Merkle & Salesforce

As a leading global Salesforce agency partner, Merkle sits alongside your team to turn platform potential into outcomes that matter: loyalty, revenue, and customer relationships that grow over time.

Your Salesforce investment deserves a partner built to deliver on it.

Merkle helps organizations close the gap between Salesforce agent-first vision and business results. Realizing the full potential of the platform takes the right identity foundation, the right governance, and a partner who becomes part of how your team operates. That is what we deliver.

  • 20

    Years as a Salesforce Partner
  • 1000+

    Certified Salesforce AI Specialists
  • 10,000+

    Salesforce Certifications
  • 5x

    Salesforce Partner of the Year

How Merkle fits with Salesforce


Customer Data & Identity

Merkury for Enterprise is the only zero-copy identity solution built directly into Salesforce Data 360, giving your agents and campaigns a complete, real-time customer picture without data ever leaving your environment. That means stronger personalization, with the governance and brand safety guardrails your team can count on.

Messaging & Journeys

We orchestrate personalized, always-on customer experiences across every channel, connecting your messaging, promotions, and commerce into one continuous journey powered by your first-party data. The result is more relevant interactions, stronger engagement, and a customer relationship that compounds over time.

Commerce

Commerce is not a channel; it is a growth engine. We connect your commerce experience to the same Agentforce and Data 360 foundation powering your CRM and loyalty programs, so every transaction enriches your customer data, and every interaction drives the next one. From launch through optimization, we help you turn platform investment into compounding revenue.

Promotions & Loyalty Management

Loyalty is not a program; it is the engine that turns a single transaction into long-term customer value. Merkle leads the world in loyalty strategy and execution, and we help brands turn Salesforce Loyalty Management into a connected growth engine where loyalty, promotions, CRM, messaging, and commerce all work together. From strategy and implementation to optimization and managed services, we put AI and agentic capabilities to work driving stronger engagement and real business results.

CRM & Connected Care

We believe that service and sales are an opportunity for true one-to-one relationship building that reinforces a customer's affinity for a brand. We help clients go beyond a siloed, transactional approach to an orchestrated experience that delivers a competitive advantage.

Insights & Analytics

We ensure the improvements and outcomes our team deploys have a true impact on your business. Our 1,500+ analytics experts provide continuous enhancement to your processes, creating a virtuous cycle that ultimately unlocks the true value of your technology investments.

Proven success stories

Learn more about Merkle & Salesforce


Merkle at Connections

Join our experts at Connections 2026 — June 3–4 in Chicago — to see how agent-first marketing can transform the full customer journey. Learn how to activate Agentforce safely, build the right identity foundation with Data 360, and turn your Salesforce investment into measurable outcomes.

Merkle Martech Academy

Merkle offers an immersive ten-module series to help marketers connect the dots between Salesforce technologies and the everyday decisions, processes, and responsibilities that organizations demand.

Learn more
Merkury

Integrated directly with Salesforce, Merkury identifies anonymous customers with a cookieless ID – enhancing customer understanding without third-party cookies. The future of identity is here and available on Salesforce AppExchange.

WHAT WE CAN DO FOR YOU

Let's talk.

Our team has the depth of expertise to take on any challenge — and we’re always ready to help. So reach out. We can’t wait to hear from you.

CONTACT US

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Merkle & Salesforce Partnership - CX Solutions | Merkle