LOVALTO.
Capabilities / Data & Analytics

Data that drives decisions.

Your Salesforce org is full of valuable data, but without the right architecture, it stays locked away. We've unified disconnected data sources into actionable Data 360 instances and built reporting that leadership actually uses.

Talk to an architect Score your org
Data 360 CRM Analytics Einstein
Schematic: CRM, ERP, and marketing sources wired into Data 360, which feeds a dashboard, annotated one profile. CRM ERP MARKETING DATA 360 HARMONIZED DASHBOARD ONE PROFILE
Sound familiar?

From raw records to decisions.

Salesforce data and analytics is the architecture that turns org data into decisions: Data 360, CRM Analytics, native reports and dashboards, and the data model underneath them. LOVALTO builds analytics that scale for teams whose customer data is scattered or whose dashboards go unopened, and matches the tool honestly to the question, including when native reports are enough.

Customer data is scattered

CRM, ERP, marketing platforms, and cloud storage each hold part of the picture, and nothing joins them into one profile anyone can act on.

Disconnected sources

Dashboards nobody opens

Reports built for a generic audience end up on pages nobody visits, so the numbers never reach the decision they were meant to inform.

Built, then ignored

The data model hits a ceiling

Objects and relationships designed for launch day strain as volume grows, and the strain shows up as data skew and slow queries.

Scaling problems
What we build

The right tool for the question.

Data 360 when you need one profile across systems, CRM Analytics when you need interactive and predictive views, and native reports when they are enough.

Salesforce Data 360

One real‑time customer profile, if the data model is right

Data 360, formerly Data Cloud, connects and harmonizes Salesforce and external data for retrieval, activation, and analytics. Agentforce uses its infrastructure for features such as data libraries and audit data; a full data-unification implementation is a separate decision.

Ingestion & governance

  • Connect CRM, ERP, marketing platforms, and cloud storage (S3, Azure, GCP)
  • Identity resolution, data harmonization, and quality rules
  • GDPR/compliance frameworks, retention policies, and master data strategy

Activation & insights

  • Calculated insights, segmentation, and real‑time personalization
  • Cross-cloud activation across Marketing, Service, and Sales
  • Customer lifetime value, churn prediction, and next-best-action
CRM Analytics

Dashboards people actually use

Interactive dashboards and predictive analytics built directly in Salesforce: role‑specific views, embedded on the pages where decisions happen.

Dashboards & data prep

  • Executive, sales, service, and industry‑specific dashboards
  • Multi-source data blending, trending, and performance tuning
  • Embedded analytics on record pages with drill‑down and filtering

Predictive & discovery

  • Einstein Discovery model building and automated insights
  • Forecasting, trend analysis, and anomaly detection
  • What-if scenario planning with role‑based access
Custom reports & dashboards

Sometimes native reporting is the right answer

Not everything needs Data 360 or CRM Analytics. Sometimes you need well-designed native reports and dashboards, the kind that actually get looked at every morning.

Reports & dashboards

  • Cross-object reports, custom report types, and scheduled distribution
  • Dynamic dashboards with running user context and mobile layouts
  • Folder governance, naming conventions, and performance optimization

Common use cases

  • Sales pipeline, forecasting, and opportunity conversion funnels
  • Service case analytics and SLA compliance tracking
  • Rep productivity, activity tracking, and engagement metrics
Data modeling & object architecture

Bad data models are behind most scaling problems.

We architect objects, relationships, and data structures that support both operational efficiency and analytical flexibility from day one. The wider design discipline, including integration, sharing, and scale, is covered in Salesforce architecture.

Architecture & governance

  • Custom objects, junction objects, external objects, and big objects
  • Validation rules, duplicate management, and field-level security
  • Data skew detection, index strategy, and SOQL performance tuning

Migration & transformation

  • Legacy system mapping, ETL design, and cleansing/enrichment
  • Test migration, production cutover, and post‑migration validation
  • Archival strategies and data retention policies
Where this connects

Is the problem upstream?

If the data is wrong before it lands, that is Integrations. If you want AI grounded in this data, see AI Consulting and Agentforce. If you are not sure where the problem is, start with a Health Check. See all capabilities.

Tell us what you need to know.

Let's design a data strategy that turns your Salesforce org into a competitive advantage, from raw records to decisions.

Talk to an architect Or take the free Health Score quiz