Cloud
Data 360
37 capabilities in 5 areas, from 2,387 tasks. Open one to see what you get and how MeshMesh does it.
2,387 tasksMap
Data 360 capabilities by area
Data ModelOther Data 360 workSegmentationCalculated InsightsPersonalizationData ActionsBuild Data 360 Data Pipelines422 tasksConfigure Data Model Objects168 tasksIntegrate Data 360 Ingestion API119 tasksConfigure Data 360 Identity Resolution71 tasksConfigure Data 360 CRM Data Streams67 tasksConfigure Data 360 Data Streams42 tasksBuild Data 360 Data Graphs39 tasksConfigure Data 360 Stream Mappings39 tasksDesign Data 360 Solution Architecture176 tasksBuild Data 360 Sample Datasets171 tasksAudit Data 360 Org Configuration144 tasksQuery Data 360 Objects82 tasksDocument Data 360 Implementation62 tasksQuickstart Data 360 Org Setup47 tasksConfigure Data 360 Search Indexes39 tasksAnalyze Agentforce Observability Data28 tasksIntegrate Zero Copy Data Sources23 tasksConfigure Data 360 Segments178 tasksConfigure Calculated Insights156 tasksBuild Data 360 Personalization98 tasksConfigure Real-Time Offer Management51 tasks
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Data 360
Data Actions
- Configure Data 360 ActivationsSend Data 360 segments to downstream channels and journeys, such as Marketing Cloud Growth, through activation targets the user can publish.31 tasks
- Integrate Data 360 PipelinesGet data moving into and out of Data 360 through data actions, ingestion and data graphs, and connect it to other systems and back to CRM records. Most of this work involves events, the Ingestion API, Identity Resolution, the CRM Connector and Data Graphs.11 tasks
Data 360
Data Model
- Build Data 360 Data PipelinesGet data into Data 360 through the Ingestion API, CRM or file streams, mapped from data lake objects to data model objects, so it is ready for identity resolution, insights and segments.422 tasks
- Configure Data Model ObjectsGet Data 360 data model objects set up, mapped and loaded so the data streams, mappings and data spaces around them are ready for segments, graphs and apps.168 tasks
- Integrate Data 360 Ingestion APIPush records from an outside system into Data 360 through the Ingestion API, land them in data lake objects, and map them to data model objects so they can be queried and used.119 tasks
- Configure Data 360 Identity ResolutionSet up identity resolution rulesets so records merge into unified customer profiles, and fix resolution problems such as bad relationships or records that fail to link.71 tasks
- Configure Data 360 CRM Data StreamsBring Salesforce object data into Data 360 through CRM data streams, so it can be mapped to the data model and used for segments, identity resolution and analytics.67 tasks
- Diagnose Data 360 Data Stream FailuresFind out why a Data 360 data stream, registration or sync is failing, fix it where the platform allows, and say clearly when only Salesforce support can clear it.43 tasks
- Configure Data 360 Data StreamsBring source data into Data 360 through data streams and lake objects, so it is ready to map, unify and segment.42 tasks
- Build Data 360 Data GraphsA user gets a Data 360 data graph that joins data model objects into one shape for personalization and dynamic content, ready to feed personalized experiences and dynamic email content.39 tasks
- Configure Data 360 Stream MappingsMap data lake objects and stream fields to data model objects, so ingested data actually shows up in model queries, segments and downstream features.39 tasks
- Configure Data 360 Batch TransformsBuild or rework Data 360 batch transforms so ingested data lands, reshaped, in the target data lake or data model objects, ready for identity resolution, data graphs and insights.27 tasks
- Integrate File Sources Into Data 360Get CSV and other file-based data from cloud storage or a file upload into Data 360 through file and storage data streams, ready for the data model or for search. In this evidence, the work often stops before the data is loaded or mapped, and PDFs cannot go through a file data stream at all.7 tasks
- Integrate Data 360 Engagement SDKsConnect a mobile or web app's engagement SDK to Data 360 so app events land in data streams, ready to map to the data model and use for personalization.4 tasks
Data 360
Personalization
- Build Data 360 PersonalizationTurn unified customer data into personalization: data model objects, calculated insights, affinities, data graphs and recommenders that a web page, email or agent can use.98 tasks
- Configure Real-Time Offer ManagementStand up real-time offer decisioning in Data 360: offers and treatments, the segments and identity resolution behind them, and a decisions API that returns personalized offers.51 tasks
Data 360
Other Data 360 work
- Design Data 360 Solution ArchitectureGet a Data 360 solution design for a specific use case: a readiness check, the platform limits that apply, the options, and a phased plan for building it. Much of this work is advisory, and it often ends with a plan or recommendation rather than anything built in an org.176 tasks
- Build Data 360 Sample DatasetsMeshMesh generates synthetic sample data and loads it into Data 360 objects, so a team can test or demo a working org without real customer data.171 tasks
- Audit Data 360 Org ConfigurationYou get a clear picture of what a Data 360 org holds: its streams, connections, transforms, calculated insights and identity resolution. You also learn whether it is ready for the next piece of work, and which broken or obsolete streams need cleaning up.144 tasks
- Query Data 360 ObjectsGet answers out of Data 360 by querying its objects: unified profiles, members, counts and engagement data. The results are often fed into reports, components or a plan for a data change. See the Data 360 overview for the wider cloud.82 tasks
- Document Data 360 ImplementationMeshMesh explores a Data 360 org and turns what it finds into written documentation: how the org is configured, how data flows in, and how it maps to the data model. Teams use this for a handoff, a customer-facing write-up or to repeat the setup elsewhere.62 tasks
- Quickstart Data 360 Org SetupGet Data 360 switched on in an org, with the prerequisite features and setup in place, so the next piece of work can run.47 tasks
- Configure Data 360 Search IndexesBuild search indexes and retrievers over Data 360 content so an Agentforce agent can find and answer from that content.39 tasks
- Configure Semantic Data ModelsA user gets a working semantic data model on Data 360 objects, with relationships, calculated fields, metrics and often a dashboard on top, ready for analytics or a demo.35 tasks
- Analyze Digital Wallet Credit ConsumptionSee where Data 360 and Digital Wallet credits are being spent, and get working consumption dashboards, tags and demo material.34 tasks
- Build Data 360 Predictive ModelsGet a scoring or prediction model trained in Einstein Studio on Data 360 data, activated, and producing scores you can use in segments and automation.30 tasks
- Analyze Agentforce Observability DataA user gets answers about how their Agentforce agents are used and how they perform. MeshMesh queries the session, trace and LLM request data stored in Data 360. It turns that data into insights or reports, and fixes the pipeline when the data is missing.28 tasks
- Integrate Zero Copy Data SourcesConnect an external lakehouse or warehouse, such as Snowflake or Databricks, to Data 360 so its data can be queried in place without copying it in.23 tasks
- Build Data 360 Document AI ExtractionSet up Document AI in Data 360 so uploaded documents, such as records, bills or contracts, become structured fields on Salesforce records that people can review.17 tasks
- Configure Data 360 Governance PoliciesSet up data tags, field classification, masking and row-level access rules in Data 360, so different users see only the data they should. Connecting those policies to specific users is the part most often left unfinished.15 tasks
- Deploy Data 360 Data KitsPackage, install and troubleshoot data kits so Data 360 configuration moves from one org to another and arrives in a working state.15 tasks
- Configure Data 360 Data SpacesSet up data spaces in Data 360 that keep data separate by brand, region or business unit, along with the Business Units and user access they depend on.10 tasks
- Integrate Data 360 Marketing Cloud EngagementThis capability links Marketing Cloud Engagement to Data 360 so that data streams flow in, unified profiles and segments are built, and segments go back out to Marketing Cloud for email activation.10 tasks
- Build Data 360 Training LabsLearners get hands-on Data 360 training material: prepared lab orgs, workshop and study content, and enablement curricula that a team can publish and teach from.8 tasks
- Integrate Knowledge Articles Into Data 360Get Knowledge articles and related documents into Data 360 through data streams and mappings, so search indexes and Agentforce agents can use them for grounding.6 tasks