Salesforce Data 360 for your voice agent

Salesforce Data 360 is a customer data platform that unifies data across sources. It helps teams build a complete customer view for analytics, segmentation, and activation.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Salesforce Data 360 app. You register an app in Salesforce Data 360's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
206 actions, such as bulk fetch catalog metadata, bulk fetch catalog metadata children and count segment.
What it changes
218 actions, such as accept a collaboration invitation, activate data graph and add deep research as knowledge source.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 424. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Salesforce Data 360 actions

Reads 206

  • Bulk fetch catalog metadata
  • Bulk fetch catalog metadata children
  • Count segment
  • Describe catalog metadata type
  • Get access policy
  • Get access policy rule
  • Get activation
  • Get activation external platform
  • Get activation platform
  • Get activation target
  • Get agent
  • Get a prediction job definition
  • Get a predict job
  • Get a predict job task
  • Get a provider
  • Get auto-tagging job
  • Get calculated insight
  • Get calculated insight object
  • Get calculated insight object metadata
  • Get catalog metadata
  • Get classification
  • Get classification assignment
  • Get classification taxonomy
  • Get communication capping configuration
182 more
  • Get configured model
  • Get Connection
  • Get connection endpoints
  • Get connection preview
  • Get connection site map
  • Get Connector
  • Get custom code deployment
  • Get custom code execution
  • Get data action target
  • Get data graph
  • Get data graph data by entity name
  • Get data graph data by ID
  • Get data graph metadata
  • Get data kit component status
  • Get data kit manifest
  • Get Data Lake Object
  • Get data model object
  • Get data model object mapping
  • Get data share
  • Get data share target
  • Get Data Space
  • Get data space member
  • Get Data Stream
  • Get data transform
  • Get data transform schedule
  • Get deep research report
  • Get deep research status
  • Get Document AI configuration
  • Get Document AI global configuration
  • Get file chunks summary
  • Get file status
  • Get identity resolution ruleset
  • Get ingestion job
  • Get insight metadata
  • Get knowledge library details
  • Get knowledge space
  • Get knowledge space configuration
  • Get knowledge space details
  • Get knowledge space session
  • Get last extraction info
  • Get metadata
  • Get model artifact
  • Get model setup version
  • Get model setup version partition
  • Get object access grant
  • Get prediction
  • Get presigned URLs
  • Get private network route
  • Get profile data model object
  • Get profile data model object and calculated insight with search key
  • Get profile data model object and child object with search key
  • Get profile data model object metadata
  • Get profile data model object with search key
  • Get profile metadata
  • Get refresh status
  • Get related attribute activation quota
  • Get related attribute configuration limits
  • Get retriever
  • Get retriever configuration
  • Get segments by API name
  • Get segments by ID
  • Get semantic search
  • Get semantic search configuration
  • Get semantic search definition details
  • Get session conversation
  • Get SQL query rows
  • Get SQL query status
  • Get streaming eligibility
  • Get tag
  • Get tag assignment
  • Get tag detection instruction
  • Get tag suggestion
  • Get tag taxonomy
  • Get access policies
  • Get action sources for an event
  • Get activation external platforms
  • Get activation history
  • Get activation platform metadata
  • Get activation platforms
  • Get activations
  • Get activation target dimension metadata
  • Get activation target platform fields
  • Get activation targets
  • Get agents
  • Get Audience DMO activation records
  • Get auto-tagging jobs
  • Get available ad accounts
  • Get calculated insights
  • Get catalog metadata children
  • Get catalog metadata relationship children
  • Get catalog metadata relationships
  • Get catalog metadata relationships by composite key
  • Get catalog metadata types
  • Get channel preferences
  • Get channels
  • Get classification assignments
  • Get classification assignments on a classification
  • Get classifications
  • Get classification taxonomies
  • Get collaboration result objects
  • Get collaborations
  • Get communication capping activation targets
  • Get communication capping data spaces
  • Get communication capping dimensions
  • Get communication capping rules
  • Get configured models
  • Get connection databases
  • Get connection database schemas
  • Get connection fields
  • Get connection objects
  • List Connections
  • Get connection schema
  • List Connectors
  • Get consent data model objects
  • Get custom code deployments
  • Get custom code executions
  • Get data actions
  • Get data action targets
  • Get data kit available components
  • Get data kit component dependency
  • Get data kits
  • List Data Lake Objects
  • Get data model object mappings
  • Get data model objects
  • Get data object categories available for activation
  • Get data shares
  • Get data share targets
  • Get data sources
  • List data space members
  • List Data Spaces
  • List Data Streams
  • Get data transform run history
  • Get data transforms
  • Get Document AI configurations
  • Get events for an activation platform
  • Get field source target relationships
  • Get identity providers for match boost
  • Get identity resolution rulesets
  • List ingestion jobs
  • Get knowledge for import
  • Get knowledge libraries
  • Get knowledge space configurations
  • Get knowledge spaces
  • Get knowledge space sessions
  • Get Marketing Cloud enterprises
  • Get metadata entities
  • Get model artifacts
  • Get model setup version partitions
  • Get model setup versions
  • Get object access grants
  • Get partner objects
  • Get partner-object types for an activation platform
  • Get prediction job definitions
  • Get predict jobs
  • Get predict job tasks
  • Get private network routes
  • Get providers
  • Get provider templates
  • Get query jobs
  • Get retriever configurations
  • Get retrievers
  • Get segment members
  • Get segments
  • Get specifications
  • Get tag assignments
  • Get tag assignments on a tag
  • Get tags
  • Get tag suggestions
  • Get tags with active detection instructions
  • List tag taxonomies
  • Get template collaborations
  • Get templates
  • Lookup catalog metadata
  • Lookup universal ID
  • Search catalog metadata
  • Search knowledge libraries
  • Test connection
  • Test existing connection action
  • Test existing connection schema action
  • Validate data space account for target
  • Validate data transform
  • Validate ingestion records

Changes 152

  • Accept a collaboration invitation
  • Activate data graph
  • Add deep research as knowledge source
  • Approve tag suggestions
  • Assign ad account
  • Bulk create classification assignments
  • Bulk create classifications
  • Bulk create classification taxonomies
  • Bulk create object access grants
  • Bulk create tag assignments
  • Bulk create tag detection instructions
  • Bulk create tags
  • Bulk create tag taxonomies
  • Bulk update classifications
  • Bulk update classification taxonomies
  • Bulk update tags
  • Bulk update tag taxonomies
  • Create access policy
  • Create activation
  • Create activation target
  • Create agent
  • Create a prediction job definition
  • Create a provider
  • Create a specification
128 more
  • Create calculated insights
  • Create classification
  • Create classification assignment
  • Create classification taxonomy
  • Create communication capping configuration
  • Create communication capping dimension
  • Create communication capping rule
  • Create custom code deployment
  • Create data action
  • Create data action target
  • Create data alert
  • Create data graph
  • Create data kit
  • Create data lake object
  • Create data model object
  • Create data model object mapping
  • Create data share
  • Create data share target
  • Create data space
  • Create data stream
  • Create data transform
  • Create Document AI configuration
  • Create field source target relationships
  • Create identity resolution ruleset
  • Create ingestion job
  • Create knowledge library
  • Create knowledge space
  • Create knowledge space configuration
  • Create knowledge space session
  • Create model setup version
  • Create object access grant
  • Create retriever
  • Create retriever configuration
  • Create segment
  • Create semantic search
  • Create tag
  • Create tag assignment
  • Create tag detection instruction
  • Create tag taxonomy
  • Deploy data kit components
  • Detect Document AI schema
  • Enable activation
  • Enable activation platform
  • Enable activation target
  • Enable communication capping
  • Extract Document AI configuration data
  • Generate Document AI schema
  • Generate tag suggestions
  • Import knowledge
  • Index files
  • Link data share with target
  • Map dimension metadata to activation target
  • Propagate tags
  • Provision knowledge space
  • Publish a Batch DMO activation
  • Publish activation platform
  • Publish segment
  • Rebuild data transform
  • Refresh collaboration metadata
  • Refresh data graph
  • Refresh data transform status
  • Reject a collaboration invitation
  • Reject tag suggestions
  • Replace access policy rule
  • Retry activation platform sync
  • Retry activation sync
  • Retry activation target sync
  • Retry data transform
  • Review retriever
  • Run calculated insight
  • Run clean room query
  • Run data streams
  • Run data transform
  • Run deep research
  • Run Document AI process
  • Run existing connection action
  • Run identity resolution ruleset now
  • Set activation platform privacy type
  • Submit SQL query
  • Sync data space
  • Sync data space member
  • Trigger activation full refresh
  • Trigger full extraction
  • Undeploy data kit component
  • Unlink data share with target
  • Update access policy
  • Update activation
  • Update activation target
  • Update a prediction job definition
  • Update calculated insight
  • Update classification
  • Update classification taxonomy
  • Update communication capping configuration
  • Update communication capping dimension
  • Update communication capping dimension priority
  • Update communication capping rule
  • Update configured model
  • Update connection
  • Update custom code deployment
  • Update data alert
  • Update data kit components
  • Update data lake object
  • Update data model object
  • Update data model object field mapping
  • Update data share
  • Update data space
  • Update data stream
  • Update data transform
  • Update data transform schedule
  • Update deep research plan
  • Update Document AI configuration
  • Update identity resolution ruleset
  • Update ingestion job state
  • Update knowledge library
  • Update knowledge space
  • Update model artifact
  • Update model setup version
  • Update retriever
  • Update retriever configuration
  • Update segment
  • Update semantic search
  • Update tag
  • Update tag taxonomy
  • Upload ingestion job CSV
  • Upsert connection schema
  • Upsert connection site map
  • Upsert data space members
  • Upsert ingestion records

Deletes 66

  • Bulk delete classification assignments
  • Bulk delete classifications
  • Bulk delete classification taxonomies
  • Bulk delete object access grants
  • Bulk delete tag assignments
  • Bulk delete tags
  • Bulk delete tag taxonomies
  • Cancel data transform
  • Cancel running deep research job
  • Cancel SQL query
  • Deactivate segment by ID
  • Deactivate segment by name
  • Delete access policy
  • Delete activation
  • Delete activation platform
  • Delete activation target
  • Delete activation target metadata
  • Delete agent
  • Delete a prediction job definition
  • Delete a specification
  • Delete calculated insight
  • Delete classification
  • Delete classification assignment
  • Delete classification taxonomy
42 more
  • Delete communication capping rule
  • Delete configured model
  • Delete connection
  • Delete custom code deployment
  • Delete data action target
  • Delete data graph
  • Delete data kit
  • Delete data lake object
  • Delete data model object
  • Delete data model object field mapping
  • Delete data model object mapping
  • Delete data share
  • Delete data share target
  • Delete data space
  • Delete data space members
  • Delete data stream
  • Delete data transform
  • Delete Document AI configuration
  • Delete field source target relationship
  • Delete identity resolution ruleset
  • Delete ingestion job
  • Delete ingestion records
  • Delete knowledge space
  • Delete knowledge space configuration
  • Delete knowledge space session
  • Delete model artifact
  • Delete object access grant
  • Delete retriever
  • Delete retriever configuration
  • Delete segment
  • Delete semantic search
  • Delete tag
  • Delete tag assignment
  • Delete tag detection instruction
  • Delete tag taxonomy
  • Disable a collaboration
  • Disable activation
  • Disable activation platform
  • Disable activation target
  • Disable communication capping
  • Remove files
  • Remove knowledge library

Salesforce Data 360 setup

  1. Registering your Salesforce Data 360 app

    Create an app in Salesforce Data 360's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Salesforce Data 360

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 424 actions the agent may use. Start with lookups and add the ones that change Salesforce Data 360 when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

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