Your sales, marketing, and service teams live in Salesforce. But your customers? They’re scattered across every system in your stack. That architectural debt is now your biggest barrier to growth—and it’s costing you more than you realize.
After millions invested in data infrastructure and millions more in Salesforce, you’re discovering the platform’s limits aren’t about features or functionality. They’re about the walls between Salesforce and your other critical systems, trapping your most valuable data where Salesforce can’t reach it.
The symptoms are everywhere: Sales reps wait days for product usage data, flying blind on account calls. Marketers personalize campaigns with last month’s behavior because current billing and support activity sits locked away. IT teams spend months building one-off integrations, only to rebuild them when priorities shift—multiplying technical debt with every new connection.
Each of these friction points looks like a process issue (and it is). But it’s ALSO a growth problem.
The solution isn’t faster integrations—it’s eliminating data movement altogether. Zero Copy architecture lets Salesforce access enterprise data instantly, without duplication, so your existing investments drive growth instead of lag.
Here’s how Zero Copy turns data infrastructure from a cost center into a revenue multiplier.
The Real Cost of Data Delays
Most Salesforce customers don’t realize how much their fragmented data is holding them back:
The Marketing Challenge: Your team exports customer data from Salesforce every week to combine it with website analytics and campaign performance. By the time they generate insights, the moment to act has passed.
The AI Ambition Gap: You’re ready to use Agentforce, but models can only work with data they can see. When they can’t access inventory levels, ticket trends, or usage patterns, their recommendations fall flat.
The Last Mile Lakehouse Problem: You’ve mastered analytics. Your data team can predict customer behavior with stunning accuracy using your lakehouse. But those insights stay trapped in BI tools while your teams make decisions in Salesforce without them.
The Enterprise Disconnect: Three business units, three Salesforce orgs, zero visibility. Your West Coast team doesn’t know your East Coast team just closed a massive deal with the same enterprise account. Cross-selling is impossible when each org operates like your other divisions don’t exist.
The old playbook—point-to-point integrations, custom pipelines, manual exports—don’t just waste budget. It institutionalizes delay at the exact moment your business needs speed.
How Zero Copy Unifies Customer Intelligence
Zero Copy eliminates these problems by eliminating data movement itself. Salesforce Data Cloud connects directly to your data platforms—Snowflake, Databricks, BigQuery, RedShift—without copying anything. The data stays in your enterprise systems. Salesforce sees it all.
Instead of fragmented customer views, your teams work from unified intelligence that spans every touchpoint.
Real-Time Intelligence Becomes Actionable Intelligence
When customer intelligence flows in real time, it transforms from a reporting tool to a decision engine.
Marketing campaigns trigger on current usage patterns. Sales sees inventory levels and delivery schedules inside opportunity records. Service agents get proactive alerts about incidents and can view complete histories without leaving Salesforce.
When the right data is instantly accessible, teams act in minutes instead of days—an advantage that compounds across every customer interaction.
Zero-Copy Architecture Changes the Economics
Traditional integration projects feel like expensive necessities with unclear ROI. Zero Copy flips that:
- Lower storage costs: No duplicated terabytes of customer data.
- Minimal maintenance: Native platform connections replace fragile custom pipelines.
- Simplified governance: One source of truth—not scattered copies.
IT shifts from fixing connections to building new capabilities. Infrastructure becomes a growth multiplier, not a cost center.
Proactive Business Intelligence Drives Systematic Advantage
When all enterprise customer data flows through Zero Copy architecture, Salesforce transforms from into a truly intelligent business platform:
- Customer health scores include usage, support, and billing data.
- Churn predictions are accurate enough to trigger automated retention campaigns.
- Forecasting combines pipeline, historical trends, and market indicators in real time.
- Predictive models act while opportunities are still developing.
Proof: Zero Copy in Action
Mural: Turning Data Bottlenecks into Revenue
Mural’s sales team waited days for analysts to pull usage data from Databricks. By the time reps got reports, competitors had often made their pitch.
Zero Copy connected Databricks usage data directly into Salesforce—no movement, no duplication. Now reps see feature adoption, trends, and engagement instantly. Sales cycles shortened, conversations became data-specific, and expansion opportunities surfaced before customers asked.
Mural went from data requests and waiting lists to predictive sales intelligence in just two months.
Baptist Health: Delivering Timely Care with Current Data
Baptist Health’s outreach campaigns took weeks to launch because patient data lived across EMRs, insurance systems, and marketing tools. Delays meant some patients weren’t contacted until conditions worsened.
We unified patient data in Snowflake and connected it directly to Salesforce Data Cloud via Zero Copy. Campaign managers now launch with complete, compliant patient profiles—instantly. Within 30 days, they reached 120+ high-risk patients for proactive screening, tripled follow-up rates, and cut bariatric surgery wait times by 25%.
Care teams can now take informed action while keeping patient data secure and compliant.
What Zero Copy Success Requires
But here’s the critical challenge: implementing Zero Copy architecture demands deep expertise in both Salesforce and enterprise data platforms like Snowflake. What we’ve seen repeatedly is that success hinges on treating them as a unified system—not two disconnected tools.
Data Platform Expertise
Success starts with semantic models that translate complex datasets into business-ready views. You also need governance frameworks that enable secure, real-time access without duplicating data or compromising control.
Salesforce Activation Expertise
Zero Copy only delivers value when it’s fully activated in Salesforce. That means configuring connectors for performance, building unified customer profiles from CRM and external data, and designing workflows and AI models that act on live behavior.
Few firms truly span both platforms. Coastal does—and we make Zero Copy work where it counts:
- Modeling Snowflake data to flow cleanly into Salesforce
- Deciding which platform owns which logic for both performance and compliance
- Designing semantic layers that translate into usable insights
- Troubleshooting cross-platform issues without the finger-pointing
Coastal architects the data layer and activates it in Salesforce, so your Zero Copy deployment delivers measurable outcomes, not just theoretical potential.
If You’re Still Moving Data, You’re Slowing Decisions
If you’re still moving data just to use it, you’re burning time—and opportunity. Let’s fix that with Zero Copy.
