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About Salesforce Data 360
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          Get Started with Data 360

          Get Started with Data 360

          Before you begin with Data 360, review the checklist, considerations, and product navigation.

          Note
          Note

          As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

          To get ready for Data 360, teams should:

          • Understand the guidelines and limitations that impact billing.
          • Review brand management and organization structure used in Data 360.
          • Decide on a data strategy by reviewing data model concepts.
          • Analyze existing data and data sources.
          • Discuss using unified profiles.
          • Identify users and their needed permissions.
          • Create goals and determine data usage.

          Checklist and Considerations

          Download the interactive PDF worksheet: Data 360 Checklist and Considerations.

          Data 360 Checklist and Considerations

          Navigation Options

          Find Data Cloud in the App Launcher after provisioning.

          Search for Data Cloud from App Launcher

          Tab Navigation

          On the Data Cloud home page, find features through tabs.

          Data Cloud home page with callouts

          Ingest, connect and model data with the Data Streams, Data Lake Objects, and Data Model (1) tabs. View connected data and unified profiles with Data Explorer and Profile Explorer (2). Create match and reconciliation rules to unify individual records with the Identity Resolutions (3) tab. Calculate metrics and build streaming insights from the Calculated Insights (4) tab. The Data Cloud Setup gear (5) is where system admin and users with the Data 360 Architect permission set configure Data 360 features.

          Left Side Navigation (Beta)

          Users can now enable a new navigation pattern in Feature Manager. Instead of using tabs, job-based categories organize features based on related tasks and implementation order.

          Left side navigation with Govern & Secure highlighted

          Find features grouped into categories.

          • Connect & Unify
          • Govern & Secure
          • Process & Enrich
          • Explore & Optimize
          • Analyze & Predict
          • Segment & Act

          Graphic divider

          • Set Up and Turn On Data 360
            After provisioning Data 360, you can capture, unify, segment, and activate your customer data. Data 360Data 360 is automatically provisioned as soon as a Data Cloud license is added to your Salesforce org. However, if auto provisioning isn't available or if you’re working in a Developer Edition or sandbox org, you must manually enable it. Data 360 can be enabled on a new or an existing Salesforce org.
          • Create Data 360 Users and Assign Permissions
            Create users and provide access to Data Cloud features like identity resolution, transforms, and calculated insights.
          • Data 360 Licenses, Billing, and Limits
            How you pay for data services provided by Data 360 depends on how your Data 360 org is licensed. Your licenses determine both billing method and limits for your org. We recommend working with your account exec before buying Data 360 or when your contract renews to ensure your license is the best choice based on your usage and growth potential.
          • Enable Data 360 Features
            You can enable Data 360 features using the Feature Manager. This screen is visible only when there are one or more features to enable or disable.
          • Data 360 Lifecycle Management
            To manage your Data 360 lifecycle you can renew your license or delete your Data 360 instance to reset the org. To keep your Data 360 instance, renew your license within the 120-day grace period. To set up a new Data 360 instance with an active license, use the Data 360 cleanup process to delete its associated data, metadata, and configurations. You can also use the cleanup process to connect your org as a Data Cloud One companion to an existing Data 360 instance.
          • Data Source Configuration in Data 360
            To connect data sources, review the admin tasks that must be completed first. After they’re configured in Data Cloud Setup, data streams can be created for each data source. Find information about all the varieties of data source connectors, their configuration, and data stream setup under Connect Data.
          • Data Target Configuration in Data 360
            To configure data targets, review the admin tasks that must be completed first.
          • AI and Data Usage in Data 360
            AI is built on data. Review this table to find out which AI models Data 360 features support and the implications of turning off access to a model.
          • General Set Up Tasks in Data 360
            In addition to provisioning and connecting data sources, learn about additional tasks completed in Data Cloud Setup.
          • Data 360 Usage and Access Changes
            Changes to documentation about Data 360 licensing, feature availability, limits, billing, and permission sets are logged in this document.
           
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