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Create Data 360 Users and Assign Permissions

Create users and provide access to Data Cloud features like identity resolution, transforms, and calculated insights.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permissions Needed
To access Data Cloud Setup

System admin profile OR

Data Cloud Architect permission set
  1. Go to Data Cloud Setup.
  2. Under User Management, click Users.
  3. Add new users or edit an existing user.
  4. Select a user and click Permission Set Assignments.
  5. Click Edit Assignments.
  6. Select the appropriate Data Cloud permission set and click Add.
  7. Click Save.

Repeat these steps for all users needing access to Data Cloud features.

  • Data 360 Standard Permission Sets
    A permission set defines the level of access and visibility that Salesforce users have to data and features in Data 360. Depending on your license, there are several standard permission sets provided for Data 360. The Salesforce admin assigns permission sets to users. We don’t recommend creating a custom permission set for Data 360 access, however you can combine the permissions sets with other Salesforce permission sets.
  • Custom Permission Sets in Data Cloud
    To create a Data Cloud custom permission set, we recommend cloning an existing standard Data Cloud permission set. Some Data Cloud features can’t be accessed with permission sets created from scratch.
  • Migrate Data Cloud Permission Sets using User Access Policies
    Learn how to use user access policies to grant updated Data Cloud permission sets to groups of users based on criteria you set.
  • Manage Data Cloud Data Access Levels for Salesforce Users
    You can configure permission sets to grant Salesforce users view access to related list enrichments or other SOQL queries to Data Cloud data without granting access to Data Cloud or permission to view Data Cloud in other contexts.