Set Up Data 360 for Education Cloud

Get your Education Cloud org ready to use Data 360.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To turn on Data 360: Education Cloud Full Access
  1. Develop a data strategy for your Data 360 implementation within Education Cloud.
    1. Plan your Data 360 data strategy.
    2. Learn about protecting your data in the agentic landscape.
    3. Learn about Data 360 governance.
  2. Prepare your Salesforce org to use Data 360.
    1. Turn on Data 360.
    2. Create Data 360 users and assign permissions.
    3. Assign permission sets to users.
  3. Set up data spaces.
    1. Organize your data.
    2. Assign fiscal calendars to data spaces.
  4. Connect your data sources.
    1. Connect an education data source in Data 360.
    2. Set up data targets.
  5. Finalize your setup.
    1. Turn on Data 360 features.
    2. Complete general setup tasks for Data 360.