a single,  360-degree view of every customer

Data Cloud is Salesforce's hyperscale data engine that consolidates structured and unstructured data into a unified view of the customer, enhancing Customer 360 and Agentforce. It equips agents with proprietary data and automates workflows using advanced analytics and AI, while offering low-code and pro-code tools for easy data access. This promotes self-service, informed decision-making, and innovation across teams.

Data Cloud eliminates data silos by unifying all your information, providing teams with a clear view of organizational insights. It helps achieve comprehensive customer understanding by consolidating various datasets—like telemetry, web engagement, and unstructured data—into a single, accessible model. This unified perspective empowers Sales, Service, and Marketing teams, enhancing personalized customer experiences and enabling data-driven actions and workflows across Salesforce applications while securely integrating AI.

Data Cloud makes  every cloud better

Our Salesforce® Data Cloud Services

Take control of your data journey with our personalized Data Cloud services—explore what’s possible!

Data Cloud Consulting

Our Salesforce Data Cloud Consulting services enable organizations to leverage data to make informed decisions. We evaluate your needs and create customized data strategies targeting areas where data can make the most significant difference. By bringing data together and aligning it, we help you gain actionable insights. This prepares your business for future growth and innovation through scalable AI and data-driven strategies.

Data Cloud Implementation

Looking to improve your data? We take care of everything from planning and gathering data to organizing and using it. Our data cloud experts help create a complete view of your customers so you can find insights and take action at every interaction. With careful testing and easy deployment, we ensure your business can enhance its marketing, sales, and service strategies using AI and data analytics.

Data Cloud Integration

Make your data integration easier and establish your growth strategies! Our Salesforce Data Cloud Integration experts expertly connect your data ecosystem using sophisticated tools such as APIs, ETL processes, and ready-made connectors. We combine data from CRMs, ERPs, various Salesforce Clouds, and other platforms to deliver a cohesive, real-time perspective. With our Data & AI services, you’ll optimize data flows, boost operational efficiency, and enable quicker, more informed decision-making.

Data Security & Compliance

Our data security and compliance services ensure the safekeeping of your information and adhere to international standards. We utilize advanced security methods, including encryption, multi-factor authentication, and role-based access controls. Our services meet essential certifications, including GDPR, HIPAA, ISO 27001, and SOC 2, ensuring your data remains secure and compliant with relevant regulations. In designing the Salesforce Data Cloud framework for you, we enhance your data infrastructure to protect your business and maintain customer trust.

Your Agentforce journey  begins with Data Cloud.

Agents need the correct data to do their jobs well. With Data Cloud, you can build intelligent agents with access to the specific data they need to improve employee and customer experiences. Use any data from your organization safely and securely with Agentforce, thanks to the Einstein 1 Trust Layer.

Our Expertise in  Data Cloud & AI

At Codleo, we help companies like yours make the most of data and artificial intelligence. We focus on creating secure and scalable solutions, offering specialized data and AI services. We aim to collect, integrate, and turn data into valuable insights that help you reach your objectives.

With over 100 Data Cloud professionals, more than 180 AI Associates, and upwards of 100 AI Specialists, our team can create intelligent, AI-driven experiences throughout your organization, no matter the industry or business size. By developing custom AI agents, we provide businesses with secure, real-time access to consolidated customer information.

Our team applies best practices and multi-cloud knowledge to enhance business operations, boost productivity, and accelerate value realization.

Our AI Services

Step into the future with AI—discover how our services create more effective business solutions!

AI Strategy Consulting

Our Salesforce Data Cloud Consulting services enable organizations to leverage and activate data to enhance decision-making. We evaluate your specific requirements and develop customized data strategies, focusing on key areas where data can have the greatest impact. By streamlining and integrating data to generate actionable insights, we prepare your business for advanced intelligence and innovation with scalable AI and data-driven strategies.

AI Agent Development

Ready to elevate your data? We manage everything—from planning and data collection to integration and implementation. Our data cloud experts develop a comprehensive 360-degree perspective for customers, allowing you to reveal insights and act upon every interaction. With thorough testing and seamless deployment, we ensure your organization is well-prepared to leverage AI and data analytics to enhance marketing, sales, and service strategies.

AI Integration Services

Simplify your data integration and set your growth guidelines! Our Salesforce Data Cloud Integration experts connect your data systems using advanced tools like APIs, ETL processes, and pre-built connectors. We combine data from CRMs, ERPs, Salesforce Clouds, and other platforms to give you a clear, real-time view. With our Data & AI services, you will improve data flow, boost efficiency, and make faster, smarter decisions.

AI Management & Support

Our Data Security & Compliance services ensure your data is protected and meets international standards. We utilize advanced security methods, including encryption, multi-factor authentication, and role-based access control. Our services comply with essential certifications, including GDPR, HIPAA, ISO 27001, and SOC 2, which help maintain data integrity and ensure compliance with relevant regulations. When we build the Salesforce Data Cloud ecosystem for you, we strengthen your data setup to protect your business and build customer trust.

The future of analytics has arrived.  Meet Tableau Next.

Unlock your data’s full potential with agentic analytics. Deliver trusted insights for everyone and enrich agents with Tableau Next, built on Salesforce and integrated with Agentforce.

Our Tableau Services

Step into the future with AI—discover how our services create more effective business solutions!

Tableau Implementation

Our Tableau implementation services are designed to guide your business through the entire process, from the initial planning and setup to advanced customization and ongoing support. Make informed decisions and gain a competitive edge with the Tableau platform.

Tableau Integration and Migration

With our Tableau migration and integration services, we ensure to provide a smooth transition from legacy systems to other BI platforms to Tableau, ensuring data consistency, accessibility, and improved insights. Harness the power of Tableau while unifying their data ecosystem with Salesforce Tableau integration.

Tableau Dashboard Development

Our Tableau dashboard development services offer a powerful visualization and analysis solution, empowering organizations to transform raw data into actionable insights and drive informed decision-making. This enables you to comprehend patterns, trends, and correlations more effectively.

Meet Our Tableau Experts

Tableau helps people see,  understand and act on data

Our visual analytics platform is transforming the way people use data to solve problems. Discover why organizations of all sizes trust Tableau to drive data-driven insights.

United by data

There isn't just one method to speed up your Tableau journey; every path leads to the Tableau Community. With over a million members, this is a place where you can connect with others who share your interests, learn, develop, and find inspiration—no matter where you are in the world.

The world’s broadest, deepest analytics platform

You can deploy it in the cloud, on-premises, or seamlessly integrate it with Salesforce CRM. Access all of your data with comprehensive AI/ML functionalities, governance, data management, visual storytelling, and collaboration features.

Intuitive products

Data analysis should focus on questioning rather than mastering software. Tableau facilitates endless data exploration with its integrated visual best practices, allowing your analytical workflow to remain uninterrupted. This is why users are fond of Tableau.

Your partner to build a Data Culture

Clients are adopting Tableau more swiftly and extensively than ever before. As a reliable partner, Tableau helps organizations accelerate innovation, optimize operations, and deliver improved customer service. Discover how Tableau can help you unlock the benefits of your analytics investments by fostering a Data Culture.

Our Clients

Shoolni University
Premier Seals
Magic Bus
Mahajan diagnostics
Smile Foundation
GUS Logo
Hikal Pharma logo
north west logo
pearl academy logo
upes logo
xceedance logo
gamezop logo
novozymes logo
Lighthouse Canton Logo
Ocean Global Logo
Surya Electronic Logo
Bummer logo
A Choice Logo
Echo logo
Caliber Autism
Purti Realty
RKV Logo
ISF Logo
The Tailorworks Company
the soul mantra
Singhania and partners

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Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

Why Is Codleo The Right Choice For You?

180
+
Experience Resources
500
+
Certifications
1
M+
Community Followers
10
K+
Users Support
99.99
%
Happy Clients

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

FAQ

Data and AI are more effective together. AI helps businesses understand large amounts of data, find patterns, and make better decisions. This leads to more creative strategies, improved customer experiences, and smoother operations. With tools like Salesforce AI and Data Cloud, businesses can connect data easily, improve accuracy, and turn insights into actions for lasting success.

Many industries can benefit from AI, especially finance, healthcare, retail, manufacturing, and telecommunications. AI can help predict trends, automate repetitive tasks, and create personalized experiences. For example, banks can detect fraud more quickly, retailers can offer more personalized deals, and manufacturers can avoid downtime.

Yes! You don’t need a lot of data to use AI. Even with limited information, AI can help automate tasks, analyze trends, and provide smart suggestions. Tools like pre-trained AI models, outside data sources, and learning from small datasets make AI useful for all businesses. Salesforce Einstein AI works with the data you have. It can help you improve operations, personalize services, and make better decisions without needing large amounts of data.

To find the right AI solution, start by identifying your goals. Do you need to automate tasks, gain better insights, or improve customer engagement? AI should work smoothly with your current systems. Salesforce AI provides flexible and scalable solutions that fit into what you already have. The best approach is to collaborate with AI consultants who can evaluate your needs and suggest a solution that adds real value.

You don’t have to be an expert to use Salesforce Data Cloud and AI. These tools are designed for both business and technical users. You can easily make data-driven decisions using a simple, no-code interface with pre-built connectors and AI suggestions. If you need more support, our Salesforce experts can help you create a solid plan for smooth implementation, advanced integrations, custom AI models, and large-scale automation.

The time it takes to implement a solution depends on how complex your data and business goals are. A simple setup can be done in a few weeks, while larger, customized solutions and AI-driven processes may take several weeks to months. Our certified consultants use a clear, step-by-step method to speed up the rollout. This approach helps make the transition smooth and limits disruptions to your daily business activities.

Salesforce Data Cloud and AI solutions are flexible and can grow with your business. The costs depend on factors like AI features, data size, and custom integration needs. With over 100 AI specialists and years of experience, we create a pricing plan that fits your budget and helps you get the best return on investment. As a cloud-reseller partner, we assist businesses in getting the necessary licenses and cutting down on unnecessary costs through our quality Salesforce Data Cloud and AI services.

At Codleo, we do more than just implement systems. We offer full support services that include training to help your teams gain hands-on experience with new platforms and features. After we deliver the project, we provide four weeks of free follow-up support, so you can reach our experts even after going live. Additionally, you can contact our specialists whenever you need help with enhancements, optimizations, system monitoring, support, or troubleshooting.

Salesforce Data Cloud and AI provide customized solutions for industries like retail, healthcare, financial services, and manufacturing. We offer tools such as predictive analytics for e-commerce and patient engagement in healthcare. Our experts design AI-powered automation, intelligent workflows, and data models to meet your specific business needs.