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Enable Object and Field Permissions for CRM Connections

You can edit the Data Cloud Salesforce Connector permission set to allow ingestions of objects and fields into Data 360.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permissions Needed
To update object settings

System admin profile OR

Data Cloud Architect permission set

Watch this video or follow the steps to enable permissions.

  1. Log in to the Salesforce org containing the objects and fields that you want to ingest into Data 360.
  2. From Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
    Setup for CRM permissions.
  3. Select the Data Cloud Salesforce Connector permission set.
    Data Cloud permission set selection.
    The permission set is available after you connect your CRM org to Data 360.
  4. From Apps, select Object Settings.
    CRM permissions object settings.
  5. Select the object that you want to ingest into Data 360.
  6. Click Edit to change the permissions.
    Edit the object permissions.
  7. Enable permissions.
    • For objects, enable: Read, View All Records.
    • Optionally, you can enable permissions on specific fields.
    By default, all fields associated with the objects that the user has object permissions for in the Data Cloud Salesforce Connector permission set have read access.
  8. Enable objects and fields permissions.
  9. Click Save.

Repeat these steps for all objects that you want to ingest into Data 360.