---
schema_version: "1"
id: d04b3381697a55cd7a6f3d750944e3bf94061322e134ccaf23804fd6f2f138df
title: Create a Related List 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_related_list_enrichment.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_create_a_related_list_enrichment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68e4c82ef55ca426d24742aad099201465a8be362179b2cd27d9179ac0e6881b
description: Add information from Data Cloud DMOs 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 Related List Enrichment

Add information from Data Cloud DMOs 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>All Editions</strong> supported by Data 360. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_dc_editions.htm&amp;release=264.0.0&amp;type=5" title="Data 360 is available in several supported Salesforce editions. Some Data 360 features also require additional licenses.">Data 360 edition availability</a>.</td></tr></tbody></table>

You must have access as a Data Cloud user to use enrichments. You must have completed identity resolution and created a Unified Individual DMO or a Unified Account DMO.

<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="d50165e69">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e69 ">To view enrichments in Object Manager:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e69 ">View Setup </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e69 ">To view a specific enrichment:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e69 ">
              <p style="margin-bottom:0;">You must have access to the data space used in the enrichment. </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e69 ">To create or update enrichments: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e69 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e69 ">To view the related list</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e69 ">
              <p>You have access through the Data Cloud. </p>
              <p>User permission set to the data
                space</p>
              <p style="margin-bottom:0;">Alternatively, if you enabled enhanced security data spaces, in the user
                permission set data access level for the data space, make sure to enable
                ‘controlled by parent’. </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="d50165e133">Object Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e133 ">To view enrichments in Object Manager:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e133 ">Data Model Objects object Read permissions</td>

          </tr>
          <tr class="">
            <td data-label="Object Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e133 ">To create or update enrichments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50165e133 ">Data Model Objects object Create, Update, and Delete</td>

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

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.") before starting this task.

You can create a related list for a DMO that is an Engagement type DMO with a single many-to-one relationship to the Unified Individual DMO or the Individual DMO by using a primary key of Individual ID or Unified Individual ID. For example, if you want to create a related list for all the email engagements for a lead, select Email Engagement as the object.

You can also create a related list for a Unified Contact Point DMO, such as Contact Point Email.

![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 You must have completed Identity Resolution and have created a Unified Individual, even if you’re using a DMO that’s related to Individual.

1. From the Contact, Lead, or Account object management settings, select **Data Cloud Related Lists**.
2. Click **New**.
3. Click **Related List** and **Start**.
4. Select a **Data Space**. The data space determines the objects that you can create a related list for. Different data spaces have different views of the data available. For example, if each brand has its own data space, or if there are different data spaces for HQ reporting vs. customer-facing data.
5. Select a **Data Cloud Object**.
6. Enter a **Lookup Field** that identifies the ID used to retrieve matching records from Data Cloud. For example, if you want to retrieve records for an individual as a customer, you use the Customer ID field. If you want to retrieve records for an individual as a supplier, you use the Supplier ID field.
7. Click **Next**.
8. This step changes if enhanced security data spaces are enabled for your org:
    - If enhanced security data spaces aren’t enabled, select **Enable Controlled by Parent Permissions** and click **Next**.
    - If enhanced security data spaces are enabled, skip to the next step.
9. Enter a **Related List Label** that is displayed on the record page for your org object.
10. Select the page layouts that you want to add the related list to. The list is automatically added as the last field in the page, but you can drag it to the correct location in the page layout editor.
    
    ![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 have person accounts enabled, you can also add the related list to a person account. See [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.").
11. Save your work.

If you want to filter the data shown in the related list, create a dynamic related list and add filter conditions. For example, if you want to make sure only data related to a specific data space is displayed in the related list, add that filtering condition in the dynamic related list.

![bookmark](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) [Create a Permission Set for a Related List Enrichment](https://help.salesforce.com/s/articleView?id=data.c360_a_create_a_related_list_permset.htm&release=264.0.0&type=5 "Control which users can see a related list enrichment by assigning them to a permission set that has access to the Data Cloud data space.")

**Supported Source and Target Objects for Related Lists**

You can create a related list enrichment on these target objects.

- Account
- Contact
- Lead

#### 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_: 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.")