When you set up Data 360 for B2C Commerce, you must have certain permissions and requirements configured.
Required Editions
Which Salesforce Commerce Product Do I Have?
| Permission Sets Needed | |
|---|---|
| To manage Data 360: | Data 360 Admin permission set |
| To manage B2C Commerce: | B2C Commerce User permission set |
| To install Data 360 for Commerce: | Commerce Intelligence Admin permission set |
| To use Data 360 for Commerce: | Commerce Intelligence User permission set |
CRM Analytics
The included CRM Analytics apps and templates are available only in English.
Intelligence Analytics Dashboards
To view data in the Intelligence Analytics dashboards, you must have the features associated with the dashboards configured and populated with data.
- Dashboard components that display product performance — To include newly launched product data, activate the products and track orders, and then refresh the Commerce data streams and data transforms. See https://help.salesforce.com/s/articleView?id=data.c360_a_data_stream_schedule.htm&language=en_US
- Inventory Intelligence dashboards — Upgrade to the latest version of the Commerce data kit to access the Omnichannel Inventory data model objects. After you upgrade the data kit, Data 360 starts to capture inventory data so that you can view inventory changes.
- Refresh Intelligence Analytics Dashboard Data
The Intelligence Analytics dashboards rely on up-to-date B2C Commerce data by regularly refreshing the data. The refresh includes running the data transforms and updating the datasets. - Data 360 for B2C Commerce Assets
When the Commerce data kit is intalled in Data 360, all Data 360 assets and data mappings are created. When you install the Intelligence Analytics dashboards, the data transforms run, ingesting Data 360 data and creating the CRM Analytics dashboards and components.