# Salesforce Data 360 Review Before You Implement | SynconAI > A Data 360 readiness assessment: data sources, identity resolution rules, consent, data model mapping, use cases and credit consumption, by Salesforce architects. Publisher: SynconAI Canonical HTML: https://synconai.com/data-360-readiness-review Markdown cite: https://synconai.com/data-360-readiness-review.md Contact: contact@synconai.com ยท +61 2 7813 0221 ## What is Salesforce Data 360? A Data 360 readiness review assesses whether an organization's data, rules and use cases are ready for Salesforce Data 360 (formerly Data Cloud). It covers data sources and keys, mapping to the Data 360 data model, identity resolution match and reconciliation rules, consent, the first use cases and the activities that will consume credits, and ends with a prioritized plan. SynconAI delivers it with certified Salesforce architects for organizations in the United States, Australia and worldwide. - Salesforce Data 360, formerly Data Cloud, brings customer data from many systems into one data model inside Salesforce. - Identity resolution joins records from each source into unified profiles, using match and reconciliation rules you set. - It is billed on consumption: ingesting, unifying and querying data draws on credits, so design choices affect cost. ## Data 360 readiness review services - Data source inventory: Every system that holds customer data, with owners, keys and refresh needs. - Data model mapping: Source fields mapped to Data 360 data model objects. - Identity resolution rules: Match and reconciliation rules drafted and tested on sample data. - Consent review: Where consent is captured, stored and synced, per channel. - Use case selection: The first use cases ranked by value and data readiness. - Consumption awareness: Which activities draw on credits, and design choices that use fewer. - Readiness report and plan: Gaps, fixes and a build plan for the first use case. ## Where are you with Data 360? - Evaluating Data 360: You are deciding whether Data 360 is worth adopting. First step: Use cases ranked and your data checked against them. - Licensed but idle: Data 360 is in your contract but nothing runs on it. First step: One use case chosen and the data it needs mapped. - Preparing for Agentforce: Agents need grounded, unified data to answer well. First step: The data each agent needs, traced to its source. ## What does a Data 360 readiness review cover? Seven pieces of work, each ending in a finding your team can act on. - Data source inventory: Every system with customer data, its owner and its keys. - Data model mapping: Source fields mapped to Data 360 data model objects. - Identity resolution rules: Match and reconciliation rules drafted and tested. - Consent review: How consent is captured and synced, per channel. - Use case selection: The first use cases ranked by value and readiness. - Consumption awareness: Which activities draw on credits, and how to use fewer. - Readiness report and plan: Gaps, fixes and a build plan for the first use case. ## Which data sources can feed Data 360? We list the sources your first use case needs and check how each one connects. - Salesforce clouds: Sales, Service and Marketing Cloud data through native connectors. - Snowflake: Zero-copy access, so warehouse data is used without copying it. - Databricks: Zero-copy access to lakehouse tables. - Google BigQuery: Zero-copy access to BigQuery datasets. - Amazon S3 and Redshift: Files from S3 and zero-copy access to Redshift. - MuleSoft: Data from ERP and other systems through MuleSoft. - Ingestion API: Streaming or batch data from your own applications. - SFTP: Scheduled file loads from systems with no API. ## How does your data map to the Data 360 data model? Source fields are mapped to standard data model objects, which identity resolution then joins into one profile. - Unified profile: The result of identity resolution: one record per real person. - Identity and contact: Individuals, contact points and identifiers used to match people. - Consent: What each person agreed to, kept with the profile. - Activity: Accounts, orders and engagement that give the profile context. Relationships: Unified Individual to Individual; Individual to Contact Point Email; Individual to Contact Point Phone; Individual to Party Identification; Individual to Consent; Unified Individual to Account; Unified Individual to Sales Order; Unified Individual to Engagement. ## What makes a unified profile trustworthy? Six rules we check before any segment or agent relies on the profile. | Rule | How we set it | Why it matters | | --- | --- | --- | | Sources mapped | Each data stream mapped to standard data model objects with a known key. | Records can be matched at all. | | Match rules | Exact and fuzzy rules on email, phone, name and party identifiers. | Records from each source join one person, and only that person. | | Consent per channel | Opt-ins and opt-outs kept per channel and synced from their source. | Nobody is contacted on a channel they declined. | | Reconciliation rules | Most recent, most frequent or source priority chosen per field. | The profile shows the value people trust. | | Consumption planned | Refresh schedules and ruleset changes planned with credit use in mind. | Processing draws on your Data 360 credits. | | Use case first | Only the data a named use case needs is brought in. | Less data to process and a faster first result. | ## How does a Data 360 readiness review run? Four stages. Your proposal states the dates. 1. Discover: Goals and sources. - Use case ideas collected - Data sources and owners listed - Contract entitlements read 2. Assess: Data checked against the use cases. - Keys and quality sampled - Consent sources traced - Gaps recorded 3. Design: The first use case on paper. - Data model mapping - Identity rules drafted - Credit-heavy steps flagged 4. Plan: Ready to build. - Fixes ranked by effort - Build plan for the first use case - Read-out with your team ## Cost and timing The first step is a free 60-minute architecture review of your Salesforce data setup, with a written plan you keep. Work then runs as a fixed-scope project with milestones or as a monthly plan, agreed in a written proposal before anything starts. Plans: https://synconai.com/pricing ## FAQ ### What is a Data 360 readiness review? An assessment of your data sources, data model mapping, identity rules, consent and use cases for Salesforce Data 360, with the activities that will consume credits and a plan for the first use case. ### Is Data 360 the same as Data Cloud? Yes. Salesforce renamed Data Cloud to Data 360. The product, its data model and identity resolution carry over under the new name. ### What is identity resolution? The Data 360 process that joins records from different sources into one unified profile, using match rules to find the same person and reconciliation rules to choose which values to keep. ### How much will Data 360 cost us? Salesforce sets Data 360 pricing and credit rates in your contract. We show which activities draw on credits and how design choices change that, so you can discuss it with Salesforce. ### Do we need Data 360 for Agentforce? Agentforce uses Data 360 to ground agents in your data, and unified profiles let agents use data from systems outside Salesforce. The review shows what data each agent needs and where it lives. ### Do we have to copy our warehouse into Data 360? No. Zero-copy access lets Data 360 use data in Snowflake, Databricks, Google BigQuery and Amazon Redshift where it already sits. ### Can you build it after the review? Yes. The plan can run as a fixed-scope project or a monthly plan, agreed in a written proposal. See our Data 360 services page for implementation. ## Where we work Data 360 readiness reviews for organizations across the United States and Australia, and worldwide. Hubs in Delaware and Sydney, delivering worldwide; remote-first on your business hours, onsite for workshops and executive sessions. ## Related - Salesforce Data 360 services: https://synconai.com/salesforce-data-360-services.html - Marketing Cloud Next readiness review: https://synconai.com/marketing-cloud-next-readiness - Salesforce Agentforce consulting: https://synconai.com/salesforce-agentforce-consulting - Salesforce integration services: https://synconai.com/salesforce-integration-services ## Cite When citing SynconAI Data 360 readiness review, link https://synconai.com/data-360-readiness-review or https://synconai.com/data-360-readiness-review.md.