Exercise 11 (Optional): Access Data 360 with SOQL

In this exercise, you’ll access Data 360 data using SOQL. You’ll query unified Individual data, and (optionally) pull recent order context for a customer.

Step 1: Set up Web Console

1. Navigate to Setup.

2. In the Setup quick find, search for Web Console.

3. Enable Web Console.

4. Click on the Setup Menu, then click Web Console (Beta).

   

Step 2: Query Data 360 with SOQL

1. In Web Console, right-click the scripts>soql folder and create a New File called individual.soql.

2. In the individual.soql editor window, create a query to return Individual Id, First Name, Last Name, Birth Date, and Data Source Id, where Last Name is equal to Morgan.

   SELECT ssot__Id__c,
          ssot__FirstName__c,
          ssot__LastName__c,
          ssot__BirthDate__c,
          ssot__DataSourceId__c
   FROM ssot__Individual__dlm
   WHERE ssot__LastName__c = 'Morgan'
   LIMIT 100

3. Highlight the query, then open the command palette (Cmd+Shift+P Mac or Ctrl+Shift+P Windows) and select SFDX: Execute SOQL Query with Currently Selected Text.

   You should now see a single record: the consolidated profile created by the identity resolution process.

4. Modify the query as follows:

   SELECT ssot__Id__c,
         ssot__FirstName__c,
         ssot__LastName__c,
         ssot__BirthDate__c
   FROM UnifiedssotIndividualCcid__dlm
   WHERE ssot__LastName__c = 'Morgan'
   LIMIT 100

5. Run the query again.

   You should now see a single record: the consolidated profile created by the identity resolution process.

6. (Optional) Create a second SOQL file called orders.soql and query recent orders for an individual. For example:

   SELECT
     ssot__Id__c,
     Orders__dlm.Order_id__c,
     Orders__dlm.Order_Date__c
   FROM ssot__Individual__dlm
   WHERE ssot__LastName__c = 'Morgan'
   LIMIT 10

7. Run the query again.

Summary

In this exercise, you used SOQL to query Data 360 data model objects in Web Console, including unified Individual data and related order context.