How to connect Salesforce Data 360 to Claude

Accept an invitation for a clean room collaboration.

Activate a data graph draft.

Copy a completed deep research report into the knowledge space's GENERATED_RESOURCES library and trigger indexing.

Approves one or more tag suggestions.

Assigns the specified ad account to the activation target.

Bulk creates data governance classification assignments.

Creates multiple classifications in a single request.

Creates multiple classification taxonomies in a single request.

Creates multiple object access grants for a single combination of a data space and a permission set using an idempotent request.

Bulk creates data governance tag assignments.

Bulk creates active detection instructions for multiple tags under one taxonomy.

Creates multiple tags in a single request.

Creates multiple tag taxonomies in a single request.

Bulk deletes data governance classification assignments.

Deletes multiple classifications in a single request, cascading each deletion to its child classifications and assignments.

Deletes multiple classification taxonomies in a single request.

Deletes multiple object access grants for a single combination of a data space and a permission set using an idempotent request.

Bulk deletes data governance tag assignments.

Deletes multiple tags in a single request, cascading each deletion to its child tags and assignments.

Deletes multiple tag taxonomies and all child tags in a single request.

Returns catalog metadata records matching the provided identifiers.

Returns children of catalog metadata records grouped by parent.

Updates multiple classifications in a single request.

Updates multiple classification taxonomies in a single request.

Updates multiple tags in a single requests.

Updates multiple tag taxonomies in a single request.

Cancel a data transform.

Cancel a running deep research job, optionally requesting a partial report from completed steps.

Delete the specified SQL query and terminate any queries that are currently running.

Trigger a segment count on demand.

Creates an access policy, with optional inline rules, using all-or-none semantics.

Create an activation.

Create an activation target.

Creates a new agent.

Create a new prediction job definition.

Create a new clean room provider.

Create a new clean room specification.

Create a calculated insight in Data 360.

Creates a classification under a specified classification taxonomy, with optional initial tag links.

Creates a single data governance classification assignment.

Creates a classification taxonomy.

Creates a communication capping configuration entity.

Creates a communication capping dimension.

Creates a communication capping rule for a configuration.

Creates a custom code deployment.

Create a new data action.

Create a new data action target.

Create a new data alert within the data alert collection.

Create a data graph.

Create a standard data kit.

Create a data lake object (DLO).

Create a custom data model object (DMO).

Create a new mapping between a data lake object (DLO) source and a data model object (DMO) target.

Creates a data share and adds the data model object (DMO), data lake object (DLO), and calculated insight object (CIO) to it.

Creates a data share target of a particular target type.

Create a new data space based on the input details provided.

Create a data stream.

Create a data transform.

Create a new Document AI configuration.

Create bulk data model object (DMO) relationships between fields in the source DMO and fields in the target DMO.

Create an identity resolution ruleset in Data 360.

Create a Data 360 bulk ingestion job for one object and an upsert or delete operation.

Create a knowledge library in an existing knowledge space.

Create a knowledge space in the current data space.

Create a knowledge space configuration.

Create a new session for a knowledge space.

Create a new model setup version.

Creates a single object access grant using an idempotent request.

Create a retriever to query and retrieve data from Data 360 objects or search indexes.

Create a new configuration version for the retriever.

Create a segment in Data 360.

Define the connect APIs that perform create, read, update, and delete operations for a search index of unstructured data.

Creates a tag under a specified tag taxonomy, optionally nested under a parent tag.

Creates a single data governance tag assignment.

Creates or replaces the active detection instruction for a tag.

Creates a top-level tag taxonomy.

Deactivate a segment on demand by ID.

Deactivate a segment on demand by API name.

Permanently deletes an access policy and cascades the delete to its rules.

Delete an activation.

Deletes an activation platform.

Delete an activation target by ID or developer name.

Deletes activation target dimension metadata for a given activation target ID.

Deletes an existing agent.

Delete a specific prediction job definition.

Deletes a specific clean room specification.

Delete a calculated insight in Data 360.

Deletes a classification and cascades the deletion to any child classifications and assignments.

Deletes a data governance classification assignment by ID.

Deletes a classification taxonomy.

Deletes a communication capping rule.

Delete a configured model.

Delete a Data 360 connector.

Deletes a custom code deployment.

Delete a data action target.

Delete a data graph.

Delete a data kit.

Delete a data lake object (DLO).

Delete a standard or custom data model object (DMO).

Delete a field mapping between a data lake object (DLO) source and a data model object (DMO) target.

Delete a mapping between a data lake object (DLO) source and a data model object (DMO) target.

Deletes a data share.

Deletes a data share target.

Delete the specified data space.

Delete the specified data lake objects (DLOs) from a data space.

Delete a data stream.

Initiate the deletion of a data transform.

Delete a Document AI configuration.

Delete a data model object (DMO) relationship between a field in the source DMO and a field in the target DMO.

Delete an identity resolution ruleset in Data 360.

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

Delete up to 200 records from a Data 360 data lake table by primary key.

Delete a knowledge space.

Delete a knowledge space configuration.

Delete a knowledge space session.

Delete the model artifact.

Deletes a single object access grant.

Delete a retriever and all its configuration versions.

Delete a retriever configuration.

Delete a segment in Data 360.

Delete a search index definition.

Deletes a tag and cascades the deletion to any child tags and assignments.

Deletes a data governance tag assignment by ID.

Deactivates the currently active detection instruction for a tag.

Deletes a tag taxonomy and all child tags.

Deploy multiple components from a specific data kit.

Returns the full JSON Schema document for a single metadata type, including its subtypes and property schemas.

Detect which extraction schema best matches a document from PDF, image, Microsoft Word (.

Disable a clean room collaboration.

Disables a market segment activation.

Disables an activation platform.

Disables an activation target.

Disables a communication capping configuration.

Enables a market segment activation.

Enables an activation platform.

Enables an activation target.

Enables a communication capping configuration.

Extract structured data from PDF, image, Microsoft Word (.

Generate a schema from a source of unstructured data.

Launches asynchronous AI-driven tag suggestion jobs for one or more objects.

Returns a single access policy and its rules by developer name.

Returns the details of a specific rule within an access policy.

Get an activation by ID.

Get a specific activation external platform.

Returns an activation platform by record ID or API name.

Get an activation target by ID or developer name.

Get an existing agent.

Get a specific prediction job definition.

Get a specific predict job.

Get a task associated with a specific predict job.

Get a clean room provider.

Returns a single data governance auto-tagging job by ID, reporting its progress and status.

Get a calculated insight in Data 360.

Query a Calculated Insight object in Data 360.

Get metadata for a Calculated Insight object in Data 360.

Returns the full metadata profile for a single Unified Catalog asset.

Returns a classification by its fully-qualified API name.

Returns a single data governance classification assignment by ID.

Returns a classification taxonomy by its API name.

Returns a communication capping configuration.

Get the configured model.

Get identity, connector type, and status for one existing Data 360 connection by ID.

Get the endpoints of an Ingestion API connector as a binary stream.

Get a preview of the data in an object and pass it through parser settings.

Get the sitemap for a Streaming App connection.

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

Returns a custom code deployment.

Returns a single execution for a custom code script deployment.

Get a data action target.

Query a data graph.

Query a data graph by the primary key of either the primary data model object (DMO) or the Individual linked DMO.

Query data graph data by ID.

Query data graph metadata.

Get the status of a component deployed from a data kit.

Get a list of all member components and dependencies for a data kit.

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

Get a data model object (DMO).

Get the details of a data model object (DMO) mapping.

Returns a data share with its object names.

Returns a data share target.

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

Get details about a data space member for a given data lake object (DLO).

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

Get a data transform.

Get a data transform's schedule.

Get the deep research report for a research ID.

Get the deep research status by research ID.

Get the details of a Document AI configuration.

Get the global configurations for Document AI.

Get all chunks for files in a knowledge space.

Get the file status of a knowledge space for the specified file IDs.

Get an identity resolution ruleset in Data 360.

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

Get Insight metadata, including Calculated Insight objects, their dimensions, and their measures in Data 360.

Get detailed information about a specific knowledge library.

Get a knowledge space.

Get the details of a specific knowledge space configuration record.

Get detailed information about a specific knowledge space.

Get a knowledge space session.

Returns the last extraction information for the unified catalog.

Get all metadata, including Calculated Insights, Engagement, Profile, and other objects, as well as their relationships to other objects in Data 360.

Get the model artifact.

Retrieve a specific model setup version.

Retrieve a partition of a specific model setup version.

Returns a single object access grant.

Make a prediction using the specified model and parameters.

Get presigned URLs for uploading files to a knowledge library.

Get detailed information about a Private Network Route.

Query a profile data model object using filters in Data 360.

Query a profile data model object and a calculated insight object using filters and a search key in Data 360.

Query a profile data model object and a child object using filters and a search key in Data 360.

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.

Query a profile data model object using filters and a search key in Data 360.

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.

Returns the current catalog refresh status.

Returns the related-attribute activation quota for the org.

Returns the static configuration limits for related-attribute activations, such as maximum hops and attributes per activation.

Get a retriever with its latest and active configurations.

Get a retriever configuration.

Returns a paginated list of segments that match the specified segment API name.

Returns the segments that match the specified segment ID.

Get information about the specified search index definition record.

Get a search index configuration.

Get all search index definition details.

Get conversation messages for a knowledge space session.

Get additional query results that weren't returned in the initial request.

Get the status of an SQL query request.

Indicates whether streaming activation is allowed for a data model object (DMO), and provides the reason when it isn't.

Returns a tag by its fully qualified API name.

Returns a single data governance tag assignment by ID.

Returns the currently active detection instruction for a tag.

Returns a single AI-generated tag suggestion by ID.

Returns a tag taxonomy by its fully qualified API name.

Import selected knowledge libraries and search indexes into a target knowledge space.

Index uploaded files for a knowledge space.

Links a data share with a data share target.

Returns a paginated list of builder-compatible access policies.

Returns the action sources valid for the specified event on the activation platform, such as Website, App, or Offline.

Get a paginated list of activation external platforms.

Returns a paginated list of publish-history records.

Returns a paginated list of activation platform metadata, with optional filtering by platform type and name.

Returns a paginated list of activation platforms.

Get a list of activations with selected filters.

Gets activation target dimension metadata for a given activation target ID.

Returns the target-level configuration fields for an activation platform.

Get a list of activation targets with selected filters.

Returns a list of all registered agents.

Query activation data.

Returns a paginated list of data governance auto-tagging jobs, optionally filtered by object or status.

Returns the ad accounts that aren't already assigned in the specified data space.

Get calculated insights in Data 360.

Returns all child metadata records (for example, fields) for the given parent catalog identifier.

Returns the field-level details of a single relationship edge, including field-to-field edges.

Returns the relationship subgraph reachable from the given catalog asset within the requested depths.

Resolves a catalog asset by composite key, then traverses the relationship subgraph.

Returns a lightweight catalog of all available metadata types, each with its subtypes.

Returns the channel preference options for a channel and data model object (DMO) pair, such as Primary phone or Secondary phone.

Returns the available activation channels for a data space.

Returns a paginated list of data governance classification assignments, optionally filtered by tag or classification.

Returns a paginated list of assignments for a specific classification, including all linked tags.

Returns a paginated list of classifications across all classification taxonomies.

Returns a paginated list of classification taxonomies.

Retrieve a list of all data model objects (DMOs) created by a specific clean room collaboration.

Get a list of clean room collaborations.

Returns a paginated list of activation targets for a communication capping configuration.

Returns all data spaces with communication capping definitions linked to activation targets.

Gets dimension information for a communication capping configuration by communication capping ID or data space ID.

Returns a paginated list of rules for a communication capping configuration.

Get the set of configured models and their properties.

Get a list of databases for a connection.

Get a list of database schema names for a connection.

Get a list of fields for a connection object.

Get a list of source objects for a connection.

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

Get the schema model for a connection.

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

Returns the standard consent data model objects (DMOs) for a data space.

Returns a paginated list of custom code deployments.

Returns a paginated list of executions for a custom code script deployment.

Get a paginated list of data actions in the org.

Get a paginated list of data action targets.

Get a list of available components within data kits by component type.

Get the dependencies for components deployed from a data kit.

Get a list of data kits by namespace.

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

Get the details of all mappings associated with a data model object (DMO).

Get a paginated list of all data model objects (DMOs).

Returns the data object category types that are available for activation, optionally scoped to a data space.

Returns all data shares in the org, ordered by developer name.

Returns all data share targets of a given target type.

Returns the data sources for a data model object (DMO).

List information about the objects that can access a data space.

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

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

Get information about all the jobs that the batch or streaming data transform has run.

Get a list of data transforms.

Get all Document AI configurations.

Returns the standard event names configured for the activation platform's streaming metadata, such as Purchase or AddToCart.

Get the details of all data model object (DMO) relationships between fields in the source DMO and fields in the target DMO.

Returns the identity providers for an activation target and data model object (DMO).

Get identity resolution rulesets in Data 360.

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

Get knowledge libraries and search indexes to import into the specified knowledge space.

Get all knowledge libraries.

Get all knowledge space configuration details.

Get all knowledge spaces in the current data space.

Get all sessions for a knowledge space.

Returns Marketing Cloud enterprises and their business units.

Get a list of metadata entities.

Get model artifacts.

Retrieve all partitions of a specific model setup version.

Retrieve a list of model setup versions.

Returns a paginated list of object access grants, with optional filters.

Returns partner-platform objects of the specified type.

Returns the partner-object types valid for the activation platform, such as Pixel, App, or ConversionRule, each with a display label.

Get a list of existing prediction job definitions.

Get a list of predict jobs.

Get a list of tasks associated with a specific predict job.

Get a paginated list of Private Network Routes.

Get a list of clean room providers.

Get a list of all templates associated with a clean room provider.

Get a list of clean room query jobs.

Get all configuration versions for the retriever.

Get a paginated list of retrievers.

Get segment members in Data 360.

Returns a paginated list of segments.

Get a list of all clean room specifications.

Returns a paginated list of data governance tag assignments for a given object, with optional field filtering.

Returns a paginated list of tag assignments for a specific tag.

Returns a paginated list of tags across all tag taxonomies.

Returns a paginated list of AI-generated data governance tag suggestions, optionally filtered by object, tag, or status.

Returns a paginated list of tags in a taxonomy along with their active detection instruction, if any.

Returns a paginated list of tag taxonomies.

Retrieve a paginated list of all collaborations for a specific type of use case template.

Get a list of all clean room templates.

Looks up catalog metadata records matching human-readable fields when the identifier isn't known.

Look up objects by source ID in Data 360.

Maps dimension metadata to a communication capping activation target.

Propagates data governance tags to the specified objects.

Provision a knowledge space for the specified data spaces.

Initiate an on-demand publish job for a Batch data model object (DMO) activation.

Publishes an activation platform and sets its status to active.

Publish a segment in Data 360.

Rebuild a streaming data transform.

Refresh metadata for a clean room collaboration.

Refresh a data graph.

Refresh the status of a data transform.

Reject an invitation for a clean room collaboration.

Rejects one or more tag suggestions.

Remove files from a knowledge library.

Remove a knowledge library from a knowledge space.

Overwrites or upserts a single rule within an access policy.

Retries the sync operation for an activation platform that previously failed.

Retries the sync for an activation.

Retries the sync for an activation target.

Retry a data transform.

Reviews a Custom SQL retriever input and returns findings with errors and suggestions.

Trigger a run on a calculated insight in Data 360.

Run a query job on a clean room.

Start a data stream run to ingest data from the source and refresh the data lake object (DLO).

Run a data transform.

Run deep research for a research ID.

Run the Document AI configuration to process documents.

Run a command on an existing connection.

Run an identity resolution ruleset job on demand in Data 360.

Returns catalog metadata records matching a semantic search query.

Search for a knowledge library.

Sets the privacy type classification for an activation platform.

Submit SQL query.

Retry off-core sync for a data space in an error state.

Retry off-core sync for a data space member in an error state.

Test the connection between the clean room and the provider's external storage.

Test an existing connection and update its status based on the test result.

Test a schema for an existing connection.

Triggers a full-refresh publish for an activation.

Triggers a catalog full extraction (Day 0 job).

Undeploy a component previously deployed from a data kit.

Unlinks a data share from a data share target.

Applies an idempotent partial update to an access policy's label or description.

Update a specific activation by ID.

Update a specific activation target by ID or developer name.

Update a specific prediction job definition.

Update a calculated insight in Data 360.

Updates a classification.

Updates a classification taxonomy.

Updates a communication capping configuration entity.

Updates a communication capping dimension.

Updates the priority order of communication capping dimensions.

Updates a communication capping rule within a configuration.

Update a configured model.

Update a Data 360 connector, replacing only the data passed in the request.

Updates a custom code deployment.

Partially update an existing data alert.

Update the components of an existing data kit.

Update a data lake object (DLO) by adding new fields or changing the label.

Update a custom data model object (DMO).

Add or update field mappings between a data lake object (DLO) source and a data model object (DMO) target.

Updates a data share and adds the data model object (DMO), data lake object (DLO), and calculated insight object (CIO) to it.

Update the specified data space.

Update a data stream.

Update a data transform.

Update a data transform's schedule.

Update the deep research plan (instructions and/or steps) before execution.

Update an existing Document AI configuration.

Update an identity resolution ruleset in Data 360.

Irreversibly close a Data 360 bulk ingestion job and enqueue its uploaded data for processing, or abort it and delete its uploaded data.

Update a knowledge library.

Update a knowledge space.

Update the model artifact.

Partially update an existing model setup version.

Update a retriever label or description.

Update the configuration's active status.

Update a segment in Data 360.

Update a Semantic Index record.

Updates a tag.

Updates a tag taxonomy.

Upload one bounded CSV file to an open Data 360 bulk ingestion job.

Create or update a schema model for a connection.

Create or update the sitemap for a Streaming App connection.

Add members to a data space or update existing data space filters.

Upsert a JSON micro-batch into a Data 360 ingestion connector.

Indicates whether an ad account is available to assign to an activation target.

Validate your data transform before you create it.

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