The Old Way = Big Problems
In the past, the main plan was to feed all data from different places into Salesforce. It was supposed to be the single source of truth. It looked something like this.

But that strategy didn't work when each individual has many roles. And that's particularly a problem in healthcare.
Think about a hospital employee who is also a patient and maybe even a donor. That’s one person. One constituent. But the old system often made them look like three or more different people. This created duplicate records and led to inaccurate data. Healthcare teams couldn't trust their own data to target each constituent with relevant messaging.
Data 360 Delivers
Salesforce built Data 360 to orchestrate accurate targeting. It acts as a central control center to manage all people's data. Here’s how Data 360 solves the duplicate profile problem:
- One Person, One Record
Data 360 unifies every individual. Whether they are a patient, provider, employee, or member, they are now seen as a single constituent. This pulls all their information and activities into a single record. - No More Walls
Data 360 breaks down barriers between different departments and systems, like Health Cloud, Marketing Cloud, Service Cloud, and third-party systems like Google Ads or Epic.
From Data Storage to Data Action
Data 360 brings in data from all Salesforce systems, including Health Cloud, Marketing Cloud, Service Cloud, and Sales Cloud. It also pulls in data from external platforms such as Epic and other EHRs for clinical data.
This unification means that Data Cloud isn’t necessarily about data storage. It’s about how you can use your data. We call that data activation. Here’s how it breaks down:
- Turn Data into Action:
Your goal should not be just storing data, but to use it. Data Cloud activates this unified data directly in operational systems. - Target the Right People:
Now, your marketing team can target specific people with the right message at the right time. For example, you can identify staff members who aren't patients and send them messages to help lower costs for self-insured employers. You can send staff information about their new benefits plan as an employee, instead of sending them a generic reminder to schedule an annual wellness exam as a patient. The possibilities are endless between patients, employees, and physicians.
Stop letting bad data hold you back. Data 360 gives you the power to unify, trust, and finally act on your most important healthcare data.
Consultation
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