Step by Step Guide to getting started with Data 360

If you are brand new to Data 360 as a Salesforce Partner, follow the steps below to get started on your journey.

Step 1 - Introduction to Data 360 for Partners

This video contains all the introductory information for partners looking to get started in Data 360:

What it is
How it works
The value it brings to customers
How to learn more

Watch here: https://share.vidyard.com/watch/i5zwCLqg83nbRzpeAsDf96?

Step 2 - Check out Product Specific Demos & Use Cases

Sales: Power embedded insights, next best action recommendations, and generative AI for personalizing emails - empowering sales teams to close deals faster
Service: Power triggered actions, audience suppression, and CSAT measurement, and can help you deliver proactive service to retain and grow loyal customers
Marketing: Plan campaigns, build audiences and advertising activations. Acquire more customers like your best customers, without increasing budget
Commerce: Enable advertising insights, waterfall segmentation, and real-time personalization - helping you increase conversion rates through personalized shopping experiences

Want more use cases: Check out our library here: https://www.salesforce.com/data/use-cases/

Step 3 - Learn Data Cloud & Get Certified

For those looking to learn how to implement Data 360, we suggest consultants work towards earning their Data 360 Consultant certification and take the following path of self-guided towards earning that credential and beyond.

Data 360 Learning Journey (3 Trails)
~16.5 Hours
Optional: Prepare for the Data 360 Consultant Exam
(Videos available here)
~6 Hours
Optional: Agentforce Self-Service Workshop

Step 4 - Become an Implementation Expert

Hands on workshops are available to get Partners Implementation Ready.

Partners that attend the workshop will receive attendance credit towards Partners Navigator Implementation Expert Distinction

Key learning objectives:

Recognize best-fit implementation use cases that drive value realization
Examine best practices and considerations to support successful implementations
Apply guidance and options to solve some frequently encountered scenarios in your implementations
Understand how Data 360 empowers and works with Agentforce
Understand common misconfigurations and how to address them
Strategies on how to design for optimal credit consumption

Data 360 Consultant Certification is Strongly Recommended

Partner Pocket Guide

Partner
Pocket Guide

Data 360

This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Data 360 as a Salesforce Partner.

Overview Use Cases Enablement Collaboration

Org Access Resources

Overview Use Cases Enablement

Collaboration Org Access

Resources

Overview

Data 360 introduces a revolutionary new way to manage and integrate customer data. Customers use Data 360 to connect and integrate data from any system, generate a unified view of their customer, and take action on that data, improving time to value and eliminating data silos.

Enablement

Get started with these Data 360 Partner enablement tools.

Enablement

Enablement Events

Grow your skills and knowledge through content customized for our partners. Join us for virtual and in-person events to expand your expertise as an implementation expert!

View Events

Enablement

Learn Data 360

From setup and administration to segmenting and acting on your data insights. This trail will get you ready to become a certified Data 360 Consultant. You will gain skills in data science and visualization, digital marketing, query languages, business strategy, automation, and more.

Visit Trailhead

Enablement

Become Certified

The Salesforce Certified Data 360 Consultant Credential is ideal for individuals who implement and consult on Data 360. They design and apply maintainable and scalable customer business requirements and contributes to a customer’s long-term success.

Learn More

Enablement

Advanced Learning

Watch our recorded series to learn advanced implementation concepts such as how to analyze use cases for best fit, best practices and considerations on data ingestion, modeling, identity resolution, acting on and getting value from data, consumption, and more.

Learn Now

Enablement

Video Hub

Watch recordings of past enablement material, technical release deep-dives, and additional training materials

Watch Videos

Collaboration

Get involved with these Data 360 Partner enablement collaboration channels.

Collaboration

Partner Community

Join the official Data 360 group on Partner community to ask questions, get updates, and share ideas and advice with fellow partners from around the world

Visit Partner Community

Collaboration

Slack

Join our Slack community specifically for Salesforce Partners where you can collaborate on implementation issues and technical questions, receive the latest product announcements, and search the largest private repository of Data 360 knowledge and answers available.

Collaboration

Office Hours

Join our weekly office hours to address challenges and optimize your implementations.

Demo Org Access

Where do I get access to an Data 360 Demo/Dev org?

The "Simple Demo Org", also known as SDO, is the most popular demo environment at Salesforce and contains Data 360 and Agentforce licenses, demo tooling, scripts, and demo data. This org provides pre-populated configuration and data for specific use cases. More information, including Rules of Engagement for SDO, can be found here

A SDO can be self provisioned via Partner Learning Camp (PLC) via the ‘Demo Org’ tab. To get access to Partner Learning Camp, you must first have access to the Partner Community.

Learn More about the Partner Community

Learn More about the Partner Learning Camp

SDOs expire in 30 days but can be automatically extended up to 12 months following steps outlined here.

SDO setup guide is available here.

At TDX25, Salesforce announced the new Developer Edition which now includes Agentforce & Data 360. Anyone, customer or partner can now request this type of org.

Sign up here.

Developer Org allocations are outlined here

"Industry Demo Orgs", also known as IDOs, are demo environments at Salesforce that contain Data 360 and Agentforce licenses, demo tooling, scripts, demo data, and industry licenses for a given industry, such as financial services, healthcare, or manufacturing. These orgs provide pre-populated configuration and data for specific use cases. More information including Rules of Engagement for IDOs can be found here.

A SDO can be self provisioned via Partner Learning Camp (PLC) via the ‘Demo Org’ tab. To get access to Partner Learning Camp, you must first have access to the Partner Community.

Learn More about the Partner Community

Learn More about the Partner Learning Camp

IDOs expire in 30 days but can be automatically extended up to 12 months following steps outlined here.

Resources

Resource	Description	Added/Updated
Data 360 Consultant Certification Prep	Curriculum within the Partner Learning Camp with videos, resources, and practice questions to prepare consultants for the Data 360 Certified Consultant exam	October 2025
Data 360 Technical Release Enablement Index	Contains links to Data 360 release recordings, slides, and transcripts	August 2025
Data 360 Credit Calculator	This calculator helps customers and partners estimate Data 360 consumption and generate an estimate based on usage of different features	June 2025
Data 360 Roadmap	The latest information on our recently released and upcoming features, available to Partners under NDA.	June 2025
Partner First Call Deck	Official First Call Deck for Data 360, linked to the partner community	May 2025
Data 360 Quickstart Kit	This Quickstart Kit is a ready-to-use guide for marketers & sales teams based on the Salesforce’s campaign: Data 360 Delivers Real-Time Marketing Moments. It is available for use by all Partners! With this kit, you can market and sell using Salesforce's latest messaging.	May 2025
Data 360 Partner Video Hub	Partner resources including training, technical release deep dives, recorded webinars, solution kits, weekly office hour recordings, and more	May 2025
Data 360 Decoded	Videos on Data 360's technical concepts created by Salesforce's Developer Advocate team	May 2025
Data 360 Monthly Technical Release Enablement	The monthly Data 360 Technical Release Enablement series will provide a deep dive on the features going GA that month.	May 2025
Data 360 Implementation Toolkit	Accelerator assets for your practice	May 2025
Data 360 Solution Kits & POVs	Documentation and demonstration of best practices, advanced points of view, and deeper considerations to platform capabilities	May 2025
Technical Learning Journeys	Technical Learning Journey for Partners (for all Salesforce Products)	May 2025
Data 360 Curriculum & Learning Journey	Curriculum & Learning Journey for Data 360	May 2025
Hands-on Labs	Extensive hands-on activites with detailed solution guides for deep learning.	May 2025
Get Started with Data 360 Development	Our general developer documentation on the various resources available to developers	May 2025
Data 360 for ISVs	Partner Community group for ISVs to ask questions and collaborate	May 2025
Data 360 for ISVs: Partner Education Page	Guide for Data 360 ISVs	May 2025
Data 360 Ingestion Starter Pack	The Ingestion & Enrichment Starter Pack (with sample code) for partners who want to use python-based wrapper functions for calling Data 360's ingestion APIs	May 2025
Data 360 Activation Starter Pack	The Activation Starter Pack (with sample code) for partners who provide custom Ad-Tech/Activation functionality.	May 2025
Data 360 Help Documentation	This is Salesforce's official public help documentation for Data 360	May 2025
Salesforce Architect Template Gallery	Diagrams visualizing Data 360's Customer 360 Data Model & best practices for architects	May 2025
Data 360 Data Model Reference	A glossary containing information about Data 360's standard DMOs, their relationships, and default fields.	May 2025
Data 360 Developer Center	A curated list of content to help technical teams make use of Data 360	May 2025
Data 360 Developer Guide	Developer Documentation for Data 360	May 2025
Data 360 Release Notes	See release notes from the different releases of Data 360	May 2025
Data 360 Connect REST API	Use Data 360's REST API to build custom solutions on top of Data 360 and take advantage of uniform implementation and testing practices.	May 2025
Apex Reference Guide for Data 360	Utilize native Apex commands to interact with and leverage Data 360 data & functions	May 2025
Data 360 API Postman Collection	A repository of existing sample API calls to common Data 360 operations	May 2025
Calculated Insights Github Repository	A repostory of sample Calculated Insights queries to accelerate your implementation	May 2025

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Getting Started

Step by Step Guide to getting started with Data 360

Step 1 - Introduction to Data 360 for Partners

Step 2 - Check out Product Specific Demos & Use Cases

Step 3 - Learn Data Cloud & Get Certified

Step 4 - Become an Implementation Expert

Partner Pocket Guide

PartnerPocket Guide

Data 360

Data 360

Overview

Enablement

Enablement Events

Learn Data 360

Become Certified

Advanced Learning

Video Hub

Collaboration

Partner Community

Slack

Office Hours

Demo Org Access

Simple Demo Org (SDO)

Free Developer Org (Dev Org)

Industry Demo Orgs (IDOs)

Resources

Partner
Pocket Guide