> This page is for Workforce. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Salesforce Data 360 **Authentication:** OAuth or server-to-server credentials. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * List every calculated insight that is currently disabled and when each last ran. * Show the fields on the Individual data model object and which data streams feed it. * Run the `customer_lifetime_value` calculated insight and report its status when it completes. ## Available Tools #### list_activation_targets List activation targets (destinations segments are published to) with limit/offset paging. Returns each target's ID a... #### get_activation_target Get one activation target's configuration by ID. Use list_activation_targets to find target IDs. #### create_activation_target Create an activation target. External targets must reference an existing connection: use list_connections to find its... #### update_activation_target Update an activation target by ID (PATCH; only given keys change). Changes can affect downstream delivery. Use list_a... #### list_activations List activations (segment-to-target publications) with limit/offset paging, optionally in one data space. Returns eac... #### get_activation Get one activation's full definition by ID. Use list_activations to find activation IDs. #### create_activation Create an activation that publishes a published segment's members to an activation target, by name (segmentApiName, a... #### update_activation Replace an activation's definition (PUT: full replace, so omitted fields are cleared). Call get_activation first and ... #### delete_activation Permanently delete an activation so the segment stops publishing to its target. The segment and target are kept. Use ... #### list_calculated_insights List calculated insights (CIs) with limit/offset paging, optionally in one data space. Returns each CI's apiName and ... #### get_calculated_insight Get one calculated insight's definition: SQL expression, status, schedule, and derived dimensions and measures. Use l... #### create_calculated_insight Create a calculated insight from ANSI SQL over DMOs. api_name must end with \_\_cio, and COUNT(DISTINCT) is not support... #### validate_calculated_insight Check a calculated insight's SQL expression without saving it. Call this before create_calculated_insight or update_c... #### update_calculated_insight Update a calculated insight's display name, description, SQL expression, or schedule (PATCH; only given fields change... #### delete_calculated_insight Permanently delete a calculated insight. Segments and activations that use it will break, so check list_segments firs... #### enable_calculated_insight Enable a calculated insight so it refreshes and can be used by segments and activations. Inverse of disable_calculate... #### disable_calculated_insight Disable a calculated insight so it stops refreshing; dependent segments and activations may be affected. Inverse of e... #### run_calculated_insight Start a calculation run of a calculated insight now, consuming compute and updating downstream results. Check progres... #### get_calculated_insight_status Get the current run status of a calculated insight (POST refresh-status; changes nothing). Use after run_calculated_i... #### list_connectors List the connector types in the org's Data 360 catalog (e.g. SalesforceDotCom, SNOWFLAKE). Call this first to get the... #### get_connector Get one connector type's metadata, including the parameter and credential names its connections use. Use list_connect... #### list_connections List configured connections of one connector type (required; use list_connectors), filterable by dev_name, label, org... #### get_connection Get one connection by ID. Requires its connector_type. Use list_connections to find connection IDs and list_connector... #### list_connection_schemas List database schemas available through a database connection (e.g. Snowflake), scoped by advanced_attributes such as... #### list_connection_objects List source objects (tables) available through a connection. Read-only. For database connectors scope with advanced_a... #### get_connection_object_fields Describe the fields (columns, types, keys) of one source object in a connection. Read-only. Use list_connections for ... #### list_data_action_targets List data action targets (event destinations such as webhooks) with offset pagination. Returns each target's api_name... #### get_data_action_target Get one data action target by ID, including its type, status and config. Use list_data_action_targets to find target ... #### create_data_action_target Create a data action target, the destination (e.g. a WebHook endpoint) that data actions send events to. Returns stat... #### update_data_action_target Update a data action target's label and/or config. Only the fields you pass change: the tool reads the target and sen... #### delete_data_action_target Permanently delete a data action target. First call delete_data_action for every action using it. Confirm removal wit... #### list_data_actions List data actions (event-triggered rules that send DMO changes to data action targets) with offset pagination. Return... #### get_data_action Get one data action by developer name, including its sources, conditions and targets. Use list_data_actions to find d... #### create_data_action Create a data action that sends events when source DMO records change. It must reference an existing target: use list... #### delete_data_action Permanently and irreversibly delete a data action by developer name. Delete a data action before the data action targ... #### list_data_model_objects List data model objects (DMOs, API names ending \_\_dlm) with offset paging, filtered by category and data space and so... #### get_data_model_object Get one DMO's full schema (fields, category, data space) by its \_\_dlm API name. Use list_data_model_objects to find n... #### create_data_model_object Create a custom DMO. Pass name WITHOUT the \_\_dlm suffix (the platform appends it; the result's name ends \_\_dlm). Need... #### update_data_model_object Update a DMO (PATCH, partial): label, description, or ADD fields (additive; fields cannot be removed this way). Chang... #### delete_data_model_object Permanently delete a DMO. Cascades to dependent objects, including its DMO mappings. Use list_data_model_objects to f... #### list_data_lake_objects List data lake objects (DLOs, API names ending \_\_dll) with offset paging, filtered by category and data space. Items ... #### get_data_lake_object Get one DLO's fields and metadata by its \_\_dll API name. Use list_data_lake_objects to find names. Use this before cr... #### create_data_lake_object Create a DLO directly (data streams usually create their DLO automatically; prefer create_data_stream). Needs name (u... #### update_data_lake_object Add fields to a DLO (PATCH). The API does not support relabeling a DLO. Schema changes can affect data streams, mappi... #### delete_data_lake_object Permanently delete a DLO and its stored data. Use list_data_lake_objects to find the \_\_dll name. To remove a stream t... #### list_data_spaces List the org's data spaces with limit/offset paging. Each item's `name` (e.g. 'default') is the value every other too... #### get_data_space Get one data space's details by API name. Use list_data_spaces to find names. #### create_data_space Create a data space (an isolated admin workspace) from a label; the platform derives its API name, returned as `name`... #### update_data_space Update a data space's label or description (PATCH; only given fields change). Use list_data_spaces to find the name. ... #### list_data_space_members List the data objects that belong to a data space, with their row filters. Use list_data_spaces to find the data spac... #### add_data_space_members Add data objects (DLO/DMO API names from list_data_lake_objects or list_data_model_objects) to a data space, optional... #### remove_data_space_members Remove up to 10 members from a data space by name. Use list_data_space_members to find member names. The objects them... #### delete_data_space Permanently delete a data space and its contents; this cannot be undone. Remove its members first (list_data_space_me... #### list_data_streams List data streams (ingestion pipelines into DLOs) with offset paging, filtered by category and data space. Each item'... #### get_data_stream Get a data stream's full configuration (connector, DLO, refresh settings) by name. Use list_data_streams to find names. #### create_data_stream Create a data stream and its DLO. Sources: Salesforce CRM (datastream_type SFDC, connectorType SalesforceDotCom), AWS... #### update_data_stream Update a data stream (PATCH; only given fields are sent): label, refresh_config, or other keys. Changes apply to futu... #### delete_data_stream Delete a data stream. should_delete_data_lake_object chooses whether its DLO and data are deleted too. Use list_data\_... #### run_data_stream Manually trigger ingestion for a data stream. Works for S3, Snowflake, file upload and other non-CRM streams; Salesfo... #### list_data_transforms List data transforms (batch or streaming DLO-to-DLO transforms) with offset pagination. Definitions are omitted to ke... #### get_data_transform Get one data transform by ID or API name, including its full definition and status. Use list_data_transforms to find ... #### validate_data_transform Validate (and enrich) a data transform definition without creating it; reports issues such as TARGET_DLO_NOT_FOUND. C... #### create_data_transform Create a data transform from a definition (STL graph or SQL) that writes to a target DLO. Validate first with validat... #### update_data_transform Replace a data transform (PUT: a full replace, so send the complete name, label, type and definition; omitted optiona... #### delete_data_transform Permanently delete a data transform. Its output DLO is not deleted. Use list_data_transforms to find the transform ID. #### run_data_transform Run a batch data transform now, rewriting its output DLO; consumes org resources. Use list_data_transforms to find th... #### get_data_transform_schedule Get a data transform's run schedule (frequency, interval, time). Use list_data_transforms to find the transform ID; c... #### set_data_transform_schedule Set (replace) a data transform's run schedule, e.g. frequency 'Daily', interval 1, 03:00 in a time zone. Pass frequen... #### list_identity_resolutions List identity resolution rulesets with limit/offset paging, optionally in one data space. Returns each ruleset's ID, ... #### get_identity_resolution Get one identity resolution ruleset with its match rules (priority order) and reconciliation rules. Use list_identity... #### create_identity_resolution Create an identity resolution ruleset that merges source profiles into unified profiles. Match rules run in priority ... #### update_identity_resolution Update an identity resolution ruleset (PATCH; only given fields change, but match_rules and reconciliation_rules repl... #### delete_identity_resolution Permanently delete an identity resolution ruleset; unified profiles it produced may be affected. Use list_identity_re... #### publish_identity_resolution Retry publishing an identity resolution ruleset whose status is Error (rulesets publish automatically on create/updat... #### run_identity_resolution Run an identity resolution ruleset now, consuming compute and updating unified profiles. Use list_identity_resolution... #### list_dmo_mappings List DLO-to-DMO object mappings. Requires at least one filter (an unfiltered list can fail): dmo_developer_name (from... #### get_dmo_mapping Get one object mapping's configuration, including its field mappings and their developer names (for delete_field_mapp... #### create_dmo_mapping Map a DLO to a DMO with field pairs. Call get_data_lake_object and get_data_model_object first for exact field API na... #### add_field_mappings Add field pairs to an existing object mapping (PATCH). Call get_dmo_mapping first and add only verified field names. ... #### delete_dmo_mapping Delete an object mapping. Use list_dmo_mappings to find the name. Fails when the DMO is mapped to only one DLO (orpha... #### delete_field_mapping Delete one field mapping from an object mapping. Use get_dmo_mapping to find the field mapping's developer name. Do n... #### search_metadata Natural-language search over Data 360 metadata (DMOs, DLOs, calculated insights), optionally filtered by metadata_typ... #### get_metadata Describe one DMO, DLO, or calculated insight by API name: fields, primary keys, relationships. Use before query_sql t... #### list_metadata_entities List metadata entities, optionally of one type (DataModelObject, DataLakeObject, CalculatedInsight), in one response.... #### get_profile_metadata List profile-enabled DMOs (e.g. ssot\_\_Individual\_\_dlm) with their fields and relationships. Call this first to find t... #### query_profile Read records from a profile DMO (Individual, Account, or custom) with bracketed filters, a field projection, and limi... #### get_data_graph_metadata List the org's data graphs and their schema. Call this first to find the data_graph_name for lookup_data_graph and ge... #### lookup_data_graph Look up data graph records by natural key (lookup_keys), bounded by limit; set live=true for a real-time graph. Use g... #### get_data_graph_record Get one data graph record by its root record ID, with related records (limit/offset); set live=true for real time. Us... #### get_insight_metadata List calculated insights with their dimensions and measures. Call this first to find the ci_name for query_calculated... #### query_calculated_insight Read rows (dimensions and measures) of an existing calculated insight with limit/offset pagination. Use get_insight_m... #### query_sql Run a Data 360 SQL SELECT query (not SOQL) and return up to row_limit rows inline. For SELECT queries only. If done i... #### get_query_status Get the status of a query started by query_sql: completion_status, row_count, and chunk_count. Poll until completion\_... #### get_query_rows Fetch a page of result rows (limit up to 1000, offset) from a query started by query_sql. Use when query_sql reported... #### cancel_query Cancel a running query started by query_sql; its results are discarded. Use the query_id returned by query_sql. The A... #### list_segments List segments with limit/offset paging, optionally in one data space. Returns each segment's ID, developer name, and ... #### get_segment Get one segment by record ID or API name, including its type, DMO, schedule, and segmentStatus (check for ACTIVE befo... #### create_segment Create a segment on a segmentable DMO. Any calculated insights it uses must be ACTIVE: check with list_calculated_ins... #### update_segment Update a segment's display name, description, or publish schedule (PATCH). Pass the current segment_type from get_seg... #### delete_segment Permanently delete a segment by its API (developer) name, not its record ID. Irreversible; activations using it stop.... #### publish_segment Publish a segment, starting an asynchronous membership calculation. Wait for get_segment to show the segment is no lo... #### deactivate_segment Deactivate a segment by its API (developer) name, not its record ID, so it stops publishing. Inverse of publish_segme...