RBRenato Boucas
Back to projects
Data Engineering
Featured case study

Data Engineering Pipeline for CRM/CDP Activation

A data engineering case study focused on turning fragmented customer data into campaign-ready and AI-ready activation layers.

What this demonstrates

Data Pipelines
Segmentation
CRM/CDP Activation
Customer Profiles
SQL
BigQuery

CRM/CDP activation data flow

Conceptual visual overview

This is a conceptual representation of the architecture or workflow, not a full production diagram.

Data pipeline to activation

Customer data moving toward usable business workflows

Source Systems

Salesforce CRMWeb formsEvents

Data Pipelines

APIsETL / ELTQuality checks

Warehouse / CDP

BigQuerySnowflakeData Cloud

Segmentation

ProfilesConsentAudiences

Activation

HightouchSFMCJourneys

Reporting

DashboardsCampaign KPIsFeedback

Problem

Without clear data models, quality controls, identity logic, and activation rules, teams struggle to create reliable segments or use customer data in Salesforce, CDPs, and marketing platforms.

Approach

Defined a pipeline approach for ingesting, modeling, validating, and activating customer data across warehouse, CRM, CDP, and Salesforce Marketing Cloud destinations.

Architecture

The architecture uses staged ingestion, normalized customer profiles, consent-aware segmentation, activation tables, campaign audience outputs, and feedback loops from engagement and conversion data.

Tools

SQL
BigQuery
Snowflake
AWS S3
Hightouch
Salesforce
Salesforce Marketing Cloud
Data Cloud

Outcome

  • Connected data engineering decisions to marketing and customer experience outcomes
  • Improved campaign readiness and audience reliability
  • Created a foundation for AI use cases that depend on clean customer data
  • Reduced manual audience preparation and one-off data handling

Lessons learned

  • Activation succeeds when data contracts are explicit and owned.
  • AI and personalization programs require the same foundation: trustworthy data pipelines.

Related work

More case studies with similar architecture patterns.

Data Engineering

Event Registration Data Integration Architecture

Designed event registration data flows that connect forms, CRM records, campaign audiences, attendance signals, and reporting-ready datasets.

Data Integration
CRM
SFMC Journeys
Salesforce CRM
Salesforce Marketing Cloud
SQL
View case study
Salesforce / Data Architecture

Salesforce Data Cloud Readiness Architecture

Assessed customer data, identity, consent, and activation requirements to prepare Salesforce ecosystems for Data Cloud and AI-ready use cases.

Data Cloud
CRM/CDP Activation
Identity
Salesforce Data Cloud
Salesforce CRM
Salesforce Marketing Cloud
View case study
Salesforce / MarTech Architecture

Subscriber Profile Architecture for Segmentation

Modeled subscriber profile data across CRM, preferences, engagement, and campaign history to support maintainable segmentation and automation.

Subscriber Profiles
Segmentation
Data Extensions
Salesforce Marketing Cloud
SQL
Data Extensions
View case study