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General FAQs

What is included in the Data 360 Provisioning offering?

• Data 360 Provisioning includes 250,000 Data Services credits; 1 TB of data storage; 1 Data 360 admin; 100 internal Data 360 identity users; 20,000 Data 360 permission set licenses (PSL); 5 integration users. Unlimited Plus Edition customers will get access to 2,500,000 Data Service credits.
• The 2 Tableau Creator licenses are a separate line item and can be quoted by your Account Executive. Refer to this resource for more details on the Tableau Cloud - Creator for Data 360.

What can I do with Data 360?
Data 360 will allow customers to get started with one of three use cases:

• Unify Prospects for Targeted Selling: Customers can consolidate data across multiple orgs and data sources to identify opportunities with priority customers and increase revenue
• Unify Customers for Personalized Service: Customers can consolidate data across multiple orgs and data sources to empower service agents with a unified, 360 degree view of the customer.
• Unify Customers for Marketing Campaigns: Customers can consolidate data across multiple orgs and data sources into a unified profile that gives them an omni-channel view of each customer

Across these use cases, customers can ingest data from multiple sources, unify data with identity resolution, calculate insights, visualize data in Tableau (with the provisioning of the Tableau Cloud - Creator for Data 360 SKU), and view consolidated data on the contact record. 

What's the difference in functionality between Data 360 Starter and Data 360 Provisioning? 
Data 360 Provisioning includes all of the features and functionality of the existing Data 360 offerings, included in Data 360 Starter, but fewer Data Services Credits.

What's the difference in capacity between Data 360 Starter and Data 360 Provisioning? 
The Data 360 Starter SKU includes 10,000,000 in Data Services Credits. The Data 360 Provisioning SKU includes 250,000 in Data Services Credits for Enterprise and Unlimited editions and 2,500,000 in Data Services credits for Unlimited Plus edition. Data 360 and Data 360 Provisioning both include 1 TB of data storage; 1 Data 360 admin; 100 internal Data 360 identity users, 1,000 Data 360 permission set licenses (PSL); and 5 integration users.

Accessing & Purchasing FAQs

How do I get Data 360 Provisioning?
You can get Data 360 Provisioning via Your Account. See Data 360 Access and Provisioning.

How do I access Your Account?
Within Salesforce, you can click on the Setup gear in the top right corner and select “Your Account”. More details can be found here.

Is it 250,000 credits per year or a one time offer?
The 250,000 credits is an annual amount that’s prorated against the term of your core contract. For example, if your org has 3 years left on its Core contract, it will get 750,000 credits over the 3 year period.

Is Data 360 Provisioning renewable?
Yes.

What happens after I hit capacity and run out of credits?
You can work with your Account Executives to purchase additional Data 360 credits to meet your needs.

If I want to purchase additional credits, can I do so on Your Account?
No, you'll need to work with your Account Executive to purchase add-ons and additional capacity.

 

Eligibility FAQs

Can Data 360 Provisioning be used as a Sandbox?

Yes, but Data 360 won’t automatically provision itself in your sandbox, even if it’s created from an org that already has Data 360. You can enable Data 360 in any sandbox with a Data 360 license by going to Data 360 Setup and clicking the Enable button. 

Can customers with Professional Edition get Data 360 Provisioning?
No.

What if I already have Data 360 or Customer Data Platform (CDP)?
Data 360 Provisioning is only available on orgs without an existing Data 360 or Customer Data Platform (CDP) license.

Can customers with Unlimited Edition Plus Bundle get Data 360 Provisioning?
No. Data 360 Provisioning isn't available to customers who have purchased the Unlimited Edition Plus Bundle because this bundle already includes a Data 360 license.

How can I tell what edition my org is running?
When logged into your Salesforce org, check Setup > Company Information you can find the field Organization Edition.

Is Data 360 Provisioning available for Government Cloud?
No.

Is Data 360 Provisioning available to non-profit customers?
Yes.

Is Data 360 Provisioning available to Industry Cloud customers?
Industry Cloud customers with Enterprise Edition and above are eligible.

Is Data 360 Provisioning available to Partners with an ISV Enterprise Edition org?
Data 360 Provisioning is not accessible via Your Account in ISV Enterprise Edition orgs. ISV Partners will instead need to create a support case with the Partner Ops team to request provisioning of Data 360.

What happens if I already own Tableau, can I still use Tableau Cloud - Creator for Data 360?
Tableau Cloud - Creator for Data 360 is intended to provision a new Tableau tenant (aka site).

Can a customer have more than one instance of Data 360 Provisioning?
Each org can have only one Data 360 license of any kind. This includes licenses granted through Data 360 Starter or Data 360 Provisioning, Customer Data Platform (CDP), or Data 360 One Companion license. If you have more than one Salesforce org, you could add a Data 360 to each Salesforce org, but we recommend considering Data 360 One instead. Data 360 One lets you connect multiple orgs to the same Data 360.

Do I need to get Data 360 Provisioning provisioned in order to get access to the Tableau Cloud - Creator for Data 360?
In order to get access to Tableau Cloud - Creator for Data 360, you must already have, or include on the same quote, any of the following:

• Data 360 Provisioning
• Customer Data 360 Starters (e.g. Tableau, Marketing, Health Cloud): Enterprise, Performance, or Unlimited editions
• Sales Cloud or Service Cloud: UE+ edition
• Marketing Cloud Customer Data Platform: Corporate, Enterprise or Enterprise Plus editions
• ExactTarget - Corporate Edition for Marketing Cloud Customer Data Platform

How can Marketing Cloud customers without Sales for Service Cloud get started with Data 360 at no cost?

These customers should contact their AE.

Experience & Additional Resources FAQ

What guidance is Salesforce offering customers?
To help ensure customer success, we are launching Data 360 Provisioning with three suggested use cases. We provide step-by-step implementation guides to help customers implement one of the three use cases. In addition, customers can leverage our Data 360 documentation on our Help site and Trailhead to learn more.

How will I know how many credits we’ve used?
You can track your credit usage in near-real time using Digital Wallet, set up threshold alerts to warn you if you’re approaching a credit consumption limit, and use reports and dashboards to review your credit consumption. If you have more questions about your usage, please reach out to your Account Executive.

Will Salesforce turn off access once we hit capacity?
No, we will not turn off access if you reach (or exceed) your credit capacity. However, you’ll be billed for credit overages. If you want to purchase additional Data 360 credits, you should work with your Account Executive.

How do Success Plans apply to Data 360 Provisioning?
Data 360 Provisioning will inherit the support level of the org where it is provisioned.

Can I unify on individuals or accounts?
Customers can choose to unify either on individuals or accounts, match leads to accounts, or unify individuals into household groups.

Can I bring in data from external data sources outside of Salesforce with Data 360 Provisioning?
Yes, you can ingest data from external sources into any Data 360, regardless of what SKU you purchased. For more information, review this document.

How do I ensure we don’t exceed the 250,000 credit allotment?
Keep an eye on your credit usage using Digital Wallet and set up threshold alerts.

How do I get product support?
If you need help with Data 360, please log a case through the Salesforce Help Portal. If you need help with Tableau, please log a case through the Tableau Customer Portal.

What is the significance of enabling Data 360 in a Salesforce Org?
Data 360 serves as a central hub for your data ecosystem. When enabled on a Salesforce org, it can ingest and unify data from multiple sources. Enterprise-level data modelers and data architects can use Data 360 to establish a single source of truth (SSOT) for all business units across one or more Salesforce orgs. Selecting the right architecture before enabling Data 360 and connecting data sources requires thoughtful planning by your org. We strongly recommend planning your Data 360 strategy before you get started.

What should I consider when planning the Data 360 architecture for my Salesforce ecosystem?

To make an informed decision, consider these factors.

• Review Your Data Needs: Assess your organization's data requirements, including data modeling, testing, and the need for separate environments.
• Consider Future Growth: Contemplate how your data needs might evolve in the future and whether a single Data 360 for many Salesforce orgs aligns with your long-term objectives.
• Consult with Experts: Engage with Salesforce's Customer Success Group (CSG) and partners for insights and guidance on Data 360 tenancy options.

If I have multiple Salesforce Orgs, should I set up Data 360 in all of them?
Where to set up Data 360, and how many instances of Data 360 you should set up, depends on your data architecture and data residency requirements.

• Data Residency: To satisfy data residency requirements, consider creating one Data 360 per region. Use the region’s Data 360 in order to unify and enrich data from multiple orgs in that region without moving it outside of the region.
• Control vs. Centralization Needs: Assess whether all orgs require complete control over their data and Data 360 configurations. If so, creating multiple Data 360s is advisable; otherwise, connecting multiple orgs to a single Data 360 allows you to centralize controls across those orgs.

Should I create a new Salesforce org for the Data 360 or enable it on an existing production org?
Consider whether it makes sense to separate Data 360 functionality and users.

• Separation of Functionality: If you want to keep Data 360 functionality entirely separate, creating a new org is a suitable choice.
• Coexistence: If you don't mind both existing Salesforce users and new Data 360 users sharing the same production org, you can add Data 360 to an existing org.

If you choose to create a new org on which to enable Data 360, you can do so in either of these ways.

• Consult with Your Account Team : Reach out to your Account Executive or TAM for assistance and guidance on your options.
• Self-Serve: Create a new trial org, then go to Your Account to upgrade it to an Enterprise or Unlimited Edition Org. Once upgraded, you can add a Data 360 Everywhere License to that org for free via Your Account.