A standard Salesforce CRM connection establishes a connection between Data 360 and a Salesforce org, allowing Data 360 to ingest data from the connected org. Data 360 ingests data and sends back only data actions. This type of connection doesn’t share any data back to the connected org.
You can also use a starter data bundle to create data streams in Data 360. The bundle maps the data source objects to the data model objects (DMOs) and establishes DMO relationships that improve your segmentation results.
Data 360 automatically connects to its home org. You can set up a standard CRM connection to orgs other than that home org. An org can be connected to multiple Data 360s via standard CRM connections, allowing multiple Data 360s to ingest the org's data.
Government Cloud Compliance
- Set Up a CRM Salesforce Org Connection
A data source and data action target are automatically created for the org where you set up Data 360. To connect other Salesforce orgs, manually set up a connection. - Salesforce CRM Permissions
When you connect to an org, the Data Cloud Salesforce Connector permission set is created to allow access to Data 360 objects and fields. You can edit the Data Cloud Salesforce Connector permission set to meet your organization’s needs. - Salesforce CRM Connection Considerations
Understand how the CRM connector maps and processes data, as well as its overall behavior. - Troubleshooting CRM Connections
If you have trouble with creating, refreshing, or disconnecting a Salesforce CRM data stream, see these common issues.