Analyze Conversation Transcripts Using Data 360 Public APIs

As an alternative to Data 360 reports, analyze conversation transcripts using Data 360 public APIs. We’ve provided sample API requests and responses to help you get started.

Important Connected app creation is restricted as of Spring ‘26. You can continue to use existing connected apps during and after Spring ‘26. However, we recommend using external client apps instead. If you must continue creating connected apps, contact Salesforce Support.

See New connected apps can no longer be created in Spring ‘26 for more details.

In the sample APIs, we're using OAuth 2.0 Client Credentials Flow, which is one of the authentication flows available for OAuth Authorization.

1. Verify that you completed the prerequisites listed in Analyze Conversation Transcripts in Data 360, and that you created data streams for your conversation data.
2. Set up a connected app to obtain the authentication credentials.
   1. From Setup, in the Quick Find box, enter External Client App and select Settings under External Client Apps.
   2. Click New Connected App.
   3. Click Create a Connected App and then click Continue.
   4. Fill in the required detail, enable Enable OAuth Settings, and then select the required OAuth Scopes.

      These OAuth scopes are required:

      • Manage Data Cloud profile (cdp_profile_api)
      • Manage User Data via APIs (api)
      • Perform ANSI SQL queries on Data Cloud data (cdp_query_api)
   5. Under Enable OAuth Settings, enable Enable Client Credentials Flow and then click Save.
   6. From Setup, in the Quick Find box, enter Manage Connected Apps and then select it.
   7. Click Edit on the connected app, and under Client Credential Flow, look for your username to get access to the connected app.
3. Obtain an access token.
4. Exchange access token for Data 360 token. For example, see Sample Data 360 Access Token Request and Response.
5. Execute a query using the Data 360 token as a bearer token.

• Sample Request and Response for Access Token
  This sample request lets you obtain the access token and uses client_credentials as the grant_type for org authentication.
• Sample Exchange Access Token for Data 360 Token Request and Response
  This sample request exchanges the access_token value obtained from Sample Access Token Request and Response for dataCloudAuthToken.
• Sample Request and Response for Executing SOQL Query
  This sample request is a query that uses the Data 360 auth token (dataCloudAuthToken) and instance_url obtained from Sample Exchange Access Token for Data 360 Token Request and Response to fetch the required data.