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Add Salesforce Data 360 to your AI agent

Salesforce Data 360 unifies customer data and provides Connect REST APIs for data management, analytics, segmentation, and activation workflows.

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Things your agent can do in Salesforce Data 360
424

Things your AI can do in Salesforce Data 360

Your FormWise AI can handle any of these in Salesforce Data 360 — on its own, without you needing to click a button.

  • Accept a collaboration invitation

    Accept an invitation for a clean room collaboration. **Available Version:** 63.0

  • Activate data graph

    Activate a data graph draft. Activation saves the draft configuration and builds the data graph, which starts a materialization job to process the data according to the graph definition. In the Data 360 UI, this action corresponds to **Save and Build**. **Available Version:** 67.0

  • Add deep research as knowledge source

    Copy a completed deep research report into the knowledge space's GENERATED_RESOURCES library and trigger indexing. This causes the research findings to be available for future queries. **Available Version:** 67.0

  • Approve tag suggestions

    Approves one or more tag suggestions. Each item returns status code 200 on success, 404 if the suggestion isn't found, or 400 if the suggestion is in a terminal state. **Available Version:** 67.0

  • Assign ad account

    Assigns the specified ad account to the activation target. **Available Version:** 67.0

  • Bulk create classification assignments

    Bulk creates data governance classification assignments. **Available Version:** 67.0

  • Bulk create classification taxonomies

    Creates multiple classification taxonomies in a single request. **Available Version:** 67.0

  • Bulk create classifications

    Creates multiple classifications in a single request. Maximum of 200 items per request. If a tag link fails for an item, the classification is still created. **Available Version:** 67.0

  • Bulk create object access grants

    Creates multiple object access grants for a single combination of a data space and a permission set using an idempotent request. A request supports a maximum of 200 items. **Available Version:** 67.0

  • Bulk create tag assignments

    Bulk creates data governance tag assignments. **Available Version:** 67.0

  • Bulk create tag detection instructions

    Bulk creates active detection instructions for multiple tags under one taxonomy. Each item creates or replaces the active instruction for one tag. **Available Version:** 67.0

  • Bulk create tag taxonomies

    Creates multiple tag taxonomies in a single request. **Available Version:** 67.0

Show 412 more things it can do

  • Bulk create tags

    Creates multiple tags in a single request. Maximum of 200 items per request. A parent tag and its child cannot be created in the same request. **Available Version:** 67.0

  • Bulk delete classification assignments

    Bulk deletes data governance classification assignments. **Available Version:** 67.0

  • Bulk delete classification taxonomies

    Deletes multiple classification taxonomies in a single request. **Available Version:** 67.0

  • Bulk delete classifications

    Deletes multiple classifications in a single request, cascading each deletion to its child classifications and assignments. **Available Version:** 67.0

  • Bulk delete object access grants

    Deletes multiple object access grants for a single combination of a data space and a permission set using an idempotent request. If a specified grant doesn't exist, no action is taken for that item. **Available Version:** 67.0

  • Bulk delete tag assignments

    Bulk deletes data governance tag assignments. **Available Version:** 67.0

  • Bulk delete tag taxonomies

    Deletes multiple tag taxonomies and all child tags in a single request. **Available Version:** 67.0

  • Bulk delete tags

    Deletes multiple tags in a single request, cascading each deletion to its child tags and assignments. **Available Version:** 67.0

  • Bulk fetch catalog metadata

    Returns catalog metadata records matching the provided identifiers. Identifiers not found are silently omitted. **Available Version:** 68.0

  • Bulk fetch catalog metadata children

    Returns children of catalog metadata records grouped by parent. Parents not found are silently omitted. **Available Version:** 68.0

  • Bulk update classification taxonomies

    Updates multiple classification taxonomies in a single request. Omitted fields are left unchanged. **Available Version:** 67.0

  • Bulk update classifications

    Updates multiple classifications in a single request. Omitted fields are left unchanged. Tag validation runs against the state before the batch operation. If a tag link fails, the classification is updated, but the tag link change is not applied, and an error is reported **Available Version:** 67.0

  • Bulk update tag taxonomies

    Updates multiple tag taxonomies in a single request. Omitted fields are left unchanged. **Available Version:** 67.0

  • Bulk update tags

    Updates multiple tags in a single requests. Omitted fields are left unchanged. Validation runs against the state before the batch operation. For example, if item 1 re-parents tag A and item 2 references tag A, item 2 validates against tag A's ancestry before the batch operation. **Available Version:** 67.0

  • Cancel data transform

    Cancel a data transform. **Available Version:** 60.0

  • Cancel running deep research job

    Cancel a running deep research job, optionally requesting a partial report from completed steps. **Available Version:** 67.0

  • Cancel SQL query

    Delete the specified SQL query and terminate any queries that are currently running. For more information about using SQL in Data 360, see [Getting Started with Data 360 SQL](https://developer.salesforce.com/docs/data/data-cloud-query-guide/guide/dc-query-section.html). **Available Version:** 63.0

  • Count segment

    Trigger a segment count on demand. **Available Version:** 61.0

  • Create a prediction job definition

    Create a new prediction job definition. **Available Version:** 59.0

  • Create a provider

    Create a new clean room provider. **Available Version:** 63.0

  • Create a specification

    Create a new clean room specification. **Available Version:** 63.0

  • Create access policy

    Creates an access policy, with optional inline rules, using all-or-none semantics. A builder-compatible policy can contain at most one rule. **Available Version:** 67.0

  • Create activation

    Create an activation. **Available Version:** 60.0

  • Create activation target

    Create an activation target. **Available Version:** 60.0 If you are using a Marketing Cloud connector, use these endpoints to retrieve your connector details: - [Get connection](https://developer.salesforce.com/docs/data/connectapi/references/spec?meta=getConnection) - [Get connections](https://developer.salesforce.com/docs/data/connectapi/references/spec?meta=getConnectionCollection)

  • Create agent

    Creates a new agent. **Available Version:** 66.0

  • Create calculated insights

    Create a calculated insight in Data 360. **Available Version:** 57.0 **Root XML tag:** `<cdpCalculatedInsightInput>`

  • Create classification

    Creates a classification under a specified classification taxonomy, with optional initial tag links. If a tag link fails, the classification is still created and the failed tag link is reported. **Available Version:** 67.0

  • Create classification assignment

    Creates a single data governance classification assignment. **Available Version:** 67.0

  • Create classification taxonomy

    Creates a classification taxonomy. **Available Version:** 67.0

  • Create communication capping configuration

    Creates a communication capping configuration entity. **Available Version:** 67.0

  • Create communication capping dimension

    Creates a communication capping dimension. **Available Version:** 67.0

  • Create communication capping rule

    Creates a communication capping rule for a configuration. **Available Version:** 67.0

  • Create custom code deployment

    Creates a custom code deployment. The deployment record isn't complete until you upload the code package, so completing a deployment is a three-step process: 1. Send this request with the deployment metadata. The response includes a short-lived, pre-signed `fileUploadUrl`. 2. Upload the code package ZIP (up to 5 GB) as a PUT request to `fileUploadUrl` with `Content-Type: application/zip` or `application/x-zip-compressed`. The upload goes directly to storage, outside the Connect API, so use the URL promptly. 3. Poll `GET /ssot/data-custom-code/{customCodeNameOrId}` until `deploymentStatus` is `Deployed`. If `deploymentStatus` is `Failed`, check `deploymentFailureCode` and `deploymentFailureReason` for the cause. **Available Version:** 63.0

  • Create data action

    Create a new data action. **Available Version:** 58.0

  • Create data action target

    Create a new data action target. **Available Version:** 58.0

  • Create data alert

    Create a new data alert within the data alert collection. **Available Version:** 61.0

  • Create data graph

    Create a data graph. **Available Version:** 59.0

  • Create data kit

    Create a standard data kit. **Available Version:** 63.0

  • Create data lake object

    Create a data lake object (DLO). **Available Version:** 60.0

  • Create data model object

    Create a custom data model object (DMO). **Available Version:** 61.0

  • Create data model object mapping

    Create a new mapping between a data lake object (DLO) source and a data model object (DMO) target. ><span style="color:blue">**Note:**</span> >Refer to the [Data 360 DMO Connect API use case example](https://developer.salesforce.com/docs/data/connectapi/guide/dmo-use-case.html) to see this endpoint implemented in a high-value scenario. **Available Version:** 61.0

  • Create data share

    Creates a data share and adds the data model object (DMO), data lake object (DLO), and calculated insight object (CIO) to it. **Available Version:** 63.0

  • Create data share target

    Creates a data share target of a particular target type. **Available Version:** 63.0

  • Create data space

    Create a new data space based on the input details provided. **Available Version:** 62.0

  • Create data stream

    Create a data stream. This endpoint also creates an unstructured data lake object (UDLO) when `dataLakeObjectInfo.category` is `Directory_Table` — it serves all UDLO creation paths (uploaded files, cloud-storage connections, and scheduled external connectors). **Available Version:** 60.0

  • Create data transform

    Create a data transform. **Available Version:** 60.0

  • Create Document AI configuration

    Create a new Document AI configuration. **Available Version:** 63.0

  • Create field source target relationships

    Create bulk data model object (DMO) relationships between fields in the source DMO and fields in the target DMO. If a relationship already exists, it is skipped. **Available Version:** 64.0

  • Create identity resolution ruleset

    Create an identity resolution ruleset in Data 360. **Available Version:** 57.0

  • Create ingestion job

    Create a Data 360 bulk ingestion job for one object and an upsert or delete operation. The new job is Open and ready to receive CSV batches.

  • Create knowledge library

    Create a knowledge library in an existing knowledge space. **Available Version:** 65.0

  • Create knowledge space

    Create a knowledge space in the current data space. **Available Version:** 65.0

  • Create knowledge space configuration

    Create a knowledge space configuration. **Available Version:** 65.0

  • Create knowledge space session

    Create a new session for a knowledge space. **Available Version:** 65.0

  • Create model setup version

    Create a new model setup version. **Available Version:** 59.0

  • Create object access grant

    Creates a single object access grant using an idempotent request. If a matching grant already exists, the API returns the existing record; otherwise, it creates and returns a new grant. **Available Version:** 67.0

  • Create retriever

    Create a retriever to query and retrieve data from Data 360 objects or search indexes. See [AI Retrievers Overview](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever.htm&type=5) for more information about retrievers. **Available Version:** 61.0

  • Create retriever configuration

    Create a new configuration version for the retriever. Set `isActive` to `true` to activate immediately. At most one configuration can be active at a time. The `NoCode` retriever type internally generates a Data 360 SQL query template from the configuration. The `CustomSql` retriever type uses a user-specified Data 360 SQL query template. The `Ensemble` retriever type combines results from multiple sub-retrievers with reranking. **Available Version:** 61.0

  • Create segment

    Create a segment in Data 360. When creating a segment, the `sql` property is subject to validations. See [Supported Validations for DBT Segments](/docs/data/connectapi/guide/features_cdp_dbt_validations.html). ><span style="color:red">**Important:**</span> >For this endpoint, authorize using the Core Salesforce token instead of the CDP token. **Available Version:** 55.0 **Root XML tag:** `<cdpSegment>`

  • Create semantic search

    Define the connect APIs that perform create, read, update, and delete operations for a search index of unstructured data. **Available Version:** 60.0

  • Create tag

    Creates a tag under a specified tag taxonomy, optionally nested under a parent tag. **Available Version:** 67.0

  • Create tag assignment

    Creates a single data governance tag assignment. **Available Version:** 67.0

  • Create tag detection instruction

    Creates or replaces the active detection instruction for a tag. **Available Version:** 67.0

  • Create tag taxonomy

    Creates a top-level tag taxonomy. **Available Version:** 67.0

  • Deactivate segment by ID

    Deactivate a segment on demand by ID. **Available Version:** 59.0

  • Deactivate segment by name

    Deactivate a segment on demand by API name. **Available Version:** 59.0

  • Delete a prediction job definition

    Delete a specific prediction job definition. **Available Version:** 59.0

  • Delete a specification

    Deletes a specific clean room specification. **Available Version:** 66.0

  • Delete access policy

    Permanently deletes an access policy and cascades the delete to its rules. **Available Version:** 67.0

  • Delete activation

    Delete an activation. Because there are no dependency checks, ensure that there are no downstream systems that expect data from this activation before deleting it. After you delete an activation, Data 360 stops sending data to any downstream systems that are associated with the deleted activation. To identify the downstream system (activation target) that is associated with the activation, use the [get activation](https://developer.salesforce.com/docs/data/connectapi/references/spec?meta=getActivation) endpoint. The get activation endpoint provides the activation target details needed to evaluate the impact before deleting the activation. In the case of an invalid activation ID, the error message “Activation not found for Id: *activationId*” is returned. **Available Version:** 61.0

  • Delete activation platform

    Deletes an activation platform. Returns a 412 error if the platform is referenced by activation targets or market segment activations. **Available Version:** 67.0

  • Delete activation target

    Delete an activation target by ID or developer name. **Available Version:** 60.0

  • Delete activation target metadata

    Deletes activation target dimension metadata for a given activation target ID. **Available Version:** 67.0

  • Delete agent

    Deletes an existing agent. **Available Version:** 66.0

  • Delete calculated insight

    Delete a calculated insight in Data 360. **Available Version:** 57.0

  • Delete classification

    Deletes a classification and cascades the deletion to any child classifications and assignments. **Available Version:** 67.0

  • Delete classification assignment

    Deletes a data governance classification assignment by ID. **Available Version:** 67.0

  • Delete classification taxonomy

    Deletes a classification taxonomy. **Available Version:** 67.0

  • Delete communication capping rule

    Deletes a communication capping rule. **Available Version:** 67.0

  • Delete configured model

    Delete a configured model. **Available Version:** 61.0

  • Delete connection

    Delete a Data 360 connector. **Available Version:** 60.0

  • Delete custom code deployment

    Deletes a custom code deployment. **Available Version:** 63.0

  • Delete data action target

    Delete a data action target. **Available Version:** 58.0

  • Delete data graph

    Delete a data graph. **Available Version:** 59.0

  • Delete data kit

    Delete a data kit. **Available Version:** 64.0

  • Delete data lake object

    Delete a data lake object (DLO). **Available Version:** 60.0

  • Delete data model object

    Delete a standard or custom data model object (DMO). **Available Version:** 61.0

  • Delete data model object field mapping

    Delete a field mapping between a data lake object (DLO) source and a data model object (DMO) target. **Available Version:** 61.0

  • Delete data model object mapping

    Delete a mapping between a data lake object (DLO) source and a data model object (DMO) target. **Available Version:** 61.0

  • Delete data share

    Deletes a data share. **Available Version:** 63.0

  • Delete data share target

    Deletes a data share target. **Available Version:** 63.0

  • Delete data space

    Delete the specified data space. **Available Version:** 67.0

  • Delete data space members

    Delete the specified data lake objects (DLOs) from a data space. **Available Version:** 66.0

  • Delete data stream

    Delete a data stream. **Available Version:** 60.0

  • Delete data transform

    Initiate the deletion of a data transform. **Available Version:** 60.0

  • Delete Document AI configuration

    Delete a Document AI configuration. **Available Version:** 63.0

  • Delete field source target relationship

    Delete a data model object (DMO) relationship between a field in the source DMO and a field in the target DMO. **Available Version:** 64.0

  • Delete identity resolution ruleset

    Delete an identity resolution ruleset in Data 360. **Available Version:** 57.0

  • Delete ingestion job

    Delete an eligible Data 360 bulk ingestion job, including its stored job data and metadata.

  • Delete ingestion records

    Delete up to 200 records from a Data 360 data lake table by primary key. Salesforce processes the accepted request asynchronously.

  • Delete knowledge space

    Delete a knowledge space. **Available Version:** 65.0

  • Delete knowledge space configuration

    Delete a knowledge space configuration. **Available Version:** 65.0

  • Delete knowledge space session

    Delete a knowledge space session. **Available Version:** 65.0

  • Delete model artifact

    Delete the model artifact. **Available Version:** 61.0

  • Delete object access grant

    Deletes a single object access grant. **Available Version:** 67.0

  • Delete retriever

    Delete a retriever and all its configuration versions. The retriever must not be used by other entities. **Available Version:** 61.0

  • Delete retriever configuration

    Delete a retriever configuration. **Available Version:** 61.0

  • Delete segment

    Delete a segment in Data 360. **Available Version:** 56.0

  • Delete semantic search

    Delete a search index definition. **Available Version:** 60.0

  • Delete tag

    Deletes a tag and cascades the deletion to any child tags and assignments. **Available Version:** 67.0

  • Delete tag assignment

    Deletes a data governance tag assignment by ID. **Available Version:** 67.0

  • Delete tag detection instruction

    Deactivates the currently active detection instruction for a tag. **Available Version:** 67.0

  • Delete tag taxonomy

    Deletes a tag taxonomy and all child tags. **Available Version:** 67.0

  • Deploy data kit components

    Deploy multiple components from a specific data kit. ><span style="color:blue">**Note:**</span> >See [Supported Component Types for Data Kit Deployment](https://developer.salesforce.com/docs/data/connectapi/guide/deploy-data-kit-payloads.html) for the complete list of component types and their corresponding payload configurations. **Available Version:** 64.0

  • Describe catalog metadata type

    Returns the full JSON Schema document for a single metadata type, including its subtypes and property schemas. **Available Version:** 68.0

  • Detect Document AI schema

    Detect which extraction schema best matches a document from PDF, image, Microsoft Word (.docx), PowerPoint (.pptx), Excel (.xlsx), markdown (.md), and text (.txt) files, using single or multi-schema mode. ><span style="color:blue">**Note:**</span> >Available in Data Cloud One. You can call the endpoint directly from a companion org. **Available Version:** 67.0

  • Disable a collaboration

    Disable a clean room collaboration. **Available Version:** 66.0

  • Disable activation

    Disables a market segment activation. **Available Version:** 67.0

  • Disable activation platform

    Disables an activation platform. **Available Version:** 67.0

  • Disable activation target

    Disables an activation target. **Available Version:** 67.0

  • Disable communication capping

    Disables a communication capping configuration. **Available Version:** 67.0

  • Enable activation

    Enables a market segment activation. **Available Version:** 67.0

  • Enable activation platform

    Enables an activation platform. **Available Version:** 67.0

  • Enable activation target

    Enables an activation target. **Available Version:** 67.0

  • Enable communication capping

    Enables a communication capping configuration. **Available Version:** 67.0

  • Extract Document AI configuration data

    Extract structured data from PDF, image, Microsoft Word (.docx), PowerPoint (.pptx), Excel (.xlsx), markdown (.md), and text (.txt) files. You can specify a page range for extraction and assign confidence scores for each extracted field. For Excel files, specify the target sheet name in the request. ><span style="color:blue">**Note:**</span> >Available in Data Cloud One. You can call the endpoint directly from a companion org. **Available Version:** 63.0

  • Generate Document AI schema

    Generate a schema from a source of unstructured data. ><span style="color:blue">**Note:**</span> >Available in Data Cloud One. You can call the endpoint directly from a companion org. **Available Version:** 63.0

  • Generate tag suggestions

    Launches asynchronous AI-driven tag suggestion jobs for one or more objects. Returns per-object job IDs. **Available Version:** 67.0

  • Get a predict job

    Get a specific predict job. **Available Version:** 59.0

  • Get a predict job task

    Get a task associated with a specific predict job. **Available Version:** 59.0

  • Get a prediction job definition

    Get a specific prediction job definition. **Available Version:** 59.0

  • Get a provider

    Get a clean room provider. **Available Version:** 63.0

  • Get access policy

    Returns a single access policy and its rules by developer name. **Available Version:** 67.0

  • Get access policy rule

    Returns the details of a specific rule within an access policy. **Available Version:** 67.0

  • Get activation

    Get an activation by ID. **Available Version:** 60.0

  • Get activation external platform

    Get a specific activation external platform. **Available Version:** 67.0

  • Get activation platform

    Returns an activation platform by record ID or API name. **Available Version:** 67.0

  • Get activation target

    Get an activation target by ID or developer name. **Available Version:** 60.0

  • Get agent

    Get an existing agent. **Available Version:** 66.0

  • Get auto-tagging job

    Returns a single data governance auto-tagging job by ID, reporting its progress and status. **Available Version:** 67.0

  • Get calculated insight

    Get a calculated insight in Data 360. **Available Version:** 57.0

  • Get calculated insight object

    Query a Calculated Insight object in Data 360. **Available Version:** 52.0

  • Get calculated insight object metadata

    Get metadata for a Calculated Insight object in Data 360. Metadata includes dimensions and measures. **Available Version:** 52.0

  • Get catalog metadata

    Returns the full metadata profile for a single Unified Catalog asset. **Available Version:** 68.0

  • Get classification

    Returns a classification by its fully-qualified API name. **Available Version:** 67.0

  • Get classification assignment

    Returns a single data governance classification assignment by ID. **Available Version:** 67.0

  • Get classification taxonomy

    Returns a classification taxonomy by its API name. **Available Version:** 67.0

  • Get communication capping configuration

    Returns a communication capping configuration. **Available Version:** 67.0

  • Get configured model

    Get the configured model. If using the model's name, use `<namespace>__<devname>`, for example `mynamespace__ourGPT35Turbo`. **Available Version:** 61.0

  • Get Connection

    Get identity, connector type, and status for one existing Data 360 connection by ID. Connector-specific configuration is omitted because it can contain credentials.

  • Get connection endpoints

    Get the endpoints of an Ingestion API connector as a binary stream. The stream contains a YAML file that includes the OpenAPI definitions of the endpoints for the connector. You can push the returned data to a data lake object (DLO). **Available Version:** 61.0

  • Get connection preview

    Get a preview of the data in an object and pass it through parser settings. **Available Version:** 62.0

  • Get connection site map

    Get the sitemap for a Streaming App connection. **Available Version:** 60.0

  • Get Connector

    Get metadata and setup requirements for one Data 360 connector type.

  • Get custom code deployment

    Returns a custom code deployment. Poll the endpoint to check deployment readiness. The deployment is ready when `deploymentStatus` is `Deployed` and `status` is `Active`, and failed when `deploymentStatus` or `status` is `Error`. Any other combination means the deployment is still in progress. **Available Version:** 63.0

  • Get custom code execution

    Returns a single execution for a custom code script deployment. **Available Version:** 64.0

  • Get data action target

    Get a data action target. **Available Version:** 58.0

  • Get data graph

    Query a data graph. **Available Version:** 59.0

  • Get data graph data by entity name

    Query a data graph by the primary key of either the primary data model object (DMO) or the Individual linked DMO. For real-time data graphs, the endpoint attempts to retrieve data from the real-time data graph but falls back to the standard data graph if the real-time data graph is unavailable. **Available Version:** 59.0

  • Get data graph data by ID

    Query data graph data by ID. For real-time data graphs, the API retrieves data from the real-time data graph and only falls back to the standard data graph if the real-time data graph is unavailable. **Available Version:** 59.0

  • Get data graph metadata

    Query data graph metadata. This API supports both standard and real-time data graphs that allow you to retrieve metadata from each respective graph type. **Available Version:** 59.0

  • Get data kit component status

    Get the status of a component deployed from a data kit. **Available Version:** 62.0

  • Get data kit manifest

    Get a list of all member components and dependencies for a data kit. **Available Version:** 63.0

  • Get Data Lake Object

    Get one Data 360 data lake object by record ID or developer name, including its schema and status.

  • Get data model object

    Get a data model object (DMO). **Available Version:** 61.0

  • Get data model object mapping

    Get the details of a data model object (DMO) mapping. ><span style="color:blue">**Note:**</span> >Refer to the [Data 360 DMO Connect API use case example](https://developer.salesforce.com/docs/data/connectapi/guide/dmo-use-case.html) to see this endpoint implemented in a high-value scenario. **Available Version:** 61.0

  • Get data share

    Returns a data share with its object names. **Available Version:** 63.0

  • Get data share target

    Returns a data share target. **Available Version:** 63.0

  • Get Data Space

    Get one Data 360 data space by its ID or API name, including its current status and configuration.

  • Get data space member

    Get details about a data space member for a given data lake object (DLO). **Available Version:** 62.0

  • Get Data Stream

    Get one Data 360 data stream by record ID or developer name, including its source, refresh configuration, and status.

  • Get data transform

    Get a data transform. **Available Version:** 60.0

  • Get data transform schedule

    Get a data transform's schedule. The response contains different fields depending on its frequency. **Available Version:** 60.0

  • Get deep research report

    Get the deep research report for a research ID. **Available Version:** 67.0

  • Get deep research status

    Get the deep research status by research ID. **Available Version:** 67.0

  • Get Document AI configuration

    Get the details of a Document AI configuration. ><span style="color:blue">**Note:**</span> >Available in Data Cloud One. You can call the endpoint directly from a companion org. **Available Version:** 63.0

  • Get Document AI global configuration

    Get the global configurations for Document AI. ><span style="color:blue">**Note:**</span> >Available in Data Cloud One. You can call the endpoint directly from a companion org. **Available Version:** 63.0

  • Get file chunks summary

    Get all chunks for files in a knowledge space. **Available Version:** 65.0

  • Get file status

    Get the file status of a knowledge space for the specified file IDs. **Available Version:** 65.0

  • Get identity resolution ruleset

    Get an identity resolution ruleset in Data 360. **Available Version:** 57.0

  • Get ingestion job

    Get detailed status and processing information for a Data 360 bulk ingestion job.

  • Get insight metadata

    Get Insight metadata, including Calculated Insight objects, their dimensions, and their measures in Data 360. **Available Version:** 52.0

  • Get knowledge library details

    Get detailed information about a specific knowledge library. **Available Version:** 65.0

  • Get knowledge space

    Get a knowledge space. **Available Version:** 65.0

  • Get knowledge space configuration

    Get the details of a specific knowledge space configuration record. **Available Version:** 65.0

  • Get knowledge space details

    Get detailed information about a specific knowledge space. **Available Version:** 65.0

  • Get knowledge space session

    Get a knowledge space session. **Available Version:** 65.0

  • Get last extraction info

    Returns the last extraction information for the unified catalog. **Available Version:** 68.0

  • Get metadata

    Get all metadata, including Calculated Insights, Engagement, Profile, and other objects, as well as their relationships to other objects in Data 360. **Available Version:** 52.0

  • Get model artifact

    Get the model artifact. **Available Version:** 61.0

  • Get model setup version

    Retrieve a specific model setup version. **Available Version:** 59.0

  • Get model setup version partition

    Retrieve a partition of a specific model setup version. **Available Version:** 59.0

  • Get object access grant

    Returns a single object access grant. **Available Version:** 67.0

  • Get prediction

    Make a prediction using the specified model and parameters. This request is synchronous. **Available Version:** 61.0

  • Get presigned URLs

    Get presigned URLs for uploading files to a knowledge library. **Available Version:** 65.0

  • Get private network route

    Get detailed information about a Private Network Route. **Available Version:** 65.0

  • Get profile data model object

    Query a profile data model object using filters in Data 360. **Available Version:** 52.0

  • Get profile data model object and calculated insight with search key

    Query a profile data model object and a calculated insight object using filters and a search key in Data 360. **Available Version:** 52.0

  • Get profile data model object and child object with search key

    Query a profile data model object and a child object using filters and a search key in Data 360. **Available Version:** 52.0

  • Get profile data model object metadata

    Get metadata for a data model object (DMO) in the profile category, such as Individual, Contact Point Email, Unified Individual, and Contact Point Address in Data 360. Metadata includes the list of fields, data types, and indexes available for lookup. **Available Version:** 52.0

  • Get profile data model object with search key

    Query a profile data model object using filters and a search key in Data 360. **Available Version:** 52.0

  • Get profile metadata

    Get metadata for data model objects in the profile category, including Individual, Contact Point Email, Unified Individual, and Contact Point Address objects in Data 360. Metadata includes the objects, their fields, and their categories. **Available Version:** 52.0

  • Get refresh status

    Returns the current catalog refresh status. **Available Version:** 68.0

  • Get related attribute activation quota

    Returns the related-attribute activation quota for the org. When you supply an activation ID, that activation is excluded from the current count, which supports edit flows. **Available Version:** 67.0

  • Get related attribute configuration limits

    Returns the static configuration limits for related-attribute activations, such as maximum hops and attributes per activation. **Available Version:** 67.0

  • Get retriever

    Get a retriever with its latest and active configurations. **Available Version:** 61.0

  • Get retriever configuration

    Get a retriever configuration. **Available Version:** 61.0

  • Get segments by API name

    Returns a paginated list of segments that match the specified segment API name. **Available Version:** 56.0

  • Get segments by ID

    Returns the segments that match the specified segment ID. **Available Version:** 67.0

  • Get semantic search

    Get information about the specified search index definition record. **Available Version:** 60.0

  • Get semantic search configuration

    Get a search index configuration. **Available Version:** 60.0

  • Get semantic search definition details

    Get all search index definition details. **Available Version:** 60.0

  • Get session conversation

    Get conversation messages for a knowledge space session. **Available Version:** 65.0

  • Get SQL query rows

    Get additional query results that weren't returned in the initial request. For more information about using SQL in Data 360, see [Getting Started with Data 360 SQL](https://developer.salesforce.com/docs/data/data-cloud-query-guide/guide/dc-query-section.html). ><span style="color:red">**Important:**</span> >Ensure application compatibility with both synchronous and asynchronous queries. To retrieve results from an asynchronous query, poll the [get SQL query status](https://developer.salesforce.com/docs/data/connectapi/references/spec?meta=getSqlQuery) endpoint with the *queryId* until the status is `Finished`. ><span style="color:blue">**Note:**</span> >Refer to the [Data 360 Query Connect API use case example](https://developer.salesforce.com/docs/data/connectapi/guide/query-use-case.html) to see this endpoint implemented in a high-value scenario. **Available Version:** 63.0

  • Get SQL query status

    Get the status of an SQL query request. For more information about using SQL in Data 360, see [Getting Started with Data 360 SQL](https://developer.salesforce.com/docs/data/data-cloud-query-guide/guide/dc-query-section.html). ><span style="color:blue">**Note:**</span> >Refer to the [Data 360 Query Connect API use case example](https://developer.salesforce.com/docs/data/connectapi/guide/query-use-case.html) to see this endpoint implemented in a high-value scenario. **Available Version:** 63.0

  • Get streaming eligibility

    Indicates whether streaming activation is allowed for a data model object (DMO), and provides the reason when it isn't. **Available Version:** 67.0

  • Get tag

    Returns a tag by its fully qualified API name. **Available Version:** 67.0

  • Get tag assignment

    Returns a single data governance tag assignment by ID. **Available Version:** 67.0

  • Get tag detection instruction

    Returns the currently active detection instruction for a tag. **Available Version:** 67.0

  • Get tag suggestion

    Returns a single AI-generated tag suggestion by ID. **Available Version:** 67.0

  • Get tag taxonomy

    Returns a tag taxonomy by its fully qualified API name. **Available Version:** 67.0

  • Import knowledge

    Import selected knowledge libraries and search indexes into a target knowledge space. **Available Version:** 65.0

  • Index files

    Index uploaded files for a knowledge space. **Available Version:** 65.0

  • Link data share with target

    Links a data share with a data share target. If the target is already linked, the operation is idempotent and no changes are made. **Available Version:** 63.0

  • Get access policies

    Returns a paginated list of builder-compatible access policies. To include system or legacy policies that aren't builder-compatible, set `includeIncompatible` to `true`. **Available Version:** 67.0

  • Get action sources for an event

    Returns the action sources valid for the specified event on the activation platform, such as Website, App, or Offline. **Available Version:** 67.0

  • Get activation external platforms

    Get a paginated list of activation external platforms. **Available Version:** 64.0

  • Get activation history

    Returns a paginated list of publish-history records. With a market segment activation ID, returns the history for that single activation. With a market segment ID, returns the history for all activations under that segment. Routing is determined automatically based on the record ID. For paginated results, set `offset` to `0` in the initial request, then follow the `nextPageUrl` value in each response to retrieve subsequent pages. **Available Version:** 67.0

  • Get activation platform metadata

    Returns a paginated list of activation platform metadata, with optional filtering by platform type and name. **Available Version:** 67.0

  • Get activation platforms

    Returns a paginated list of activation platforms. **Available Version:** 67.0

  • Get activation target dimension metadata

    Gets activation target dimension metadata for a given activation target ID. **Available Version:** 67.0

  • Get activation target platform fields

    Returns the target-level configuration fields for an activation platform. **Available Version:** 67.0

  • Get activation targets

    Get a list of activation targets with selected filters. **Available Version:** 60.0

  • Get activations

    Get a list of activations with selected filters. **Available Version:** 60.0

  • Get agents

    Returns a list of all registered agents. **Available Version:** 66.0

  • Get Audience DMO activation records

    Query activation data. Get a list of all activation records from Audience data model objects (DMOs). **Available Version:** 61.0

  • Get auto-tagging jobs

    Returns a paginated list of data governance auto-tagging jobs, optionally filtered by object or status. Auto-tagging jobs are created by the generate tag suggestions action. **Available Version:** 67.0

  • Get available ad accounts

    Returns the ad accounts that aren't already assigned in the specified data space. **Available Version:** 67.0

  • Get calculated insights

    Get calculated insights in Data 360. **Available Version:** 57.0

  • Get catalog metadata children

    Returns all child metadata records (for example, fields) for the given parent catalog identifier. **Available Version:** 68.0

  • Get catalog metadata relationship children

    Returns the field-level details of a single relationship edge, including field-to-field edges. **Available Version:** 68.0

  • Get catalog metadata relationships

    Returns the relationship subgraph reachable from the given catalog asset within the requested depths. **Available Version:** 68.0

  • Get catalog metadata relationships by composite key

    Resolves a catalog asset by composite key, then traverses the relationship subgraph. **Available Version:** 68.0

  • Get catalog metadata types

    Returns a lightweight catalog of all available metadata types, each with its subtypes. **Available Version:** 68.0

  • Get channel preferences

    Returns the channel preference options for a channel and data model object (DMO) pair, such as Primary phone or Secondary phone. **Available Version:** 67.0

  • Get channels

    Returns the available activation channels for a data space. **Available Version:** 67.0

  • Get classification assignments

    Returns a paginated list of data governance classification assignments, optionally filtered by tag or classification. **Available Version:** 67.0

  • Get classification assignments on a classification

    Returns a paginated list of assignments for a specific classification, including all linked tags. **Available Version:** 67.0

  • Get classification taxonomies

    Returns a paginated list of classification taxonomies. **Available Version:** 67.0

  • Get classifications

    Returns a paginated list of classifications across all classification taxonomies. **Available Version:** 67.0

  • Get collaboration result objects

    Retrieve a list of all data model objects (DMOs) created by a specific clean room collaboration. **Available Version:** 66.0

  • Get collaborations

    Get a list of clean room collaborations. **Available Version:** 63.0

  • Get communication capping activation targets

    Returns a paginated list of activation targets for a communication capping configuration. **Available Version:** 67.0

  • Get communication capping data spaces

    Returns all data spaces with communication capping definitions linked to activation targets. **Available Version:** 67.0

  • Get communication capping dimensions

    Gets dimension information for a communication capping configuration by communication capping ID or data space ID. **Available Version:** 67.0

  • Get communication capping rules

    Returns a paginated list of rules for a communication capping configuration. **Available Version:** 67.0

  • Get configured models

    Get the set of configured models and their properties. **Available Version:** 61.0

  • Get connection database schemas

    Get a list of database schema names for a connection. **Available Version:** 63.0

  • Get connection databases

    Get a list of databases for a connection. This `POST` endpoint doesn't accept a request body. **Available Version:** 63.0

  • Get connection fields

    Get a list of fields for a connection object. **Available Version:** 62.0

  • Get connection objects

    Get a list of source objects for a connection. **Available Version:** 62.0

  • Get connection schema

    Get the schema model for a connection. **Available Version:** 60.0

  • List Connections

    List existing Data 360 connections for one required connector type and return one provider page.

  • List Connectors

    List the connector types available for Data 360 connections, including labels, release levels, and capability types.

  • Get consent data model objects

    Returns the standard consent data model objects (DMOs) for a data space. **Available Version:** 67.0

  • Get custom code deployments

    Returns a paginated list of custom code deployments. **Available Version:** 63.0

  • Get custom code executions

    Returns a paginated list of executions for a custom code script deployment. **Available Version:** 63.0

  • Get data action targets

    Get a paginated list of data action targets. **Available Version:** 58.0

  • Get data actions

    Get a paginated list of data actions in the org. **Available Version:** 58.0

  • Get data kit available components

    Get a list of available components within data kits by component type. **Available Version:** 63.0

  • Get data kit component dependency

    Get the dependencies for components deployed from a data kit. **Available Version:** 63.0

  • Get data kits

    Get a list of data kits by namespace. **Available Version:** 63.0

  • List Data Lake Objects

    List Data 360 data lake objects and their status, returning one provider page without large field arrays.

  • Get data model object mappings

    Get the details of all mappings associated with a data model object (DMO). **Available Version:** 61.0

  • Get data model objects

    Get a paginated list of all data model objects (DMOs). **Available Version:** 61.0

  • Get data object categories available for activation

    Returns the data object category types that are available for activation, optionally scoped to a data space. **Available Version:** 67.0

  • Get data share targets

    Returns all data share targets of a given target type. **Available Version:** 63.0

  • Get data shares

    Returns all data shares in the org, ordered by developer name. **Available Version:** 63.0

  • Get data sources

    Returns the data sources for a data model object (DMO). When you provide a channel, results are filtered to data sources compatible with that channel. The data space context is derived from the DMO. **Available Version:** 67.0

  • List data space members

    List information about the objects that can access a data space. Currently, only data lake objects (DLOs) are supported. **Available Version:** 61.0

  • List Data Spaces

    List the Data 360 data spaces visible to the connected Salesforce account and return one provider page.

  • List Data Streams

    List Data 360 ingestion streams and their status, returning one provider page without embedded field metadata.

  • Get data transform run history

    Get information about all the jobs that the batch or streaming data transform has run. Only information about completed jobs is returned. Return the history of each job, such as the job's duration and end time. For batch data transforms, return information about the output node such as the node's name and type. For more information about data transforms, see [Data Cleansing and Preparation](https://help.salesforce.com/s/articleView?id=data.c360_a_cleansing_data.htm&type=5). **Available Version:** 62.0

  • Get data transforms

    Get a list of data transforms. **Available Version:** 60.0

  • Get Document AI configurations

    Get all Document AI configurations. ><span style="color:blue">**Note:**</span> >Available in Data Cloud One. You can call the endpoint directly from a companion org. **Available Version:** 63.0

  • Get events for an activation platform

    Returns the standard event names configured for the activation platform's streaming metadata, such as Purchase or AddToCart. **Available Version:** 67.0

  • Get field source target relationships

    Get the details of all data model object (DMO) relationships between fields in the source DMO and fields in the target DMO. **Available Version:** 64.0

  • Get identity providers for match boost

    Returns the identity providers for an activation target and data model object (DMO). **Available Version:** 67.0

  • Get identity resolution rulesets

    Get identity resolution rulesets in Data 360. **Available Version:** 57.0

  • List ingestion jobs

    List Data 360 bulk ingestion jobs with bounded result count, offset, ordering, and optional state filters.

  • Get knowledge for import

    Get knowledge libraries and search indexes to import into the specified knowledge space. **Available Version:** 65.0

  • Get knowledge libraries

    Get all knowledge libraries. **Available Version:** 65.0

  • Get knowledge space configurations

    Get all knowledge space configuration details. **Available Version:** 65.0

  • Get knowledge space sessions

    Get all sessions for a knowledge space. **Available Version:** 65.0

  • Get knowledge spaces

    Get all knowledge spaces in the current data space. **Available Version:** 65.0

  • Get Marketing Cloud enterprises

    Returns Marketing Cloud enterprises and their business units. **Available Version:** 67.0

  • Get metadata entities

    Get a list of metadata entities. This endpoint provides a high-performance way to retrieve metadata for Data 360 entities. By returning only essential fields like name, type, and category, it allows you to efficiently view entities at scale. Request detailed field and relationship data only for the specific objects you need. **Available Version:** 66.0

  • Get model artifacts

    Get model artifacts. **Available Version:** 61.0

  • Get model setup version partitions

    Retrieve all partitions of a specific model setup version. **Available Version:** 59.0

  • Get model setup versions

    Retrieve a list of model setup versions. **Available Version:** 59.0

  • Get object access grants

    Returns a paginated list of object access grants, with optional filters. Providing only a permission set name returns all associated grants across data spaces and objects. Providing only a data space name returns all grants for objects within that data space across all permission sets. Providing only an object name returns all permission sets that grant access to that object. **Available Version:** 67.0

  • Get partner-object types for an activation platform

    Returns the partner-object types valid for the activation platform, such as Pixel, App, or ConversionRule, each with a display label. **Available Version:** 67.0

  • Get partner objects

    Returns partner-platform objects of the specified type. Results are cursor-paginated: follow `nextPageUrl` to retrieve each subsequent page instead of supplying an offset. **Available Version:** 67.0

  • Get predict job tasks

    Get a list of tasks associated with a specific predict job. **Available Version:** 59.0

  • Get predict jobs

    Get a list of predict jobs. **Available Version:** 59.0

  • Get prediction job definitions

    Get a list of existing prediction job definitions. **Available Version:** 59.0

  • Get private network routes

    Get a paginated list of Private Network Routes. **Available Version:** 65.0

  • Get provider templates

    Get a list of all templates associated with a clean room provider. **Available Version:** 63.0

  • Get providers

    Get a list of clean room providers. **Available Version:** 63.0

  • Get query jobs

    Get a list of clean room query jobs. **Available Version:** 63.0

  • Get retriever configurations

    Get all configuration versions for the retriever. **Available Version:** 61.0

  • Get retrievers

    Get a paginated list of retrievers. Out-of-the-box retrievers are returned first. **Available Version:** 61.0

  • Get segment members

    Get segment members in Data 360. **Available Version:** 58.0

  • Get segments

    Returns a paginated list of segments. ><span style="color:red">**Important:**</span> >For this endpoint, authorize using the Core Salesforce token instead of the CDP token. **Available Version:** 55.0

  • Get specifications

    Get a list of all clean room specifications. **Available Version:** 63.0

  • Get tag assignments

    Returns a paginated list of data governance tag assignments for a given object, with optional field filtering. **Available Version:** 67.0

  • Get tag assignments on a tag

    Returns a paginated list of tag assignments for a specific tag. **Available Version:** 67.0

  • Get tag suggestions

    Returns a paginated list of AI-generated data governance tag suggestions, optionally filtered by object, tag, or status. **Available Version:** 67.0

  • List tag taxonomies

    Returns a paginated list of tag taxonomies. **Available Version:** 67.0

  • Get tags

    Returns a paginated list of tags across all tag taxonomies. **Available Version:** 67.0

  • Get tags with active detection instructions

    Returns a paginated list of tags in a taxonomy along with their active detection instruction, if any. **Available Version:** 67.0

  • Get template collaborations

    Retrieve a paginated list of all collaborations for a specific type of use case template. **Available Version:** 66.0

  • Get templates

    Get a list of all clean room templates. **Available Version:** 63.0

  • Lookup catalog metadata

    Looks up catalog metadata records matching human-readable fields when the identifier isn't known. **Available Version:** 68.0

  • Lookup universal ID

    Look up objects by source ID in Data 360. **Available Version:** 54.0

  • Map dimension metadata to activation target

    Maps dimension metadata to a communication capping activation target. **Available Version:** 67.0

  • Propagate tags

    Propagates data governance tags to the specified objects. **Available Version:** 67.0

  • Provision knowledge space

    Provision a knowledge space for the specified data spaces. **Available Version:** 65.0

  • Publish a Batch DMO activation

    Initiate an on-demand publish job for a Batch data model object (DMO) activation. **Available Version:** 66.0

  • Publish activation platform

    Publishes an activation platform and sets its status to active. **Available Version:** 67.0

  • Publish segment

    Publish a segment in Data 360. This `POST` endpoint doesn't accept request parameters or a request body. **Available Version:** 58.0

  • Rebuild data transform

    Rebuild a streaming data transform. **Available Version:** 61.0

  • Refresh collaboration metadata

    Refresh metadata for a clean room collaboration. **Available Version:** 66.0

  • Refresh data graph

    Refresh a data graph. **Available Version:** 64.0

  • Refresh data transform status

    Refresh the status of a data transform. **Available Version:** 60.0

  • Reject a collaboration invitation

    Reject an invitation for a clean room collaboration. **Available Version:** 63.0

  • Reject tag suggestions

    Rejects one or more tag suggestions. Each item returns status code 200 on success, 404 if the suggestion isn't found, or 400 if the suggestion is in a terminal state. **Available Version:** 67.0

  • Remove files

    Remove files from a knowledge library. **Available Version:** 65.0

  • Remove knowledge library

    Remove a knowledge library from a knowledge space. **Available Version:** 65.0

  • Replace access policy rule

    Overwrites or upserts a single rule within an access policy. **Available Version:** 67.0

  • Retry activation platform sync

    Retries the sync operation for an activation platform that previously failed. **Available Version:** 67.0

  • Retry activation sync

    Retries the sync for an activation. **Available Version:** 67.0

  • Retry activation target sync

    Retries the sync for an activation target. **Available Version:** 67.0

  • Retry data transform

    Retry a data transform. **Available Version:** 60.0

  • Review retriever

    Reviews a Custom SQL retriever input and returns findings with errors and suggestions. Use this endpoint to validate the SQL query before creating or updating the retriever configuration. **Available Version:** 67.0

  • Run calculated insight

    Trigger a run on a calculated insight in Data 360. This `POST` endpoint doesn't accept request parameters or a request body. **Available Version:** 57.0

  • Run clean room query

    Run a query job on a clean room. You can start a query run only if the collaboration status is `ACTIVE`. **Available Version:** 63.0

  • Run data streams

    Start a data stream run to ingest data from the source and refresh the data lake object (DLO). **Available Version:** 62.0

  • Run data transform

    Run a data transform. **Available Version:** 60.0

  • Run deep research

    Run deep research for a research ID. **Available Version:** 67.0

  • Run Document AI process

    Run the Document AI configuration to process documents. **Available Version:** 63.0

  • Run existing connection action

    Run a command on an existing connection. **Available Version:** 64.0

  • Run identity resolution ruleset now

    Run an identity resolution ruleset job on demand in Data 360. **Available Version:** 57.0

  • Search catalog metadata

    Returns catalog metadata records matching a semantic search query. Results can be scoped with filters and paginated. **Available Version:** 68.0

  • Search knowledge libraries

    Search for a knowledge library. **Available Version:** 65.0

  • Set activation platform privacy type

    Sets the privacy type classification for an activation platform. **Available Version:** 67.0

  • Submit SQL query

    Submit SQL query. Uses the documented Salesforce Data 360 Connect REST contract.

  • Sync data space

    Retry off-core sync for a data space in an error state. **Available Version:** 67.0

  • Sync data space member

    Retry off-core sync for a data space member in an error state. **Available Version:** 67.0

  • Test connection

    Test the connection between the clean room and the provider's external storage. **Available Version:** 66.0

  • Test existing connection action

    Test an existing connection and update its status based on the test result. **Available Version:** 62.0

  • Test existing connection schema action

    Test a schema for an existing connection. **Available Version:** 62.0

  • Trigger activation full refresh

    Triggers a full-refresh publish for an activation. **Available Version:** 67.0

  • Trigger full extraction

    Triggers a catalog full extraction (Day 0 job). **Available Version:** 68.0

  • Undeploy data kit component

    Undeploy a component previously deployed from a data kit. The undeployment occurs in the sequential order of components specified in the request body. **Available Version:** 63.0

  • Unlink data share with target

    Unlinks a data share from a data share target. If the target is already unlinked, the operation is idempotent and no changes are made. **Available Version:** 63.0

  • Update a prediction job definition

    Update a specific prediction job definition. **Available Version:** 59.0

  • Update access policy

    Applies an idempotent partial update to an access policy's label or description. To modify rules, use the PUT rules endpoint instead. **Available Version:** 67.0

  • Update activation

    Update a specific activation by ID. **Available Version:** 60.0

  • Update activation target

    Update a specific activation target by ID or developer name. **Available Version:** 60.0

  • Update calculated insight

    Update a calculated insight in Data 360. **Available Version:** 57.0 **Root XML tag:** `<cdpCalculatedInsightInput>`

  • Update classification

    Updates a classification. Omitted fields are left unchanged. **Available Version:** 67.0

  • Update classification taxonomy

    Updates a classification taxonomy. Omitted fields are left unchanged. **Available Version:** 67.0

  • Update communication capping configuration

    Updates a communication capping configuration entity. **Available Version:** 67.0

  • Update communication capping dimension

    Updates a communication capping dimension. **Available Version:** 67.0

  • Update communication capping dimension priority

    Updates the priority order of communication capping dimensions. **Available Version:** 67.0

  • Update communication capping rule

    Updates a communication capping rule within a configuration. **Available Version:** 67.0

  • Update configured model

    Update a configured model. If using the model's name, use `<namespace>__<devname>`, for example `mynamespace__ourGPT35Turbo`. **Available Version:** 61.0

  • Update connection

    Update a Data 360 connector, replacing only the data passed in the request. **Available Version:** 63.0

  • Update custom code deployment

    Updates a custom code deployment. **Available Version:** 63.0

  • Update data alert

    Partially update an existing data alert. **Available Version:** 61.0

  • Update data kit components

    Update the components of an existing data kit. Updating components is a destructive sync: newly provided components replace the existing set, and any omitted components are removed. **Available Version:** 64.0

  • Update data lake object

    Update a data lake object (DLO) by adding new fields or changing the label. **Available Version:** 60.0

  • Update data model object

    Update a custom data model object (DMO). The state of the DMO prior to the patch update is returned. To view the latest updates, send this request again or use the [get data model object](https://developer.salesforce.com/docs/data/connectapi/references/spec?meta=getDataModelObject) endpoint. **Available Version:** 61.0

  • Update data model object field mapping

    Add or update field mappings between a data lake object (DLO) source and a data model object (DMO) target. ><span style="color:blue">**Note:**</span> >Refer to the [Data 360 DMO Connect API use case example](https://developer.salesforce.com/docs/data/connectapi/guide/dmo-use-case.html) to see this endpoint implemented in a high-value scenario. **Available Version:** 61.0

  • Update data share

    Updates a data share and adds the data model object (DMO), data lake object (DLO), and calculated insight object (CIO) to it. **Available Version:** 63.0

  • Update data space

    Update the specified data space. **Available Version:** 62.0

  • Update data stream

    Update a data stream. ><span style="color:blue">**Note:**</span> >Refer to the [Data 360 Data Streams Connect API use case example](https://developer.salesforce.com/docs/data/connectapi/guide/data-stream-use-case.html) to see this endpoint implemented in a high-value scenario. **Available Version:** 60.0

  • Update data transform

    Update a data transform. **Available Version:** 60.0

  • Update data transform schedule

    Update a data transform's schedule. **Available Version:** 60.0

  • Update deep research plan

    Update the deep research plan (instructions and/or steps) before execution. **Available Version:** 67.0

  • Update Document AI configuration

    Update an existing Document AI configuration. **Available Version:** 63.0

  • Update identity resolution ruleset

    Update an identity resolution ruleset in Data 360. **Available Version:** 57.0

  • Update ingestion job state

    Irreversibly close a Data 360 bulk ingestion job and enqueue its uploaded data for processing, or abort it and delete its uploaded data. No more data can be added afterward.

  • Update knowledge library

    Update a knowledge library. **Available Version:** 65.0

  • Update knowledge space

    Update a knowledge space. **Available Version:** 65.0

  • Update model artifact

    Update the model artifact. **Available Version:** 61.0

  • Update model setup version

    Partially update an existing model setup version. **Available Version:** 59.0

  • Update retriever

    Update a retriever label or description. To change the retrieval behavior, create a new configuration version. **Available Version:** 61.0

  • Update retriever configuration

    Update the configuration's active status. Setting `isActive` to `true` activates this configuration and deactivates any previously active configuration. Setting `isActive` to `false` on the currently active configuration deactivates the retriever. The retriever must not be used by other entities before deactivation. **Available Version:** 61.0

  • Update segment

    Update a segment in Data 360. When updating a segment, the `sql` property is subject to validations. See [Supported Validations for DBT Segments](/docs/data/connectapi/guide/features_cdp_dbt_validations.html). **Available Version:** 56.0 **Root XML tag:** `<cdpSegment>`

  • Update semantic search

    Update a Semantic Index record. **Available Version:** 60.0

  • Update tag

    Updates a tag. Omitted fields are left unchanged. **Available Version:** 67.0

  • Update tag taxonomy

    Updates a tag taxonomy. Omitted fields are left unchanged. **Available Version:** 67.0

  • Upload ingestion job CSV

    Upload one bounded CSV file to an open Data 360 bulk ingestion job. A job can contain at most 100 separately uploaded files.

  • Upsert connection schema

    Create or update a schema model for a connection. **Available Version:** 60.0

  • Upsert connection site map

    Create or update the sitemap for a Streaming App connection. **Available Version:** 60.0

  • Upsert data space members

    Add members to a data space or update existing data space filters. Currently, only data lake objects (DLOs) are supported. Both create and update are acceptable methods. **Available Version:** 61.0

  • Upsert ingestion records

    Upsert a JSON micro-batch into a Data 360 ingestion connector. Salesforce accepts the request asynchronously and typically processes streaming data in approximately three minutes.

  • Validate data space account for target

    Indicates whether an ad account is available to assign to an activation target. Returns `true` when the account isn't already assigned. **Available Version:** 67.0

  • Validate data transform

    Validate your data transform before you create it. - If the data transform is valid, this request returns an example of the data structure of the target object's output. - If the data transform is invalid, this request returns a list of issues that contain information about errors and possible resolutions. **Available Version:** 62.0

  • Validate ingestion records

    Validate streaming records synchronously against a Data 360 ingestion connector schema without persisting the records.

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Get your weekends back

Hand off the repetitive Salesforce Data 360 work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Salesforce Data 360 to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Salesforce Data 360 in your connected apps

    Inside FormWise, open Connectors and look for Salesforce Data 360.

  3. 3

    Hit "Connect"

    Click "Connect Salesforce Data 360" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Salesforce Data 360

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Salesforce Data 360 actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Salesforce Data 360 for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Salesforce Data 360 workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Salesforce Data 360 users had before signing up

Do I need to know how to code?

Not even a little. If you can use Salesforce Data 360 today, you can set this up. You'll connect Salesforce Data 360, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Salesforce Data 360 login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Salesforce Data 360 or delete everything any time.

What happens when Salesforce Data 360 updates their app?

We handle it. When Salesforce Data 360 adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Salesforce Data 360 takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Salesforce Data 360 — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Salesforce Data 360 on FormWise

Salesforce Data 360 unifies customer data and provides Connect REST APIs for data management, analytics, segmentation, and activation workflows.

Connect Salesforce Data 360 once and your FormWise AI gets 424 things it can do inside it. That means your AI can handle the Salesforce Data 360 work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Salesforce Data 360? Take a look at www.salesforce.com/data.

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Stop doing the Salesforce Data 360 work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.

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