--- schema_version: "1" id: a67977c595523b2ba2564d53d85975df7d466b5371fb7224d6d14395439bddd0 title: Set Up a CRM Salesforce Org Connection collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_set_up_crm_connection.md canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6c33f0240f92092f02f3ba847b0e4877d968b7f8e743a516c3c6315959263ba0 description: 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. products: - Data 360 release: "264" --- # 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. ### Required Editions
User Permissions Needed
To access Data Cloud Setup

System admin profile OR

Data Cloud Architect
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/images/icon_important.png) Important Prevent users from logging in to your org via your instanced URL. On the My Domain page in Setup, select **Don’t redirect** for Instanced URL in the [redirections](https://help.salesforce.com/s/articleView?id=xcloud.domain_name_redirections_manage.htm&type=5&language=en_US) section. - For a successful CRM connection, configure domain settings in both the source and target org. - The Salesforce orgs that you connect must have API access and allow access for the Salesforce IP range. See [Salesforce IP Addresses and Domains to Allow](https://help.salesforce.com/s/articleView?id=000321501&type=1&language=en_US). - See [Configure User Permissions for an External Salesforce Org Connection in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_setting_user_permissions_to_connect_external_org.htm&release=264.0.0&type=5 "For non-admin users to connect an external Salesforce org to Data 360, they must have the required user permissions assigned by the main Data 360 account.") and [Enable Object and Field Permissions to Access Salesforce CRM in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_enable_user_permissions_external_salesforce_org.htm&release=264.0.0&type=5 "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.") . 1. From Data Cloud Setup, select **Salesforce CRM** under Salesforce Integrations. 2. Click **New**. 3. Click **Connect to a Salesforce org** or **Connect to a Sandbox org**. 4. Click **Next**. 5. Create an alias for your org by using up to 15 alphanumeric characters. Don't leave this space blank. Select a name carefully, because after the connection is established, the alias can't be changed. The alias is used for data stream and data lake object names. For example, if you use the alias "SourceOrg" and create an Account data stream, you get a corresponding data stream and data lake object named Account\_SourceOrg. If you use data kits, note that the alias must match across all orgs. 6. Click **Proceed**. 7. Log in to the org using your Salesforce credentials. The login for a Salesforce production or developer org is https://salesforce.com. The login for a sandbox org is https://test.salesforce.com. 8. In the Allow Access menu, select **Allow**. 9. Confirm the connection by entering the Data 360 org identifier. You can find this ID on the modal under **Data 360 Org Details**. This specifies which Data 360 org will retrieve data from your source org. 10. Check the checkbox to agree to create the connection and click **Connect**. Your org is now available from the Salesforce CRM Connectors page. ![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 After a home org connection is activated, the org can’t be disconnected due to associated system data streams. - **[Create a Salesforce CRM Data Stream](https://help.salesforce.com/s/articleView?id=data.c360_a_create_crm_data_stream.htm&release=264.0.0&type=5)** Create a data stream to begin the flow of data from a Salesforce CRM data source to Data 360 for processing and unification. - **[Create a Salesforce CRM Starter Bundle](https://help.salesforce.com/s/articleView?id=data.c360_a_create_crm_starter_bundle.htm&release=264.0.0&type=5)** Create a data stream using a starter bundle to begin the flow of data from a Salesforce CRM source into Data 360. - **[Create a CRM Data Stream from Financial Services Cloud (FSC) Objects](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_data_stream_fsc_objects.htm&release=264.0.0&type=5)** Add the permissions and license requirements in your Salesforce CRM org to ingest FSC objects. - **[Install Standard Data Bundles Powered by Data Kits](https://help.salesforce.com/s/articleView?id=data.c360_a_install_standard_data_bundles_powered_by_data_kits.htm&release=264.0.0&type=5)** After you create your Data 360 instance and set up your Salesforce CRM connection, you can install standard data bundles that are powered by data kits to deploy data within Data 360. - **[Set Object Sharing Access for Salesforce CRM](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_object_sharing_and_access.htm&release=264.0.0&type=5)** Sharing access for certain objects, such as QuickTextUsage and MacroUsage, are set to Private by default. To ingest these objects into Data 360, change the organization-wide access to Public. - **[Disconnect a Salesforce CRM Connection](https://help.salesforce.com/s/articleView?id=data.c360_a_disconnect_a_salesforce_crm_connection.htm&release=264.0.0&type=5)** When you no longer need a connection, you can delete it. After you remove a standard Salesforce CRM connection, Data 360 stops ingesting data from the connected org and deletes all the data it ingested from that org, except trust files. Data ingested from the org is removed from unified profiles the next time that identity resolution runs. - **[Verify and Reauthenticate a Salesforce CRM Connection](https://help.salesforce.com/s/articleView?id=data.c360_a_verify_and_reauthenticate_a_salesforce_crm_connection.htm&release=264.0.0&type=5)** Verify your Salesforce CRM connection trust and re-authenticate if disruption was caused by a sandbox refresh, or if trust relationship between the home org CRM connection and Data 360 is broken. If your Salesforce org has a CRM connection to a sandbox org, and that sandbox has recently refreshed, the refresh process generates a new Org ID for the sandbox org that conflicts with the Org ID associated with the existing connection. Because Data 360 can’t establish trust with the refreshed sandbox, the connection to Data 360 is disrupted and requires reauthentication. When the connection is disrupted, data streams associated with it can encounter errors, including deployment failures for new streams and errors within the stream’s refresh history. #### See Also - [_Salesforce Help_: Use an Alias for a Salesforce CRM Connection](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_alias.htm&release=264.0.0&type=5 "As of July ‘24, an alias is required when setting up a Salesforce CRM connection. Existing connections aren't assigned an alias. The names of the data stream and data lake object are derived from the alias.") - [_Salesforce Help_: Create a Salesforce CRM Data Stream](https://help.salesforce.com/s/articleView?id=data.c360_a_create_crm_data_stream.htm&release=264.0.0&type=5 "Create a data stream to begin the flow of data from a Salesforce CRM data source to Data 360 for processing and unification.") - [_Salesforce Help_: Configure User Permissions for an External Salesforce Org Connection in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_setting_user_permissions_to_connect_external_org.htm&release=264.0.0&type=5 "For non-admin users to connect an external Salesforce org to Data 360, they must have the required user permissions assigned by the main Data 360 account.") - [_Salesforce Help_: Enable Object and Field Permissions to Access Salesforce CRM in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_enable_user_permissions_external_salesforce_org.htm&release=264.0.0&type=5 "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 Help_: Data 360 Limits and Guidelines](https://help.salesforce.com/s/articleView?id=data.c360_a_limits_and_guidelines.htm&release=264.0.0&type=5 "Guidelines define best practice recommendations to optimize your adoption of Data 360 for best performance. Limits are boundaries beyond which features are unavailable, performance is throttled, or usage billing charges are applied. Since Data 360 is built to scale, some limits can be adjusted to meet your business needs. Work with your account executive to find a solution that meets your goals.")