Unified Individual Process | Peoplewoo Skills

30.09.25 10:28 AM - By Peoplewoo

The Unified Individual Process in Salesforce Data Cloud is a crucial capability for creating a single, consistent view of your customers across various systems and touchpoints. This process uses identity resolution techniques to stitch together data from multiple sources into a unified profile.

What is the Unified Individual?

The Unified Individual is the resolved identity of a person created by combining all related records from various systems. These

records are linked through matching rules and identity resolution policies configured in the Data Cloud.

Combines identity data from DMOs
Applies deterministic and probabilistic matching
Creates a master profile for segmentation and personalizationBenefits of Unified Individual Process

Provides a 360-degree view of each customer
Improves personalization in marketing and service
Reduces data duplication
Enables consistent analytics and segmentation

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Steps Involved in the Process

Data Ingestion via Data Streams
Mapping to Standard DMOs
Identity Resolution Policies Applied
Unified Individual Created
Activation for Marketing, Analytics, or Service

Benefits of Unified Individual Process

Provides a 360-degree view of each customer
Improves personalization in marketing and service
Reduces data duplication across platforms
Enables consistent analytics and segmentation
Supports unified activation across Salesforce and external platforms

How to Build Unified Individuals in Salesforce Data Cloud

Ingest data from multiple sources (CRM, web, mobile, offline)
Map data to Standard Data Model Objects (DMOs)
Apply identity resolution rules to detect and merge duplicates
Create Unified Individual profiles from linked data
Activate these profiles in Marketing Cloud, Tableau, and other systems

Master the Unified Individual Process

Join our hands-on Salesforce Data Cloud training to understand identity resolution and the Unified Individual concept using real-world examples and guided exercises.

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Why Learn SFDC with Peoplewoo Skills?

Certified instructors with real industry experience
Live training with 4 months of access to practice environments
Certification and interview preparation support
Capstone projects and real-life use cases
Beginner-friendly training structure
Free demo class to help you get started

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Frequently Asked Questions (FAQ)

1. Can I customize the identity matching logic?

Yes, you can configure identity resolution rules using match keys and weight-based scoring models.

2. What happens if identity resolution rules change?

Salesforce Data Cloud can reprocess profiles based on updated rules to ensure accuracy and alignment with new policies.

3. Can unified profiles be exported to other systems?

Yes, they can be activated and shared with Marketing Cloud, Service Cloud, Tableau, or external data platforms.

Does unified profile creation affect source data?

Conclusion

The Unified Individual Process in Salesforce Data Cloud empowers organizations to unify fragmented customer data into a single, actionable profile. By mastering identity resolution and data mapping, businesses can deliver more personalized experiences, improve targeting, and build a true 360° customer view. Learn these skills with Peoplewoo Skills and take your Salesforce Data Cloud expertise to the next level.

More Resources

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