Prerequisites for Using Data 360
Data 360 lays the foundation for data storage and activation in Marketing Cloud Next. To use next-gen marketing campaigns and Agentforce, start by working with an admin and a Salesforce account executive.
Required Editions
| Available in: Account Engagement Growth, Plus, Advanced, and Premium Editions with Data 360 enabled in regions where Marketing Cloud Next Growth or Advanced Editions are supported. |
Account Engagement customers access Marketing Cloud Next features through permission set licenses. See How to Access Next-Gen Marketing Functionality.
Connect Account Engagement to Data 360
To use Data 360 and its entitlements, current Account Engagement customers must first contact an account executive to request access.
- Knowledge Article: Free Data 360 Account
- Knowledge Article: Data 360: Access and Provisoining
For information on how to request Data 360 access, see these Knowledge Articles, Free Data 360 Account and Data 360: Access and Provisioning.
- Contact an account executive to get access to Data 360.
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Confirm that Connected Campaigns is turned on, and then connect and sync
campaigns.
You can't turn off Connected Campaigns after you unpause the connector to initiate the connection. Before you move forward, make sure that all of your desired campaigns are connected and synced. If you try to sync another campaign later, its related engagement data isn't ingested into Data 360.
- Connect and sync prospect and email engagement data.
- Ingest and sync prospect and email engagement data.
Set Up Marketing Cloud Next for Account Engagement Users
After Data 360 is enabled and syncing with Account Engagement, you can start turning on Marketing Cloud Next tools. To access the Setup steps, an admin needs the Marketing Cloud Admin and Data Cloud Architect permission sets.
Messaging, Agentforce, and other functions consume entitlements and Data 360 credits. An account executive can answer billing and consumption questions.
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From Setup, in the Quick Find box, enter Basic, and select
Basic Settings.
On this page, system tasks start immediately and indicate progress.
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When the first items show green checkmarks, select a data space, and then click
Confirm.
If you can't click the dropdown, verify that you have Data Cloud Architect permissions.
- Wait for the remaining tasks to finish.
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Follow the next steps that are outlined in the Marketing Cloud Next Help. See Configure Your Marketing Data.
Many features and functions are available to you, but these setup tasks are required to get started.
- Deploy data streams
- Create an identity resolution ruleset
- Add and permission users for marketing
- Add and permission users for Salesforce CMS
- Configure required email settings
- Set up reporting
