---
schema_version: "1"
id: faa1ebd2c9771dd7032cfd9e6a5d4015c7fef3740106891f32fab642de05f6ad
title: Configure Users and Install the Sales Cloud Data Bundle
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_conf_connect_dc4sales.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_conf_connect_dc4sales.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a55de95d27de3170ed5bf37a3e63b71f43297107bf16576a8f3e090659b7166f
description: Set up Data Cloud users, add the appropriate permission sets, and then install the Sales Cloud data bundle. These steps are all done within Data Cloud Setup.
products:
  - Data 360
release: "264"
---
# Configure Users and Install the Sales Cloud Data Bundle

Set up Data Cloud users, add the appropriate permission sets, and then install the Sales Cloud data bundle. These steps are all done within Data Cloud Setup.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All Editions</strong> supported by Data 360. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_dc_editions.htm&amp;language=en_US" target="_blank">Data 360 edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d104052e49">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d104052e49 ">To access Data Cloud Setup</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d104052e49 ">
              <p>System admin profile OR </p>
              <p style="margin-bottom:0;">Data Cloud Architect permission set</p>
            </td>
          </tr>
        </tbody>
      </table>

## Set Up a Salesforce Connection in Data Cloud

A data source and data action target are automatically created for the org where you set up Data Cloud. To connect other Salesforce orgs including Sandbox orgs, you must manually set up a connection. If this step isn’t needed, you can skip this section.

1. Go to **Data Cloud Setup**, and under Salesforce Integrations, select **Salesforce CRM**.
2. Click **New**.
3. Click **Connect to a Salesforce org** or **Connect to a Sandbox org**.
4. You can connect to a Data Cloud sandbox or a Salesforce sandbox org as a data source org. Click **Next**.
5. Create an alias for your org using up to 15 alphanumeric characters. You can't change the alias later. Click **Save**.
6. Log in to the org using your Salesforce credentials. The login for a Salesforce production or developer org is https://salesforce.com. The login for a sandbox org is https://test.salesforce.com.
7. Click **Allow** in the Allow Access menu.

Your org is now available from the Salesforce CRM Connectors page.

## Add Users and Permission Sets

Now you can create users with Data Cloud permissions or update existing users to have Data Cloud permission sets.

1. Go to Data Cloud Setup, under User Management, click **Users**.
2. Add new users or edit an existing user.
3. Select a user and click **Permission Set Assignments.**
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/images/icon_note.png)
    
    Note Learn about Data Cloud [standard permission sets](https://help.salesforce.com/s/articleView?id=data.c360_a_userpermissions.htm&type=5&language=en_US).
4. Click **Edit Assignments**.
5. Select the appropriate Data Cloud permission set and click **Add**.
6. Click **Save**.

Repeat these steps for all users needing access to Data Cloud features.

## Install the Sales Cloud Data Bundle

After connecting Data 360 to a Salesforce CRM org, install standard (sometimes called starter) data bundles to quickly deploy data within Data 360. A data bundle maps Salesforce objects to Data Cloud data model objects (DMOs).

1. From Setup, select **Data Cloud Setup**.
2. Under Salesforce Integrations, select **Salesforce CRM**.
3. Under Standard Data Bundles, click the dropdown arrow for Sales Cloud and click **Install**.
4. In the data kit install interface, select **Install for Admins Only** and click **Install**.
5. When the installation completes, click **Done**.