Enable Every Team to Create Personalized Experiences
Learning Objectives
After completing this unit, you’ll be able to:
- List the benefits of integrating Data 360 with Sales Cloud and Service Cloud.
- Describe how Data 360 helps advertising teams implement strategies.
- Define Data 360 enrichments and at least two use cases for them.
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.
Before You Start
This badge is part of the Data 360: Explore Setup to Activation trail. The trail explains the strategic importance and benefits of Salesforce Data 360. The content is designed to be completed in order. In this badge, you discover how Data 360 can transform data into action in different departments across your business, including sales, service, and advertising. You also learn how Data 360 powers automated experiences through flows. Finally, you discover how Data 360 powers effective and personalized AI agents.
Every Team Powered by Data 360
Data 360 integrates with and enhances the capabilities of other Salesforce clouds by providing access to comprehensive, unified, and external data. Every team can build personalized experiences on Data 360.
Team | Description | Learn More |
|---|---|---|
Sales | In Sales Cloud, your sales team manages, analyzes, and nurtures accounts, leads, and opportunities. Integrate Sales Cloud with Data 360 to gain access to unified customer data, from CRM records to data in external warehouses via zero copy. For example, access past purchase data from AWS to help you qualify leads more effectively. Data 360 also helps you discover insights on data. Sales agents can improve sales projections by analyzing subscription, renewal, and cancellation data; understand usage patterns for customer segmentation; and identify optimal upsell and cross-sell opportunities. Data 360 provides a complete customer picture, leading to better-targeted outreach and increased sales efficiency. | |
Service | Service Cloud provides the essential tools for efficient, human-centric customer service. Data 360 connects all your data, ensuring consistency and accuracy by unifying customer profiles from various sources. This unification creates a 360-degree view of the customer, offering rich metrics like customer satisfaction (CSAT) scores and enabling service teams to deliver personalized support. You can access and analyze customer browsing, purchase history, feedback, and marketing interactions. Data 360 powers features like conversation transcripts, proactive asset service, and service intelligence to enhance service performance. | |
Advertising | Data 360 helps you implement advertising strategies using first-party data–data collected directly from your customers. First-party data is more accurate, relevant, and transparent, leading to better-performing ad campaigns and increased customer trust, conversion rates, and spending. Data 360 enables marketers to create and activate targeted segments based on first-party data for platforms like Meta and Google Ads. You can find lookalike audiences, increase conversions with targeted ads, retarget customers for upsell and cross-sell opportunities, and proactively prevent churn by suppressing specific audiences. |
Enrich CRM Data with Data 360
Access valuable Data 360 insights, including data from calculated insights and data model objects, directly in CRM records. This means your users get relevant, up-to-date analysis from unified data sources right where they need it. Data 360 enrichments copy or query harmonized, unified data from Data 360 directly into standard Salesforce objects and specific record pages for your users.
Here are some use cases for enrichments.
- Sales: Copy an account’s total lifetime value from all your lines of business into a custom field in Sales Cloud. Sales reps can quickly identify accounts that should be prioritized, streamlining their outreach and boosting efficiency.
- Service: Aggregate case data, such as total open cases, from all your service organizations and display this information directly on account records in Service Cloud. Service reps can prioritize customers with a large amount of open cases, improving customer satisfaction and decreasing churn.
Next Up
In this unit, you learned how Data 360 empowers departments across your business, from sales to service to advertising, by providing a unified and enriched data foundation. Next, explore how Data 360 fuels automation and intelligent interactions with flows and agents.