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Add Data Cloud Salesforce Connector Permissions

To ingest objects and fields into Data Cloud, add the View All Records and Read permissions to the Data Cloud Salesforce Connector permission set in your Salesforce org.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
  1. Log in to the Salesforce org that contains the objects and fields that you want to ingest into Data Cloud.
  2. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  3. Select the Data Cloud Salesforce Connector permission set.
    The Data Cloud Salesforce Connector permission set is available only after you connect your org to Data Cloud. For deployed orgs that weren’t updated recently, the permission set is listed as Salesforce CDP Salesforce Connector Integration, Customer Data Platform Salesforce Connector Integration, or Customer 360 Audiences Salesforce Connector Integration.
  4. Enable the Manage and Run Retail Execution CPG, Action Plans, Industries Visit, and the other Retail Execution system permissions in the Data Cloud Salesforce Connector permission set.
  5. From Apps, select Object Settings.
  6. Select the object that you want to ingest into Data Cloud.
  7. To change the object permissions, click Edit.
  8. Enable Read All, View All Records, and Edit permissions for these objects, ensuring Read Access for each field.
    For Retail Execution Base:
    Object Name Object Permissions
    Account Read, View All Records
    Address Read, View All Records
    AssessmentIndicatorDefinition Read, View All Records
    AssessmentTask Read, View All Records
    AssessmentTaskDefinition Read, View All Records
    AssessmentTaskIndDefinition Read, View All Records
    AssessmentTaskOrder Read, View All Records
    Assortment Read, View All Records
    AssortmentProduct Read, View All Records
    Contract Read, View All Records
    InStoreLocation Read, View All Records
    Location Read, View All Records
    OperatingHours Read, View All Records
    Opportunity Edit
    Order Read, View All Records
    OrderItem —
    PriceBook2 Read
    Product2 Read
    ProductCategory Read, View All Records
    Promotion Read, View All Records
    RetailLocationGroup Read, View All Records
    RetailStore Read, View All Records
    RetailVisitKPI Read, View All Records
    StoreAssortment Read, View All Records
    StoreProduct Read, View All Records
    Visit Read, View All Records

    For Retail Execution Enhanced:

    Object Name Object Permissions
    Account Read, View All Records
    Address Read, View All Records
    AssessmentIndicatorDefinition Read, View All Records
    AssessmentTask Read, View All Records
    AssessmentTaskDefinition Read, View All Records
    AssessmentTaskIndDefinition Read, View All Records
    AssessmentTaskOrder Read, View All Records
    Assortment Read, View All Records
    AssortmentProduct Read, View All Records
    Contract Read, View All Records
    cgcloud__Account_Extension__c Read, View All Records
    cgcloud__Account_Relationship__c Read, View All Records
    cgcloud__Account_Set_Account__c Read, View All Records
    cgcloud__Account_Trade_Org_Hierarchy__c Read, View All Records
    cgcloud__Data_Type__c Read, View All Records
    cgcloud__Job_Definition_List__c Read, View All Records
    cgcloud__Job_Definition_Template__c Read, View All Records
    cgcloud__Job_List__c Read, View All Records
    cgcloud__Order__c Read, View All Records
    cgcloud__Order_Item__c Read, View All Records
    cgcloud__POS__c Read, View All Records
    cgcloud__POS_Template__c Read, View All Records
    cgcloud__Product_Hierarchy__c Read, View All Records
    cgcloud__Promotion__c Read, View All Records
    cgcloud__Tactic__c Read, View All Records
    cgcloud__Tactic_Product__c Read, View All Records
    cgcloud__Tactic_Template__c Read, View All Records
    cgcloud__Visit_Job__c Read, View All Records
    cgcloud__Job_DL_Job_Definition_Template__c Read, View All Records
    InStoreLocation Read, View All Records
    Location Read, View All Records
    OperatingHours Read, View All Records
    Opportunity Edit
    Order Read, View All Records
    OrderItem —
    PriceBook2 Read
    Product2 Read
    ProductCategory Read, View All Records
    Promotion Read, View All Records
    RetailLocationGroup Read, View All Records
    RetailStore Read, View All Records
    RetailVisitKPI Read, View All Records
    StoreAssortment Read, View All Records
    StoreProduct Read, View All Records
    Visit Read, View All Records
    Note
    Note For the objects that you ingest into Data Cloud, enable Read permissions for related objects in Salesforce CRM even if you don’t ingest those related objects into Data Cloud. Ingested objects can reference related objects and you need permissions to access this related object information.
  9. Save your changes.