---
schema_version: "1"
id: 498b0df4f49c4aebf4df78d260b850b08e98f5a340edf5af07092fe7a16992b3
title: Create a Copy Field Enrichment
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_create_a_copy_field_enrichment.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_create_a_copy_field_enrichment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3a4c96535a855395424e09552a61d1d50db3ddc0599f63ca4b0676eef849b98a
description: Add information from Data 360 data model objects (DMO) to record pages in your org, so you can show information and interactions from multiple systems, orgs, or business units in a related list.
products:
  - Data 360
release: "264"
---
# Create a Copy Field Enrichment

Add information from Data 360 data model objects (DMO) to record pages in your org, so you can show information and interactions from multiple systems, orgs, or business units in a related list.

### 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>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</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="d228902e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e66 ">To view enrichments in Setup:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e66 ">View Setup </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e66 ">To view a specific enrichment:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e66 ">
              <p>You must have access to the data space used in the enrichment.</p>
              <p style="margin-bottom:0;">Set the Data Cloud permission set, such as Data Aware Specialist, feature
                permission to allow data space access.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e66 ">To create or update enrichments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e66 ">
              <p>Customize Application AND Data Cloud User AND Write Access to Data Action AND
                Write Access to Data Space Definition</p>
              <p style="margin-bottom:0;">If you enabled enhanced security data spaces, you also need the permission
                Customize Data Actions on the Dataspace Scope.</p>
            </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="d228902e127">Object Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e127 ">To view enrichments in Setup:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e127 ">Data Action Definition object Read permission</td>

          </tr>
          <tr class="">
            <td data-label="Object Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e127 ">To create or update enrichments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d228902e127 ">Data Action object Create, Update AND Data Action Definition object Create,
              Update, and Delete</td>

          </tr>
        </tbody>
      </table>

Before you begin this task, read [Enrichment Considerations](https://help.salesforce.com/s/articleView?id=data.c360_a_enrichment_considerations.htm&release=264.0.0&type=5 "Learn vital information about security, data storage, cost, deletion, and other considerations before you create enrichments to use Data 360 data in your org."). Then perform the steps in [Enrich Your Org with 360 Data and Insights](https://help.salesforce.com/s/articleView?id=data.c360_a_enrich_your_org_with_data_and_insights.htm&release=264.0.0&type=5 "Add cleaned and harmonized data from across your organization to your org through Data 360 enrichments. Create related list and copy field enrichments for your record pages with data from Data 360.").

1. From Setup, select **Integrations**, **Enrichments**, and then **Copy Fields**.
    
    You can also create copy field enrichments from Object Manager.
2. Click **New**.
3. Under Source Object, select a data space.
    
    You must have at least one unified object in the data space to copy fields for any object associated with the unified object. Different data spaces have different views of the data available. For example, a data space can have a view for a specific brand or different data spaces for reporting vs. customer-facing data.
4. Select a **Data Cloud Object**.
    
    More information on which objects are supported is available in the [Enrichment Considerations](https://help.salesforce.com/s/articleView?id=data.c360_a_enrichment_considerations.htm&release=264.0.0&type=5 "Learn vital information about security, data storage, cost, deletion, and other considerations before you create enrichments to use Data 360 data in your org.") topic.
    
    You can only create one enrichment for each Data Cloud source object and CRM target object combination. If one exists, click **Open Existing Enrichment**. You can edit the enrichment and add or remove fields to copy.
5. Select the ID Matching Method that determines what data to copy into your org.
    
    There are several different matching methods available, including Individual Lookup, Account Lookup, Unified Individual Lookup, Unified Account Lookup, Primary Key, and Non-Primary Unique Key. If you created a lookup relationship in Data 360 to your source CRM object, you can select the appropriate lookup matching method. By default, the primary key of the CRM object is matched to the primary key of the Data 360 object. Usually, the primary key is the best data to match records. However, for ML Prediction DMOs, any unique key can be used, in which case you should select non-primary unique key as the matching method. Enforce a database constraint on the unique key column to guarantee unique values, and index the column for optimal performance.
    
    ![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 If you select Primary Key ID matching, the enrichment doesn’t filter the target objects by the data source ID. If the source object is a DMO, the Key Qualifier is used to filter the target object. If the source object is a CIO, there’s no filtering.
    
    You want to see the nickname “Nick Anderson” entered for your loyalty program on his contact page. The nickname is captured in a CustomerLoyaltyProgram custom DMO. The primary key for that object is a program ID, which doesn’t match the primary key of the CRM object that you want to match. However, there’s also a CRM ID field in CustomerLoyaltyProgram that has data that matches the Customer ID for your CRM object. You create a Data Cloud lookup to CRM ID for Unified Individual and select **Use the Unified Individual Lookup** as the matching ID method.
6. Under Target Object, select a **Target Object**, and click **Next**. This is the object in your org that you’re copying data into.
7. Select the fields that you want to copy by clicking the plus sign, and click **Save**.
8. For each Data Cloud object field, search for a Salesforce org field that you want to copy data into and select it.
9. To ensure that only relevant data is copied, define a filter. With a filter, only data from source objects that match your filter criteria is copied.
    
    Reducing the amount of copied data can conserve credits.
    
    1. Select the conditions to be met.
    2. Select the source object fields to filter on.
    3. Select the operator and the value.
        
        For example, to copy data only from accounts with more than 1,000 employees or from aerospace accounts, create a filter with these conditions.
        
        - Any Condition Is Met (OR)
        - Employee Cloud Greater Than 1,000
        - Account Type Equals Aerospace
10. Enter an enrichment label that you can use to identify the enrichment.
11. Enter an API name that uniquely identifies the enrichment.
    
    By default, the API name is generated as SourceObject\_TargetObject\_DataSpace
12. Save your enrichment.
    
    - If you’re using the CRM connector to ingest your data, click **Save and Start Sync**.
    - In the rare case that you’re using a data stream other than the CRM connector to ingest your data, specify the key qualifier for the data stream and click **Save and Start Sync**.
    
    ![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 If you get an error message saying that incorrect permissions are detected, follow [Step 3: Configure Integration User Field Permissions for Copy Fields](https://help.salesforce.com/s/articleView?id=data.c360_a_enrich_your_org_with_data_and_insights.htm&release=264.0.0&type=5 "You must have fields in your org to copy data into. If you don’t want to overwrite existing data or you don’t have an existing field, you must create a field. Before starting this task, make sure that you created all the fields that you want to copy into. A Salesforce admin for your org must set integration permissions for all fields. This task takes about 5 minutes, unless you have a large number of fields that you want to copy.") to add the correct permissions.
    
    The first sync is a full data sync that takes hours or days, depending on the number of records to copy. If you have existing data in the field you’re copying to, this data is overwritten as part of the sync and can’t be recovered.
13. [Monitor the full sync bulk job](https://help.salesforce.com/s/articleView?id=xcloud.monitoring_async_api_jobs.htm&type=5&language=en_US) or use the Sync History tab to examine sync logs.

![bookmark image](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/bookmark_60.png) [Enrich Your Org with 360 Data and Insights](https://help.salesforce.com/s/articleView?id=data.c360_a_enrich_your_org_with_data_and_insights.htm&release=264.0.0&type=5 "Add cleaned and harmonized data from across your organization to your org through Data 360 enrichments. Create related list and copy field enrichments for your record pages with data from Data 360.")

#### See Also

- [_Salesforce Help_: Enrichment Troubleshooting](https://help.salesforce.com/s/articleView?id=data.c360_a_enrichment_troubleshooting.htm&release=264.0.0&type=5 "Diagnose issues with enrichments and fix them.")
- [_Salesforce Help_: Syncing Copy Field Enrichments](https://help.salesforce.com/s/articleView?id=data.c360_a_syncing_copy_field_enrichments.htm&type=5&language=en_US)
- [_Salesforce Help_: Enrichment Considerations](https://help.salesforce.com/s/articleView?id=data.c360_a_syncing_copy_field_enrichments.htm&release=264.0.0&type=5 "Learn how data is copied and synced between Data 360 and your org for copy field enrichments. Get tips for troubleshooting data syncing and changing enrichments.")
- [_Salesforce Help_: Copy Field Enrichment Matching](https://help.salesforce.com/s/articleView?id=data.c360_a_copy_field_enrichment_matching.htm&release=264.0.0&type=5 "Copy Field enrichments enhance the records in your org by adding data from other data sources. To avoid returning data that isn’t relevant to the records in your org, the enrichment matches data from your org to data in Data Cloud. How the data is matched determines what data is returned.")