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Configure Data 360 for Prospecting Center
To set up Prospecting Center, enable and configure Data 360 so you can leverage the data effectively. Data 360 can be enabled in any Salesforce org.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Unlimited Editions, Agentforce 1 Edition, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
Important Prospecting Center is scheduled for retirement in all Salesforce orgs as
of April, 2026. For existing customers, Prospecting Center remains available till April
2027.
Set Up a Data 360 Admin User
Before turning on Data 360 for Prospecting Center, you need to set up an admin user. See Set Up a Data Cloud Admin User.
Turn On Data 360
In the Setup, enable Data 360 to access your account data in the Prospecting Center App. See Turn On Data Cloud.
Turn On Segments
To create segments, turn on Segmentation. See Create Segments and Activate.
Manage Data Spaces
In Data 360, use the default or create new data spaces, to organize and work on data that is relevant to you. See Manage Data Spaces.
Note Prospecting Center is compatible with Data Cloud One. See Set Up a Data Cloud One Companion Connection.
- Define Data Segments for Prospecting Center
You’re ready to create segments now that the data has been ingested and mapped to a unified profile. Marketers define segments depending on the potential customers they want to target, such as people potentially interested in a product or service. Your data segments are specific to your business. For example, a segment can be people who have downloaded your white paper or visited your website more than once. - Create Identity Resolution Rules for Prospecting Center
Identity Resolution uses matching and reconciliation rules to link data from multiple sources about people or accounts into unified profiles for segmentation, insights, and reporting. In Prospecting Center, Identity Resolutions unify data that’s coming in from Data 360 into the Prospecting Center, so your Sales reps don’t waste their time evaluating duplicate records. - Copy Field Enrichments for Prospecting Center
Copy data from Data 360 into your org using the Copy Field Enrichment settings. Copy Fields show field data copied from objects with a 1-to-1 relationship to a Data 360 Individual, Unified Individual, Data 360 Account, or Unified Account DMO.
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