Enable Permissions for CRM Streaming

For CRM streaming, set these system and user permissions.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permissions Needed
To ingest objects and fields:

Permission set:

  • Data 360 Architect

The Streaming processing mode can change to batch for certain scenarios. See CRM Connector Streaming.

  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. Click System Permissions.
  4. Enable View Setup and Configuration, Customize Application and Modify Metadata Through Metadata API Functions.
  5. Enable the View All Users permission located under Users for user data streams
  6. Save your changes.