Individual Data Object in SF Data Cloud | Peoplewoo Skills

02.10.25 02:47 PM - By Peoplewoo


The Individual Data Model Object (DMO) in Salesforce Data Cloud is the backbone of identity resolution and customer profile management. It represents a real-world person — a unified, golden record that brings together data from various systems and interactions.

This blog will explore what the Individual DMO is, how it functions, and how it supports 360° customer views, personalization, and journey orchestration — all with real-life examples and a video walkthrough.


What is the Individual DMO?


The Individual object is a standard data model object in Data Cloud that represents a deduplicated customer profile. It consolidates identity fragments (from CRM, website, mobile apps, etc.) into a single person view using rules and identity resolution techniques.


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How It Works


  • Data streams bring in identity-related data from multiple sources (emails, phone numbers, CRM IDs).
  • Salesforce uses identity resolution rules to unify these into a single Individual.
  • Additional attributes such as demographics and behaviors are linked to this golden record.
  • This unified Individual record can then be used across segmentation, activation, and personalization tools.


Real-Life Example


Scenario: A customer named Priya signs up on your website using her email. Later, she calls customer service and provides her phone number. On another occasion, she makes a purchase using her loyalty ID.

Without the Individual object, these might exist as three separate entries. But with Data Cloud:

  • All identifiers (email, phone, loyalty ID) are linked using identity rules.
  • They merge into one unified Individual profile: Priya Sharma.
  • Now, your marketing, service, and commerce teams have a complete view of Priya’s journey.


Core Components of the Individual DMO


ComponentDescription
Customer KeyA unique identifier for each individual in Data Cloud.
Profile AttributesKey fields such as name, age, and email linked to the customer.
Behavioral DataLogs of interactions like clicks, purchases, and site visits.
Profile ExtensionsCustom objects linked to profiles (e.g., preferences, loyalty data).
Identity ResolutionMerging profiles across channels through matching strategies.


Why the Customer Key Matters


The Customer Key ensures that every customer is represented by a single, unified profile across all data sources. This is essential for:

  • Accurate personalization and targeting
  • Unified opt-in and consent management
  • Reliable analytics and engagement measurement


How Individual DMO Powers Real-Time Actions


  • New data is ingested and mapped to each customer’s DMO.
  • Segmentation rules dynamically update attributes and extensions.
  • Connected systems like Marketing Cloud or Personalization Studio use these updates instantly for targeting and content delivery.


DMO vs Traditional Contact Models


FeatureTraditional ModelsIndividual DMO
Profile ScopeChannel-specific (email, mobile, CRM)Holistic, cross-channel
Data UpdatesBatch-basedReal-time streaming
Identity StitchingManual or third-partyBuilt-in via identity resolution
ActivationLimited to specific systemsAvailable across Marketing Cloud, Personalization, and CDP


Key Fields in the Individual Object


Field NameDescription
Individual IDUnique system-generated ID for the individual record.
First Name / Last NameOptional fields populated from source records.
Email / PhoneUsed for identity resolution and personalization.
Source System IDsCRM ID, Loyalty ID, or Web ID used in matching rules.
Merge ConfidenceIndicates the strength of identity match (High, Medium, Low).


Use Cases of the Individual Object


  • 360-Degree Customer Profile: Get a complete view of each customer across all systems.
  • Cross-Channel Activation: Deliver unified campaigns across Salesforce Clouds.
  • Consent Management: Track preferences and compliance at the individual level.
  • Data Cleansing: Avoid duplicates and maintain high-quality data integrity.


Best Practices


  • Ensure source systems send accurate, identity-rich data.
  • Define identity resolution rules carefully to avoid over-merging.
  • Regularly review Individual merge logs for anomalies.
  • Connect related DMOs like Contact Point, Consent, and Interaction for deeper insights.


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Frequently Asked Questions (FAQ)

1. Is the Individual object the same as a contact?

No. An Individual is a resolved entity that may unify several contact records from different systems.

2. How are duplicates handled?

Duplicates are resolved using rules based on identity fields like email, phone, and custom IDs.

3. Can I edit Individual records manually?

No. Individuals are system-generated through rules and cannot be edited directly.

4. Where is the Individual DMO used?

In segmentation, personalization, data explorer, and when exporting audiences for activation in other Salesforce clouds.

Conclusion


The Individual Data Model Object is the foundation of a customer’s 360° identity in Salesforce Data Cloud. It enables businesses to unify, understand, and activate customer data across every touchpoint in real time. Mastering it will not only make you a better Data Cloud consultant — it will also help your organization deliver smarter, more connected customer experiences.


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