# Troubleshooting refreshes, consumption and lineage

*Data 360 Consultant Study Guide · Data 360 Setup and Administration · Last updated October 16, 2026 · https://www.certifyforce.com/study-guide/data-360-consultant/data-360-setup-and-administration/troubleshooting-refreshes-consumption-and-lineage*

Which Data 360 tool diagnoses which problem: data stream and DLO Refresh History, connector errors, problem record DLOs, missing-file alerts, identity resolution job statuses, query-time policy behaviour and unified lineage.

- Certification: Salesforce Data 360 Consultant
- Exam section: Data 360 Setup and Administration
- Study guide: https://www.certifyforce.com/study-guide/data-360-consultant

**Official exam objective:**

> Use tooling to diagnose and troubleshoot common issues.

## What the exam expects

- Pick the Data 360 (formerly Data Cloud) tool that diagnoses a symptom: Refresh History, the error message file, a problem record DLO, Resolution Summary, Query Editor behaviour or unified lineage.
- Resolve common CRM connector failures, including OPERATION_TOO_LARGE and missing permissions on related objects.
- Read data stream versus DLO Refresh History and say which one reflects billable consumption.
- Make a missing source file raise a failure and an alert.
- Interpret identity resolution job statuses, and explain query-time and dashboard delays in policy enforcement.

Key terms:
- **Refresh History:** the record-level statistics tab on a data stream or DLO record home.
- **Problem record DLO:** the DLO, named PR_DLO_Name, holding rows dropped for data quality issues.
- **Platform Integration User:** the user every CRM data stream query runs as.
- **Unified lineage:** a visual graph of upstream and downstream dependencies across Data 360 objects.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Data stream Refresh History | Last 50 refresh operations | [Troubleshooting CRM Connections](https://help.salesforce.com/s/articleView?id=sf.c360_a_refresh_history.htm&language=en_US&type=5) |
| CRM stream query user | Always the Platform Integration User | [Troubleshooting CRM Connections](https://help.salesforce.com/s/articleView?id=sf.c360_a_refresh_history.htm&language=en_US&type=5) |
| OPERATION_TOO_LARGE fix | Read and View All on all related objects | [Troubleshoot Data Stream Errors](https://help.salesforce.com/s/articleView?id=data.c360_a_troubleshoot_data_stream_errors.htm&language=en_US&type=5) |
| Billing metrics | Data stream Refresh History, not DLO | [Refresh History](https://help.salesforce.com/s/articleView?id=data.c360_a_datastream_dlo_refresh_history.htm&language=en_US&type=5) |
| DLO Refresh History | Hourly windows, up to 20 days | [Refresh History](https://help.salesforce.com/s/articleView?id=data.c360_a_datastream_dlo_refresh_history.htm&language=en_US&type=5) |
| Problem record retention | 30 days | [Problem Records](https://help.salesforce.com/s/articleView?id=data.c360_a_datastream_dlo_problem_record.htm&language=en_US&type=5) |
| Missing file, setting off | Success with 0 records | [Data Stream Settings](https://help.salesforce.com/s/articleView?id=data.c360_a_data_stream_edit_settings.htm&language=en_US&type=5) |
| Skipped job status | No changes to streams, source records or ruleset | [Processing Results](https://help.salesforce.com/s/articleView?id=data.c360_a_resolution_summary.htm&language=en_US&type=5) |
| New or changed policy | 2 to 3 minutes to take effect | [Policy-Based Governance](https://help.salesforce.com/s/articleView?language=en_US&id=data.c360_a_policy_based_governance_dg.htm&type=5) |
| Unified lineage access | Data Cloud Architect permission set | [Use Unified Lineage](https://help.salesforce.com/s/articleView?id=data.c360_a_use_unified_lineage.htm&language=en_US&type=5) |

## Check yourself

- Why can DLO Refresh History show millions of records removed for a small load?
- When does a new masking policy show in a dashboard?
- Which tool shows which segments and activations use a DMO field?
- Why does SELECT * succeed while naming one field fails?

## Sources

- [Troubleshooting CRM Connections](https://help.salesforce.com/s/articleView?id=sf.c360_a_refresh_history.htm&language=en_US&type=5)
- [Troubleshoot Data Stream Errors](https://help.salesforce.com/s/articleView?id=data.c360_a_troubleshoot_data_stream_errors.htm&language=en_US&type=5)
- [Data Stream and Data Lake Object Refresh History](https://help.salesforce.com/s/articleView?id=data.c360_a_datastream_dlo_refresh_history.htm&language=en_US&type=5)
- [Monitoring Data Stream Problem Records](https://help.salesforce.com/s/articleView?id=data.c360_a_datastream_dlo_problem_record.htm&language=en_US&type=5)
- [Data Stream Settings and Refresh Modes](https://help.salesforce.com/s/articleView?id=data.c360_a_data_stream_edit_settings.htm&language=en_US&type=5)
- [Identity Resolution Ruleset Processing Results](https://help.salesforce.com/s/articleView?id=data.c360_a_resolution_summary.htm&language=en_US&type=5)
- [Troubleshoot Identity Resolution Ruleset Processing Errors](https://help.salesforce.com/s/articleView?id=data.c360_a_resolution_troubleshooting_ir_errors.htm&language=en_US&type=5)
- [Policy Behavior When Querying Data](https://help.salesforce.com/s/articleView?id=data.c360_a_policy_behavior_when_querying_data_in_datacloud.htm&language=en_US&type=5)
- [Policy Enforcement in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_policy_enforcement_in_datacloud.htm&language=en_US&type=5)
- [Policy-Based Governance in Data 360](https://help.salesforce.com/s/articleView?language=en_US&id=data.c360_a_policy_based_governance_dg.htm&type=5)
- [Viewing Data Relationships with Unified Lineage](https://help.salesforce.com/s/articleView?id=data.c360_a_viewing_data_lineage.htm&language=en_US&type=5)
- [Use Unified Lineage](https://help.salesforce.com/s/articleView?id=data.c360_a_use_unified_lineage.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Data 360 Consultant pack (USD $19): https://www.certifyforce.com/practice-exams