---
schema_version: "1"
id: 5c6cf683e50ae48cb08389d7c7b1562b3733d3b651d94e06fbd6d560118b2cad
title: Create a CRM Data Stream from Financial Services Cloud (FSC) Objects
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_crm_data_stream_fsc_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_crm_data_stream_fsc_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6b23c07c401feae6da5410d06e0531880b50ec5d131b3e9b71e4b4a9dd3b106d
description: Add the permissions and license requirements in your Salesforce CRM org to ingest FSC objects.
products:
  - Data 360
release: "264"
---
# Create a CRM Data Stream from Financial Services Cloud (FSC) Objects

Add the permissions and license requirements in your Salesforce CRM org to ingest FSC objects.

### 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>

<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="d20248e63">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d20248e63 ">To set permissions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d20248e63 ">
              <p>System admin profile OR </p>
              <p style="margin-bottom:0;">Data Cloud Architect permission set</p>
            </td>

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

Be aware of the FSC Data Model you’re using and want to ingest into Data 360. In Financial Services Cloud terms, these are called sectors: Commercial Banking, Insurance, Mortgage, Retail Banking, and Wealth Management.

1. Log in to the Salesforce org containing the objects and fields that you want to ingest into Data 360.
2. Set object permissions.
    1. From Setup, in the Quick Find box, enter Permission, and then select **Permission Sets**.
    2. Select the **Data Cloud Salesforce Connector** permission set.
    3. From Apps, select **Object Settings**.
    4. Enable  Read and View All Records permissions for the FCS objects.
3. Enable the FCS license.
    1. From Setup, in the Quick Find box, enter Company Information.
    2. Select **Permission Set Licenses** and click **Go to list**.
    3. Select the associated license for the Financial Cloud Extension or Financial Services Cloud Foundations and click **Enable for Integrations**.
        
        Make sure that the user connecting to Salesforce CRM has Financial Services Cloud permissions.
4. Enable Interaction Summary.
    1. From Setup, in the Quick Find box, enter Feature Settings.
    2. Select **Financial Services Guided Setup**, then select **Interaction Summary Settings.**
    3. Enable **Interaction Summary**.
5. Set Permission for the user.
    1. From Setup, in the Quick Find box, enter User.
    2. Select the current active user and click **Permission Set Assignments**.
    3. Click **Edit Assignments** and enable **ManageSalesforceCDPConnections**.
6. Enable Know Your Customer.
    1. From Setup, in the Quick Find box, enter Feature Settings.
    2. Select **Financial Services** and click **General Settings**.
    3. Enable **Know Your customer.**
7. Enable System Permissions.
    1. From Setup, in the Quick Find box, enter Users then select **Permission Sets**.
    2. Select the **Data Cloud Salesforce Connector** permission set.
    3. From System, select **System Permissions**.
    4. Enable the following permissions.
        
        \- Grants access to the Interaction Summary objects and fields
        
        \- User license to access Mortgage in Financial Services Cloud
        
        \- Grants access to objects and fields for risk assessment, identity verification, and screening of accounts, contacts, or leads
        
        \- User license to access the Document Checklist feature
        
        \- Financial Accounts User
8. Enable compliant data sharing for the Interaction and Interaction Summary objects.
    1. From Setup, in the Quick Find box, enter Compliant Data Sharing, and then select **Object Enablement Settings**.
    2. Enable Interaction.
        
        To share an interaction and to access the Interaction Participant object, make sure that compliant data sharing is enabled for the Interaction object.
    3. Enable Interaction Summary.
        
        To share an interaction summary and to access the Interaction Summary Participant object, make sure that compliant data sharing is enabled for the Interaction Summary object.
9. Enable data sharing.
    1. From Setup, in the Quick Find box, enter Users then select **Permission Sets**.
    2. Select the **Data Cloud Salesforce Connector** permission set.
    3. From System, select **System permissions**.
    4. Enable **UseCompliantDataSharing**.

- **[Financial Services Cloud Bundle Data Mappings](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_data_mappings_fsc.htm&release=264.0.0&type=5)**  
    The Financial Services Cloud data bundle for Data Cloud helps financial services firms increase employee productivity, accelerate time to value, and deepen customer trust with every interaction. These data mappings relate to Financial Services Cloud bundle available for the Salesforce CRM connector. You can add to or customize the data mappings.