1

What is Salesforce Data Cloud?

Breaking down the basics in simple terms

💡 Think of it this way...

Imagine all your member information is scattered across different filing cabinets in different rooms. Data Cloud is like having a smart assistant that brings all these files together in one place, organizes them, and helps you find exactly what you need instantly.

What exactly does Data Cloud do?

Salesforce Data Cloud (now also called Data 360) is a powerful data platform that helps organizations unify all their customer data into a single, coherent view. Here's what that means in plain language:

  • Unifies data - Connects information from different systems
  • Creates a complete picture - Shows you everything about a member in one place
  • Enables smarter decisions - Helps you understand patterns and insights
  • Powers AI features - Makes your existing Salesforce smarter
Why should Belong Health care about this?

At Belong Health, you work with members who have complex healthcare needs. Data Cloud can help your care management team by:

  • Seeing a complete view of each member's healthcare journey
  • Understanding patterns in member behavior and needs
  • Identifying members who might need extra support
  • Reducing the time spent searching for information across systems
How is this different from what we have now?

Currently, information might live in different places:

  • Salesforce - Contains member interactions and care management details
  • Snowflake - Holds historical data and analytics
  • Other systems - May contain additional member information

Data Cloud creates connections between these systems so you don't have to switch between them to get the full picture.

200+
Connectors to different systems
Real-time
Data synchronization
25%
Reduced delivery timelines
50%
Consolidated technical debt

Statistics from Salesforce's 2024-2025 updates 1,4

2

How Does Data Cloud Work?

Understanding the magic behind the scenes

Data Cloud Creates a Unified View

Salesforce
Care Management
Data Cloud
Unified Data
Snowflake
Data Warehouse

Data Cloud acts as a bridge that connects your systems and creates a single source of truth 13

💡 The Zero-Copy Connection

One of the most exciting features is called "zero-copy" data sharing. This means Data Cloud can connect to your Snowflake data warehouse without moving or duplicating data. It's like having a window between two rooms - you can see everything in both rooms without carrying items back and forth! 11,18

Key Capabilities Explained Simply

📊

Data Unification

Combines all member data from different sources into one complete profile

🤖

Identity Resolution

Figures out that "John Smith" in one system is the same person as "J. Smith" in another

📈

Calculated Insights

Automatically calculates useful metrics like member risk scores or engagement levels

👥

Segmentation

Groups members based on shared characteristics for targeted care programs

Real-Time Activation

Updates information across all systems instantly as changes happen8

🧠

AI-Powered Intelligence

Uses Einstein AI to provide recommendations and predictions

🔓 Privacy & Security

Data Cloud is built with healthcare in mind. It includes robust security features to protect sensitive member health information (PHI) and complies with healthcare regulations like HIPAA. 30

3

How Data Cloud Fits Belong's Setup

Understanding your current technology environment

System Purpose What It Contains Salesforce Health Cloud Care Management Platform Member interactions, care plans, case management, communications Snowflake Data Warehouse Historical data, analytics, reporting, aggregated information Data Cloud (Proposed) Data Unification Platform Unified member profiles, calculated metrics, AI-powered insights

Your Current Data Flow

Member
Interaction
Salesforce
Care Management
Snowflake
Data Warehouse

Your Salesforce transactional data flows to Snowflake for storage and analysis 29

What Changes with Data Cloud?

Enhanced Data Flow with Data Cloud

Member
Interaction
Salesforce
Care Management
Data Cloud
Unified Profile
Snowflake
Data Warehouse

With Data Cloud, data flows bidirectionally with zero-copy sharing - no data duplication required! 13

How does the Snowflake integration work?

The Snowflake integration with Data Cloud is called "Zero Copy Data Federation." Here's what this means for Belong Health:

  • Live data access - Your care managers can see Snowflake data directly in Salesforce
  • No data duplication - Data stays in one place, reducing complexity
  • Real-time updates - Changes in one system appear in both instantly
  • Secure sharing - Fine-grained permissions control who sees what
What does this mean for my daily work?

For Belong Health care managers, this integration means:

  • Single view - See all member history without switching systems
  • Instant context - Get AI-powered suggestions based on full member profile
  • Better decisions - Access historical patterns and predictions
  • Time savings - Less time searching, more time caring
4

Healthcare Use Cases for Belong Health

Real-world applications of Data Cloud in member care

💡 Why Healthcare?

Salesforce Data Cloud is particularly powerful in healthcare because it can handle the complex, interconnected nature of member data while maintaining strict privacy and compliance requirements. 20,22

Practical Examples for Belong Health

💊
Predictive Risk Identification
Care Management
Scenario: A member has been missing appointments and hasn't picked up their prescription. Data Cloud can analyze patterns across all member data to identify this person as potentially high-risk for hospitalization.
Benefit: Your care team receives an alert and can proactively reach out to provide additional support before a health crisis occurs.
👥
Personalized Care Coordination
Member Engagement
Scenario: An elderly member with diabetes and mobility challenges needs coordinated care. Data Cloud creates a unified profile that shows their medical history, social determinants of health, and previous interactions.
Benefit: Any care team member can quickly understand the member's complete situation and provide personalized, coordinated care.
📈
Population Health Insights
Analytics
Scenario: Belong Health wants to understand which member populations are most at risk for readmission. Data Cloud can segment members by risk level and identify common factors.
Benefit: Leadership can make data-driven decisions about resource allocation and preventive care programs. 22,26
Real-Time Care Alerts
Operations
Scenario: A member visits an emergency room. The information is captured in Salesforce, and Data Cloud instantly updates their profile and triggers appropriate follow-up workflows.
Benefit: Care managers are immediately notified and can coordinate post-discharge care to prevent readmissions.

Interactive: Explore More Capabilities

Show Advanced Capabilities
5

Test Your Knowledge

Let's see what you've learned about Data Cloud!

Question 1: What is the primary purpose of Salesforce Data Cloud?
A To replace your existing Salesforce and Snowflake systems
B To unify data from multiple systems into a single view
C To store all member data in one location
Question 2: How does Data Cloud connect with Snowflake at Belong Health?
A By copying all data from Snowflake into Data Cloud
B Through zero-copy sharing that doesn't duplicate data
C By replacing Snowflake entirely
Question 3: How could Data Cloud help a Belong Health care manager?
A By automatically scheduling all member appointments
B By providing a complete view of each member's healthcare journey
C By doing both - complete member view AND automatic scheduling

Key Takeaways

📊

Data Unification

Data Cloud connects your Salesforce and Snowflake systems to create a complete member view

Real-Time Insights

Changes in one system are instantly visible across all connected systems

🤖

Smarter Care

AI-powered insights help identify at-risk members and personalize care

🔒

Secure & Compliant

Built with healthcare privacy requirements like HIPAA in mind

Ready to Learn More?

Data Cloud can transform how Belong Health delivers care by providing your team with the complete member insights they need, when they need them.

Explore Belong's Solutions