Data Activations and Utilization20% of the exam
Data actions, targets and enrichments
How to act on Data 360 data beyond segment activation: choosing between data actions, enrichments, data shares and clean rooms, then building data actions (targets, primary and related objects, event and action rules, permissions, limits) and related list and copy field enrichments.
Act on data.
~7 min read · 13 practice questions ·
What the exam expects
- Choose between a data action, an enrichment, a data share, a clean room and segment activation for a business need.
- Build a data action: target, data space, primary object, related object, event rule and action rule.
- Explain the subscriber key, currency field, change operators and the Trigger Data Action for Updated Records lock.
- Name the data action targets, secure a webhook, and explain why some data actions and targets are read-only.
- Pick a related list, direct-DMO related list or copy field enrichment to show Data 360 data on CRM records.
Key terms:
- Data action: monitors changes in DMOs and calculated insight objects and sends change events to a target in near real time.
- Data action target: the destination that receives the data action event.
- Event rule: the record change (created, updated, deleted) that starts evaluation.
- Action rule: the attribute conditions, joined with AND or OR, that must be true to send the event.
- Enrichment: Data 360 data shown on a Salesforce CRM record page.
Key facts
Data action targets
- Detail
- Platform Event, Webhook, Engagement, Amazon Kinesis
Webhook security
- Detail
- Salesforce-generated secret key validates payloads
Primary object
- Detail
- DMO or CIO; accelerated DMO for external lakes
Related attributes
- Detail
- Up to 10 per DMO related object
Currency attributes
- Detail
- Add cdp_sys_record_currency
Change operators
- Detail
- Lock Trigger Data Action for Updated Records
After publishing
- Detail
- About 15 minutes to configure
Permission sets
- Detail
- Architect, Activation Manager or Activation Specialist
Tenant limits
- Detail
- 200 data actions, 100 targets, 10 rules each
Enrichment types
- Detail
- Related list, direct-DMO related list, copy fields
- Why is the Trigger Data Action for Updated Records setting sometimes unavailable?
- When must you map the external DLO's primary key to a DMO for a data action?
- How does a webhook receiver confirm a request came from Data 360?
- Which enrichments add Data 360 data to a case or contact page?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Data 360 Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Data 360 Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (13 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams