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Retail & eCommerce

Salesforce for Retail & eCommerce: Unified Customer, Loyalty, Omnichannel

Commerce Cloud, Marketing Cloud, and Loyalty Management connected to Service Cloud, so online and in-store customer data finally live in one place.

Commerce Cloud
Certified
Loyalty
Implementations
50M+
Records Migrated

Migration and AI Case Study

Unifying Customer Data at Scale

A retailer needed to consolidate customer records from five disconnected systems and turn the unified profile into real-time personalisation. We used iSyncSF to migrate and de-duplicate the full customer and purchase-history graph, then deployed Einstein recommendations on the clean foundation.

5
systems unified
1
customer view
Zero
data loss
real-time
personalisation
Sound Familiar?

Challenges We Solve in Retail and eCommerce

Online and in-store customer data is siloed with no unified view.

We consolidate online and in-store records with iSyncSF into one de-duplicated customer profile, so every channel sees the same customer.

The loyalty programme runs on a legacy platform with no Salesforce link.

We connect loyalty to the unified profile, so points, tiers, and history live with the customer record instead of a disconnected legacy system.

Marketing sends the same message to every customer regardless of behaviour.

On a clean, unified data foundation we deploy Einstein-powered personalisation, so messaging reflects real behaviour rather than one-size-fits-all.

How We Work

Our Approach

1
Discovery & Assessment
We map your customer data sources, loyalty rules, and personalisation goals before scoping a single sprint.
2
Solution Design
A clear plan reviewed and signed off with you before development begins.
3
Agile Delivery
Two-week sprints with live demos and direct access to your delivery team.
4
Go-Live & Hypercare
30 days of active support after launch. We don’t disappear after deployment.
FAQ

Common Questions

Should we use Commerce Cloud or build ecommerce on standard Salesforce?

Commerce Cloud is purpose-built for transactional ecommerce, catalogue, cart, checkout, and promotions at scale. If ecommerce is a core revenue channel, it’s usually worth the investment. For simpler storefronts or B2B ordering use cases, a lighter build on Experience Cloud connected to Sales Cloud can be the more cost-effective option. We assess this against your actual transaction volume and catalogue complexity.

How do you unify online and in-store customer data in Salesforce?

We build a single customer profile object model that both channels write to, with identity resolution rules to match a customer across a website login, a loyalty card, and an in-store transaction, so purchase history is complete regardless of channel.

Can you build a loyalty programme natively on Salesforce?

Yes, Loyalty Management supports tiers, points, and redemption rules natively, and connects directly to the same customer profile Service and Marketing Cloud use, so support agents and marketers see loyalty status without switching systems.

How does Marketing Cloud personalisation work at scale?

It relies on a clean, unified customer data foundation, which is usually the real gap, not the personalisation engine itself. Once purchase and browsing behaviour flow into one profile, Marketing Cloud can segment and personalise in real time instead of relying on static demographic lists.

Last reviewed: July 2026

Tell Us About Your Retail & eCommerce Salesforce Challenge

Free 30-minute review with a certified Salesforce consultant. Typical response within 1 business day.

Proud Salesforce ISV Partner iSyncSF Listed on AppExchange 4.8+★ on the AppExchange 50M+ Records Migrated Zero Data Loss on Every Migration Data Migration Powered by iSyncSF Agentforce & Einstein AI Specialists Salesforce CPQ & Conga CPQ Experts 3× Faster Delivery vs. Traditional Certified Salesforce Consultants Team Average Experience: 10 Years AppExchange App Experts Experts On Demand in 5 Business Days 24×7 Product Support Serving Clients Worldwide