Unified Individual Process | Peoplewoo Skills

30.09.25 10:28 AM - By Jeetendra

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

  1. Data Ingestion via Data Streams
  2. Mapping to Standard DMOs
  3. Identity Resolution Policies Applied
  4. Unified Individual Created
  5. Activation for Marketing, Analytics, or Service
Unified Individual Process Diagram

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FAQ: Unified Individual in Data Cloud

1. What data sources are supported for identity resolution?
Salesforce Data Cloud supports CRM systems, web activity, mobile apps, and offline data sources.
2. Can I customize the identity matching logic?
Yes, you can configure identity resolution rules using match keys and weights.
3. How often is the unified individual updated?
It depends on your ingestion and resolution schedule—typically near real-time or daily.

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Jeetendra