Salesforce Data 360
by Salesforce
Salesforce Data 360, formerly Data Cloud, unifies records from Sales, Service, Commerce and outside sources into unified profiles, maps them to data model objects, computes calculated insights such as lifetime value and builds segments for activation. Querying those objects into the Lake puts Salesforce's view of the customer beside data that never entered Salesforce, such as ERP margin or warehouse returns.
- Category
- Marketing Automation
- Type
- Customer data platform
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Unified profiles
- Data model objects
- Calculated insights
- Segments
- Activations
Tie Salesforce Data 360 unified profiles to pipeline and revenue in the Warehouse, and let a Mind report which programs move deals.
Need more? Name any other Salesforce Data 360 data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Salesforce Data 360 uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Salesforce if you need help.
04Questions
Questions you can answer.
Once Salesforce Data 360 data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- How do calculated insights like lifetime value compare with actual margin recorded in the ERP?
- How many source records merge into each unified profile, and where do identity matches look wrong?
- Which segments grow or shrink each month, and which activations use them?
- Did customers in an activated advertising segment buy more than those left out?
- Which data model objects carry the most empty fields?
05How it works
How it works in DataMind.
-
Pick Salesforce Data 360.
Open Lake, pick Salesforce Data 360 in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Salesforce Data 360 API docs.
-
Answer a few questions.
The AI reads the Salesforce Data 360 documentation, then asks which credentials you will use, which data to sync (for example unified profiles and data model objects), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Salesforce Data 360 data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with Salesforce Data 360.
Sources teams join with Salesforce Data 360 in the Warehouse, each one connected the same way.
07Related
