Salesforce Data 360 explained

Data 360, formerly Data Cloud, is Salesforce's unified data and context layer for CRM, analytics and AI agents.

Type
Product guide
Topic
Data and AI
Reading time
3 min
Updated
Author
GeekMidst Team
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Banner for the GeekMidst product guide “Salesforce Data 360 explained”, covering What it is for and Core capabilities

Data 360 is Salesforce's unified, real-time data and context layer for CRM, analytics and AI agents. It was called Data Cloud until the October 2025 rebrand, and Salesforce's own FAQ describes Data 360 as "the official new name for what was previously called Data Cloud". Third-party sources also list earlier names such as Salesforce Genie and Salesforce CDP; only Data Cloud is confirmed by Salesforce as a former name.

What it is for

Most organisations hold customer data in many systems: CRM, ecommerce, data warehouses, support tools and marketing platforms. Data 360 brings that data together, resolves it into unified profiles, and makes it available for segmentation, analytics, automation and AI agents across Salesforce.

Core capabilities

CapabilityWhat it doesStatus
Zero Copy integrationWorks with data in Snowflake, Databricks, BigQuery and others without copying itAvailable
Identity resolutionMatches and reconciles records into unified profilesAvailable
Segmentation and activationBuilds audiences and sends them to other systemsAvailable
Agent Context EngineSupplies context to AI agentsListed by Salesforce; status not stated
Data 360 MCP ServerExposes nearly 200 Data 360 APIs to agentsGA since August 2026
Agentic Segmentation and ActivationConversational audience building and an Activation AgentWinter '27, status not stated
Agent MemoryShared memory across agents, governed by Data 360 policiesWinter '27, status not stated
Salesforce CatalogPlain-language business-context catalogueWinter '27, status not stated

How it connects with other Salesforce products

Data 360 sits under Marketing Cloud Next and Salesforce Personalization, and grounds Agentforce agents in customer data. Tableau Next runs on the Salesforce Platform and Data 360. In Salesforce's AIforce architecture, Data 360 is one of the three foundations alongside Customer 360 and Agentforce.

Who it suits

  • Organisations with customer data in several systems that need one view.
  • Teams planning AI agents that must answer from accurate, current data.
  • Businesses with a data warehouse that want to use it in Salesforce without duplication.

Planning an implementation

  1. 01

    Define use cases

    Name the segments, insights or agent tasks that justify the work.

  2. 02

    Inventory sources

    Decide what to ingest and what to access through zero copy.

  3. 03

    Check data quality

    Clean identifiers such as email and phone before identity resolution.

  4. 04

    Map to the data model

    Map data lake objects to data model objects consistently.

  5. 05

    Design match and reconciliation rules

    Test them on samples before full runs.

  6. 06

    Monitor

    Track data stream refreshes, job failures and consumption.

Common mistakes

  • Ingesting everything before agreeing use cases.
  • Running identity resolution on poor-quality identifiers, which merges the wrong people.
  • Confusing DLOs and DMOs; see DLO vs DMO.
  • Treating Winter '27 features without a stated status as generally available.

How GeekMidst can help

Our Data Cloud consulting covers scoping, data modelling and setup. We also offer focused help with identity resolution and calculated insights and segmentation. Use our Data Cloud readiness checklist to prepare.

Questions we hear

Is Data 360 the same as Data Cloud?
Yes. Salesforce says Data 360 is the new name for Data Cloud.
Do I have to copy my warehouse data into Salesforce?
Not always. Zero Copy integration lets Data 360 work with data in platforms such as Snowflake, Databricks and BigQuery.
Do AI agents need Data 360?
Agents can use CRM data alone, but Data 360 supplies richer, unified context.
How is Data 360 priced?
Salesforce does not publish fixed prices here; check with Salesforce.

Planning Data 360?

Tell us about your data sources and goals, and we will help you scope a practical first phase.

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