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Mastering Salesforce Data 360 (Data Cloud) A Hands-On Guide
Published 9/2026
Created by Salesforce Developer
MP4 | Video: h264, 3840d2160 | Audio: AAC, 44.1 KHz, 2 Ch
Level: All Levels | Genre: eLearning | Language: English | Duration: 66 Lectures ( 11h 5m ) | Size: 12 GB
A Complete Hands-On Data 360: Salesforce, AWS, Snowflake, Ingestion API, Identity Resolution, Agentforce, LWC & Insights
What you'll learn
Understand what Data 360 is and what business problems it solves Understand how Data 360 creates a complete Customer 360 view Set up Data 360 in a Salesforce org Understand Data 360 provisioning options Set up Salesforce CRM data for Data 360 Understand Data Spaces in Data 360 Understand Data Sources, Data Streams, DSO, DLO and DMO Ingest Salesforce data into Data 360 Ingest data from AWS S3 into Data 360 Ingest data from Snowflake into Data 360 Use Zero Copy Data Federation with Snowflake Ingest Marketing Engagement data into Data 360 Ingest real-time data using the Data 360 Ingestion API Understand normalized and denormalized data Transform data in Data 360 Understand Data Harmonization and why it is needed Understand Data Modeling and the Data 360 Data Model Map data from different sources to Data 360 DMOs Understand relationships between Data 360 objects Understand Identity Resolution in Data 360 Create and configure Identity Resolution rules Understand Match Rules and Match Methods Understand and configure Reconciliation Rules Understand the Unified Identity Data Model Traverse the Unified Individual Data Model Build an Agentforce Agent using unified Data 360 data Create Flow and Apex actions for Agentforce to work with Data 360 Use real-time customer activity data with Agentforce Understand Calculated Insights in Data 360 Create Calculated Insights across unified customer data Display Calculated Insights using Lightning Web Components Build an end-to-end Customer 360 solution with Data 360 Use Data 360 data to power Agentforce and business insightsRequirements
Basic understanding of Salesforce and CRM concepts is recommended Basic knowledge of Salesforce objects, fields and relationships is helpful No prior Data 360 experience is required Basic SOQL or SQL knowledge is helpful but not requiredDescription
LearnSalesforce Data 360 from fundamentals to advanced concepts and real-world implementation in this complete hands-on course.
This course is designed forSalesforce Developers, Administrators, Architects, and Salesforce professionals who want to understand howData 360, Customer 360, Identity Resolution, Data Harmonization, Agentforce, and Calculated Insights work together.
Rather than learning Data 360 through isolated examples, we will build a completeCustomer 360 solution from scratch using data coming from multiple enterprise systems.
What You Will Learn
By the end of this course, you will have hands-on experience with
Understandingwhat Salesforce Data 360 is and what business problems it solves Understanding theCustomer 360 architecture and how Data 360 brings scattered customer data together Setting upSalesforce Data 360 and understanding Data 360 provisioning options UnderstandingData Spaces and the core Data 360 architecture Learning the fundamentals ofData Sources, Data Streams, DSO, DLO and DMO Ingesting Salesforce CRM data into Data 360 ConnectingAWS S3 with Data 360 and ingesting Vehicle Policy data ConnectingSnowflake with Data 360 and ingesting Term Insurance Policy data ConfiguringOIDC authentication for Snowflake integration Understanding and implementingZero Copy Data Federation with Snowflake IngestingMarketing Engagement data into Data 360 Using theData 360 Ingestion API for real-time data ingestion Understandingnormalized and denormalized data PerformingData Transformation in Data 360 UnderstandingData Harmonization and why it is required UnderstandingData Modeling, Attributes, Relationships, DLOs and DMOs Mapping data fromSalesforce, AWS S3, Snowflake and Marketing sources into the Data 360 data model UnderstandingIdentity Resolution and how scattered customer records are unified ConfiguringMatch Rules and Match Methods ConfiguringReconciliation Rules Understanding theUnified Identity Data Model Validating and exploringUnified Individual Profiles Traversing theUnified Individual Data Model Querying unified customer data usingData 360 SQL Building anAgentforce Agent powered by unified Data 360 data CreatingAgentforce Sub-Agents for different customer use cases CreatingFlow Actions and Apex Actions to access Data 360 data Using Policy, Payment, Marketing Engagement and real-time Activity data with Agentforce BuildingCalculated Insights across unified Customer 360 data Calculating customerPolicy Premiums and Policy Counts across multiple data sources Creating advanced insights to identify differentcustomer payment behaviors Building anLWC component to display Calculated Insights on Salesforce record pagesWhat We Build in This Course
The entire course follows one practical end-to-end project.
We start with a customer namedRohan Mehta, whose information is scattered across multiple systems.
His Policy data exists acrossSalesforce, AWS S3 and Snowflake, while Marketing Engagement data and real-time customer activity come from other sources.
We then take this scattered data through the complete Data 360 journey
Ingest → Transform → Harmonize → Unify → Analyze → Act
You will see how these different capabilities work together rather than learning them as separate features.
Data Ingestion from Multiple Systems
One of the major focuses of this course is working withmultiple enterprise data sources.
You will practically work with
Salesforce CRMAWS S3SnowflakeMarketing Engagement DataReal-Time Customer Activity Data via Ingestion APIThis gives you practical experience with different Data 360 ingestion and integration approaches instead of working with only a single data source.
Build Agentforce on Top of Unified Data
After creating the unified customer profile, we put the data into action usingAgentforce.
You will build an Agentforce Agent capable of answering real customer questions using Data 360 data.
The Agentforce solution will work with
Customer Policy information Payment Risk information Marketing Engagement data Email and Phone contractability Recent real-time customer activitiesYou will create the requiredFlow and Apex Actions, configure Sub-Agents, connect them to the Agentforce Agent, and test the complete experience.
Create Business Insights with Calculated Insights
Finally, we useCalculated Insights to create powerful business metrics across the complete Customer 360 data.
You will build insights that calculate
Total Policy Premium Policy Count Customer payment behavior Cross-source business metricsYou will also learn how to surface these insights directly inside Salesforce usingLightning Web Components (LWC).
Who this course is for
Anyone with basic Salesforce knowledge who wants to learn Data 360 from fundamentals to advanced use cases Salesforce Developers who want to learn Salesforce Data 360 through a practical, hands-on project Salesforce Administrators and Architects who want to understand Data 360 and Customer 360 architecture Salesforce Professionals looking to build Agentforce solutions using unified customer data Salesforce Developers who want to integrate data from Salesforce, AWS S3, Snowflake and other sourcesHomepage
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