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About Salesforce Data 360
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          General Set Up Tasks in Data 360

          General Set Up Tasks in Data 360

          In addition to provisioning and connecting data sources, learn about additional tasks completed in Data Cloud Setup.

          • Fiscal Calendar Options for Data 360 Queries
            Use standard or custom fiscal calendar options to configure how Data 360 queries handle fiscal years. With these settings, you can align query results with your organization’s fiscal periods rather than calendar years.
          • Using Currencies in Data Cloud
            Data Cloud uses the currencies and static exchange rates configured in your Salesforce CRM org and applies them to data transforms, calculated insights, segmentations, reports, and other processes.
          • Data 360 Time Zones
            Data 360 uses the time zone set in Salesforce when publishing and refreshing segments and activations. The dates and times added to a segment in the segment canvas also use the Salesforce time zone. To change the time zone for Data 360, change the time zone in Salesforce.
          • Control and Metadata Change Events
            Set up notifications for your Data 360 data in Flow Builder and create reports to see your Data 360 statuses.
          • Allowlisting
            An allowlist defines things that a system trusts. It’s used to control allowed traffic and rejects undefined traffic and can be applied at different layers of the OSI Model. Here’s how the allowlist works at the application and network layers for Data 360.
          • Find Your Instance and Endpoint Information
            Data 360 runs on both Salesforce's first-party infrastructure and public cloud infrastructure, referred to as a functional domain (FD). Use these steps to find your Data 360 instance so that you can understand the impact when there’s an unforeseen incident or if you have a support case where additional information is required.
           
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