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Integrate Salesforce Data 360 with your AI CRM

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

Explore Triggers and Actions

Accept a collaboration invitation

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

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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

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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

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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

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Assign ad account

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

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Bulk create classification assignments

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

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Bulk create classification taxonomies

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

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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

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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

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Bulk create tag assignments

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

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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

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Bulk create tag taxonomies

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

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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

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Bulk delete classification assignments

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

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Bulk delete classification taxonomies

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

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Bulk delete classifications

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

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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

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Bulk delete tag assignments

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

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Bulk delete tag taxonomies

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

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Bulk delete tags

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

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Bulk fetch catalog metadata

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

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Bulk fetch catalog metadata children

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

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Bulk update classification taxonomies

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

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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

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Bulk update tag taxonomies

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

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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

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Cancel data transform

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

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Cancel running deep research job

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

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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

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Count segment

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

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Create a prediction job definition

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

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Create a provider

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

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Create a specification

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

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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

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Create activation

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

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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)

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Create agent

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

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Create calculated insights

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

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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

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Create classification assignment

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

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Create classification taxonomy

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

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Create communication capping configuration

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

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Create communication capping dimension

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

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Create communication capping rule

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

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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

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Create data action

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

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Create data action target

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

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Create data alert

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

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Create data graph

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

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Create data kit

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

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Create data lake object

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

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Create data model object

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

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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

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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

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Create data share target

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

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Create data space

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

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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

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Create data transform

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

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Create Document AI configuration

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

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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

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Create identity resolution ruleset

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

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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.

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Create knowledge library

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

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Create knowledge space

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

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Create knowledge space configuration

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

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Create knowledge space session

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

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Create model setup version

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

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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

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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

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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

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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>`

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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

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Create tag

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

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Create tag assignment

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

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Create tag detection instruction

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

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Create tag taxonomy

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

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Deactivate segment by ID

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

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Deactivate segment by name

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

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Delete a prediction job definition

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

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Delete a specification

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

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Delete access policy

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

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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

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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

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Delete activation target

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

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Delete activation target metadata

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

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Delete agent

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

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Delete calculated insight

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

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Delete classification

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

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Delete classification assignment

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

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Delete classification taxonomy

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

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Delete communication capping rule

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

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Delete configured model

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

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Delete connection

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

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Delete custom code deployment

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

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Delete data action target

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

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Delete data graph

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

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Delete data kit

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

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Delete data lake object

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

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Delete data model object

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

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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

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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

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Delete data share

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

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Delete data share target

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

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Delete data space

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

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Delete data space members

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

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Delete data stream

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

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Delete data transform

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

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Delete Document AI configuration

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

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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

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Delete identity resolution ruleset

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

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Delete ingestion job

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

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Delete ingestion records

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

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Delete knowledge space

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

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Delete knowledge space configuration

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

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Delete knowledge space session

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

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Delete model artifact

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

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Delete object access grant

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

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Delete retriever

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

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Delete retriever configuration

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

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Delete segment

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

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Delete semantic search

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

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Delete tag

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

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Delete tag assignment

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

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Delete tag detection instruction

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

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Delete tag taxonomy

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

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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

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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

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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

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Disable a collaboration

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

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Disable activation

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

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Disable activation platform

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

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Disable activation target

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

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Disable communication capping

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

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Enable activation

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

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Enable activation platform

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

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Enable activation target

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

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Enable communication capping

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

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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

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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

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Generate tag suggestions

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

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Get a predict job

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

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Get a predict job task

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

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Get a prediction job definition

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

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Get a provider

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

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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

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Get access policy

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

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Get access policy rule

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

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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

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Get activation

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

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Get activation external platform

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

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Get activation external platforms

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

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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

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Get activation platform

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

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Get activation platform metadata

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

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Get activation platforms

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

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Get activation target

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

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Get activation target dimension metadata

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

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Get activation target platform fields

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

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Get activation targets

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

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Get activations

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

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Get agent

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

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Get agents

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

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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

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Get auto-tagging job

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

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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

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Get available ad accounts

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

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Get calculated insight

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

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Get calculated insight object

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

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Get calculated insight object metadata

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

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Get calculated insights

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

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Get catalog metadata

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

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Get catalog metadata children

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

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Get catalog metadata relationship children

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

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Get catalog metadata relationships

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

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Get catalog metadata relationships by composite key

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

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Get catalog metadata types

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

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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

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Get channels

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

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Get classification

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

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Get classification assignment

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

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Get classification assignments

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

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Get classification assignments on a classification

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

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Get classification taxonomies

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

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Get classification taxonomy

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

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Get classifications

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

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Get collaboration result objects

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

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Get collaborations

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

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Get communication capping activation targets

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

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Get communication capping configuration

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

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Get communication capping data spaces

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

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Get communication capping dimensions

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

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Get communication capping rules

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

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Get configured model

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

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Get configured models

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

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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.

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Get connection database schemas

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

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Get connection databases

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

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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

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Get connection fields

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

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Get connection objects

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

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Get connection preview

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

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Get connection schema

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

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Get connection site map

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

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Get Connector

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

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Get consent data model objects

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

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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

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Get custom code deployments

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

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Get custom code execution

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

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Get custom code executions

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

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Get data action target

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

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Get data action targets

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

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Get data actions

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

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Get data graph

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

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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

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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

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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

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Get data kit available components

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

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Get data kit component dependency

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

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Get data kit component status

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

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Get data kit manifest

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

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Get data kits

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

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Get Data Lake Object

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

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Get data model object

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

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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

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Get data model object mappings

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

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Get data model objects

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

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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

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Get data share

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

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Get data share target

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

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Get data share targets

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

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Get data shares

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

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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

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Get Data Space

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

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Get data space member

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

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Get Data Stream

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

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Get data transform

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

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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

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Get data transform schedule

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

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Get data transforms

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

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Get deep research report

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

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Get deep research status

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

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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

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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

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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

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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

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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

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Get file chunks summary

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

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Get file status

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

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Get identity providers for match boost

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

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Get identity resolution ruleset

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

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Get identity resolution rulesets

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

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Get ingestion job

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

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Get insight metadata

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

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Get knowledge for import

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

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Get knowledge libraries

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

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Get knowledge library details

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

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Get knowledge space

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

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Get knowledge space configuration

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

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Get knowledge space configurations

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

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Get knowledge space details

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

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Get knowledge space session

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

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Get knowledge space sessions

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

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Get knowledge spaces

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

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Get last extraction info

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

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Get Marketing Cloud enterprises

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

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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

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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

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Get model artifact

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

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Get model artifacts

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

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Get model setup version

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

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Get model setup version partition

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

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Get model setup version partitions

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

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Get model setup versions

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

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Get object access grant

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

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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

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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

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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

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Get predict job tasks

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

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Get predict jobs

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

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Get prediction

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

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Get prediction job definitions

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

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Get presigned URLs

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

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Get private network route

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

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Get private network routes

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

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Get profile data model object

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

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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

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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

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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

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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

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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

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Get provider templates

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

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Get providers

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

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Get query jobs

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

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Get refresh status

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

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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

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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

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Get retriever

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

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Get retriever configuration

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

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Get retriever configurations

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

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Get retrievers

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

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Get segment members

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

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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

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Get segments by API name

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

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Get segments by ID

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

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Get semantic search

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

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Get semantic search configuration

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

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Get semantic search definition details

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

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Get session conversation

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

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Get specifications

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

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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

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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

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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

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Get tag

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

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Get tag assignment

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

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Get tag assignments

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

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Get tag assignments on a tag

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

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Get tag detection instruction

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

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Get tag suggestion

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

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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

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Get tag taxonomy

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

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Get tags

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

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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

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Get template collaborations

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

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Get templates

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

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Import knowledge

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

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Index files

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

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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

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List Connections

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

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List Connectors

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

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List Data Lake Objects

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

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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

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List Data Spaces

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

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List Data Streams

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

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List ingestion jobs

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

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List tag taxonomies

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

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Lookup catalog metadata

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

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Lookup universal ID

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

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Map dimension metadata to activation target

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

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Propagate tags

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

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Provision knowledge space

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

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Publish a Batch DMO activation

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

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Publish activation platform

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

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Publish segment

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

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Rebuild data transform

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

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Refresh collaboration metadata

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

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Refresh data graph

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

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Refresh data transform status

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

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Reject a collaboration invitation

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

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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

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Remove files

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

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Remove knowledge library

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

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Replace access policy rule

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

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Retry activation platform sync

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

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Retry activation sync

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

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Retry activation target sync

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

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Retry data transform

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

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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

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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

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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

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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

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Run data transform

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

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Run deep research

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

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Run Document AI process

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

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Run existing connection action

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

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Run identity resolution ruleset now

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

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Search catalog metadata

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

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Search knowledge libraries

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

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Set activation platform privacy type

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

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Submit SQL query

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

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Sync data space

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

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Sync data space member

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

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Test connection

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

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Test existing connection action

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

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Test existing connection schema action

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

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Trigger activation full refresh

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

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Trigger full extraction

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

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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

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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

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Update a prediction job definition

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

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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

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Update activation

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

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Update activation target

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

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Update calculated insight

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

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Update classification

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

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Update classification taxonomy

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

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Update communication capping configuration

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

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Update communication capping dimension

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

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Update communication capping dimension priority

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

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Update communication capping rule

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

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Update configured model

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

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Update connection

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

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Update custom code deployment

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

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Update data alert

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

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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

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Update data lake object

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

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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

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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

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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

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Update data space

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

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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

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Update data transform

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

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Update data transform schedule

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

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Update deep research plan

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

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Update Document AI configuration

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

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Update identity resolution ruleset

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

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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.

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Update knowledge library

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

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Update knowledge space

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

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Update model artifact

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

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Update model setup version

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

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Update retriever

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

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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

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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>`

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Update semantic search

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

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Update tag

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

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Update tag taxonomy

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

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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.

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Upsert connection schema

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

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Upsert connection site map

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

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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

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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.

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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

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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

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Validate ingestion records

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

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How the Salesforce Data 360 integration works

The Salesforce Data 360 integration connects your Dench AI CRM directly to Salesforce Data 360, so agents can read and act on your Salesforce Data 360 data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

424 actions are available for agents to invoke on your behalf. Every call runs through Salesforce Data 360's own authorization, scoped to the account you connect.

Set up Salesforce Data 360 in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Salesforce Data 360 and click Connect — you'll authorize access through Salesforce Data 360's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Salesforce Data 360 in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Salesforce Data 360 integration work with Dench?

The Dench Salesforce Data 360 integration connects your AI CRM to Salesforce Data 360, so AI agents can work with your Salesforce Data 360 data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Salesforce Data 360 via Dench?

The Salesforce Data 360 integration currently exposes 424 actions, including Accept a collaboration invitation, Activate data graph, Add deep research as knowledge source, Approve tag suggestions, Assign ad account, and Bulk create classification assignments. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Salesforce Data 360 to Dench?

No. You connect Salesforce Data 360 from your Dench workspace using Salesforce Data 360's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Salesforce Data 360 integration secure?

Connections are authorized through Salesforce Data 360's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Salesforce Data 360 connection from your workspace settings at any time.

Salesforce Data 360 | Dench AI CRM